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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
139,509
shares
|
$38.5 Million
0.35% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
139,147
shares
|
$38.4 Million
6.36% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
138,499
shares
|
$38.3 Million
4.58% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
138,025
shares
|
$38.1 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
137,766
shares
|
$38.1 Million
1.11% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
137,360
shares
|
$38 Million
2.61% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
137,301
shares
|
$37.9 Million
0.71% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
136,959
shares
|
$37.8 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
|
$37.6 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
135,650
shares
|
$37.5 Million
1.09% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
135,227
shares
|
$37.4 Million
1.23% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
134,457
shares
|
$37.2 Million
2.12% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
134,226
shares
|
$37.1 Million
2.97% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
133,625
shares
|
$36.9 Million
1.58% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
133,603
shares
|
$36.9 Million
1.66% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
133,270
shares
|
$36.8 Million
2.23% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
133,124
shares
|
$36.8 Million
3.06% of portfolio
|
Q4 2024
Added 58.03%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
131,988
shares
|
$36.5 Million
1.71% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
131,865
shares
|
$36.4 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Tam Capital Management Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
131,069
shares
|
$36.2 Million
17.86% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
129,795
shares
|
$35.9 Million
3.52% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
129,784
shares
|
$35.9 Million
2.95% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
129,706
shares
|
$35.8 Million
3.86% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
129,679
shares
|
$35.8 Million
0.28% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
129,516
shares
|
$35.8 Million
0.72% of portfolio
|
Q4 2024
Added 0.91%
|