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 |
|---|---|---|---|---|---|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
32,441
shares
|
$7.89 Million
2.22% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
32,438
shares
|
$7.89 Million
1.92% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
32,432
shares
|
$7.89 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
32,389
shares
|
$7.87 Million
8.3% of portfolio
|
Q3 2023
Added 0.75%
|
|
|
Overbrook Management Corp
New York, NY |
Nov 08, 2024 Q3 2024 |
32,352
shares
|
$7.87 Million
1.56% of portfolio
|
Q3 2024
Reduced 39.93%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
32,344
shares
|
$7.86 Million
4.3% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
32,298
shares
|
$7.85 Million
4.7% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
32,286
shares
|
$7.85 Million
2.48% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
32,266
shares
|
$7.84 Million
0.69% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,196
shares
|
$7.83 Million
0.16% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
32,189
shares
|
$7.83 Million
2.22% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
32,169
shares
|
$7.82 Million
3.51% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
32,158
shares
|
$7.82 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
32,149
shares
|
$7.82 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
32,125
shares
|
$7.81 Million
2.84% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
32,124
shares
|
$7.81 Million
0.94% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
32,109
shares
|
$7.81 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
32,085
shares
|
$7.8 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,085
shares
|
$7.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 55.66%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
31,974
shares
|
$7.77 Million
0.33% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
31,963
shares
|
$7.77 Million
1.9% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
31,893
shares
|
$7.75 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2024 Q3 2024 |
31,880
shares
|
$7.75 Million
4.22% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
31,875
shares
|
$7.75 Million
0.46% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
31,837
shares
|
$7.74 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.59%
|