NYSE:JPM

JPMorgan Chase & Co. Institutional Ownership

Followed 186 Times

$134.83

-1.14 (-0.84 %)

(As of 01/21/2021 12:00 AM ET)

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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 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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
1/21/2021	TCI Wealth Advisors Inc.	16,623	$2.11M	0.9%	-42.8%	0.001%
1/21/2021	Foster Group Inc.	2,617	$0.33M	0.1%	N/A	0.000%
1/21/2021	Clearwater Capital Advisors LLC	2,220	$0.28M	0.0%	-18.3%	0.000%
1/21/2021	Domani Wealth LLC	3,447	$0.44M	0.1%	-10.1%	0.000%
1/21/2021	Kohmann Bosshard Financial Services LLC	2,043	$0.26M	0.1%	-49.8%	0.000%
1/21/2021	Mountain Pacific Investment Advisers Inc. ID	34,537	$4.39M	0.3%	+2.1%	0.001%
1/21/2021	WBH Advisory Inc.	14,080	$1.91M	0.3%	-0.7%	0.000%
1/21/2021	Osher Van de Voorde Investment Management	116,340	$14.78M	4.0%	+1.9%	0.004%
1/21/2021	Cascade Investment Advisors Inc.	3,617	$0.46M	0.3%	-5.2%	0.000%
1/21/2021	Harvey Investment Co. LLC	20,855	$2.65M	0.4%	-6.3%	0.001%

1/21/2021	TIAA FSB	635,935	$80.81M	0.3%	-4.0%	0.021%
1/21/2021	Allred Capital Management LLC	10,286	$1.31M	0.7%	+7.4%	0.000%
1/21/2021	Clearview Wealth Advisors LLC	6,433	$0.82M	0.5%	N/A	0.000%
1/21/2021	Ballast Inc.	9,028	$1.15M	0.6%	-1.5%	0.000%
1/21/2021	Bridge Creek Capital Management LLC	48,468	$6.16M	2.6%	+0.9%	0.002%
1/21/2021	Highland Capital Management LLC	242,355	$30.80M	2.0%	-2.4%	0.008%
1/21/2021	Ayrshire Capital Management LLC	8,277	$1.05M	0.7%	+1.8%	0.000%
1/21/2021	Stonehearth Capital Management LLC	3,873	$0.49M	0.3%	+9.3%	0.000%
1/21/2021	Altfest L J & Co. Inc.	29,064	$3.69M	0.9%	-48.3%	0.001%
1/21/2021	Kestra Private Wealth Services LLC	98,905	$12.40M	0.9%	-0.4%	0.003%
1/21/2021	Pendal Group Limited	20,293	$2.58M	0.0%	-2.4%	0.001%
1/21/2021	Grandview Asset Management LLC	4,632	$0.59M	0.4%	N/A	0.000%
1/21/2021	Abbrea Capital LLC	41,137	$5.23M	0.9%	+2.7%	0.001%
1/21/2021	Sage Mountain Advisors LLC	8,256	$1.05M	0.3%	N/A	0.000%
1/21/2021	Diamant Asset Management Inc.	4,661	$0.59M	0.5%	-31.6%	0.000%
1/21/2021	WoodTrust Financial Corp	80,976	$10.29M	3.2%	-1.5%	0.003%
1/21/2021	Sippican Capital Advisors	7,650	$0.97M	1.1%	-43.7%	0.000%
1/21/2021	BCS Wealth Management	1,644	$0.21M	0.1%	N/A	0.000%
1/21/2021	Northstar Asset Management LLC	21,218	$2.70M	0.8%	+1.3%	0.001%
1/21/2021	Schneider Downs Wealth Management Advisors LP	1,977	$0.25M	0.1%	-49.2%	0.000%
1/21/2021	YHB Investment Advisors Inc.	19,869	$2.53M	0.2%	+2.1%	0.001%
1/21/2021	Smithbridge Asset Management Inc. DE	41,950	$5.33M	2.5%	+7.4%	0.001%
1/21/2021	Quattro Financial Advisors LLC	17,562	$2.50M	0.7%	-1.0%	0.001%
1/21/2021	Harbor Group Inc.	3,692	$0.52M	0.4%	N/A	0.000%
1/21/2021	Windward Capital Management Co. CA	52,579	$6.68M	0.7%	-14.3%	0.002%
1/21/2021	Sterling Investment Advisors Ltd.	26,065	$3.31M	1.1%	-3.9%	0.001%
1/21/2021	Strategic Wealth Management Group LLC	1,859	$0.24M	0.1%	N/A	0.000%
1/21/2021	PDS Planning Inc	27,330	$3.47M	1.2%	+8.0%	0.001%
1/21/2021	Capital Investment Advisors LLC	130,339	$16.56M	0.7%	+2.9%	0.004%
1/21/2021	Columbia Trust Co 01012016	19,284	$2.45M	1.7%	N/A	0.001%
1/20/2021	Lynch & Associates IN	46,014	$5.85M	1.6%	+0.9%	0.002%
1/20/2021	Pineno Levin & Ford Asset Management Inc.	3,831	$0.49M	0.2%	+2.2%	0.000%
1/20/2021	Pacer Advisors Inc.	181,983	$23.13M	0.4%	-13.0%	0.006%
1/20/2021	HWG Holdings LP	19,804	$2.52M	1.3%	+23.7%	0.001%
1/20/2021	Arthur M. Cohen & Associates LLC	2,875	$0.37M	0.1%	+6.9%	0.000%
1/20/2021	Unified Trust Company N.A.	41,244	$5.69M	3.3%	+1.5%	0.001%
1/20/2021	LexAurum Advisors LLC	12,626	$1.60M	0.6%	+8.0%	0.000%
1/20/2021	Hudson Capital Management LLC	24,400	$3.10M	1.4%	-8.2%	0.001%
1/20/2021	Farmers & Merchants Investments Inc.	130,017	$16.52M	0.9%	-0.6%	0.004%
1/20/2021	AMI Asset Management Corp	4,487	$0.57M	0.0%	+1.7%	0.000%
1/20/2021	Callahan Advisors LLC	124,807	$15.86M	2.3%	+0.4%	0.004%
1/20/2021	Wealthstreet Investment Advisors LLC	161,584	$20.53M	2.1%	-1.2%	0.005%
1/20/2021	Carlton Hofferkamp & Jenks Wealth Management LLC	13,070	$1.80M	0.9%	-4.5%	0.000%
1/20/2021	Bennett Selby Investments LP	9,401	$1.20M	1.0%	N/A	0.000%
1/20/2021	Denali Advisors LLC	80,500	$10.23M	1.7%	-15.5%	0.003%
1/20/2021	Cumberland Advisors Inc.	39,490	$5.02M	1.8%	N/A	0.001%
1/20/2021	Boyd Watterson Asset Management LLC OH	42,541	$5.41M	2.6%	+1.0%	0.001%
1/20/2021	Kestra Advisory Services LLC	350,094	$43.89M	0.5%	+37.6%	0.011%
1/20/2021	Liberty Capital Management Inc.	21,063	$2.68M	1.0%	N/A	0.001%
1/20/2021	DT Investment Partners LLC	38,882	$4.94M	0.8%	-0.8%	0.001%
1/20/2021	Eastern Bank	360,891	$45.86M	2.6%	+2.5%	0.012%
1/20/2021	Beese Fulmer Investment Management Inc.	80,748	$10.26M	1.3%	-0.7%	0.003%
1/20/2021	Stewardship Financial Advisors LLC	5,004	$0.64M	0.2%	+18.7%	0.000%
1/20/2021	Filbrandt Wealth Management LLC	3,865	$0.49M	0.3%	-13.4%	0.000%
1/20/2021	Vision Capital Management Inc.	6,351	$0.81M	0.1%	-3.0%	0.000%
1/20/2021	TRH Financial LLC	4,625	$0.59M	0.3%	-5.0%	0.000%
1/20/2021	Busey Wealth Management	232,480	$29.54M	1.7%	-0.9%	0.008%
1/20/2021	Manning & Napier Group LLC	607,188	$77.15M	0.7%	-4.6%	0.020%
1/20/2021	Richard P Slaughter Associates Inc	9,929	$1.26M	0.5%	+2.3%	0.000%
1/20/2021	Buffington Mohr McNeal	57,200	$7.27M	1.7%	-3.5%	0.002%
1/20/2021	Atticus Wealth Management LLC	2,057	$0.26M	0.1%	+11.4%	0.000%
1/20/2021	Stock Yards Bank & Trust Co.	207,368	$26.35M	1.9%	+1.5%	0.007%
1/20/2021	Deltec Asset Management LLC	2,225	$0.28M	0.0%	-47.3%	0.000%
1/20/2021	Boenning & Scattergood Inc.	67,096	$8.53M	1.8%	-2.1%	0.002%
1/20/2021	Trinity Legacy Partners LLC	4,652	$0.59M	0.3%	-17.7%	0.000%
1/20/2021	Measured Wealth Private Client Group LLC	4,484	$0.57M	0.2%	-21.5%	0.000%
1/20/2021	Park Avenue Securities LLC	66,630	$8.47M	0.2%	+10.3%	0.002%
1/20/2021	Maltin Wealth Management Inc.	5,756	$0.73M	0.5%	-25.8%	0.000%
1/20/2021	Sunburst Financial Group LLC	3,173	$0.40M	0.3%	-16.7%	0.000%
1/20/2021	Buckley Wealth Management LLC	58,658	$7.45M	3.1%	-0.9%	0.002%
1/20/2021	Mirador Capital Partners LP	41,954	$5.33M	1.5%	+16.4%	0.001%
1/20/2021	Family Firm Inc.	3,626	$0.50M	0.1%	+3.5%	0.000%
1/20/2021	David J Yvars Group	2,652	$0.34M	0.2%	N/A	0.000%
1/20/2021	Transform Wealth LLC	51,837	$6.59M	1.4%	-37.1%	0.002%
1/20/2021	Welch & Forbes LLC	700,088	$88.96M	1.7%	+0.5%	0.023%
1/20/2021	Profit Investment Management LLC	3,364	$0.43M	0.3%	-66.9%	0.000%
1/20/2021	Sabal Trust CO	254,942	$32.40M	2.6%	+0.3%	0.008%
1/20/2021	Eclectic Associates Inc. ADV	20,571	$2.61M	2.5%	N/A	0.001%
1/20/2021	JustInvest LLC	20,268	$2.58M	0.6%	+14.7%	0.001%
1/20/2021	Gradient Capital Advisors LLC	21,772	$2.77M	1.6%	-5.0%	0.001%
1/20/2021	Solitude Financial Services	23,329	$2.96M	2.6%	N/A	0.001%
1/20/2021	Liberty One Investment Management LLC	12,272	$1.56M	0.3%	+7.9%	0.000%
1/19/2021	Meridian Wealth Management LLC	98,268	$12.49M	2.0%	+18.9%	0.003%
1/19/2021	Lantz Financial LLC	5,796	$0.74M	0.5%	+8.1%	0.000%
1/19/2021	Tributary Capital Management LLC	7,325	$0.93M	0.1%	+10.6%	0.000%
1/19/2021	Intelligence Driven Advisers LLC	262	$0.20M	0.0%	N/A	0.000%
1/19/2021	Atlas Brown Inc.	25,545	$3.25M	1.7%	+2.0%	0.001%
1/19/2021	S.E.E.D. Planning Group LLC	2,004	$0.26M	0.2%	N/A	0.000%
1/19/2021	JustInvest LLC	20,268	$1.49M	4.3%	+14.7%	0.001%
1/19/2021	Allen Capital Group LLC	23,795	$3.02M	0.7%	+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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JPMorgan Chase & Co. Institutional Ownership

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Institutional Ownership

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

Institutional Buying and Selling by Quarter

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

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