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 4,920 institutions that hold shares in the stock, with a total of 2 Billion shares, which have been reported (via 13F filing form) to have a value of $550 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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
|
$20.1 Million
0.99% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
73,032
shares
|
$20.1 Million
1.72% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
72,877
shares
|
$20.1 Million
3.67% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Feb 12, 2025 Q4 2024 |
72,753
shares
|
$20 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
72,700
shares
|
$20 Million
0.62% of portfolio
|
Q4 2021
Reduced 14.6%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
72,508
shares
|
$20 Million
1.97% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
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%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
71,714
shares
|
$19.8 Million
2.36% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
71,665
shares
|
$19.7 Million
1.12% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
71,662
shares
|
$19.7 Million
0.16% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
71,526
shares
|
$19.7 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
71,289
shares
|
$19.6 Million
0.87% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
71,250
shares
|
$19.6 Million
1.98% of portfolio
|
Q4 2024
Added 36.11%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
71,194
shares
|
$19.6 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
71,177
shares
|
$19.6 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
70,958
shares
|
$19.5 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
70,920
shares
|
$19.5 Million
1.2% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
70,427
shares
|
$19.4 Million
1.74% of portfolio
|
Q4 2024
Reduced 34.08%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
70,410
shares
|
$19.4 Million
4.29% of portfolio
|
Q4 2020
Reduced 16.74%
|