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 |
|---|---|---|---|---|---|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
41,502
shares
|
$10.1 Million
2.69% of portfolio
|
Q4 2022
Added 3.76%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
41,268
shares
|
$10 Million
2.39% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
41,232
shares
|
$10 Million
1.07% of portfolio
|
Q3 2024
Reduced 19.72%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
41,095
shares
|
$9.99 Million
0.57% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
41,095
shares
|
$9.99 Million
6.19% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
41,094
shares
|
$9.99 Million
1.76% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
41,079
shares
|
$9.99 Million
0.73% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
41,000
shares
|
$9.97 Million
0.44% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
40,988
shares
|
$9.97 Million
0.11% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
40,883
shares
|
$9.94 Million
0.57% of portfolio
|
Q3 2024
Added 442.57%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
40,734
shares
|
$9.9 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
40,730
shares
|
$9.9 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
40,658
shares
|
$9.89 Million
2.64% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
40,638
shares
|
$9.88 Million
0.4% of portfolio
|
Q3 2022
Reduced 14.11%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
40,619
shares
|
$9.88 Million
2.7% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
40,529
shares
|
$9.85 Million
0.9% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
40,454
shares
|
$9.84 Million
1.71% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
40,312
shares
|
$9.8 Million
3.35% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
40,163
shares
|
$9.76 Million
3.68% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
40,142
shares
|
$9.76 Million
0.19% of portfolio
|
Q3 2024
Added 119.08%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
40,131
shares
|
$9.76 Million
1.6% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
40,114
shares
|
$9.75 Million
0.4% of portfolio
|
Q3 2024
Added 195.28%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
40,099
shares
|
$9.75 Million
0.31% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
40,084
shares
|
$9.75 Million
3.77% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
40,034
shares
|
$9.73 Million
0.8% of portfolio
|
Q3 2024
Added 0.1%
|