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 4,619 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 $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
47,110
shares
|
$11.3 Million
0.76% of portfolio
|
Q3 2024
Added 1435.03%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
47,019
shares
|
$11.3 Million
0.62% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
47,009
shares
|
$11.3 Million
3.02% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
46,984
shares
|
$11.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
46,891
shares
|
$11.2 Million
1.2% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
46,797
shares
|
$11.2 Million
1.79% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
46,587
shares
|
$11.2 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Cincinnati Casualty CO
|
Nov 07, 2024 Q3 2024 |
46,500
shares
|
$11.2 Million
5.52% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
Nov 07, 2024 Q3 2024 |
46,500
shares
|
$11.2 Million
2.89% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
46,412
shares
|
$11.1 Million
3.7% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
46,291
shares
|
$11.1 Million
0.47% of portfolio
|
Q4 2022
Added 0.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
46,224
shares
|
$11.1 Million
0.78% of portfolio
|
Q2 2023
Added 0.64%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2024 Q3 2024 |
46,202
shares
|
$11.1 Million
4.25% of portfolio
|
Q3 2024
Added 181.29%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
46,184
shares
|
$11.1 Million
1.9% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
46,156
shares
|
$11.1 Million
4.38% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
46,109
shares
|
$11.1 Million
0.4% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
46,090
shares
|
$11.1 Million
1.96% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
46,070
shares
|
$11.1 Million
0.66% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
45,966
shares
|
$11 Million
1.24% of portfolio
|
Q2 2024
Added 342.62%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
45,924
shares
|
$11 Million
1.62% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
45,920
shares
|
$11 Million
1.72% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
45,873
shares
|
$11 Million
2.53% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
45,861
shares
|
$11 Million
3.34% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
45,810
shares
|
$11 Million
1.98% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
45,758
shares
|
$11 Million
0.64% of portfolio
|
Q3 2024
Added 2.01%
|