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 |
|---|---|---|---|---|---|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
33,527
shares
|
$8.15 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
33,512
shares
|
$8.15 Million
1.86% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
33,489
shares
|
$8.14 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
33,475
shares
|
$8.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
33,427
shares
|
$8.13 Million
0.62% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
33,400
shares
|
$8.12 Million
0.69% of portfolio
|
Q4 2022
New holding
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
33,400
shares
|
$8.12 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
33,330
shares
|
$8.1 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
33,243
shares
|
$8.08 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
33,242
shares
|
$8.08 Million
2.7% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
33,178
shares
|
$8.07 Million
2.02% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
33,171
shares
|
$8.06 Million
1.49% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
33,166
shares
|
$8.06 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
33,101
shares
|
$8.05 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
32,978
shares
|
$8.02 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Udine Wealth Management, Inc.
|
Oct 08, 2024 Q3 2024 |
32,884
shares
|
$8 Million
4.96% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
32,740
shares
|
$7.96 Million
2.09% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
32,718
shares
|
$7.95 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
32,692
shares
|
$7.95 Million
2.54% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
32,679
shares
|
$7.95 Million
0.35% of portfolio
|
Q3 2024
Reduced 23.22%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
32,637
shares
|
$7.94 Million
2.08% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
32,633
shares
|
$7.93 Million
2.01% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
32,622
shares
|
$7.93 Million
3.07% of portfolio
|
Q3 2024
Added 21.86%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
32,594
shares
|
$7.92 Million
0.51% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
32,500
shares
|
$7.9 Million
3.49% of portfolio
|
Q3 2024
Reduced 5.91%
|