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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
42,670
shares
|
$10.4 Million
0.73% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
42,511
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
42,508
shares
|
$10.3 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Asset Planning Services Inc
|
Oct 22, 2024 Q3 2024 |
42,497
shares
|
$10.3 Million
4.43% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
42,494
shares
|
$10.3 Million
0.73% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
42,470
shares
|
$10.3 Million
1.31% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
42,466
shares
|
$10.3 Million
0.69% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
42,452
shares
|
$10.3 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
42,360
shares
|
$10.3 Million
1.42% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
42,311
shares
|
$10.3 Million
1.83% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
42,218
shares
|
$10.3 Million
0.14% of portfolio
|
Q3 2024
Added 24.77%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
42,137
shares
|
$10.2 Million
1.12% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,011
shares
|
$10.2 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
42,000
shares
|
$10.2 Million
1.46% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
41,912
shares
|
$10.2 Million
0.61% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
41,912
shares
|
$10.2 Million
4.2% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
41,892
shares
|
$10.2 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
41,838
shares
|
$10.2 Million
0.59% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
41,836
shares
|
$10.2 Million
3.02% of portfolio
|
Q1 2024
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
41,795
shares
|
$10.2 Million
2.88% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
41,728
shares
|
$10.1 Million
0.55% of portfolio
|
Q4 2022
Reduced 3.16%
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
41,672
shares
|
$10.1 Million
4.58% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
41,631
shares
|
$10.1 Million
1.85% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
41,530
shares
|
$10.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 84.07%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
41,508
shares
|
$10.1 Million
3.11% of portfolio
|
Q3 2024
Reduced 9.76%
|