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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
174,987
shares
|
$48.4 Million
1.57% of portfolio
|
Q3 2022
Added 1.22%
|
|
|
Ns Partners LTD
|
Feb 07, 2025 Q4 2024 |
174,270
shares
|
$48.2 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
173,966
shares
|
$48.1 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
173,900
shares
|
$48.1 Million
2.42% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
173,293
shares
|
$47.9 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
173,150
shares
|
$47.8 Million
2.38% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
173,117
shares
|
$47.8 Million
1.46% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
172,909
shares
|
$47.8 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
172,581
shares
|
$47.7 Million
0.99% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
172,110
shares
|
$47.6 Million
1.54% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
172,005
shares
|
$47.5 Million
1.31% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
171,858
shares
|
$47.5 Million
1.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jan 29, 2025 Q4 2024 |
171,365
shares
|
$47.4 Million
3.85% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
171,239
shares
|
$47.3 Million
0.42% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
171,000
shares
|
$47.3 Million
3.62% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
170,700
shares
|
$47.2 Million
1.65% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
170,663
shares
|
$47.2 Million
2.58% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
170,545
shares
|
$47.1 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
170,423
shares
|
$47.1 Million
4.18% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
170,263
shares
|
$47 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
169,675
shares
|
$46.9 Million
1.59% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Hosking Partners LLP
|
Feb 05, 2025 Q4 2024 |
169,507
shares
|
$46.8 Million
1.66% of portfolio
|
Q4 2024
Reduced 22.5%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
169,325
shares
|
$46.8 Million
1.23% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
169,238
shares
|
$46.8 Million
0.83% of portfolio
|
Q4 2024
Added 41.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
169,167
shares
|
$46.7 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.15%
|