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 |
|---|---|---|---|---|---|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
60,057
shares
|
$16.6 Million
1.68% of portfolio
|
Q3 2024
Added 694.83%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
60,046
shares
|
$16.6 Million
3.26% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Locust Wood Capital Advisers, LLC
|
Nov 13, 2024 Q3 2024 |
59,900
shares
|
$16.5 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
59,893
shares
|
$16.5 Million
0.83% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
59,632
shares
|
$16.4 Million
1.18% of portfolio
|
Q3 2023
Reduced 0.62%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
59,609
shares
|
$16.4 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
59,471
shares
|
$16.4 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
59,307
shares
|
$16.4 Million
2.51% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
59,127
shares
|
$16.3 Million
0.96% of portfolio
|
Q3 2024
Added 14.78%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,106
shares
|
$16.3 Million
0.72% of portfolio
|
Q1 2023
Reduced 7.45%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
58,840
shares
|
$16.2 Million
4.7% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
58,760
shares
|
$16.2 Million
2.77% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
58,748
shares
|
$16.2 Million
0.96% of portfolio
|
Q4 2024
Added 24.95%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
58,741
shares
|
$16.2 Million
2.85% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
58,663
shares
|
$16.2 Million
0.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
58,608
shares
|
$16.2 Million
2.14% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
58,607
shares
|
$16.2 Million
1.04% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
58,601
shares
|
$16.2 Million
0.84% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
58,351
shares
|
$16.1 Million
1.91% of portfolio
|
Q4 2023
Reduced 5.24%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
58,130
shares
|
$16 Million
0.73% of portfolio
|
Q3 2024
Reduced 18.76%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
58,120
shares
|
$16 Million
2.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
58,116
shares
|
$16 Million
0.39% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
58,107
shares
|
$16 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Nwi Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
58,000
shares
|
$16 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
57,993
shares
|
$16 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.25%
|