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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,894
shares
|
$5.08 Million
0.15% of portfolio
|
Q2 2023
Added 1.68%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,881
shares
|
$5.08 Million
0.4% of portfolio
|
Q3 2024
Reduced 36.72%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
20,861
shares
|
$5.07 Million
0.74% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
20,855
shares
|
$5.07 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
20,839
shares
|
$5.07 Million
1.35% of portfolio
|
Q3 2023
Reduced 13.08%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
20,818
shares
|
$5.06 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
20,801
shares
|
$5.06 Million
0.26% of portfolio
|
Q3 2024
Added 443.96%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
20,796
shares
|
$5.06 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
20,775
shares
|
$5.05 Million
1.2% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
20,774
shares
|
$5.05 Million
0.52% of portfolio
|
Q3 2024
Reduced 20.62%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
20,740
shares
|
$5.04 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
20,718
shares
|
$5.04 Million
1.98% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
20,718
shares
|
$5.04 Million
0.52% of portfolio
|
Q3 2024
Added 23.65%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
20,698
shares
|
$5.03 Million
1.14% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
20,624
shares
|
$5.01 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
20,612
shares
|
$5.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
20,600
shares
|
$5.01 Million
0.95% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
20,593
shares
|
$5.01 Million
1.29% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,579
shares
|
$5 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
20,574
shares
|
$5 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
20,535
shares
|
$4.99 Million
2.55% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
20,497
shares
|
$4.98 Million
1.2% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
20,494
shares
|
$4.98 Million
0.74% of portfolio
|
Q1 2024
Added 131.28%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
20,474
shares
|
$4.98 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
20,468
shares
|
$4.98 Million
0.54% of portfolio
|
Q3 2024
Reduced 16.7%
|