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 |
|---|---|---|---|---|---|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
111,678
shares
|
$30.3 Million
0.12% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
111,432
shares
|
$30.2 Million
4.31% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
111,410
shares
|
$30.2 Million
2.53% of portfolio
|
Q1 2024
Reduced 6.13%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
111,309
shares
|
$30.2 Million
5.45% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
110,499
shares
|
$29.9 Million
1.06% of portfolio
|
Q4 2024
Added 376.58%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
110,497
shares
|
$29.9 Million
1.95% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
110,470
shares
|
$29.9 Million
2.12% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
110,412
shares
|
$29.9 Million
2.15% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
110,193
shares
|
$29.9 Million
4.48% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
110,173
shares
|
$29.9 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
109,942
shares
|
$29.8 Million
0.77% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
109,787
shares
|
$29.8 Million
0.39% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
109,488
shares
|
$29.7 Million
1.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
109,013
shares
|
$29.5 Million
1.49% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
108,928
shares
|
$29.5 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
108,854
shares
|
$29.5 Million
1.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
108,487
shares
|
$29.4 Million
0.58% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
108,130
shares
|
$29.3 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
108,115
shares
|
$29.3 Million
2.54% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
107,809
shares
|
$29.2 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
107,146
shares
|
$29 Million
1.32% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
106,842
shares
|
$29 Million
2.26% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
106,755
shares
|
$28.9 Million
0.62% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
106,532
shares
|
$28.9 Million
9.3% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
105,585
shares
|
$28.6 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.82%
|