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 4,618 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 $475 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
16,277
shares
|
$3.96 Million
0.32% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
16,275
shares
|
$3.96 Million
1.2% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
16,230
shares
|
$3.95 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
16,228
shares
|
$3.95 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
16,214
shares
|
$3.94 Million
0.24% of portfolio
|
Q3 2024
Added 142.4%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,214
shares
|
$3.94 Million
1.69% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
16,168
shares
|
$3.93 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
16,163
shares
|
$3.93 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
16,153
shares
|
$3.93 Million
2.07% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,104
shares
|
$3.92 Million
0.47% of portfolio
|
Q2 2022
Reduced 27.86%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
16,101
shares
|
$3.92 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
16,098
shares
|
$3.91 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
15,988
shares
|
$3.89 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
15,978
shares
|
$3.89 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
15,971
shares
|
$3.88 Million
0.78% of portfolio
|
Q3 2024
Added 35.3%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
15,969
shares
|
$3.88 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
15,969
shares
|
$3.88 Million
1.38% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
15,964
shares
|
$3.88 Million
1.51% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
15,949
shares
|
$3.88 Million
1.23% of portfolio
|
Q2 2024
Added 11.77%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
15,923
shares
|
$3.87 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
15,912
shares
|
$3.87 Million
0.27% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
15,880
shares
|
$3.86 Million
1.41% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
15,854
shares
|
$3.86 Million
0.86% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,694
shares
|
$3.82 Million
0.37% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
15,683
shares
|
$3.81 Million
0.3% of portfolio
|
Q3 2024
Added 1.24%
|