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 |
|---|---|---|---|---|---|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
68,791
shares
|
$19 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
68,603
shares
|
$18.9 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
68,520
shares
|
$18.9 Million
3.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
68,188
shares
|
$18.8 Million
1.2% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
68,135
shares
|
$18.8 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
68,046
shares
|
$18.8 Million
1.95% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
68,016
shares
|
$18.8 Million
2.79% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
67,797
shares
|
$18.7 Million
0.42% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
67,450
shares
|
$18.6 Million
1.91% of portfolio
|
Q3 2023
Reduced 3.89%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
67,168
shares
|
$18.5 Million
2.68% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
67,110
shares
|
$18.5 Million
2.2% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
67,035
shares
|
$18.5 Million
1.1% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
67,000
shares
|
$18.5 Million
5.84% of portfolio
|
Q3 2017
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
66,946
shares
|
$18.5 Million
6.97% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
66,847
shares
|
$18.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
66,846
shares
|
$18.4 Million
4.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
66,777
shares
|
$18.4 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
66,707
shares
|
$18.4 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
66,675
shares
|
$18.4 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
66,573
shares
|
$18.4 Million
1.69% of portfolio
|
Q3 2024
Added 36.87%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
66,500
shares
|
$18.3 Million
2.51% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
66,491
shares
|
$18.3 Million
1.03% of portfolio
|
Q3 2022
Added 5.67%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
66,123
shares
|
$18.2 Million
2.91% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
65,985
shares
|
$18.2 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Matthew 25 Management Corp
|
Feb 03, 2025 Q4 2024 |
65,750
shares
|
$18.1 Million
5.35% of portfolio
|
Q3 2024
Reduced 6.07%
|