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 |
|---|---|---|---|---|---|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
34,762
shares
|
$8.45 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
34,671
shares
|
$8.43 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
34,557
shares
|
$8.4 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
34,451
shares
|
$8.38 Million
0.39% of portfolio
|
Q3 2022
Added 9.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
34,401
shares
|
$8.36 Million
0.32% of portfolio
|
Q3 2024
Reduced 27.23%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
34,370
shares
|
$8.36 Million
0.79% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
34,345
shares
|
$8.35 Million
2.43% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
34,345
shares
|
$8.35 Million
0.46% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
34,249
shares
|
$8.33 Million
3.93% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
34,170
shares
|
$8.31 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
34,143
shares
|
$8.3 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
34,120
shares
|
$8.3 Million
1.65% of portfolio
|
Q1 2024
Added 172.44%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
34,038
shares
|
$8.28 Million
3.29% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
33,990
shares
|
$8.26 Million
2.57% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
33,978
shares
|
$8.26 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
33,950
shares
|
$8.25 Million
2.8% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
33,936
shares
|
$8.25 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
33,911
shares
|
$8.24 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
33,907
shares
|
$8.24 Million
0.23% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
33,900
shares
|
$8.24 Million
3.02% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
33,828
shares
|
$8.22 Million
0.97% of portfolio
|
Q3 2022
Reduced 18.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
33,763
shares
|
$8.21 Million
0.48% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
33,611
shares
|
$8.17 Million
0.97% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Palmer Knight CO
|
Oct 31, 2024 Q3 2024 |
33,609
shares
|
$8.17 Million
3.17% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
33,527
shares
|
$8.15 Million
1.07% of portfolio
|
Q3 2024
Added 2.33%
|