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 |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
187,740
shares
|
$51.9 Million
3.33% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
187,292
shares
|
$51.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
186,755
shares
|
$51.6 Million
6.9% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
186,351
shares
|
$51.5 Million
3.24% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
185,884
shares
|
$51.4 Million
2.1% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
184,042
shares
|
$50.9 Million
1.44% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Abrams Bison Investments, LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
184,000
shares
|
$50.8 Million
3.89% of portfolio
|
Q2 2024
Reduced 54.34%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
183,967
shares
|
$50.8 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
183,450
shares
|
$50.7 Million
3.0% of portfolio
|
Q2 2024
Reduced 19.1%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
183,175
shares
|
$50.6 Million
0.51% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
182,619
shares
|
$50.5 Million
1.07% of portfolio
|
Q3 2023
Added 7.88%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Nov 14, 2024 Q3 2024 |
182,560
shares
|
$50.4 Million
1.68% of portfolio
|
Q3 2024
Reduced 20.29%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
182,481
shares
|
$50.4 Million
2.72% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Capital International LTD
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
181,598
shares
|
$50.2 Million
1.85% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
181,580
shares
|
$50.2 Million
1.41% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
181,446
shares
|
$50.1 Million
0.6% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Cornerstone Investment Partners, LLC
|
Feb 06, 2025 Q4 2024 |
180,669
shares
|
$49.9 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Feb 13, 2025 Q4 2024 |
180,485
shares
|
$49.9 Million
0.45% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Central Securities Corp
New York, NY |
Feb 13, 2025 Q4 2024 |
180,000
shares
|
$49.7 Million
3.93% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
179,792
shares
|
$49.7 Million
4.29% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
178,279
shares
|
$49.3 Million
1.5% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
177,600
shares
|
$49.1 Million
3.52% of portfolio
|
Q3 2020
Added 9.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
177,118
shares
|
$48.9 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
175,435
shares
|
$48.5 Million
0.61% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
175,371
shares
|
$48.5 Million
2.86% of portfolio
|
Q3 2022
Reduced 0.28%
|