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 |
|---|---|---|---|---|---|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
11,652
shares
|
$2.83 Million
0.86% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
11,638
shares
|
$2.83 Million
0.91% of portfolio
|
Q2 2023
Reduced 1.52%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
11,617
shares
|
$2.83 Million
0.34% of portfolio
|
Q3 2024
Added 201.43%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,597
shares
|
$2.82 Million
0.3% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
11,595
shares
|
$2.82 Million
1.32% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
11,570
shares
|
$2.81 Million
0.48% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
11,546
shares
|
$2.81 Million
1.17% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
11,545
shares
|
$2.81 Million
0.42% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
11,535
shares
|
$2.81 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
11,514
shares
|
$2.8 Million
0.28% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
11,514
shares
|
$2.8 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
11,504
shares
|
$2.8 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,484
shares
|
$2.79 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
11,482
shares
|
$2.79 Million
0.66% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
11,463
shares
|
$2.79 Million
0.03% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
11,460
shares
|
$2.79 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,436
shares
|
$2.78 Million
1.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
11,431
shares
|
$2.78 Million
0.89% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
11,410
shares
|
$2.78 Million
0.37% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
11,394
shares
|
$2.77 Million
0.59% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
11,387
shares
|
$2.77 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
11,357
shares
|
$2.76 Million
1.47% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
11,353
shares
|
$2.76 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
11,291
shares
|
$2.75 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
11,283
shares
|
$2.74 Million
1.81% of portfolio
|
Q3 2024
Added 1.83%
|