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 |
|---|---|---|---|---|---|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
14,054
shares
|
$3.38 Million
0.37% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
13,959
shares
|
$3.36 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
13,899
shares
|
$3.35 Million
0.48% of portfolio
|
Q1 2023
Reduced 7.33%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
13,892
shares
|
$3.35 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
13,869
shares
|
$3.34 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
13,852
shares
|
$3.34 Million
1.46% of portfolio
|
Q3 2024
Added 80.39%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
13,827
shares
|
$3.33 Million
0.96% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
13,801
shares
|
$3.32 Million
1.12% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
13,779
shares
|
$3.32 Million
0.73% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
13,773
shares
|
$3.32 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
13,771
shares
|
$3.32 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
13,763
shares
|
$3.31 Million
0.45% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
13,753
shares
|
$3.31 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
13,712
shares
|
$3.3 Million
0.6% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,669
shares
|
$3.29 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
13,666
shares
|
$3.29 Million
1.59% of portfolio
|
Q3 2024
New holding
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
13,657
shares
|
$3.29 Million
0.25% of portfolio
|
Q3 2024
Added 17.85%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
13,649
shares
|
$3.29 Million
1.53% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
13,647
shares
|
$3.29 Million
0.42% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
13,642
shares
|
$3.29 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
13,629
shares
|
$3.28 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
13,629
shares
|
$3.28 Million
2.54% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
13,567
shares
|
$3.27 Million
1.98% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
13,565
shares
|
$3.27 Million
0.67% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
13,565
shares
|
$3.27 Million
1.48% of portfolio
|
Q3 2024
Added 24.62%
|