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 |
|---|---|---|---|---|---|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
38,722
shares
|
$9.41 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
38,624
shares
|
$9.39 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
38,556
shares
|
$9.37 Million
1.35% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
38,496
shares
|
$9.36 Million
1.35% of portfolio
|
Q4 2022
Reduced 8.04%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
38,467
shares
|
$9.35 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
38,320
shares
|
$9.32 Million
0.38% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
38,272
shares
|
$9.31 Million
1.49% of portfolio
|
Q3 2024
Reduced 17.02%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
38,260
shares
|
$9.3 Million
2.05% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
38,232
shares
|
$9.3 Million
0.17% of portfolio
|
Q3 2022
Reduced 21.68%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
38,218
shares
|
$9.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
38,131
shares
|
$9.27 Million
1.77% of portfolio
|
Q3 2024
Added 1411.93%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
38,128
shares
|
$9.27 Million
1.56% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
37,986
shares
|
$9.24 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
37,904
shares
|
$9.22 Million
1.84% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
37,883
shares
|
$9.21 Million
3.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
37,876
shares
|
$9.21 Million
2.73% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
37,817
shares
|
$9.19 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
37,703
shares
|
$9.17 Million
0.93% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
37,683
shares
|
$9.16 Million
2.3% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
37,588
shares
|
$9.14 Million
0.06% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
37,515
shares
|
$9.12 Million
3.29% of portfolio
|
Q3 2024
Reduced 20.7%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
37,484
shares
|
$9.11 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
37,451
shares
|
$9.11 Million
0.22% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
37,417
shares
|
$9.1 Million
1.37% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
37,328
shares
|
$9.08 Million
1.19% of portfolio
|
Q3 2024
Reduced 7.42%
|