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 4,856 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
151,400
shares
|
$41 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
151,312
shares
|
$41 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
151,286
shares
|
$41 Million
2.51% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Wilsey Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
151,214
shares
|
$41 Million
6.82% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
150,980
shares
|
$40.9 Million
0.97% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
150,861
shares
|
$40.9 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
150,523
shares
|
$40.8 Million
0.66% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
150,344
shares
|
$40.7 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
150,176
shares
|
$40.7 Million
1.11% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
149,919
shares
|
$40.6 Million
0.46% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
148,730
shares
|
$40.3 Million
4.0% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
147,881
shares
|
$40.1 Million
0.8% of portfolio
|
Q3 2021
Added 3.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
147,558
shares
|
$40 Million
0.89% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
147,344
shares
|
$39.9 Million
2.58% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
147,061
shares
|
$39.9 Million
0.81% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
146,557
shares
|
$39.7 Million
0.82% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
146,470
shares
|
$39.7 Million
0.39% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
146,167
shares
|
$39.6 Million
1.99% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
145,836
shares
|
$39.5 Million
3.28% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
145,257
shares
|
$39.4 Million
2.43% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
145,252
shares
|
$39.4 Million
0.69% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
144,866
shares
|
$39.3 Million
0.9% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
144,302
shares
|
$39.1 Million
0.93% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
143,914
shares
|
$39 Million
0.73% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
143,510
shares
|
$38.9 Million
7.0% of portfolio
|
Q4 2024
Reduced 0.92%
|