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 5,066 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 $467 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
384,929
shares
|
$89.4 Million
3.1% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
384,909
shares
|
$89.4 Million
2.89% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
384,693
shares
|
$89.3 Million
2.18% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
380,869
shares
|
$88.4 Million
1.18% of portfolio
|
Q4 2024
Added 65.39%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
380,822
shares
|
$88.4 Million
0.88% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
380,785
shares
|
$88.4 Million
0.74% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
379,172
shares
|
$88.1 Million
3.39% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Feb 14, 2025 Q4 2024 |
379,000
shares
|
$88 Million
23.37% of portfolio
|
Q4 2023
Added 11.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
378,841
shares
|
$88 Million
3.2% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
378,560
shares
|
$87.9 Million
1.33% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
377,866
shares
|
$87.7 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
377,712
shares
|
$87.7 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
372,238
shares
|
$86.4 Million
2.32% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
371,787
shares
|
$86.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
370,344
shares
|
$86 Million
1.72% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
370,219
shares
|
$86 Million
1.36% of portfolio
|
Q1 2023
Reduced 4.74%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
370,146
shares
|
$86 Million
2.02% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
367,825
shares
|
$85.4 Million
0.44% of portfolio
|
Q4 2024
Added 56.73%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
367,452
shares
|
$85.3 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
367,362
shares
|
$85.3 Million
1.77% of portfolio
|
Q4 2022
Reduced 19.34%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
365,770
shares
|
$84.9 Million
1.61% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
365,036
shares
|
$84.8 Million
1.34% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
361,771
shares
|
$84 Million
2.93% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
361,007
shares
|
$83.8 Million
0.95% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
360,868
shares
|
$83.8 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.44%
|