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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
243,172
shares
|
$58.4 Million
2.29% of portfolio
|
Q3 2024
Added 34.38%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
242,723
shares
|
$58.3 Million
0.11% of portfolio
|
Q3 2022
Added 0.94%
|
|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
242,709
shares
|
$58.3 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
242,624
shares
|
$58.2 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Mcdonald Capital Investors Inc
|
Oct 31, 2024 Q3 2024 |
241,505
shares
|
$58 Million
3.39% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Ceredex Value Advisors LLC
|
Oct 29, 2024 Q3 2024 |
240,256
shares
|
$57.7 Million
0.99% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
240,069
shares
|
$57.6 Million
1.27% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
239,266
shares
|
$57.4 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
238,313
shares
|
$57.2 Million
2.75% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
238,123
shares
|
$57.1 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
237,988
shares
|
$57.1 Million
1.17% of portfolio
|
Q3 2024
Added 109.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
236,760
shares
|
$56.8 Million
0.8% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
236,365
shares
|
$56.7 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
236,172
shares
|
$56.7 Million
0.22% of portfolio
|
Q2 2023
Reduced 73.9%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
236,111
shares
|
$56.7 Million
2.02% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
235,776
shares
|
$56.6 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
234,686
shares
|
$56.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 58.27%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
234,514
shares
|
$56.3 Million
0.08% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
233,910
shares
|
$56.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
233,282
shares
|
$56 Million
1.52% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
233,262
shares
|
$56 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
232,838
shares
|
$55.9 Million
0.49% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
231,172
shares
|
$55.5 Million
1.53% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
230,335
shares
|
$55.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
230,287
shares
|
$55.3 Million
0.67% of portfolio
|
Q3 2024
Added 0.3%
|