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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
22,652
shares
|
$5.51 Million
1.1% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
22,650
shares
|
$5.51 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
22,619
shares
|
$5.5 Million
0.7% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
22,597
shares
|
$5.49 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
22,589
shares
|
$5.49 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
22,515
shares
|
$5.47 Million
0.82% of portfolio
|
Q1 2023
Reduced 1.68%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
22,457
shares
|
$5.46 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
22,426
shares
|
$5.45 Million
1.99% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
22,422
shares
|
$5.45 Million
0.09% of portfolio
|
Q3 2024
Reduced 46.77%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,415
shares
|
$5.45 Million
2.08% of portfolio
|
Q2 2022
Added 24.44%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
22,396
shares
|
$5.45 Million
1.21% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
22,393
shares
|
$5.44 Million
0.31% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
22,301
shares
|
$5.42 Million
0.25% of portfolio
|
Q4 2023
Reduced 3.55%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
22,300
shares
|
$5.42 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
22,299
shares
|
$5.42 Million
2.41% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Triasima Portfolio Management Inc.
|
Nov 12, 2024 Q3 2024 |
22,288
shares
|
$5.42 Million
1.21% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,283
shares
|
$5.42 Million
0.07% of portfolio
|
Q3 2022
Added 79.9%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
22,279
shares
|
$5.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 87.22%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
22,260
shares
|
$5.41 Million
2.96% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
22,196
shares
|
$5.4 Million
2.86% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
22,192
shares
|
$5.4 Million
1.24% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
22,170
shares
|
$5.39 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
22,106
shares
|
$5.37 Million
0.67% of portfolio
|
Q3 2024
Added 992.73%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
22,104
shares
|
$5.37 Million
1.32% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
22,073
shares
|
$5.37 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.29%
|