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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
14,915
shares
|
$3.63 Million
0.48% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
14,882
shares
|
$3.62 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
14,861
shares
|
$3.61 Million
1.8% of portfolio
|
Q3 2024
Added 84.4%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
14,846
shares
|
$3.61 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
14,831
shares
|
$3.61 Million
1.95% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,831
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
14,818
shares
|
$3.6 Million
1.39% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,749
shares
|
$3.59 Million
1.19% of portfolio
|
Q3 2024
Added 910.9%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
14,739
shares
|
$3.58 Million
0.27% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
14,697
shares
|
$3.57 Million
0.36% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
14,646
shares
|
$3.56 Million
0.87% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
14,643
shares
|
$3.56 Million
0.66% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
14,633
shares
|
$3.56 Million
0.66% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
14,620
shares
|
$3.56 Million
0.54% of portfolio
|
Q3 2024
Added 99.13%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,578
shares
|
$3.54 Million
0.06% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
14,570
shares
|
$3.54 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
14,533
shares
|
$3.53 Million
1.45% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
14,518
shares
|
$3.53 Million
0.99% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
14,474
shares
|
$3.52 Million
0.59% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
14,450
shares
|
$3.51 Million
1.06% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
14,428
shares
|
$3.51 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
14,420
shares
|
$3.51 Million
0.66% of portfolio
|
Q3 2024
Reduced 33.81%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,388
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.01%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
14,343
shares
|
$3.49 Million
2.9% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
14,330
shares
|
$3.48 Million
1.57% of portfolio
|
Q3 2024
Added 0.5%
|