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 |
|---|---|---|---|---|---|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
23,879
shares
|
$5.81 Million
2.34% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
23,847
shares
|
$5.8 Million
1.84% of portfolio
|
Q4 2023
Added 9.59%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
23,839
shares
|
$5.8 Million
1.84% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
23,807
shares
|
$5.79 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
23,754
shares
|
$5.78 Million
1.03% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
23,682
shares
|
$5.76 Million
1.84% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
23,648
shares
|
$5.75 Million
0.44% of portfolio
|
Q4 2023
Reduced 24.38%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
23,603
shares
|
$5.74 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
23,561
shares
|
$5.73 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,549
shares
|
$5.73 Million
1.0% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
23,546
shares
|
$5.72 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
23,535
shares
|
$5.72 Million
0.7% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
23,529
shares
|
$5.72 Million
1.08% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
23,523
shares
|
$5.72 Million
1.65% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
23,500
shares
|
$5.71 Million
4.22% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
23,463
shares
|
$5.7 Million
0.54% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
23,450
shares
|
$5.7 Million
1.18% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
23,426
shares
|
$5.7 Million
2.12% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
23,408
shares
|
$5.69 Million
0.9% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
23,375
shares
|
$5.68 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
23,361
shares
|
$5.68 Million
2.43% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
23,357
shares
|
$5.68 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,341
shares
|
$5.67 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
23,338
shares
|
$5.67 Million
1.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
23,333
shares
|
$5.67 Million
0.42% of portfolio
|
Q3 2024
Added 53.47%
|