Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 4,620 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $467 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
57,199
shares
|
$13.7 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
56,934
shares
|
$13.7 Million
2.45% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
56,656
shares
|
$13.6 Million
2.8% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
56,654
shares
|
$13.6 Million
0.49% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
56,484
shares
|
$13.5 Million
0.97% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
56,472
shares
|
$13.5 Million
0.82% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
56,369
shares
|
$13.5 Million
2.67% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
56,302
shares
|
$13.5 Million
3.36% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
56,254
shares
|
$13.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
56,203
shares
|
$13.5 Million
5.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
56,200
shares
|
$13.5 Million
1.28% of portfolio
|
Q4 2023
Reduced 12.46%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
56,182
shares
|
$13.5 Million
6.49% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
55,946
shares
|
$13.4 Million
7.91% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
55,936
shares
|
$13.4 Million
4.28% of portfolio
|
Q1 2023
Reduced 9.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
55,707
shares
|
$13.4 Million
0.84% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
55,622
shares
|
$13.3 Million
1.34% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
55,563
shares
|
$13.3 Million
0.37% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
55,560
shares
|
$13.3 Million
0.5% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
55,346
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Added 9962.91%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
55,268
shares
|
$13.3 Million
1.4% of portfolio
|
Q1 2023
Added 1.6%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
54,980
shares
|
$13.2 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
54,816
shares
|
$13.1 Million
0.72% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
54,731
shares
|
$13.1 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
54,600
shares
|
$13.1 Million
0.25% of portfolio
|
Q2 2024
Added 58.26%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
54,519
shares
|
$13.1 Million
2.1% of portfolio
|
Q3 2024
Added 1.24%
|