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 4,617 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 $470 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
14,317
shares
|
$3.45 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
14,315
shares
|
$3.45 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,314
shares
|
$3.45 Million
0.92% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,310
shares
|
$3.45 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
14,288
shares
|
$3.44 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,277
shares
|
$3.44 Million
0.52% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,273
shares
|
$3.44 Million
0.43% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
14,264
shares
|
$3.44 Million
1.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
14,251
shares
|
$3.43 Million
0.75% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
14,230
shares
|
$3.43 Million
1.72% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
14,226
shares
|
$3.43 Million
0.9% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
14,222
shares
|
$3.43 Million
0.53% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
14,207
shares
|
$3.42 Million
0.9% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
14,207
shares
|
$3.42 Million
1.94% of portfolio
|
Q2 2024
Reduced 11.96%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,200
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.41%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
14,198
shares
|
$3.42 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
14,195
shares
|
$3.42 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
14,166
shares
|
$3.41 Million
1.42% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,155
shares
|
$3.41 Million
0.65% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
14,150
shares
|
$3.41 Million
0.82% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
14,135
shares
|
$3.4 Million
3.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
14,118
shares
|
$3.4 Million
0.68% of portfolio
|
Q3 2024
Added 20.38%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
14,093
shares
|
$3.39 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
14,091
shares
|
$3.39 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
14,060
shares
|
$3.39 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.9%
|