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 4,617 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 $469 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
271,642
shares
|
$65.2 Million
4.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
271,337
shares
|
$65.1 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
270,520
shares
|
$64.9 Million
0.29% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
269,477
shares
|
$64.7 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
267,271
shares
|
$64.1 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
262,963
shares
|
$63.1 Million
2.06% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Nov 14, 2024 Q3 2024 |
262,258
shares
|
$62.9 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
260,657
shares
|
$62.6 Million
1.45% of portfolio
|
Q3 2024
Added 624.45%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
260,287
shares
|
$62.5 Million
0.73% of portfolio
|
Q3 2024
Added 48.02%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
259,500
shares
|
$62.3 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
257,734
shares
|
$61.9 Million
1.4% of portfolio
|
Q3 2024
Reduced 21.75%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
256,612
shares
|
$61.6 Million
4.32% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
254,865
shares
|
$61.2 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tom Gayner
Markel Corp
|
Nov 01, 2024 Q3 2024 |
252,550
shares
|
$60.6 Million
0.52% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
252,535
shares
|
$60.6 Million
0.86% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
251,393
shares
|
$60.3 Million
0.93% of portfolio
|
Q3 2024
Reduced 63.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
250,405
shares
|
$60.1 Million
0.84% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
249,943
shares
|
$60 Million
0.32% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
249,556
shares
|
$59.9 Million
0.78% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
248,975
shares
|
$59.8 Million
1.37% of portfolio
|
Q1 2023
Reduced 3.26%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
246,467
shares
|
$59.2 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
246,265
shares
|
$59.1 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
246,049
shares
|
$59.1 Million
1.66% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
243,474
shares
|
$58.4 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Sculptor Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
243,300
shares
|
$58.4 Million
1.86% of portfolio
|
Q3 2024
Reduced 49.97%
|