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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
601,354
shares
|
$144 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
592,425
shares
|
$142 Million
1.31% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
589,594
shares
|
$141 Million
0.74% of portfolio
|
Q3 2024
Reduced 40.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
586,341
shares
|
$141 Million
0.48% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Czech National Bank
Prague, 2N |
Oct 07, 2024 Q3 2024 |
579,485
shares
|
$139 Million
1.25% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
578,345
shares
|
$139 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
577,841
shares
|
$139 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
576,669
shares
|
$138 Million
1.06% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
575,463
shares
|
$138 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
562,511
shares
|
$135 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
558,977
shares
|
$134 Million
1.22% of portfolio
|
Q3 2023
Reduced 1.69%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
557,978
shares
|
$134 Million
0.34% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
553,435
shares
|
$133 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
552,321
shares
|
$132 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 12, 2024 Q3 2024 |
545,111
shares
|
$131 Million
1.06% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
541,461
shares
|
$130 Million
0.67% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
532,798
shares
|
$128 Million
1.01% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
532,154
shares
|
$128 Million
1.22% of portfolio
|
Q1 2024
Reduced 10.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
521,494
shares
|
$125 Million
2.59% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
520,031
shares
|
$125 Million
0.17% of portfolio
|
Q3 2024
Added 503.07%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
519,736
shares
|
$125 Million
0.71% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
517,151
shares
|
$124 Million
0.27% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
514,443
shares
|
$123 Million
2.89% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
511,501
shares
|
$123 Million
1.78% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
511,182
shares
|
$123 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.8%
|