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 4,679 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 $515 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
149,919
shares
|
$39.7 Million
0.46% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
149,436
shares
|
$39.6 Million
2.32% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
147,881
shares
|
$39.2 Million
0.8% of portfolio
|
Q3 2021
Added 3.32%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
147,344
shares
|
$39 Million
2.58% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
147,291
shares
|
$39 Million
0.8% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
147,191
shares
|
$39 Million
1.69% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
147,061
shares
|
$38.9 Million
0.81% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
146,557
shares
|
$38.8 Million
0.82% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
146,470
shares
|
$38.8 Million
0.39% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
146,167
shares
|
$38.7 Million
1.99% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
145,836
shares
|
$38.6 Million
3.28% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
145,257
shares
|
$38.5 Million
2.43% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
145,252
shares
|
$38.5 Million
0.69% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
144,841
shares
|
$38.4 Million
6.12% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
144,302
shares
|
$38.2 Million
0.93% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
144,004
shares
|
$38.1 Million
0.26% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
143,914
shares
|
$38.1 Million
0.73% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
143,028
shares
|
$37.9 Million
2.05% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
142,646
shares
|
$37.8 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
141,738
shares
|
$37.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
141,701
shares
|
$37.5 Million
3.43% of portfolio
|
Q4 2024
Added 27.19%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
141,181
shares
|
$37.4 Million
2.47% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
140,556
shares
|
$37.2 Million
0.44% of portfolio
|
Q3 2024
Added 424.95%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
140,450
shares
|
$37.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
139,906
shares
|
$37.1 Million
0.34% of portfolio
|
Q4 2024
Added 19.01%
|