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 |
|---|---|---|---|---|---|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
17,466
shares
|
$4.25 Million
1.15% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
17,462
shares
|
$4.25 Million
0.09% of portfolio
|
Q3 2024
Reduced 75.11%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
17,446
shares
|
$4.24 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
17,411
shares
|
$4.23 Million
1.71% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
17,411
shares
|
$4.23 Million
0.5% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
17,388
shares
|
$4.23 Million
0.34% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
17,361
shares
|
$4.22 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,305
shares
|
$4.21 Million
0.24% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
17,289
shares
|
$4.2 Million
0.93% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
17,276
shares
|
$4.2 Million
1.36% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
17,242
shares
|
$4.19 Million
1.33% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
17,224
shares
|
$4.19 Million
1.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,213
shares
|
$4.18 Million
1.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
17,135
shares
|
$4.17 Million
0.44% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
17,134
shares
|
$4.17 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
17,132
shares
|
$4.17 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
17,108
shares
|
$4.16 Million
1.67% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
17,070
shares
|
$4.15 Million
2.08% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
17,046
shares
|
$4.14 Million
0.4% of portfolio
|
Q2 2023
Added 1.12%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
17,008
shares
|
$4.14 Million
2.58% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
16,927
shares
|
$4.12 Million
0.39% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
16,893
shares
|
$4.11 Million
0.33% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
16,855
shares
|
$4.1 Million
0.44% of portfolio
|
Q1 2023
Added 62.85%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
16,847
shares
|
$4.1 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,842
shares
|
$4.09 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.76%
|