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 |
|---|---|---|---|---|---|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
21,517
shares
|
$5.23 Million
1.51% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
21,515
shares
|
$5.23 Million
0.19% of portfolio
|
Q2 2022
Added 1.47%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
21,500
shares
|
$5.23 Million
0.56% of portfolio
|
Q2 2023
Reduced 61.26%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
21,429
shares
|
$5.21 Million
3.37% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
21,425
shares
|
$5.21 Million
0.98% of portfolio
|
Q3 2024
Added 78.79%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
21,414
shares
|
$5.21 Million
0.89% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
21,387
shares
|
$5.2 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,372
shares
|
$5.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
21,349
shares
|
$5.19 Million
0.83% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
21,335
shares
|
$5.19 Million
1.88% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
21,241
shares
|
$5.16 Million
1.21% of portfolio
|
Q3 2024
Added 32.42%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
21,194
shares
|
$5.15 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
21,147
shares
|
$5.14 Million
1.71% of portfolio
|
Q3 2024
Added 66.34%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
21,121
shares
|
$5.14 Million
0.43% of portfolio
|
Q3 2024
Reduced 28.59%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
21,103
shares
|
$5.13 Million
0.19% of portfolio
|
Q4 2022
Added 19.35%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,097
shares
|
$5.13 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
21,091
shares
|
$5.13 Million
0.73% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
21,082
shares
|
$5.13 Million
0.86% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
21,071
shares
|
$5.12 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
21,037
shares
|
$5.11 Million
1.97% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
21,000
shares
|
$5.11 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
21,000
shares
|
$5.11 Million
2.05% of portfolio
|
Q1 2024
Added 536.36%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
20,985
shares
|
$5.1 Million
1.55% of portfolio
|
Q1 2023
Added 2.94%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
20,942
shares
|
$5.09 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
20,922
shares
|
$5.09 Million
1.47% of portfolio
|
Q4 2024
Reduced 11.2%
|