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 |
|---|---|---|---|---|---|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,185
shares
|
$7.1 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,179
shares
|
$7.09 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
29,065
shares
|
$7.07 Million
0.03% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
29,058
shares
|
$7.06 Million
3.91% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
29,021
shares
|
$7.06 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
29,000
shares
|
$7.05 Million
1.53% of portfolio
|
Q4 2020
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
28,974
shares
|
$7.04 Million
0.66% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
28,965
shares
|
$7.04 Million
2.27% of portfolio
|
Q3 2024
Added 36.98%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
28,943
shares
|
$7.04 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
28,897
shares
|
$7.03 Million
2.5% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
28,884
shares
|
$7.02 Million
1.53% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
28,879
shares
|
$7.02 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
28,786
shares
|
$7 Million
2.78% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
28,756
shares
|
$6.99 Million
1.04% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
28,740
shares
|
$6.99 Million
0.36% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Nov 04, 2024 Q3 2024 |
28,725
shares
|
$6.98 Million
4.24% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
28,722
shares
|
$6.98 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
28,708
shares
|
$6.98 Million
1.46% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
28,702
shares
|
$6.98 Million
2.81% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,663
shares
|
$6.97 Million
3.06% of portfolio
|
Q2 2024
Reduced 15.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,639
shares
|
$6.96 Million
0.22% of portfolio
|
Q3 2024
Added 28.76%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
28,616
shares
|
$6.96 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
28,603
shares
|
$6.95 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Crystal Rock Capital Management
|
Nov 05, 2024 Q3 2024 |
28,543
shares
|
$6.94 Million
3.68% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
28,455
shares
|
$6.92 Million
1.41% of portfolio
|
Q3 2024
Added 2.11%
|