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 4,968 institutions that hold shares in the stock, with a total of 1.99 Billion shares, which have been reported (via 13F filing form) to have a value of $549 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
279,734
shares
|
$77.3 Million
0.97% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
279,039
shares
|
$77.1 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Impax Asset Management Group PLC
|
Feb 04, 2025 Q4 2024 |
276,035
shares
|
$76.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
268,859
shares
|
$74.3 Million
4.55% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
267,825
shares
|
$74 Million
2.8% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
266,830
shares
|
$73.7 Million
1.28% of portfolio
|
Q4 2024
Added 44.63%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
266,309
shares
|
$73.6 Million
3.92% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
266,087
shares
|
$73.5 Million
2.16% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Nicholas Company, Inc.
|
Feb 10, 2025 Q4 2024 |
264,490
shares
|
$73.1 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
264,210
shares
|
$73 Million
1.7% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Ceredex Value Advisors LLC
|
Feb 13, 2025 Q4 2024 |
263,774
shares
|
$72.9 Million
1.32% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
263,442
shares
|
$72.8 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
263,386
shares
|
$72.8 Million
0.16% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
262,648
shares
|
$72.6 Million
0.43% of portfolio
|
Q4 2024
Added 40.23%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Feb 14, 2025 Q4 2024 |
262,176
shares
|
$72.4 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
260,662
shares
|
$72 Million
0.67% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
260,287
shares
|
$71.9 Million
0.73% of portfolio
|
Q3 2024
Added 48.02%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
259,644
shares
|
$71.7 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
259,500
shares
|
$71.7 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Feb 13, 2025 Q4 2024 |
256,842
shares
|
$71 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
254,113
shares
|
$70.2 Million
0.95% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
253,704
shares
|
$70.1 Million
0.87% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
252,550
shares
|
$69.8 Million
0.59% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
252,390
shares
|
$69.7 Million
1.93% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
250,797
shares
|
$69.3 Million
1.51% of portfolio
|
Q4 2024
Reduced 28.18%
|