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 |
|---|---|---|---|---|---|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
37,319
shares
|
$9.07 Million
0.18% of portfolio
|
Q3 2024
Added 2656.2%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
37,132
shares
|
$9.03 Million
1.84% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
37,124
shares
|
$9.03 Million
1.67% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
37,088
shares
|
$9.02 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Garland Capital Management Inc
|
Oct 30, 2024 Q3 2024 |
37,065
shares
|
$9.01 Million
6.0% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
37,009
shares
|
$9 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
37,000
shares
|
$9 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
36,897
shares
|
$8.97 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
36,804
shares
|
$8.95 Million
0.29% of portfolio
|
Q2 2022
Reduced 12.38%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
36,628
shares
|
$8.91 Million
0.67% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
36,612
shares
|
$8.9 Million
3.86% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
36,609
shares
|
$8.9 Million
0.44% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
36,599
shares
|
$8.9 Million
2.95% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
36,599
shares
|
$8.9 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36,563
shares
|
$8.89 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
36,563
shares
|
$8.89 Million
3.13% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
36,448
shares
|
$8.86 Million
2.17% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Mc Broom & Associates, LLC
|
Oct 18, 2024 Q3 2024 |
36,417
shares
|
$8.85 Million
4.7% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
36,317
shares
|
$8.83 Million
1.25% of portfolio
|
N/A
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
36,290
shares
|
$8.82 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
36,153
shares
|
$8.79 Million
0.98% of portfolio
|
Q1 2024
Added 416.91%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
36,139
shares
|
$8.79 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
36,060
shares
|
$8.77 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
36,034
shares
|
$8.76 Million
4.57% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
35,992
shares
|
$8.75 Million
4.63% of portfolio
|
Q3 2024
Added 0.51%
|