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 |
|---|---|---|---|---|---|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
15,680
shares
|
$3.81 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
15,656
shares
|
$3.81 Million
0.34% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
15,642
shares
|
$3.8 Million
0.97% of portfolio
|
Q3 2024
Added 220.34%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
15,642
shares
|
$3.8 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
15,560
shares
|
$3.78 Million
1.21% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
15,557
shares
|
$3.78 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
15,527
shares
|
$3.78 Million
0.63% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15,519
shares
|
$3.77 Million
1.19% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
15,518
shares
|
$3.77 Million
2.32% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
15,505
shares
|
$3.77 Million
2.27% of portfolio
|
Q2 2023
Reduced 26.95%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,496
shares
|
$3.77 Million
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
15,486
shares
|
$3.77 Million
2.84% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
15,465
shares
|
$3.76 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
15,464
shares
|
$3.76 Million
0.27% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
15,459
shares
|
$3.76 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
15,455
shares
|
$3.76 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
15,455
shares
|
$3.76 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
15,450
shares
|
$3.76 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
15,439
shares
|
$3.75 Million
1.59% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
15,433
shares
|
$3.75 Million
2.18% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,429
shares
|
$3.75 Million
0.67% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
15,426
shares
|
$3.75 Million
0.43% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
15,409
shares
|
$3.75 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15,408
shares
|
$3.75 Million
1.1% of portfolio
|
Q3 2023
Added 2.4%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
15,397
shares
|
$3.74 Million
1.32% of portfolio
|
Q3 2024
Added 28.47%
|