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 |
|---|---|---|---|---|---|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
730,200
shares
|
$175 Million
4.2% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
716,329
shares
|
$172 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Aegon Asset Management Uk PLC
|
Nov 01, 2024 Q3 2024 |
707,945
shares
|
$170 Million
2.03% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
706,851
shares
|
$170 Million
0.33% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
706,656
shares
|
$170 Million
0.46% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
702,781
shares
|
$169 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
702,477
shares
|
$169 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
695,893
shares
|
$167 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
694,179
shares
|
$167 Million
1.3% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
692,809
shares
|
$166 Million
0.65% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
676,102
shares
|
$162 Million
1.56% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
662,015
shares
|
$159 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
658,981
shares
|
$158 Million
0.56% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
656,148
shares
|
$157 Million
2.08% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
636,355
shares
|
$153 Million
0.77% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
630,303
shares
|
$151 Million
2.87% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
626,920
shares
|
$150 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
626,101
shares
|
$150 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 30, 2024 Q3 2024 |
626,100
shares
|
$150 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
619,365
shares
|
$149 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
616,824
shares
|
$148 Million
1.22% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
607,673
shares
|
$146 Million
1.74% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
605,089
shares
|
$145 Million
0.85% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
602,638
shares
|
$145 Million
0.87% of portfolio
|
Q3 2023
Added 16.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
602,385
shares
|
$144 Million
0.43% of portfolio
|
Q3 2024
Added 1.65%
|