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 |
|---|---|---|---|---|---|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
26,051
shares
|
$6.33 Million
3.44% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
26,017
shares
|
$6.33 Million
0.41% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
25,930
shares
|
$6.3 Million
3.07% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
25,920
shares
|
$6.3 Million
5.71% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
25,899
shares
|
$6.3 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
25,879
shares
|
$6.29 Million
1.04% of portfolio
|
Q2 2024
Added 15.64%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
25,874
shares
|
$6.29 Million
1.81% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
25,863
shares
|
$6.29 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
25,783
shares
|
$6.27 Million
1.68% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
25,779
shares
|
$6.27 Million
1.4% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
25,745
shares
|
$6.26 Million
0.76% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
25,745
shares
|
$6.26 Million
2.08% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
25,695
shares
|
$6.25 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
25,681
shares
|
$6.24 Million
1.28% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
25,675
shares
|
$6.24 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
25,669
shares
|
$6.24 Million
1.33% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
25,652
shares
|
$6.24 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
25,613
shares
|
$6.23 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
25,580
shares
|
$6.22 Million
2.14% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
25,441
shares
|
$6.19 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
25,421
shares
|
$6.18 Million
0.56% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
25,414
shares
|
$6.18 Million
2.87% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
25,411
shares
|
$6.18 Million
0.58% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
25,395
shares
|
$6.17 Million
2.68% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
25,387
shares
|
$6.17 Million
1.19% of portfolio
|
Q2 2024
Reduced 7.97%
|