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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
35,958
shares
|
$8.74 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
35,922
shares
|
$8.73 Million
2.72% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
35,877
shares
|
$8.72 Million
1.29% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
35,829
shares
|
$8.71 Million
2.0% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
35,769
shares
|
$8.7 Million
2.75% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
35,746
shares
|
$8.69 Million
1.11% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
35,726
shares
|
$8.69 Million
2.89% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
35,683
shares
|
$8.68 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
35,647
shares
|
$8.67 Million
1.25% of portfolio
|
Q3 2024
Reduced 22.45%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
35,580
shares
|
$8.65 Million
0.31% of portfolio
|
Q3 2024
Added 276.95%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
35,550
shares
|
$8.64 Million
1.45% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
35,402
shares
|
$8.61 Million
3.74% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
35,296
shares
|
$8.58 Million
1.86% of portfolio
|
Q1 2023
Reduced 39.97%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
35,293
shares
|
$8.58 Million
2.1% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
35,265
shares
|
$8.57 Million
1.87% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
35,197
shares
|
$8.56 Million
4.31% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
35,174
shares
|
$8.55 Million
1.83% of portfolio
|
Q4 2023
Reduced 38.58%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Oct 28, 2024 Q3 2024 |
35,170
shares
|
$8.55 Million
4.78% of portfolio
|
Q3 2024
Reduced 65.5%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
34,990
shares
|
$8.51 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
34,905
shares
|
$8.49 Million
6.39% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
34,903
shares
|
$8.49 Million
1.04% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
34,866
shares
|
$8.48 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
34,863
shares
|
$8.48 Million
0.62% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
34,862
shares
|
$8.48 Million
1.75% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
34,838
shares
|
$8.47 Million
0.83% of portfolio
|
Q3 2024
Added 15.51%
|