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 |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
16,833
shares
|
$4.09 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
16,822
shares
|
$4.09 Million
0.6% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
16,783
shares
|
$4.08 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
16,772
shares
|
$4.08 Million
0.95% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
16,771
shares
|
$4.08 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
16,770
shares
|
$4.08 Million
1.6% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Oct 17, 2024 Q3 2024 |
16,767
shares
|
$4.08 Million
2.99% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
16,753
shares
|
$4.07 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
16,748
shares
|
$4.07 Million
1.6% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
16,744
shares
|
$4.07 Million
0.69% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
16,737
shares
|
$4.07 Million
1.26% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
16,684
shares
|
$4.06 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Sycomore Asset Management
|
Nov 06, 2024 Q3 2024 |
16,671
shares
|
$4.05 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
16,622
shares
|
$4.04 Million
0.73% of portfolio
|
Q2 2022
Reduced 2.84%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
16,612
shares
|
$4.04 Million
2.78% of portfolio
|
Q4 2023
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
16,567
shares
|
$4.03 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
16,538
shares
|
$4.02 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
16,527
shares
|
$4.02 Million
1.12% of portfolio
|
Q4 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
16,486
shares
|
$4.01 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
16,461
shares
|
$4 Million
0.25% of portfolio
|
Q3 2024
Reduced 46.08%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
16,431
shares
|
$3.99 Million
0.87% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
16,356
shares
|
$3.98 Million
2.11% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
16,351
shares
|
$3.98 Million
1.57% of portfolio
|
Q1 2024
Reduced 30.37%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
16,330
shares
|
$3.97 Million
0.54% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
16,318
shares
|
$3.97 Million
0.31% of portfolio
|
Q3 2024
Added 0.93%
|