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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
31,835
shares
|
$7.74 Million
0.43% of portfolio
|
Q3 2024
Added 96.28%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
31,797
shares
|
$7.73 Million
0.39% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
31,692
shares
|
$7.71 Million
0.76% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
31,675
shares
|
$7.7 Million
0.71% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
31,507
shares
|
$7.66 Million
4.57% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
31,458
shares
|
$7.65 Million
0.28% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
31,443
shares
|
$7.64 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
31,427
shares
|
$7.64 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,423
shares
|
$7.64 Million
0.2% of portfolio
|
Q3 2023
Added 34.06%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
31,403
shares
|
$7.64 Million
1.51% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
31,368
shares
|
$7.63 Million
0.94% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
31,345
shares
|
$7.62 Million
3.92% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
31,232
shares
|
$7.59 Million
3.38% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
31,214
shares
|
$7.59 Million
1.42% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
31,134
shares
|
$7.57 Million
0.38% of portfolio
|
Q3 2024
Reduced 32.61%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
31,075
shares
|
$7.56 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
31,057
shares
|
$7.55 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
31,041
shares
|
$7.55 Million
1.11% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
30,987
shares
|
$7.53 Million
0.49% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
30,971
shares
|
$7.53 Million
0.76% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
30,970
shares
|
$7.53 Million
4.07% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
30,907
shares
|
$7.51 Million
0.66% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
30,864
shares
|
$7.5 Million
0.91% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
30,854
shares
|
$7.5 Million
1.95% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
30,812
shares
|
$7.49 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.56%
|