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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
13,001
shares
|
$3.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
13,000
shares
|
$3.13 Million
1.42% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$3.13 Million
0.26% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
12,970
shares
|
$3.12 Million
1.34% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,959
shares
|
$3.12 Million
0.7% of portfolio
|
Q3 2022
Reduced 40.2%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
12,958
shares
|
$3.12 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
12,954
shares
|
$3.12 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
12,947
shares
|
$3.12 Million
0.31% of portfolio
|
Q3 2024
Reduced 59.4%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
12,932
shares
|
$3.11 Million
0.89% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,918
shares
|
$3.11 Million
0.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
12,894
shares
|
$3.11 Million
2.28% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
12,893
shares
|
$3.11 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
12,863
shares
|
$3.1 Million
0.66% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
12,861
shares
|
$3.1 Million
0.34% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
12,856
shares
|
$3.1 Million
0.49% of portfolio
|
Q3 2024
Reduced 48.91%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
12,851
shares
|
$3.1 Million
2.73% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
12,847
shares
|
$3.09 Million
0.19% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
12,842
shares
|
$3.09 Million
0.09% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
12,771
shares
|
$3.08 Million
0.18% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,770
shares
|
$3.08 Million
1.96% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
12,734
shares
|
$3.07 Million
2.11% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
12,730
shares
|
$3.07 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
12,716
shares
|
$3.06 Million
1.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
12,708
shares
|
$3.06 Million
2.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,703
shares
|
$3.06 Million
0.25% of portfolio
|
Q3 2024
Added 4.53%
|