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 |
|---|---|---|---|---|---|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,261
shares
|
$2.74 Million
2.0% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
11,260
shares
|
$2.74 Million
0.72% of portfolio
|
Q3 2024
Reduced 59.86%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
11,257
shares
|
$2.74 Million
2.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
11,255
shares
|
$2.74 Million
1.24% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
11,253
shares
|
$2.74 Million
1.11% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
11,252
shares
|
$2.74 Million
1.75% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
11,214
shares
|
$2.73 Million
0.34% of portfolio
|
Q1 2023
Reduced 78.22%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,210
shares
|
$2.73 Million
0.54% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
11,187
shares
|
$2.72 Million
0.94% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,184
shares
|
$2.72 Million
0.61% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
11,167
shares
|
$2.72 Million
0.8% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
11,160
shares
|
$2.72 Million
0.68% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
11,157
shares
|
$2.71 Million
0.17% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
11,149
shares
|
$2.71 Million
1.92% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
11,143
shares
|
$2.71 Million
0.69% of portfolio
|
Q3 2024
Added 69.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
11,128
shares
|
$2.71 Million
1.08% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
11,096
shares
|
$2.7 Million
0.79% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,093
shares
|
$2.7 Million
0.33% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
11,077
shares
|
$2.69 Million
0.47% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
11,070
shares
|
$2.69 Million
0.6% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
11,046
shares
|
$2.69 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,039
shares
|
$2.69 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
11,033
shares
|
$2.68 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
11,032
shares
|
$2.68 Million
1.0% of portfolio
|
Q3 2024
Added 111.67%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
11,021
shares
|
$2.68 Million
2.9% of portfolio
|
Q3 2024
Added 3.21%
|