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 5,074 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
764,950
shares
|
$180 Million
3.61% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
764,131
shares
|
$180 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
764,012
shares
|
$180 Million
2.65% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
763,517
shares
|
$179 Million
1.08% of portfolio
|
Q4 2024
Added 41.01%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
761,830
shares
|
$179 Million
2.63% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
761,467
shares
|
$179 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
755,654
shares
|
$178 Million
0.53% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Feb 06, 2025 Q4 2024 |
752,296
shares
|
$177 Million
4.21% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
745,082
shares
|
$175 Million
0.99% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
739,868
shares
|
$174 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
739,600
shares
|
$174 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
734,987
shares
|
$173 Million
3.56% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
732,869
shares
|
$172 Million
7.29% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
714,076
shares
|
$168 Million
4.71% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
709,602
shares
|
$167 Million
1.66% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
702,459
shares
|
$165 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Aegon Asset Management Uk PLC
|
Jan 21, 2025 Q4 2024 |
701,910
shares
|
$165 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
701,283
shares
|
$165 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
698,451
shares
|
$164 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
697,226
shares
|
$164 Million
0.7% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
694,771
shares
|
$163 Million
0.14% of portfolio
|
Q4 2024
Reduced 35.55%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
688,079
shares
|
$162 Million
1.2% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
685,704
shares
|
$161 Million
0.51% of portfolio
|
Q2 2024
Added 24.76%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
684,934
shares
|
$161 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
668,698
shares
|
$157 Million
1.02% of portfolio
|
Q4 2024
Added 68.06%
|