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 $475 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
12,673
shares
|
$3.08 Million
0.91% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
12,672
shares
|
$3.08 Million
0.89% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
12,652
shares
|
$3.08 Million
1.44% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
12,650
shares
|
$3.08 Million
1.21% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,635
shares
|
$3.07 Million
1.29% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
12,632
shares
|
$3.07 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
12,594
shares
|
$3.06 Million
1.23% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
12,589
shares
|
$3.06 Million
1.43% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
12,561
shares
|
$3.06 Million
1.7% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
12,560
shares
|
$3.06 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
12,557
shares
|
$3.05 Million
0.37% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
12,542
shares
|
$3.05 Million
0.74% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
12,541
shares
|
$3.05 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,504
shares
|
$3.04 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
12,481
shares
|
$3.04 Million
0.42% of portfolio
|
Q3 2024
Added 18.09%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
12,479
shares
|
$3.04 Million
0.3% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
12,473
shares
|
$3.03 Million
1.05% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
12,464
shares
|
$3.03 Million
2.1% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
12,458
shares
|
$3.03 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,456
shares
|
$3.03 Million
1.02% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
12,417
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
12,404
shares
|
$3.02 Million
0.35% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
12,384
shares
|
$3.01 Million
1.34% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,366
shares
|
$3.01 Million
0.32% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
12,288
shares
|
$2.99 Million
0.92% of portfolio
|
Q3 2024
Reduced 4.21%
|