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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
19,335
shares
|
$4.7 Million
0.26% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2024 Q3 2024 |
19,333
shares
|
$4.7 Million
0.86% of portfolio
|
Q4 2023
Reduced 0.2%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
19,332
shares
|
$4.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
19,317
shares
|
$4.7 Million
0.3% of portfolio
|
Q3 2024
Added 93.31%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
19,309
shares
|
$4.69 Million
1.12% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
19,272
shares
|
$4.69 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
19,266
shares
|
$4.68 Million
0.46% of portfolio
|
Q1 2023
Reduced 0.93%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
19,264
shares
|
$4.68 Million
1.98% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
19,250
shares
|
$4.68 Million
2.09% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
19,250
shares
|
$4.68 Million
2.33% of portfolio
|
Q3 2024
Reduced 79.27%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
19,249
shares
|
$4.68 Million
0.05% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
19,186
shares
|
$4.66 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,177
shares
|
$4.66 Million
0.32% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
19,174
shares
|
$4.66 Million
3.46% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
19,123
shares
|
$4.65 Million
1.42% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
19,090
shares
|
$4.64 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
19,078
shares
|
$4.64 Million
1.72% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
19,072
shares
|
$4.64 Million
0.88% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
19,040
shares
|
$4.63 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
19,019
shares
|
$4.62 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
19,015
shares
|
$4.62 Million
0.78% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
19,013
shares
|
$4.62 Million
3.3% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
19,011
shares
|
$4.62 Million
0.93% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
18,982
shares
|
$4.62 Million
1.1% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
18,970
shares
|
$4.61 Million
0.44% of portfolio
|
Q3 2024
Added 216.17%
|