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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
200
shares
|
$47,974
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$47,974
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
199
shares
|
$47,734
0.02% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
192
shares
|
$46,055
0.03% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
189
shares
|
$45,335
0.02% of portfolio
|
Q3 2024
Added 35.97%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
187
shares
|
$44,855
0.02% of portfolio
|
Q2 2024
Reduced 29.96%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
186
shares
|
$44,615
0.01% of portfolio
|
Q3 2022
Reduced 11.85%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
184
shares
|
$44,136
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
180
shares
|
$43,176
0.02% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
175
shares
|
$41,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
170
shares
|
$40,777
0.01% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
157
shares
|
$37,659
0.01% of portfolio
|
Q1 2024
Added 227.08%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
157
shares
|
$37,659
0.01% of portfolio
|
Q2 2024
Reduced 74.76%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
138
shares
|
$33,102
0.04% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
128
shares
|
$30,703
0.02% of portfolio
|
Q3 2024
Added 146.15%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
126
shares
|
$30,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
125
shares
|
$29,983
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
122
shares
|
$29,264
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
120
shares
|
$28,784
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
116
shares
|
$27,824
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
115
shares
|
$27,585
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
105
shares
|
$25,186
0.01% of portfolio
|
Q3 2024
Reduced 60.08%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
102
shares
|
$24,466
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
102
shares
|
$24,466
0.01% of portfolio
|
Q3 2024
Added 117.02%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
100
shares
|
$23,987
0.01% of portfolio
|
Q4 2017
New holding
|