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 |
|---|---|---|---|---|---|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
28,392
shares
|
$6.9 Million
1.64% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
28,340
shares
|
$6.89 Million
0.39% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
28,332
shares
|
$6.89 Million
1.14% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
28,332
shares
|
$6.89 Million
3.52% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
28,325
shares
|
$6.89 Million
1.22% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
28,289
shares
|
$6.88 Million
0.76% of portfolio
|
Q2 2024
Added 16.04%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
28,179
shares
|
$6.85 Million
0.27% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
28,171
shares
|
$6.85 Million
0.66% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
28,153
shares
|
$6.84 Million
2.33% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
28,135
shares
|
$6.84 Million
2.24% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
28,116
shares
|
$6.84 Million
1.9% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
28,094
shares
|
$6.83 Million
2.93% of portfolio
|
Q3 2024
Reduced 24.11%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
28,040
shares
|
$6.82 Million
0.96% of portfolio
|
Q4 2022
Added 14.32%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
28,000
shares
|
$6.81 Million
2.61% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
27,978
shares
|
$6.8 Million
0.76% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
27,977
shares
|
$6.8 Million
1.33% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
27,842
shares
|
$6.77 Million
0.88% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
27,825
shares
|
$6.77 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
27,785
shares
|
$6.76 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
27,757
shares
|
$6.75 Million
1.67% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
27,755
shares
|
$6.75 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
27,692
shares
|
$6.73 Million
0.87% of portfolio
|
Q4 2022
Reduced 30.23%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
27,667
shares
|
$6.73 Million
5.38% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
27,661
shares
|
$6.73 Million
1.45% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
27,609
shares
|
$6.71 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.05%
|