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 |
|---|---|---|---|---|---|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
125,567
shares
|
$34 Million
2.75% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
125,520
shares
|
$34 Million
5.77% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
125,359
shares
|
$34 Million
1.52% of portfolio
|
Q3 2024
Reduced 26.89%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
125,310
shares
|
$34 Million
3.56% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
125,193
shares
|
$33.9 Million
1.19% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
125,134
shares
|
$33.9 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
125,116
shares
|
$33.9 Million
2.11% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
125,066
shares
|
$33.9 Million
5.57% of portfolio
|
Q1 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
124,964
shares
|
$33.9 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
124,797
shares
|
$33.8 Million
0.4% of portfolio
|
Q4 2024
Reduced 37.45%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
124,783
shares
|
$33.8 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
124,373
shares
|
$33.7 Million
0.95% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
124,304
shares
|
$33.7 Million
2.06% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
124,173
shares
|
$33.7 Million
5.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
123,875
shares
|
$33.6 Million
0.58% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
123,869
shares
|
$33.6 Million
0.49% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
123,413
shares
|
$33.4 Million
2.52% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
123,206
shares
|
$33.4 Million
3.58% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
122,584
shares
|
$33.2 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
122,462
shares
|
$33.2 Million
0.78% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
122,378
shares
|
$33.2 Million
0.62% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
121,506
shares
|
$32.9 Million
0.96% of portfolio
|
Q2 2022
Added 0.49%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
121,029
shares
|
$32.8 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
120,133
shares
|
$32.6 Million
3.59% of portfolio
|
Q4 2020
Added 0.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
119,979
shares
|
$32.5 Million
0.72% of portfolio
|
Q3 2024
Reduced 15.15%
|