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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
15,361
shares
|
$3.74 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
15,346
shares
|
$3.73 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
15,322
shares
|
$3.73 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
15,301
shares
|
$3.72 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
15,298
shares
|
$3.72 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
15,294
shares
|
$3.72 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
15,243
shares
|
$3.71 Million
0.62% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,234
shares
|
$3.7 Million
1.78% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
15,227
shares
|
$3.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
15,203
shares
|
$3.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
15,203
shares
|
$3.7 Million
1.93% of portfolio
|
Q3 2024
Added 72.27%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,168
shares
|
$3.69 Million
0.27% of portfolio
|
Q3 2024
Added 69.36%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
15,153
shares
|
$3.68 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
15,141
shares
|
$3.68 Million
0.31% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
15,056
shares
|
$3.66 Million
2.41% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
15,051
shares
|
$3.66 Million
1.58% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
15,033
shares
|
$3.66 Million
0.38% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Eulav Asset Management
|
Nov 08, 2024 Q3 2024 |
15,003
shares
|
$3.65 Million
0.08% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Bleichroeder LP
New York, NY |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$3.65 Million
1.07% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
14,999
shares
|
$3.65 Million
1.1% of portfolio
|
Q3 2024
Reduced 47.2%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
14,993
shares
|
$3.65 Million
1.38% of portfolio
|
Q3 2024
Added 81.16%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
14,988
shares
|
$3.64 Million
1.28% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
14,965
shares
|
$3.64 Million
0.41% of portfolio
|
Q3 2024
Added 44.46%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
14,924
shares
|
$3.63 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
14,918
shares
|
$3.63 Million
0.4% of portfolio
|
Q3 2024
Reduced 22.24%
|