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 4,620 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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
171,249
shares
|
$41.1 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
170,903
shares
|
$41 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
170,700
shares
|
$40.9 Million
1.43% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
170,423
shares
|
$40.9 Million
4.18% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
170,319
shares
|
$40.9 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
169,822
shares
|
$40.7 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
169,675
shares
|
$40.7 Million
1.59% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
169,431
shares
|
$40.6 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
169,325
shares
|
$40.6 Million
1.23% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
168,860
shares
|
$40.5 Million
2.06% of portfolio
|
Q3 2024
Added 39.0%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
167,232
shares
|
$40.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
166,791
shares
|
$40 Million
3.99% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
166,561
shares
|
$40 Million
1.1% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
166,299
shares
|
$39.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
166,026
shares
|
$39.8 Million
0.51% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
165,601
shares
|
$39.7 Million
1.21% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
165,058
shares
|
$39.6 Million
2.02% of portfolio
|
Q3 2023
Added 1.58%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
164,808
shares
|
$39.5 Million
0.75% of portfolio
|
Q3 2024
Reduced 26.24%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
164,756
shares
|
$39.5 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
162,915
shares
|
$39.1 Million
0.37% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
162,040
shares
|
$38.9 Million
1.3% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
162,013
shares
|
$38.9 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
161,933
shares
|
$38.8 Million
0.42% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Oct 24, 2024 Q3 2024 |
160,900
shares
|
$38.6 Million
0.3% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
160,354
shares
|
$38.5 Million
2.94% of portfolio
|
Q3 2024
Reduced 0.07%
|