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 |
|---|---|---|---|---|---|
|
Foundry Partners, LLC
|
Feb 12, 2025 Q4 2024 |
232,117
shares
|
$64.1 Million
2.89% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
231,772
shares
|
$64 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
231,167
shares
|
$63.9 Million
1.74% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
230,168
shares
|
$63.6 Million
2.4% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
229,392
shares
|
$63.4 Million
1.74% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Cooke & Bieler LP
|
Feb 07, 2025 Q4 2024 |
229,186
shares
|
$63.3 Million
0.6% of portfolio
|
Q4 2024
Reduced 46.26%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
228,599
shares
|
$63.2 Million
1.83% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
226,563
shares
|
$62.6 Million
1.98% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
226,329
shares
|
$62.5 Million
2.26% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
224,962
shares
|
$62.2 Million
0.54% of portfolio
|
Q4 2024
Added 78.01%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
223,676
shares
|
$61.8 Million
3.12% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
223,542
shares
|
$61.8 Million
1.35% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
218,268
shares
|
$60.3 Million
1.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
218,234
shares
|
$60.3 Million
1.21% of portfolio
|
Q4 2023
Added 2.37%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
217,752
shares
|
$60.2 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
217,355
shares
|
$60.1 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
217,036
shares
|
$60 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
217,018
shares
|
$60 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
216,662
shares
|
$59.9 Million
5.13% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
216,230
shares
|
$59.7 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
215,964
shares
|
$59.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.28%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
215,835
shares
|
$59.6 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
215,120
shares
|
$59.4 Million
1.34% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
214,725
shares
|
$59.3 Million
3.33% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
214,320
shares
|
$59.2 Million
2.55% of portfolio
|
Q4 2024
Added 1.65%
|