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 |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
23,327
shares
|
$5.67 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
23,318
shares
|
$5.67 Million
0.31% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
23,276
shares
|
$5.66 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
23,205
shares
|
$5.64 Million
1.89% of portfolio
|
Q4 2023
Reduced 61.91%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
23,190
shares
|
$5.64 Million
0.79% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
23,186
shares
|
$5.64 Million
0.19% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
23,150
shares
|
$5.63 Million
2.49% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
23,102
shares
|
$5.62 Million
2.75% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
23,034
shares
|
$5.6 Million
1.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
23,033
shares
|
$5.6 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
23,012
shares
|
$5.59 Million
1.91% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
23,012
shares
|
$5.59 Million
0.55% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
22,978
shares
|
$5.59 Million
1.14% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,897
shares
|
$5.57 Million
0.17% of portfolio
|
Q3 2024
Added 43.15%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,868
shares
|
$5.56 Million
0.15% of portfolio
|
Q3 2022
Added 5.98%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
22,851
shares
|
$5.56 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
22,847
shares
|
$5.55 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
22,774
shares
|
$5.54 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
22,727
shares
|
$5.53 Million
0.13% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
22,724
shares
|
$5.52 Million
0.68% of portfolio
|
Q3 2024
Reduced 62.2%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
22,720
shares
|
$5.52 Million
1.78% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
22,714
shares
|
$5.52 Million
1.85% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
22,706
shares
|
$5.52 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
22,687
shares
|
$5.52 Million
1.86% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
22,680
shares
|
$5.51 Million
4.94% of portfolio
|
Q3 2024
Reduced 0.82%
|