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 |
|---|---|---|---|---|---|
|
William Blair Investment Management, LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
142,962
shares
|
$38.7 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
142,646
shares
|
$38.7 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
142,626
shares
|
$38.7 Million
2.53% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
141,960
shares
|
$38.5 Million
1.86% of portfolio
|
Q4 2024
Added 2686.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
141,738
shares
|
$38.4 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
141,701
shares
|
$38.4 Million
3.43% of portfolio
|
Q4 2024
Added 27.19%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
141,181
shares
|
$38.3 Million
2.47% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
140,817
shares
|
$38.2 Million
0.8% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
140,651
shares
|
$38.1 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
140,556
shares
|
$38.1 Million
0.44% of portfolio
|
Q3 2024
Added 424.95%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
139,906
shares
|
$37.9 Million
0.34% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
139,626
shares
|
$37.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
139,509
shares
|
$37.8 Million
0.35% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
139,147
shares
|
$37.7 Million
6.36% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
138,499
shares
|
$37.5 Million
4.58% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Railway Pension Investments LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
138,000
shares
|
$37.4 Million
0.36% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
137,766
shares
|
$37.3 Million
1.11% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
137,360
shares
|
$37.2 Million
2.61% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
136,959
shares
|
$37.1 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
136,205
shares
|
$36.9 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
135,650
shares
|
$36.8 Million
1.09% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
135,227
shares
|
$36.7 Million
1.23% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
134,527
shares
|
$36.5 Million
2.68% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
134,457
shares
|
$36.4 Million
2.12% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
134,375
shares
|
$36.4 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.59%
|