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 4,620 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 $467 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
562
shares
|
$134,806
0.04% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
555
shares
|
$133,127
0.09% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
547
shares
|
$131,208
0.03% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
537
shares
|
$128,810
0.04% of portfolio
|
Q2 2024
Reduced 74.03%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
536
shares
|
$128,570
0.06% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
517
shares
|
$124,012
0.02% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
502
shares
|
$120,414
0.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
501
shares
|
$120,174
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$119,935
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
489
shares
|
$117,296
0.03% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
485
shares
|
$116,336
0.09% of portfolio
|
Q2 2024
Added 8.99%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
484
shares
|
$116,097
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
483
shares
|
$115,857
0.16% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
474
shares
|
$113,698
0.09% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
439
shares
|
$105,302
0.02% of portfolio
|
Q3 2023
Added 90.87%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
431
shares
|
$103,383
0.05% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
430
shares
|
$103,144
0.05% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
411
shares
|
$98,586
0.04% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
402
shares
|
$96,427
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
400
shares
|
$95,948
0.01% of portfolio
|
Q4 2022
Reduced 67.29%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
397
shares
|
$95,228
2.39% of portfolio
|
Q3 2024
Reduced 98.65%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
349
shares
|
$83,714
0.03% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
346
shares
|
$82,995
0.04% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
327
shares
|
$78,437
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
311
shares
|
$74,599
0.03% of portfolio
|
Q4 2024
Reduced 87.06%
|