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 |
|---|---|---|---|---|---|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
25,385
shares
|
$6.17 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
25,355
shares
|
$6.16 Million
0.61% of portfolio
|
Q3 2022
Reduced 0.97%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
25,354
shares
|
$6.16 Million
2.48% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
25,216
shares
|
$6.13 Million
0.2% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
25,159
shares
|
$6.12 Million
1.35% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
25,149
shares
|
$6.11 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,095
shares
|
$6.1 Million
0.58% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
25,089
shares
|
$6.1 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
25,089
shares
|
$6.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Mount Vernon Associates Inc
|
Oct 15, 2024 Q3 2024 |
25,067
shares
|
$6.09 Million
4.37% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
25,060
shares
|
$6.09 Million
0.88% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Eos Management, L.P.
|
Nov 01, 2024 Q3 2024 |
25,000
shares
|
$6.08 Million
1.86% of portfolio
|
Q3 2022
Reduced 3.85%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
24,945
shares
|
$6.06 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
24,913
shares
|
$6.06 Million
0.46% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
24,913
shares
|
$6.06 Million
1.08% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
24,874
shares
|
$6.05 Million
1.85% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
24,861
shares
|
$6.04 Million
2.71% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
24,819
shares
|
$6.03 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
24,809
shares
|
$6.03 Million
1.58% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
24,794
shares
|
$6.03 Million
1.18% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
24,740
shares
|
$6.02 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
24,697
shares
|
$6 Million
0.3% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
24,694
shares
|
$6 Million
1.84% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
24,575
shares
|
$5.97 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
24,475
shares
|
$5.95 Million
1.21% of portfolio
|
Q3 2024
Reduced 3.35%
|