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 |
|---|---|---|---|---|---|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
13,549
shares
|
$3.26 Million
1.75% of portfolio
|
Q3 2024
Reduced 32.87%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
13,536
shares
|
$3.26 Million
0.65% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,531
shares
|
$3.26 Million
0.97% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
13,522
shares
|
$3.26 Million
0.63% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
13,521
shares
|
$3.26 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
13,461
shares
|
$3.24 Million
0.26% of portfolio
|
Q3 2024
Added 21.36%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
13,447
shares
|
$3.24 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
13,446
shares
|
$3.24 Million
0.58% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
13,432
shares
|
$3.24 Million
0.23% of portfolio
|
Q3 2023
Added 8.52%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
13,423
shares
|
$3.23 Million
0.95% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
13,383
shares
|
$3.22 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
13,374
shares
|
$3.22 Million
1.19% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
13,321
shares
|
$3.21 Million
0.21% of portfolio
|
Q4 2022
Reduced 11.12%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
13,300
shares
|
$3.2 Million
0.93% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,297
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 86.97%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
13,241
shares
|
$3.19 Million
2.36% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
13,187
shares
|
$3.18 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
13,145
shares
|
$3.17 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
13,136
shares
|
$3.16 Million
0.66% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
13,074
shares
|
$3.15 Million
0.92% of portfolio
|
Q2 2023
Reduced 46.5%
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
13,047
shares
|
$3.14 Million
2.13% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
13,047
shares
|
$3.14 Million
0.29% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
13,045
shares
|
$3.14 Million
0.32% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
13,028
shares
|
$3.14 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
13,026
shares
|
$3.14 Million
0.2% of portfolio
|
Q3 2024
Added 17.91%
|