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 |
---|---|---|---|---|---|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
49,209
shares
|
$11.8 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
49,162
shares
|
$11.8 Million
3.22% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
48,934
shares
|
$11.7 Million
2.03% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,909
shares
|
$11.7 Million
5.93% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
48,846
shares
|
$11.7 Million
0.41% of portfolio
|
Q2 2024
Added 34.17%
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,609
shares
|
$11.7 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
48,515
shares
|
$11.6 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
48,509
shares
|
$11.6 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
48,469
shares
|
$11.6 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
48,447
shares
|
$11.6 Million
0.7% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
48,351
shares
|
$11.6 Million
3.17% of portfolio
|
Q3 2024
Added 0.01%
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
48,325
shares
|
$11.6 Million
3.82% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
48,048
shares
|
$11.5 Million
0.76% of portfolio
|
Q3 2024
Added 9.46%
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
47,983
shares
|
$11.5 Million
1.77% of portfolio
|
Q3 2024
Added 5.03%
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
47,964
shares
|
$11.5 Million
0.38% of portfolio
|
Q4 2024
Added 0.97%
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
47,915
shares
|
$11.5 Million
2.58% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
47,896
shares
|
$11.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
47,730
shares
|
$11.4 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
47,614
shares
|
$11.4 Million
0.68% of portfolio
|
Q3 2024
Added 2.51%
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
47,559
shares
|
$11.4 Million
0.49% of portfolio
|
Q3 2024
Added 0.79%
|
|
Mc Ginn Investment Management, Inc.
|
Nov 06, 2024 Q3 2024 |
47,531
shares
|
$11.4 Million
6.67% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
47,484
shares
|
$11.4 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
47,247
shares
|
$11.3 Million
5.67% of portfolio
|
Q3 2024
Added 0.62%
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
47,245
shares
|
$11.3 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
47,191
shares
|
$11.3 Million
0.86% of portfolio
|
Q3 2024
Added 1.88%
|