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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
22,918
shares
|
$6.13 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
22,910
shares
|
$6.12 Million
2.94% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
22,905
shares
|
$6.12 Million
3.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
22,902
shares
|
$6.12 Million
0.42% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,897
shares
|
$6.12 Million
0.17% of portfolio
|
Q3 2024
Added 43.15%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
22,895
shares
|
$6.12 Million
2.48% of portfolio
|
Q4 2024
Added 36.7%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
22,879
shares
|
$6.12 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
22,868
shares
|
$6.11 Million
0.15% of portfolio
|
Q3 2022
Added 5.98%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
22,847
shares
|
$6.11 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
22,794
shares
|
$6.09 Million
2.62% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
22,774
shares
|
$6.09 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
22,747
shares
|
$6.08 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
22,724
shares
|
$6.07 Million
0.68% of portfolio
|
Q3 2024
Reduced 62.2%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
22,720
shares
|
$6.07 Million
1.78% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
22,687
shares
|
$6.06 Million
1.86% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
22,680
shares
|
$6.06 Million
4.94% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
22,677
shares
|
$6.06 Million
1.12% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
22,664
shares
|
$6.06 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
22,619
shares
|
$6.05 Million
0.7% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
22,600
shares
|
$6.04 Million
1.17% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
22,595
shares
|
$6.04 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
22,525
shares
|
$6.02 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
22,515
shares
|
$6.02 Million
0.82% of portfolio
|
Q1 2023
Reduced 1.68%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
22,457
shares
|
$6 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
22,426
shares
|
$5.99 Million
1.99% of portfolio
|
Q3 2024
Added 1.31%
|