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 5,071 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $458 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
141,960
shares
|
$32.4 Million
1.86% of portfolio
|
Q4 2024
Added 2686.81%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
141,701
shares
|
$32.3 Million
3.43% of portfolio
|
Q4 2024
Added 27.19%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
141,533
shares
|
$32.3 Million
1.45% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
141,181
shares
|
$32.2 Million
2.47% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
140,942
shares
|
$32.1 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
140,817
shares
|
$32.1 Million
0.8% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
140,651
shares
|
$32.1 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
139,906
shares
|
$31.9 Million
0.34% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
139,626
shares
|
$31.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
139,147
shares
|
$31.7 Million
6.36% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
138,499
shares
|
$31.6 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
|
$31.5 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Tam Capital Management Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
138,017
shares
|
$31.5 Million
15.5% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
137,766
shares
|
$31.4 Million
1.11% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
137,360
shares
|
$31.3 Million
2.61% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
137,301
shares
|
$31.3 Million
0.71% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
136,205
shares
|
$31 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
135,650
shares
|
$30.9 Million
1.09% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
135,227
shares
|
$30.8 Million
1.23% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
134,457
shares
|
$30.6 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
|
$30.6 Million
2.97% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
133,625
shares
|
$30.5 Million
1.58% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
133,603
shares
|
$30.4 Million
1.66% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
133,270
shares
|
$30.4 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
|
$30.3 Million
3.06% of portfolio
|
Q4 2024
Added 58.03%
|