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 |
|---|---|---|---|---|---|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
44,360
shares
|
$10.8 Million
1.24% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
44,356
shares
|
$10.8 Million
2.51% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
44,336
shares
|
$10.8 Million
1.88% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
44,160
shares
|
$10.7 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
44,082
shares
|
$10.7 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
44,010
shares
|
$10.7 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
44,000
shares
|
$10.7 Million
0.41% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
43,994
shares
|
$10.7 Million
2.26% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
43,966
shares
|
$10.7 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
43,895
shares
|
$10.7 Million
0.35% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
43,891
shares
|
$10.7 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
43,866
shares
|
$10.7 Million
2.31% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
43,821
shares
|
$10.7 Million
1.32% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
43,558
shares
|
$10.6 Million
1.99% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
43,498
shares
|
$10.6 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
43,347
shares
|
$10.5 Million
2.08% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
43,324
shares
|
$10.5 Million
0.37% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
43,232
shares
|
$10.5 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
43,176
shares
|
$10.5 Million
0.77% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
43,044
shares
|
$10.5 Million
0.95% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
42,900
shares
|
$10.4 Million
0.7% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
42,897
shares
|
$10.4 Million
0.22% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
42,861
shares
|
$10.4 Million
3.36% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
42,821
shares
|
$10.4 Million
1.7% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
42,810
shares
|
$10.4 Million
0.91% of portfolio
|
Q3 2024
Added 0.38%
|