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 |
|---|---|---|---|---|---|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
50,600
shares
|
$12.1 Million
0.38% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
50,578
shares
|
$12.1 Million
5.24% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
50,440
shares
|
$12.1 Million
2.29% of portfolio
|
Q3 2023
New holding
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
50,301
shares
|
$12.1 Million
1.59% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
50,285
shares
|
$12.1 Million
2.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
50,216
shares
|
$12 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
50,144
shares
|
$12 Million
0.61% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
50,089
shares
|
$12 Million
2.61% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
50,007
shares
|
$12 Million
1.46% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Cna Financial Corp
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$12 Million
6.64% of portfolio
|
Q3 2024
New holding
|
|
|
Loews Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$12 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
50,000
shares
|
$12 Million
3.37% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
49,949
shares
|
$12 Million
1.68% of portfolio
|
Q2 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
49,776
shares
|
$11.9 Million
2.66% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
49,683
shares
|
$11.9 Million
2.36% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
49,636
shares
|
$11.9 Million
1.17% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
49,630
shares
|
$11.9 Million
0.55% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
49,559
shares
|
$11.9 Million
2.46% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
49,439
shares
|
$11.9 Million
0.61% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
49,410
shares
|
$11.9 Million
0.24% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
49,371
shares
|
$11.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
49,359
shares
|
$11.8 Million
2.53% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
49,333
shares
|
$11.8 Million
2.33% of portfolio
|
Q1 2024
New holding
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
49,272
shares
|
$11.8 Million
2.66% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
49,245
shares
|
$11.8 Million
4.35% of portfolio
|
Q3 2024
Added 0.88%
|