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 |
|---|---|---|---|---|---|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
330,675
shares
|
$76.9 Million
1.92% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
329,292
shares
|
$76.5 Million
1.07% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
325,464
shares
|
$75.7 Million
1.55% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
321,022
shares
|
$74.6 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
320,959
shares
|
$74.6 Million
0.49% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
319,048
shares
|
$74.2 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
316,682
shares
|
$73.6 Million
3.44% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
313,868
shares
|
$73 Million
2.15% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
311,570
shares
|
$72.4 Million
2.4% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
310,272
shares
|
$72.1 Million
0.17% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
309,236
shares
|
$71.9 Million
5.25% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
308,196
shares
|
$71.6 Million
1.81% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
306,563
shares
|
$71.3 Million
1.83% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
305,827
shares
|
$71.1 Million
2.55% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
305,687
shares
|
$71.1 Million
1.21% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
304,470
shares
|
$70.8 Million
1.29% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
303,656
shares
|
$70.6 Million
1.07% of portfolio
|
Q2 2024
Added 71.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
302,573
shares
|
$70.3 Million
1.72% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
301,997
shares
|
$70.2 Million
0.71% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
301,637
shares
|
$70.1 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
301,558
shares
|
$70.1 Million
0.81% of portfolio
|
Q4 2024
Added 27.37%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
301,071
shares
|
$70 Million
3.25% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
298,501
shares
|
$69.4 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
295,709
shares
|
$68.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 24.78%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
295,494
shares
|
$68.7 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.69%
|