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 |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,264
shares
|
$2.98 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
12,248
shares
|
$2.98 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
12,241
shares
|
$2.98 Million
2.13% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
12,225
shares
|
$2.97 Million
1.82% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,211
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.03%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
12,210
shares
|
$2.97 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
12,184
shares
|
$2.96 Million
0.22% of portfolio
|
Q3 2024
Added 87.94%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
12,179
shares
|
$2.96 Million
1.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
12,160
shares
|
$2.96 Million
1.29% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
12,159
shares
|
$2.96 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
12,144
shares
|
$2.95 Million
1.64% of portfolio
|
Q3 2024
Added 18.32%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
12,137
shares
|
$2.95 Million
1.09% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
12,128
shares
|
$2.95 Million
0.49% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
12,102
shares
|
$2.94 Million
0.92% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
12,070
shares
|
$2.94 Million
1.31% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
12,054
shares
|
$2.93 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,011
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
11,987
shares
|
$2.92 Million
1.41% of portfolio
|
Q3 2023
Reduced 65.46%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
11,975
shares
|
$2.91 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
11,971
shares
|
$2.91 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,970
shares
|
$2.91 Million
0.28% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
11,951
shares
|
$2.91 Million
1.08% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
11,914
shares
|
$2.9 Million
0.5% of portfolio
|
Q3 2024
Reduced 23.19%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
11,907
shares
|
$2.9 Million
2.29% of portfolio
|
Q4 2022
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
11,901
shares
|
$2.9 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.6%
|