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 |
|---|---|---|---|---|---|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
213,544
shares
|
$59 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
213,069
shares
|
$58.9 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
212,034
shares
|
$58.6 Million
1.47% of portfolio
|
Q4 2024
Added 862.78%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
211,651
shares
|
$58.5 Million
3.48% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
211,614
shares
|
$58.5 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
211,332
shares
|
$58.4 Million
24.13% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Feb 11, 2025 Q4 2024 |
210,763
shares
|
$58.2 Million
1.97% of portfolio
|
Q4 2024
Reduced 19.85%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
210,537
shares
|
$58.2 Million
4.21% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
210,309
shares
|
$58.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
208,929
shares
|
$57.7 Million
9.31% of portfolio
|
Q3 2023
Reduced 22.38%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
207,251
shares
|
$57.3 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
205,849
shares
|
$56.9 Million
5.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
202,867
shares
|
$56.1 Million
1.24% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
201,855
shares
|
$55.8 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
201,735
shares
|
$55.7 Million
0.49% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
201,529
shares
|
$55.7 Million
6.08% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
201,226
shares
|
$55.6 Million
2.24% of portfolio
|
Q3 2023
Added 20.12%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
200,974
shares
|
$55.5 Million
0.69% of portfolio
|
Q3 2024
Added 34.72%
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
200,522
shares
|
$55.4 Million
1.2% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
200,437
shares
|
$55.4 Million
1.36% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
200,107
shares
|
$55.3 Million
4.15% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Clear Street LLC
|
Feb 14, 2025 Q4 2024 |
200,000
shares
|
$55.3 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Feb 12, 2025 Q4 2024 |
200,000
shares
|
$55.3 Million
0.84% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
199,962
shares
|
$55.3 Million
3.31% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
199,590
shares
|
$55.2 Million
3.52% of portfolio
|
Q4 2024
Added 0.22%
|