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 5,073 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 $471 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
217,036
shares
|
$50.8 Million
1.46% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
217,018
shares
|
$50.8 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
216,662
shares
|
$50.7 Million
5.13% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
216,230
shares
|
$50.6 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
216,116
shares
|
$50.6 Million
0.07% of portfolio
|
Q4 2024
Added 109.03%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
215,835
shares
|
$50.5 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
215,120
shares
|
$50.3 Million
1.34% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
214,725
shares
|
$50.2 Million
3.33% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
214,320
shares
|
$50.1 Million
2.55% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
213,544
shares
|
$50 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
213,069
shares
|
$49.8 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
212,034
shares
|
$49.6 Million
1.47% of portfolio
|
Q4 2024
Added 862.78%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
211,651
shares
|
$49.5 Million
3.48% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
211,614
shares
|
$49.5 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
211,332
shares
|
$49.4 Million
24.13% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Feb 11, 2025 Q4 2024 |
210,763
shares
|
$49.3 Million
1.97% of portfolio
|
Q4 2024
Reduced 19.85%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
210,537
shares
|
$49.3 Million
4.21% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
210,309
shares
|
$49.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
208,929
shares
|
$48.9 Million
9.31% of portfolio
|
Q3 2023
Reduced 22.38%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
207,251
shares
|
$48.5 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
205,849
shares
|
$48.2 Million
5.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
202,867
shares
|
$47.5 Million
1.24% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
201,855
shares
|
$47.2 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
201,735
shares
|
$47.2 Million
0.49% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
201,529
shares
|
$47.1 Million
6.08% of portfolio
|
Q1 2024
Reduced 5.33%
|