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 |
|---|---|---|---|---|---|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
29,905
shares
|
$7.27 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
29,898
shares
|
$7.27 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
29,847
shares
|
$7.26 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
29,841
shares
|
$7.26 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
29,737
shares
|
$7.23 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
29,700
shares
|
$7.22 Million
1.88% of portfolio
|
Q1 2020
Reduced 29.29%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
29,700
shares
|
$7.22 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
29,665
shares
|
$7.21 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
29,661
shares
|
$7.21 Million
1.1% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
29,633
shares
|
$7.2 Million
0.79% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
29,624
shares
|
$7.2 Million
2.61% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
29,619
shares
|
$7.2 Million
0.49% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Qv Investors Inc.
|
Oct 15, 2024 Q3 2024 |
29,600
shares
|
$7.2 Million
0.55% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
29,561
shares
|
$7.19 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
29,556
shares
|
$7.19 Million
2.51% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
29,483
shares
|
$7.17 Million
1.18% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
29,462
shares
|
$7.16 Million
1.67% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
29,453
shares
|
$7.16 Million
4.45% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
29,446
shares
|
$7.16 Million
1.59% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
29,431
shares
|
$7.16 Million
1.22% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
29,386
shares
|
$7.14 Million
0.33% of portfolio
|
Q3 2024
Reduced 81.16%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
29,321
shares
|
$7.13 Million
0.67% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,310
shares
|
$7.13 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
29,270
shares
|
$7.12 Million
2.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,209
shares
|
$7.1 Million
1.08% of portfolio
|
Q3 2024
Added 43.51%
|