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 |
|---|---|---|---|---|---|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
24,469
shares
|
$5.95 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
24,420
shares
|
$5.94 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
24,413
shares
|
$5.94 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
24,383
shares
|
$5.93 Million
0.81% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
24,308
shares
|
$5.91 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
24,301
shares
|
$5.91 Million
1.49% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
24,291
shares
|
$5.91 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
24,251
shares
|
$5.9 Million
2.63% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
24,211
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
24,191
shares
|
$5.88 Million
0.61% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
24,157
shares
|
$5.87 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
24,157
shares
|
$5.87 Million
0.31% of portfolio
|
Q3 2024
Reduced 87.08%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
24,151
shares
|
$5.87 Million
0.82% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
24,148
shares
|
$5.87 Million
0.88% of portfolio
|
Q1 2023
Reduced 7.65%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
24,127
shares
|
$5.87 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
24,123
shares
|
$5.87 Million
2.24% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
24,087
shares
|
$5.86 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
24,064
shares
|
$5.85 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
24,060
shares
|
$5.85 Million
3.73% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
24,000
shares
|
$5.84 Million
4.83% of portfolio
|
Q3 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
23,996
shares
|
$5.83 Million
0.15% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
23,945
shares
|
$5.82 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
23,942
shares
|
$5.82 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
23,890
shares
|
$5.81 Million
0.66% of portfolio
|
Q4 2023
Added 209.62%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
23,887
shares
|
$5.81 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.61%
|