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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
11,887
shares
|
$2.89 Million
0.38% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
11,882
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,872
shares
|
$2.89 Million
0.12% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
11,859
shares
|
$2.89 Million
0.31% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
11,853
shares
|
$2.88 Million
1.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
11,847
shares
|
$2.88 Million
0.42% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
11,842
shares
|
$2.88 Million
1.17% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
11,841
shares
|
$2.88 Million
1.04% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,830
shares
|
$2.88 Million
0.7% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
11,821
shares
|
$2.88 Million
2.47% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
11,811
shares
|
$2.87 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
11,808
shares
|
$2.87 Million
0.75% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,793
shares
|
$2.87 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
11,744
shares
|
$2.86 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
11,738
shares
|
$2.86 Million
0.42% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
11,738
shares
|
$2.86 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
11,737
shares
|
$2.86 Million
1.21% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
11,730
shares
|
$2.85 Million
1.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
11,726
shares
|
$2.85 Million
1.84% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,726
shares
|
$2.85 Million
1.22% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,726
shares
|
$2.85 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
11,719
shares
|
$2.85 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
11,692
shares
|
$2.84 Million
0.79% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,671
shares
|
$2.84 Million
1.25% of portfolio
|
Q1 2024
Added 17.44%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
11,668
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2024
New holding
|