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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
20,442
shares
|
$4.97 Million
0.39% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
20,416
shares
|
$4.96 Million
0.71% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
20,415
shares
|
$4.96 Million
1.5% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
20,414
shares
|
$4.96 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
20,405
shares
|
$4.96 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
20,378
shares
|
$4.95 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
20,315
shares
|
$4.94 Million
1.72% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
20,296
shares
|
$4.93 Million
0.12% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
20,295
shares
|
$4.93 Million
2.86% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
20,286
shares
|
$4.93 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Nov 01, 2024 Q3 2024 |
20,246
shares
|
$4.92 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,245
shares
|
$4.92 Million
0.26% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
20,220
shares
|
$4.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
20,202
shares
|
$4.91 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
20,191
shares
|
$4.91 Million
1.89% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
20,158
shares
|
$4.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
20,137
shares
|
$4.9 Million
1.6% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
20,133
shares
|
$4.89 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
20,094
shares
|
$4.89 Million
0.63% of portfolio
|
Q4 2022
Reduced 2.18%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
19,967
shares
|
$4.85 Million
0.47% of portfolio
|
Q4 2023
Reduced 37.4%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
19,965
shares
|
$4.85 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
19,933
shares
|
$4.85 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
19,908
shares
|
$4.84 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
19,904
shares
|
$4.84 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
19,887
shares
|
$4.84 Million
1.21% of portfolio
|
Q4 2022
Added 167.87%
|