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 |
|---|---|---|---|---|---|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
118,730
shares
|
$32.2 Million
1.06% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
118,560
shares
|
$32.1 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
117,847
shares
|
$31.9 Million
4.56% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
117,740
shares
|
$31.9 Million
1.87% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 08, 2025 Q4 2024 |
117,486
shares
|
$31.8 Million
5.7% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
117,172
shares
|
$31.8 Million
0.71% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
117,092
shares
|
$31.7 Million
1.95% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
117,034
shares
|
$31.7 Million
0.66% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
116,333
shares
|
$31.5 Million
3.91% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
116,316
shares
|
$31.5 Million
1.51% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
116,019
shares
|
$31.4 Million
2.0% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
115,790
shares
|
$31.4 Million
3.72% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
115,003
shares
|
$31.2 Million
2.84% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
114,865
shares
|
$31.1 Million
0.19% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
114,618
shares
|
$31.1 Million
1.85% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
114,500
shares
|
$31 Million
1.45% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 05, 2024 Q3 2024 |
113,796
shares
|
$30.8 Million
2.27% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
113,646
shares
|
$30.8 Million
2.28% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
113,589
shares
|
$30.8 Million
4.45% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
112,428
shares
|
$30.5 Million
0.79% of portfolio
|
Q1 2024
Reduced 21.92%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
112,410
shares
|
$30.5 Million
3.42% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
112,286
shares
|
$30.4 Million
1.01% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
112,256
shares
|
$30.4 Million
2.07% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
112,233
shares
|
$30.4 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
111,860
shares
|
$30.3 Million
2.55% of portfolio
|
Q4 2022
Added 1.23%
|