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 4,616 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 $467 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
400,929
shares
|
$96 Million
7.66% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
400,650
shares
|
$95.9 Million
0.66% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
400,645
shares
|
$95.9 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
400,225
shares
|
$95.8 Million
1.95% of portfolio
|
Q3 2024
Reduced 27.16%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
397,893
shares
|
$95.2 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
395,886
shares
|
$94.7 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
393,113
shares
|
$94.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 46.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
390,639
shares
|
$93.5 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
390,200
shares
|
$93.4 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
389,639
shares
|
$93.2 Million
2.91% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
388,530
shares
|
$93 Million
2.84% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
388,080
shares
|
$92.9 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
386,419
shares
|
$92.5 Million
0.71% of portfolio
|
Q3 2024
Reduced 58.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
382,120
shares
|
$91.4 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
379,281
shares
|
$90.8 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Aug 14, 2024 Q2 2024 |
379,000
shares
|
$90.7 Million
22.87% of portfolio
|
Q4 2023
Added 11.8%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
375,858
shares
|
$90 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
374,653
shares
|
$89.7 Million
1.46% of portfolio
|
Q3 2024
Added 23.89%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
374,638
shares
|
$89.7 Million
0.87% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
372,238
shares
|
$89.1 Million
2.32% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
370,344
shares
|
$88.6 Million
1.72% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
370,219
shares
|
$88.6 Million
1.36% of portfolio
|
Q1 2023
Reduced 4.74%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
367,430
shares
|
$87.9 Million
1.14% of portfolio
|
Q3 2024
Added 28.49%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
367,362
shares
|
$87.9 Million
1.77% of portfolio
|
Q4 2022
Reduced 19.34%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
366,304
shares
|
$87.7 Million
4.36% of portfolio
|
Q3 2024
Reduced 3.83%
|