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 |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
27,604
shares
|
$6.71 Million
0.35% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
27,591
shares
|
$6.71 Million
0.82% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
27,580
shares
|
$6.71 Million
0.35% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,568
shares
|
$6.7 Million
0.36% of portfolio
|
Q4 2022
Added 35.89%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
27,548
shares
|
$6.7 Million
2.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
27,544
shares
|
$6.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
27,540
shares
|
$6.7 Million
1.17% of portfolio
|
Q3 2024
Reduced 34.15%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
27,501
shares
|
$6.69 Million
2.78% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
27,492
shares
|
$6.68 Million
1.27% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
27,477
shares
|
$6.68 Million
3.63% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
27,450
shares
|
$6.67 Million
1.96% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
27,401
shares
|
$6.66 Million
0.35% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
27,377
shares
|
$6.66 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
27,372
shares
|
$6.65 Million
0.67% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
27,350
shares
|
$6.65 Million
1.4% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
27,321
shares
|
$6.64 Million
0.77% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
27,257
shares
|
$6.63 Million
0.36% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
27,200
shares
|
$6.61 Million
0.06% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
27,153
shares
|
$6.6 Million
0.5% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
27,121
shares
|
$6.59 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
27,079
shares
|
$6.58 Million
1.29% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
27,073
shares
|
$6.58 Million
4.57% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
26,995
shares
|
$6.56 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
26,861
shares
|
$6.53 Million
1.42% of portfolio
|
Q3 2024
Reduced 67.46%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
26,830
shares
|
$6.52 Million
1.62% of portfolio
|
Q3 2024
Added 0.34%
|