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 |
|---|---|---|---|---|---|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
22,051
shares
|
$5.36 Million
3.29% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
22,036
shares
|
$5.36 Million
0.28% of portfolio
|
Q3 2024
Reduced 45.3%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
22,023
shares
|
$5.35 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
22,017
shares
|
$5.35 Million
2.35% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
22,003
shares
|
$5.35 Million
1.63% of portfolio
|
Q4 2022
Added 2.5%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
21,936
shares
|
$5.33 Million
1.93% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
21,909
shares
|
$5.33 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
21,886
shares
|
$5.32 Million
0.68% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
21,844
shares
|
$5.31 Million
0.93% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
21,792
shares
|
$5.3 Million
0.93% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
21,767
shares
|
$5.29 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
21,761
shares
|
$5.29 Million
0.24% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
21,726
shares
|
$5.28 Million
2.72% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
21,717
shares
|
$5.28 Million
0.52% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
21,694
shares
|
$5.27 Million
2.88% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
21,667
shares
|
$5.27 Million
0.47% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
21,661
shares
|
$5.27 Million
2.01% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
21,655
shares
|
$5.26 Million
2.48% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,644
shares
|
$5.26 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.43%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
21,629
shares
|
$5.26 Million
1.14% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,600
shares
|
$5.25 Million
0.12% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
21,596
shares
|
$5.25 Million
1.24% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
21,563
shares
|
$5.24 Million
2.28% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
21,553
shares
|
$5.24 Million
0.94% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
21,550
shares
|
$5.24 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.6%
|