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 4,825 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 $542 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
95,487
shares
|
$25.9 Million
3.21% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
95,060
shares
|
$25.8 Million
0.73% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
94,931
shares
|
$25.7 Million
0.52% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Courant Investment Management LLC
|
Jan 21, 2025 Q4 2024 |
94,897
shares
|
$25.7 Million
19.25% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
94,844
shares
|
$25.7 Million
0.48% of portfolio
|
Q2 2023
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
94,796
shares
|
$25.7 Million
0.8% of portfolio
|
Q2 2022
Reduced 9.25%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
94,679
shares
|
$25.7 Million
2.35% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
94,621
shares
|
$25.6 Million
2.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
94,595
shares
|
$25.6 Million
0.57% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
94,535
shares
|
$25.6 Million
2.25% of portfolio
|
Q4 2024
Reduced 16.89%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
94,234
shares
|
$25.5 Million
0.1% of portfolio
|
Q3 2022
Added 29.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
94,046
shares
|
$25.5 Million
4.4% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
93,903
shares
|
$25.5 Million
1.12% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
93,805
shares
|
$25.4 Million
0.17% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
93,284
shares
|
$25.3 Million
2.45% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
92,756
shares
|
$25.1 Million
1.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
92,715
shares
|
$25.1 Million
0.69% of portfolio
|
Q3 2024
Added 114.05%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
92,697
shares
|
$25.1 Million
2.84% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
92,387
shares
|
$25 Million
2.87% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
92,213
shares
|
$25 Million
2.22% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
91,950
shares
|
$24.9 Million
2.05% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
91,751
shares
|
$24.9 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
91,639
shares
|
$24.8 Million
1.82% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
91,188
shares
|
$24.7 Million
4.44% of portfolio
|
Q3 2022
Reduced 1.56%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
90,958
shares
|
$24.7 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.24%
|