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NYSE:JPM

JPMorgan Chase & Co. Institutional Ownership

$134.83
-1.14 (-0.84 %)
(As of 01/21/2021 12:00 AM ET)
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Compare
Today's Range
$134.33
Now: $134.83
$136.16
50-Day Range
$118.30
MA: $127.20
$141.17
52-Week Range
$76.91
Now: $134.83
$142.75
Volume13.35 million shs
Average Volume17.99 million shs
Market Capitalization$410.99 billion
P/E Ratio17.62
Dividend Yield2.65%
Beta1.23

Institutional Ownership

Institutional Ownership Changes (13F Filings) for JPMorgan Chase & Co. (NYSE:JPM)

Institutional Ownership Percentage: 69.02%

Institutional Buying and Selling by Quarter


JPMorgan Chase & Co. (NYSE JPM) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
1/21/2021TCI Wealth Advisors Inc.16,623$2.11M0.9%-42.8%0.001%
1/21/2021Foster Group Inc.2,617$0.33M0.1%N/A0.000%
1/21/2021Clearwater Capital Advisors LLC2,220$0.28M0.0%-18.3%0.000%
1/21/2021Domani Wealth LLC3,447$0.44M0.1%-10.1%0.000%
1/21/2021Kohmann Bosshard Financial Services LLC2,043$0.26M0.1%-49.8%0.000%
1/21/2021Mountain Pacific Investment Advisers Inc. ID34,537$4.39M0.3%+2.1%0.001%
1/21/2021WBH Advisory Inc.14,080$1.91M0.3%-0.7%0.000%
1/21/2021Osher Van de Voorde Investment Management116,340$14.78M4.0%+1.9%0.004%
1/21/2021Cascade Investment Advisors Inc.3,617$0.46M0.3%-5.2%0.000%
1/21/2021Harvey Investment Co. LLC20,855$2.65M0.4%-6.3%0.001%
1/21/2021TIAA FSB635,935$80.81M0.3%-4.0%0.021%
1/21/2021Allred Capital Management LLC10,286$1.31M0.7%+7.4%0.000%
1/21/2021Clearview Wealth Advisors LLC6,433$0.82M0.5%N/A0.000%
1/21/2021Ballast Inc.9,028$1.15M0.6%-1.5%0.000%
1/21/2021Bridge Creek Capital Management LLC48,468$6.16M2.6%+0.9%0.002%
1/21/2021Highland Capital Management LLC242,355$30.80M2.0%-2.4%0.008%
1/21/2021Ayrshire Capital Management LLC8,277$1.05M0.7%+1.8%0.000%
1/21/2021Stonehearth Capital Management LLC3,873$0.49M0.3%+9.3%0.000%
1/21/2021Altfest L J & Co. Inc.29,064$3.69M0.9%-48.3%0.001%
1/21/2021Kestra Private Wealth Services LLC98,905$12.40M0.9%-0.4%0.003%
1/21/2021Pendal Group Limited20,293$2.58M0.0%-2.4%0.001%
1/21/2021Grandview Asset Management LLC4,632$0.59M0.4%N/A0.000%
1/21/2021Abbrea Capital LLC41,137$5.23M0.9%+2.7%0.001%
1/21/2021Sage Mountain Advisors LLC8,256$1.05M0.3%N/A0.000%
1/21/2021Diamant Asset Management Inc.4,661$0.59M0.5%-31.6%0.000%
1/21/2021WoodTrust Financial Corp80,976$10.29M3.2%-1.5%0.003%
1/21/2021Sippican Capital Advisors7,650$0.97M1.1%-43.7%0.000%
1/21/2021BCS Wealth Management1,644$0.21M0.1%N/A0.000%
1/21/2021Northstar Asset Management LLC21,218$2.70M0.8%+1.3%0.001%
1/21/2021Schneider Downs Wealth Management Advisors LP1,977$0.25M0.1%-49.2%0.000%
1/21/2021YHB Investment Advisors Inc.19,869$2.53M0.2%+2.1%0.001%
1/21/2021Smithbridge Asset Management Inc. DE41,950$5.33M2.5%+7.4%0.001%
1/21/2021Quattro Financial Advisors LLC17,562$2.50M0.7%-1.0%0.001%
1/21/2021Harbor Group Inc.3,692$0.52M0.4%N/A0.000%
1/21/2021Windward Capital Management Co. CA52,579$6.68M0.7%-14.3%0.002%
1/21/2021Sterling Investment Advisors Ltd.26,065$3.31M1.1%-3.9%0.001%
1/21/2021Strategic Wealth Management Group LLC1,859$0.24M0.1%N/A0.000%
1/21/2021PDS Planning Inc27,330$3.47M1.2%+8.0%0.001%
1/21/2021Capital Investment Advisors LLC130,339$16.56M0.7%+2.9%0.004%
1/21/2021Columbia Trust Co 0101201619,284$2.45M1.7%N/A0.001%
1/20/2021Lynch & Associates IN46,014$5.85M1.6%+0.9%0.002%
1/20/2021Pineno Levin & Ford Asset Management Inc.3,831$0.49M0.2%+2.2%0.000%
1/20/2021Pacer Advisors Inc.181,983$23.13M0.4%-13.0%0.006%
1/20/2021HWG Holdings LP19,804$2.52M1.3%+23.7%0.001%
1/20/2021Arthur M. Cohen & Associates LLC2,875$0.37M0.1%+6.9%0.000%
1/20/2021Unified Trust Company N.A.41,244$5.69M3.3%+1.5%0.001%
1/20/2021LexAurum Advisors LLC12,626$1.60M0.6%+8.0%0.000%
1/20/2021Hudson Capital Management LLC24,400$3.10M1.4%-8.2%0.001%
1/20/2021Farmers & Merchants Investments Inc.130,017$16.52M0.9%-0.6%0.004%
1/20/2021AMI Asset Management Corp4,487$0.57M0.0%+1.7%0.000%
1/20/2021Callahan Advisors LLC124,807$15.86M2.3%+0.4%0.004%
1/20/2021Wealthstreet Investment Advisors LLC161,584$20.53M2.1%-1.2%0.005%
1/20/2021Carlton Hofferkamp & Jenks Wealth Management LLC13,070$1.80M0.9%-4.5%0.000%
1/20/2021Bennett Selby Investments LP9,401$1.20M1.0%N/A0.000%
1/20/2021Denali Advisors LLC80,500$10.23M1.7%-15.5%0.003%
1/20/2021Cumberland Advisors Inc.39,490$5.02M1.8%N/A0.001%
1/20/2021Boyd Watterson Asset Management LLC OH42,541$5.41M2.6%+1.0%0.001%
1/20/2021Kestra Advisory Services LLC350,094$43.89M0.5%+37.6%0.011%
1/20/2021Liberty Capital Management Inc.21,063$2.68M1.0%N/A0.001%
1/20/2021DT Investment Partners LLC38,882$4.94M0.8%-0.8%0.001%
1/20/2021Eastern Bank360,891$45.86M2.6%+2.5%0.012%
1/20/2021Beese Fulmer Investment Management Inc.80,748$10.26M1.3%-0.7%0.003%
1/20/2021Stewardship Financial Advisors LLC5,004$0.64M0.2%+18.7%0.000%
1/20/2021Filbrandt Wealth Management LLC3,865$0.49M0.3%-13.4%0.000%
1/20/2021Vision Capital Management Inc.6,351$0.81M0.1%-3.0%0.000%
1/20/2021TRH Financial LLC4,625$0.59M0.3%-5.0%0.000%
1/20/2021Busey Wealth Management232,480$29.54M1.7%-0.9%0.008%
1/20/2021Manning & Napier Group LLC607,188$77.15M0.7%-4.6%0.020%
1/20/2021Richard P Slaughter Associates Inc9,929$1.26M0.5%+2.3%0.000%
1/20/2021Buffington Mohr McNeal57,200$7.27M1.7%-3.5%0.002%
1/20/2021Atticus Wealth Management LLC2,057$0.26M0.1%+11.4%0.000%
1/20/2021Stock Yards Bank & Trust Co.207,368$26.35M1.9%+1.5%0.007%
1/20/2021Deltec Asset Management LLC2,225$0.28M0.0%-47.3%0.000%
1/20/2021Boenning & Scattergood Inc.67,096$8.53M1.8%-2.1%0.002%
1/20/2021Trinity Legacy Partners LLC4,652$0.59M0.3%-17.7%0.000%
1/20/2021Measured Wealth Private Client Group LLC4,484$0.57M0.2%-21.5%0.000%
1/20/2021Park Avenue Securities LLC66,630$8.47M0.2%+10.3%0.002%
1/20/2021Maltin Wealth Management Inc.5,756$0.73M0.5%-25.8%0.000%
1/20/2021Sunburst Financial Group LLC3,173$0.40M0.3%-16.7%0.000%
1/20/2021Buckley Wealth Management LLC58,658$7.45M3.1%-0.9%0.002%
1/20/2021Mirador Capital Partners LP41,954$5.33M1.5%+16.4%0.001%
1/20/2021Family Firm Inc.3,626$0.50M0.1%+3.5%0.000%
1/20/2021David J Yvars Group2,652$0.34M0.2%N/A0.000%
1/20/2021Transform Wealth LLC51,837$6.59M1.4%-37.1%0.002%
1/20/2021Welch & Forbes LLC700,088$88.96M1.7%+0.5%0.023%
1/20/2021Profit Investment Management LLC3,364$0.43M0.3%-66.9%0.000%
1/20/2021Sabal Trust CO254,942$32.40M2.6%+0.3%0.008%
1/20/2021Eclectic Associates Inc. ADV20,571$2.61M2.5%N/A0.001%
1/20/2021JustInvest LLC20,268$2.58M0.6%+14.7%0.001%
1/20/2021Gradient Capital Advisors LLC21,772$2.77M1.6%-5.0%0.001%
1/20/2021Solitude Financial Services23,329$2.96M2.6%N/A0.001%
1/20/2021Liberty One Investment Management LLC12,272$1.56M0.3%+7.9%0.000%
1/19/2021Meridian Wealth Management LLC98,268$12.49M2.0%+18.9%0.003%
1/19/2021Lantz Financial LLC5,796$0.74M0.5%+8.1%0.000%
1/19/2021Tributary Capital Management LLC7,325$0.93M0.1%+10.6%0.000%
1/19/2021Intelligence Driven Advisers LLC262$0.20M0.0%N/A0.000%
1/19/2021Atlas Brown Inc.25,545$3.25M1.7%+2.0%0.001%
1/19/2021S.E.E.D. Planning Group LLC2,004$0.26M0.2%N/A0.000%
1/19/2021JustInvest LLC20,268$1.49M4.3%+14.7%0.001%
1/19/2021Allen Capital Group LLC23,795$3.02M0.7%+4.0%0.001%
(Data available from 1/1/2016 forward)

This page was last updated on 1/21/2021 by MarketBeat.com Staff

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