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 4,679 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 $515 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
457,314
shares
|
$121 Million
1.04% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
454,745
shares
|
$120 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
453,622
shares
|
$120 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
452,101
shares
|
$120 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
445,031
shares
|
$118 Million
0.1% of portfolio
|
Q3 2024
Added 55.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
441,641
shares
|
$117 Million
1.52% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
436,730
shares
|
$116 Million
0.43% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
433,596
shares
|
$115 Million
1.15% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
429,014
shares
|
$114 Million
1.89% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
428,734
shares
|
$114 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Cooke & Bieler LP
|
Nov 08, 2024 Q3 2024 |
426,509
shares
|
$113 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
419,868
shares
|
$111 Million
4.24% of portfolio
|
Q2 2024
Added 5.25%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
418,320
shares
|
$111 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
417,575
shares
|
$111 Million
0.99% of portfolio
|
Q2 2023
Added 5.31%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
413,551
shares
|
$110 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
411,533
shares
|
$109 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
410,413
shares
|
$109 Million
0.72% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
409,497
shares
|
$108 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
408,965
shares
|
$108 Million
0.2% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
408,819
shares
|
$108 Million
1.59% of portfolio
|
Q3 2024
Added 26.39%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
408,492
shares
|
$108 Million
2.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
406,133
shares
|
$108 Million
2.12% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
401,698
shares
|
$106 Million
25.58% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
400,929
shares
|
$106 Million
7.66% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
400,650
shares
|
$106 Million
0.66% of portfolio
|
Q3 2024
Reduced 7.07%
|