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 4,745 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 $522 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
40,034
shares
|
$10.7 Million
0.8% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
40,000
shares
|
$10.7 Million
1.3% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
39,950
shares
|
$10.7 Million
0.71% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,913
shares
|
$10.7 Million
0.48% of portfolio
|
Q4 2022
Added 4.07%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
39,913
shares
|
$10.7 Million
1.27% of portfolio
|
Q2 2024
Reduced 11.31%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
39,806
shares
|
$10.6 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,777
shares
|
$10.6 Million
0.58% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
39,723
shares
|
$10.6 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
39,719
shares
|
$10.6 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
39,596
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Added 2038.01%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
39,559
shares
|
$10.6 Million
0.47% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
39,383
shares
|
$10.5 Million
1.31% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
39,366
shares
|
$10.5 Million
3.42% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 06, 2024 Q3 2024 |
39,357
shares
|
$10.5 Million
2.45% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
39,255
shares
|
$10.5 Million
2.94% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Summerhill Capital Management Lnc.
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
39,224
shares
|
$10.5 Million
5.68% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
39,173
shares
|
$10.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
39,155
shares
|
$10.5 Million
0.75% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Maltese Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,100
shares
|
$10.5 Million
1.32% of portfolio
|
Q3 2024
Reduced 35.69%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
39,039
shares
|
$10.4 Million
2.91% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
39,028
shares
|
$10.4 Million
3.6% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
39,023
shares
|
$10.4 Million
2.3% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
38,904
shares
|
$10.4 Million
1.97% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
38,881
shares
|
$10.4 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
38,853
shares
|
$10.4 Million
0.5% of portfolio
|
Q3 2022
Reduced 1.42%
|