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 |
|---|---|---|---|---|---|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
18,444
shares
|
$4.48 Million
1.32% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,433
shares
|
$4.48 Million
1.22% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Nov 12, 2024 Q3 2024 |
18,400
shares
|
$4.47 Million
2.19% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Oct 25, 2024 Q3 2024 |
18,400
shares
|
$4.47 Million
3.01% of portfolio
|
Q4 2023
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
18,399
shares
|
$4.47 Million
0.92% of portfolio
|
Q3 2024
Added 27.71%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
18,389
shares
|
$4.47 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
18,385
shares
|
$4.47 Million
1.58% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
18,369
shares
|
$4.47 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
18,342
shares
|
$4.46 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
18,332
shares
|
$4.46 Million
1.68% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
18,322
shares
|
$4.45 Million
1.42% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
18,290
shares
|
$4.45 Million
3.67% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
18,262
shares
|
$4.44 Million
1.1% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
18,218
shares
|
$4.43 Million
1.36% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
18,207
shares
|
$4.43 Million
2.52% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
18,196
shares
|
$4.42 Million
1.07% of portfolio
|
Q3 2024
Added 78.1%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
18,189
shares
|
$4.42 Million
1.79% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
18,182
shares
|
$4.42 Million
1.03% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
18,173
shares
|
$4.42 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
18,153
shares
|
$4.41 Million
1.65% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
18,150
shares
|
$4.41 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
18,141
shares
|
$4.41 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
18,115
shares
|
$4.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
18,105
shares
|
$4.4 Million
0.41% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
18,094
shares
|
$4.4 Million
3.44% of portfolio
|
Q3 2024
Reduced 0.08%
|