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 |
|---|---|---|---|---|---|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
18,935
shares
|
$4.6 Million
0.42% of portfolio
|
Q4 2020
Added 17.98%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
18,918
shares
|
$4.6 Million
2.05% of portfolio
|
Q3 2024
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
18,914
shares
|
$4.6 Million
1.4% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
18,900
shares
|
$4.6 Million
0.88% of portfolio
|
Q2 2024
Reduced 43.39%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
18,898
shares
|
$4.59 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
18,889
shares
|
$4.59 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
18,888
shares
|
$4.59 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
18,886
shares
|
$4.59 Million
1.56% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
18,853
shares
|
$4.58 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
18,843
shares
|
$4.58 Million
2.6% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
18,837
shares
|
$4.58 Million
1.97% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
18,806
shares
|
$4.57 Million
0.27% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
18,800
shares
|
$4.57 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
18,793
shares
|
$4.57 Million
2.39% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
18,705
shares
|
$4.55 Million
1.45% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
18,687
shares
|
$4.54 Million
3.27% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
18,642
shares
|
$4.53 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
18,566
shares
|
$4.51 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
18,563
shares
|
$4.51 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
18,541
shares
|
$4.51 Million
0.19% of portfolio
|
Q3 2022
Reduced 1.62%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
18,528
shares
|
$4.5 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
18,496
shares
|
$4.5 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
18,493
shares
|
$4.5 Million
1.3% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
18,456
shares
|
$4.49 Million
0.47% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
18,449
shares
|
$4.49 Million
0.4% of portfolio
|
Q3 2024
Added 7.41%
|