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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
18,035
shares
|
$4.38 Million
0.97% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
18,032
shares
|
$4.38 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Australian Super Pty LTD
|
Oct 28, 2024 Q3 2024 |
18,031
shares
|
$4.38 Million
0.02% of portfolio
|
Q3 2024
Added 37.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
18,028
shares
|
$4.38 Million
0.14% of portfolio
|
Q3 2024
Added 31.12%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
18,009
shares
|
$4.38 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
17,995
shares
|
$4.38 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
17,978
shares
|
$4.37 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
17,974
shares
|
$4.37 Million
0.74% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
17,957
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.12%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
17,893
shares
|
$4.35 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
17,885
shares
|
$4.35 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,852
shares
|
$4.34 Million
0.51% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
17,851
shares
|
$4.34 Million
2.3% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
17,846
shares
|
$4.34 Million
3.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
17,804
shares
|
$4.33 Million
1.07% of portfolio
|
Q3 2024
Reduced 50.12%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
17,756
shares
|
$4.32 Million
1.14% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
17,746
shares
|
$4.31 Million
1.71% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
17,706
shares
|
$4.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
17,641
shares
|
$4.29 Million
2.11% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
17,568
shares
|
$4.27 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
17,561
shares
|
$4.27 Million
1.72% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
17,542
shares
|
$4.26 Million
0.54% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
17,539
shares
|
$4.26 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
17,531
shares
|
$4.26 Million
0.47% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
17,470
shares
|
$4.25 Million
0.8% of portfolio
|
Q3 2024
Added 19.9%
|