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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
76,514
shares
|
$21.1 Million
0.76% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
76,324
shares
|
$21.1 Million
5.42% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
75,871
shares
|
$20.9 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
75,854
shares
|
$20.9 Million
0.44% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
75,566
shares
|
$20.8 Million
4.04% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
75,165
shares
|
$20.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
75,100
shares
|
$20.7 Million
2.91% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
74,974
shares
|
$20.7 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
74,631
shares
|
$20.6 Million
0.54% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
74,622
shares
|
$20.6 Million
2.29% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
74,135
shares
|
$20.4 Million
1.69% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
73,997
shares
|
$20.4 Million
2.98% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
73,867
shares
|
$20.4 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
73,372
shares
|
$20.2 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
73,274
shares
|
$20.2 Million
1.63% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
73,248
shares
|
$20.2 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
73,091
shares
|
$20.2 Million
0.99% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
72,877
shares
|
$20.1 Million
3.67% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
72,700
shares
|
$20.1 Million
0.62% of portfolio
|
Q4 2021
Reduced 14.6%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
72,579
shares
|
$20 Million
0.4% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
72,508
shares
|
$20 Million
1.97% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
72,334
shares
|
$19.9 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
72,331
shares
|
$19.9 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
72,206
shares
|
$19.9 Million
1.15% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
71,876
shares
|
$19.8 Million
1.36% of portfolio
|
Q3 2024
Added 53.43%
|