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 |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
45,691
shares
|
$11.1 Million
3.62% of portfolio
|
Q2 2024
Added 38.92%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
45,625
shares
|
$11.1 Million
1.18% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
45,616
shares
|
$11.1 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
45,603
shares
|
$11.1 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
45,444
shares
|
$11 Million
2.93% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
45,400
shares
|
$11 Million
7.06% of portfolio
|
Q3 2022
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
45,352
shares
|
$11 Million
3.72% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
45,331
shares
|
$11 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
45,278
shares
|
$11 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
45,241
shares
|
$11 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
45,228
shares
|
$11 Million
1.38% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
45,171
shares
|
$11 Million
3.04% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
45,112
shares
|
$11 Million
1.9% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
45,063
shares
|
$11 Million
0.75% of portfolio
|
Q3 2024
Added 44.51%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
45,011
shares
|
$10.9 Million
4.89% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
45,000
shares
|
$10.9 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
44,927
shares
|
$10.9 Million
1.75% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
44,828
shares
|
$10.9 Million
1.72% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
44,801
shares
|
$10.9 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
44,616
shares
|
$10.8 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
44,573
shares
|
$10.8 Million
1.14% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
44,544
shares
|
$10.8 Million
1.33% of portfolio
|
Q3 2024
Added 388.31%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
44,516
shares
|
$10.8 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
44,472
shares
|
$10.8 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
44,402
shares
|
$10.8 Million
1.19% of portfolio
|
Q2 2024
Reduced 1.54%
|