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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
88,047
shares
|
$23.9 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
87,849
shares
|
$23.8 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
87,727
shares
|
$23.8 Million
0.63% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
87,602
shares
|
$23.7 Million
3.56% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
87,540
shares
|
$23.7 Million
2.39% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
87,431
shares
|
$23.7 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
87,109
shares
|
$23.6 Million
0.72% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Jan 27, 2025 Q3 2024 |
86,955
shares
|
$23.6 Million
6.53% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
86,589
shares
|
$23.5 Million
1.94% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
86,474
shares
|
$23.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
86,281
shares
|
$23.4 Million
5.21% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
86,119
shares
|
$23.3 Million
0.89% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
86,009
shares
|
$23.3 Million
2.75% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
85,927
shares
|
$23.3 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
85,886
shares
|
$23.3 Million
1.36% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
85,609
shares
|
$23.2 Million
1.2% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
85,417
shares
|
$23.2 Million
6.25% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
85,357
shares
|
$23.1 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
85,354
shares
|
$23.1 Million
1.73% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
85,296
shares
|
$23.1 Million
1.05% of portfolio
|
Q3 2021
Added 2.11%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
85,255
shares
|
$23.1 Million
2.29% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
85,232
shares
|
$23.1 Million
2.46% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
85,117
shares
|
$23.1 Million
1.66% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
85,088
shares
|
$23.1 Million
1.93% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
84,888
shares
|
$23 Million
0.14% of portfolio
|
Q4 2024
Added 5832.08%
|