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 |
|---|---|---|---|---|---|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
103,392
shares
|
$28.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
103,303
shares
|
$28.5 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
102,715
shares
|
$28.4 Million
2.71% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
102,402
shares
|
$28.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
102,230
shares
|
$28.2 Million
0.33% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
101,897
shares
|
$28.2 Million
3.22% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
101,617
shares
|
$28.1 Million
2.5% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
101,499
shares
|
$28 Million
3.59% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Rwq Financial Management Services, Inc.
|
Feb 11, 2025 Q4 2024 |
101,369
shares
|
$28 Million
9.84% of portfolio
|
Q4 2024
Added 18.68%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
100,858
shares
|
$27.9 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
99,857
shares
|
$27.6 Million
1.51% of portfolio
|
Q4 2023
Reduced 43.87%
|
|
|
Jpb Foundation
New York, NY |
Nov 14, 2024 Q3 2024 |
99,855
shares
|
$27.6 Million
2.22% of portfolio
|
Q3 2024
Reduced 60.03%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
99,845
shares
|
$27.6 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
99,762
shares
|
$27.6 Million
1.46% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
99,444
shares
|
$27.5 Million
2.58% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
99,025
shares
|
$27.4 Million
1.04% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
98,515
shares
|
$27.2 Million
2.54% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
98,214
shares
|
$27.1 Million
2.29% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
97,975
shares
|
$27.1 Million
2.13% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
97,925
shares
|
$27.1 Million
0.36% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
97,908
shares
|
$27.1 Million
1.27% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
97,875
shares
|
$27 Million
0.91% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
97,850
shares
|
$27 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
97,800
shares
|
$27 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
97,621
shares
|
$27 Million
0.71% of portfolio
|
Q4 2024
Reduced 7.85%
|