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 |
|---|---|---|---|---|---|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
160,200
shares
|
$38.4 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
159,962
shares
|
$38.4 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
159,728
shares
|
$38.3 Million
1.07% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
159,056
shares
|
$38.2 Million
2.27% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
158,648
shares
|
$38.1 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
158,044
shares
|
$37.9 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
157,730
shares
|
$37.8 Million
2.39% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
157,383
shares
|
$37.8 Million
2.78% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
157,361
shares
|
$37.7 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
156,582
shares
|
$37.6 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
156,447
shares
|
$37.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 88.91%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
154,708
shares
|
$37.1 Million
0.84% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
154,209
shares
|
$37 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
153,523
shares
|
$36.8 Million
2.18% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
153,395
shares
|
$36.8 Million
0.85% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Wilsey Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
152,812
shares
|
$36.7 Million
6.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
152,473
shares
|
$36.6 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
152,385
shares
|
$36.6 Million
2.46% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
151,477
shares
|
$36.3 Million
0.65% of portfolio
|
Q2 2024
Added 3.66%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
151,286
shares
|
$36.3 Million
2.51% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
150,980
shares
|
$36.2 Million
0.97% of portfolio
|
Q4 2023
New holding
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
150,344
shares
|
$36.1 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
150,292
shares
|
$36.1 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
150,176
shares
|
$36 Million
1.11% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
149,919
shares
|
$36 Million
0.46% of portfolio
|
Q3 2024
Added 11.49%
|