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 4,689 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 $518 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
272,150,400
shares
|
$72.4 Billion
1.05% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
198,690,032
shares
|
$52.8 Billion
0.92% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
126,079,362
shares
|
$33.5 Billion
1.1% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
69,216,888
shares
|
$18.4 Billion
1.08% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
58,344,186
shares
|
$15.5 Billion
1.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
50,049,940
shares
|
$13.3 Billion
0.89% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
34,364,675
shares
|
$9.14 Billion
1.16% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
33,771,923
shares
|
$8.98 Billion
1.41% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
30,101,769
shares
|
$8 Billion
0.73% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
29,799,521
shares
|
$7.92 Billion
1.13% of portfolio
|
Q3 2024
Reduced 16.99%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
29,330,529
shares
|
$7.8 Billion
1.03% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
24,940,912
shares
|
$6.63 Billion
1.64% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
24,483,043
shares
|
$6.51 Billion
1.19% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
24,134,687
shares
|
$6.42 Billion
1.08% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
23,204,943
shares
|
$6.17 Billion
1.04% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
23,034,175
shares
|
$6.12 Billion
1.27% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
21,852,881
shares
|
$5.81 Billion
1.14% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
20,926,984
shares
|
$5.56 Billion
0.95% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
20,031,941
shares
|
$5.33 Billion
0.82% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
19,108,878
shares
|
$5.08 Billion
0.89% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
18,908,257
shares
|
$5.03 Billion
0.66% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
16,784,272
shares
|
$4.46 Billion
1.46% of portfolio
|
Q3 2024
Added 31.74%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,309,365
shares
|
$4.34 Billion
1.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,084,919
shares
|
$4.01 Billion
0.83% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
15,073,193
shares
|
$4.01 Billion
0.95% of portfolio
|
Q3 2024
Reduced 0.27%
|