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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
19,870
shares
|
$4.83 Million
0.51% of portfolio
|
Q3 2024
Added 994.77%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
19,866
shares
|
$4.83 Million
2.83% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
19,834
shares
|
$4.82 Million
0.65% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
19,817
shares
|
$4.82 Million
0.64% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
19,810
shares
|
$4.82 Million
1.76% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
19,810
shares
|
$4.82 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
19,795
shares
|
$4.81 Million
0.54% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
19,767
shares
|
$4.81 Million
1.09% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
19,758
shares
|
$4.8 Million
0.39% of portfolio
|
Q4 2023
Reduced 22.96%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
19,740
shares
|
$4.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
19,718
shares
|
$4.79 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
19,691
shares
|
$4.79 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
19,666
shares
|
$4.78 Million
1.33% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Account Management LLC
|
Nov 04, 2024 Q3 2024 |
19,665
shares
|
$4.78 Million
4.93% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
19,649
shares
|
$4.78 Million
3.32% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
19,580
shares
|
$4.76 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
19,575
shares
|
$4.76 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
19,572
shares
|
$4.76 Million
0.45% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
19,512
shares
|
$4.74 Million
0.37% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
19,499
shares
|
$4.74 Million
0.72% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
19,477
shares
|
$4.74 Million
3.28% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
19,445
shares
|
$4.73 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
19,439
shares
|
$4.73 Million
0.68% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
19,424
shares
|
$4.72 Million
1.66% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
19,379
shares
|
$4.71 Million
0.65% of portfolio
|
Q3 2024
Added 1.37%
|