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 4,679 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $515 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,312,554
shares
|
$877 Million
1.3% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,280,209
shares
|
$869 Million
1.79% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
3,248,791
shares
|
$860 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,179,193
shares
|
$842 Million
0.96% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 06, 2025 Q4 2024 |
3,062,925
shares
|
$811 Million
0.79% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
2,857,873
shares
|
$757 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
2,835,673
shares
|
$751 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
2,829,143
shares
|
$749 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
2,748,955
shares
|
$728 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,734,317
shares
|
$724 Million
0.84% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,730,866
shares
|
$723 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
2,724,210
shares
|
$721 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
2,706,772
shares
|
$717 Million
3.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,702,703
shares
|
$716 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
2,692,159
shares
|
$713 Million
1.13% of portfolio
|
Q3 2024
Added 93.63%
|
|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
2,577,719
shares
|
$683 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
2,571,021
shares
|
$681 Million
0.95% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,518,890
shares
|
$667 Million
0.95% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
2,500,288
shares
|
$662 Million
5.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,409,476
shares
|
$638 Million
1.52% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,324,980
shares
|
$616 Million
0.88% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
2,244,409
shares
|
$594 Million
1.47% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
2,225,710
shares
|
$589 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 14, 2024 Q3 2024 |
2,216,813
shares
|
$587 Million
1.18% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,201,007
shares
|
$583 Million
1.95% of portfolio
|
Q4 2024
Reduced 1.85%
|