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 |
|---|---|---|---|---|---|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
108,981
shares
|
$30.1 Million
2.09% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
108,928
shares
|
$30.1 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
108,854
shares
|
$30.1 Million
1.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
108,487
shares
|
$30 Million
0.58% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
108,130
shares
|
$29.9 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
108,115
shares
|
$29.9 Million
2.54% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
107,809
shares
|
$29.8 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
107,146
shares
|
$29.6 Million
1.32% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
106,755
shares
|
$29.5 Million
0.62% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
106,532
shares
|
$29.4 Million
9.3% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
105,802
shares
|
$29.2 Million
0.58% of portfolio
|
Q4 2024
Reduced 14.59%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
105,585
shares
|
$29.2 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
105,471
shares
|
$29.1 Million
0.32% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
105,297
shares
|
$29.1 Million
0.51% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
104,964
shares
|
$29 Million
2.75% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
104,930
shares
|
$29 Million
6.19% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
104,610
shares
|
$28.9 Million
0.68% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
104,595
shares
|
$28.9 Million
0.53% of portfolio
|
Q4 2024
Added 57.25%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
104,530
shares
|
$28.9 Million
1.16% of portfolio
|
Q4 2024
Reduced 27.88%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
104,460
shares
|
$28.9 Million
1.01% of portfolio
|
Q4 2024
Added 81509.38%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
104,387
shares
|
$28.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
104,024
shares
|
$28.7 Million
0.73% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
103,662
shares
|
$28.6 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
103,616
shares
|
$28.6 Million
1.2% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
103,534
shares
|
$28.6 Million
2.93% of portfolio
|
Q4 2024
Added 622.55%
|