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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
84,598
shares
|
$23.3 Million
1.41% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
84,559
shares
|
$23.3 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
84,553
shares
|
$23.3 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
84,531
shares
|
$23.3 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
84,491
shares
|
$23.3 Million
1.41% of portfolio
|
Q3 2024
Added 29.15%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
84,226
shares
|
$23.2 Million
2.31% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
84,061
shares
|
$23.2 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
83,796
shares
|
$23.1 Million
0.47% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
83,684
shares
|
$23.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
83,307
shares
|
$23 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
83,142
shares
|
$22.9 Million
1.3% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
83,013
shares
|
$22.9 Million
0.77% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
82,665
shares
|
$22.8 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
82,549
shares
|
$22.8 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
82,391
shares
|
$22.7 Million
2.67% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
82,231
shares
|
$22.7 Million
0.94% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
81,766
shares
|
$22.6 Million
1.48% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
81,434
shares
|
$22.5 Million
1.67% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
81,401
shares
|
$22.5 Million
0.72% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
81,231
shares
|
$22.4 Million
1.68% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
81,220
shares
|
$22.4 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
80,940
shares
|
$22.3 Million
3.27% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
80,851
shares
|
$22.3 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
80,639
shares
|
$22.2 Million
1.6% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
80,399
shares
|
$22.2 Million
1.56% of portfolio
|
Q3 2024
Reduced 5.07%
|