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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
199,472
shares
|
$55.1 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
199,036
shares
|
$55 Million
0.84% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Nexus Investment Management Ulc
|
Jan 15, 2025 Q4 2024 |
198,907
shares
|
$55 Million
4.79% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
198,306
shares
|
$54.8 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
197,706
shares
|
$54.6 Million
0.5% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
197,663
shares
|
$54.6 Million
1.78% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
197,179
shares
|
$54.5 Million
0.53% of portfolio
|
Q4 2022
Reduced 4.05%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
197,031
shares
|
$54.4 Million
2.04% of portfolio
|
Q4 2024
Added 544.0%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
195,851
shares
|
$54.1 Million
2.65% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
195,561
shares
|
$54 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
195,517
shares
|
$54 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
195,271
shares
|
$54 Million
3.03% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
194,855
shares
|
$53.8 Million
0.29% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
194,519
shares
|
$53.7 Million
0.85% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
193,906
shares
|
$53.6 Million
2.24% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
193,218
shares
|
$53.4 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
193,111
shares
|
$53.4 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
192,444
shares
|
$53.2 Million
2.16% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
192,182
shares
|
$53.1 Million
1.02% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
191,675
shares
|
$53 Million
0.67% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
191,626
shares
|
$53 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
191,307
shares
|
$52.9 Million
1.08% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
189,676
shares
|
$52.4 Million
1.65% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
188,953
shares
|
$52.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
188,317
shares
|
$52 Million
3.02% of portfolio
|
Q4 2024
Added 0.76%
|