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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
54,313
shares
|
$13 Million
0.46% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
54,228
shares
|
$13 Million
0.7% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
54,217
shares
|
$13 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
54,185
shares
|
$13 Million
2.42% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
54,124
shares
|
$13 Million
3.67% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
54,060
shares
|
$13 Million
1.99% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
53,983
shares
|
$12.9 Million
0.31% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
53,950
shares
|
$12.9 Million
0.22% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
53,614
shares
|
$12.9 Million
2.99% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
53,567
shares
|
$12.8 Million
1.67% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
53,477
shares
|
$12.8 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
53,433
shares
|
$12.8 Million
5.66% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
53,347
shares
|
$12.8 Million
3.22% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
53,314
shares
|
$12.8 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
53,258
shares
|
$12.8 Million
2.2% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
53,216
shares
|
$12.8 Million
1.89% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
53,193
shares
|
$12.8 Million
3.32% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
53,005
shares
|
$12.7 Million
1.7% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,952
shares
|
$12.7 Million
0.19% of portfolio
|
Q3 2024
Added 248.28%
|
|
|
Addenda Capital Inc.
|
Oct 15, 2024 Q3 2024 |
52,541
shares
|
$12.6 Million
0.54% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
52,480
shares
|
$12.6 Million
3.62% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
52,466
shares
|
$12.6 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
52,349
shares
|
$12.6 Million
1.28% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
52,244
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2024
Added 1741366.62%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
52,186
shares
|
$12.5 Million
1.16% of portfolio
|
Q3 2024
Added 6.24%
|