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 |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
30,750
shares
|
$7.48 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
30,684
shares
|
$7.46 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
30,683
shares
|
$7.46 Million
0.62% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
30,662
shares
|
$7.45 Million
4.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
30,595
shares
|
$7.44 Million
0.47% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
30,519
shares
|
$7.42 Million
0.31% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
30,469
shares
|
$7.41 Million
0.48% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
30,456
shares
|
$7.4 Million
1.39% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 17, 2024 Q3 2024 |
30,420
shares
|
$7.4 Million
0.43% of portfolio
|
Q3 2024
Reduced 48.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
30,410
shares
|
$7.39 Million
0.78% of portfolio
|
Q3 2024
Added 39.78%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,400
shares
|
$7.39 Million
0.41% of portfolio
|
Q2 2022
Reduced 5.52%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
30,400
shares
|
$7.39 Million
1.1% of portfolio
|
Q2 2024
Reduced 22.51%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
30,385
shares
|
$7.39 Million
0.61% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
30,260
shares
|
$7.36 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
30,218
shares
|
$7.35 Million
0.57% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 08, 2025 Q1 2024 |
30,205
shares
|
$7.34 Million
2.4% of portfolio
|
Q1 2024
Added 17.99%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
30,168
shares
|
$7.33 Million
0.14% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
30,087
shares
|
$7.32 Million
2.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
30,079
shares
|
$7.31 Million
0.88% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
30,069
shares
|
$7.31 Million
0.86% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
30,068
shares
|
$7.31 Million
0.84% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
30,018
shares
|
$7.3 Million
0.3% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
30,002
shares
|
$7.29 Million
0.23% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Allen Holding Inc
|
Nov 07, 2024 Q3 2024 |
30,000
shares
|
$7.29 Million
0.68% of portfolio
|
Q3 2017
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
29,988
shares
|
$7.29 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.29%
|