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 5,078 institutions that hold shares in the stock, with a total of 1.98 Billion shares, which have been reported (via 13F filing form) to have a value of $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
430,130
shares
|
$107 Million
6.23% of portfolio
|
Q4 2024
Added 26.85%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
429,563
shares
|
$107 Million
2.19% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Feb 07, 2025 Q4 2024 |
420,711
shares
|
$104 Million
1.13% of portfolio
|
Q4 2024
Reduced 22.82%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
417,575
shares
|
$104 Million
0.99% of portfolio
|
Q2 2023
Added 5.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
417,182
shares
|
$103 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
417,159
shares
|
$103 Million
0.93% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
411,533
shares
|
$102 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
409,030
shares
|
$101 Million
0.57% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
408,786
shares
|
$101 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
406,767
shares
|
$101 Million
0.74% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
406,458
shares
|
$101 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
406,308
shares
|
$101 Million
1.74% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
404,795
shares
|
$100 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
402,201
shares
|
$99.8 Million
4.82% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
400,953
shares
|
$99.5 Million
27.9% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
400,823
shares
|
$99.4 Million
8.61% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
400,227
shares
|
$99.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
392,775
shares
|
$97.4 Million
1.31% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
390,506
shares
|
$96.9 Million
1.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
389,581
shares
|
$96.6 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
389,032
shares
|
$96.5 Million
3.43% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
388,902
shares
|
$96.5 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
386,275
shares
|
$95.8 Million
0.38% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
384,975
shares
|
$95.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
384,929
shares
|
$95.5 Million
3.1% of portfolio
|
Q4 2024
Reduced 0.81%
|