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 5,074 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $468 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
360,868
shares
|
$83.9 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
360,682
shares
|
$83.8 Million
2.02% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
358,915
shares
|
$83.4 Million
4.74% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
358,752
shares
|
$83.4 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
358,523
shares
|
$83.3 Million
4.73% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
357,161
shares
|
$83 Million
4.93% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
354,189
shares
|
$82.3 Million
0.74% of portfolio
|
Q3 2024
Reduced 67.18%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
352,440
shares
|
$81.9 Million
2.89% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
352,176
shares
|
$81.9 Million
6.28% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
351,095
shares
|
$81.6 Million
2.49% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
350,851
shares
|
$81.6 Million
0.14% of portfolio
|
Q4 2024
Added 62.46%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
347,459
shares
|
$80.8 Million
1.29% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Feb 13, 2025 Q4 2024 |
346,000
shares
|
$80.4 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
343,530
shares
|
$79.9 Million
3.28% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
342,365
shares
|
$79.6 Million
1.62% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
342,024
shares
|
$79.5 Million
3.2% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
341,985
shares
|
$79.5 Million
1.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
339,022
shares
|
$78.8 Million
1.52% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
338,900
shares
|
$78.8 Million
0.47% of portfolio
|
Q4 2024
Added 24.9%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
337,188
shares
|
$78.4 Million
0.37% of portfolio
|
Q4 2024
Added 23.46%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
333,243
shares
|
$77.5 Million
0.81% of portfolio
|
Q4 2024
Added 28.03%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
333,130
shares
|
$77.4 Million
0.91% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Feb 12, 2025 Q4 2024 |
331,900
shares
|
$77.1 Million
6.41% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
331,875
shares
|
$77.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
331,346
shares
|
$77 Million
1.37% of portfolio
|
Q4 2024
Added 0.48%
|