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 |
|---|---|---|---|---|---|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
140,215
shares
|
$33.6 Million
5.85% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
139,983
shares
|
$33.6 Million
4.08% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
139,689
shares
|
$33.5 Million
0.59% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
139,509
shares
|
$33.5 Million
0.35% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
139,207
shares
|
$33.4 Million
5.83% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Railway Pension Investments LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
138,000
shares
|
$33.1 Million
0.36% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
137,310
shares
|
$32.9 Million
2.24% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
137,291
shares
|
$32.9 Million
2.73% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
136,959
shares
|
$32.9 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
136,859
shares
|
$32.8 Million
0.97% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
136,205
shares
|
$32.7 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
135,237
shares
|
$32.4 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
135,029
shares
|
$32.4 Million
1.99% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
134,527
shares
|
$32.3 Million
2.68% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
134,457
shares
|
$32.3 Million
2.12% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
134,375
shares
|
$32.2 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
133,618
shares
|
$32.1 Million
2.57% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
133,592
shares
|
$32 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
133,011
shares
|
$31.9 Million
3.09% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
132,722
shares
|
$31.8 Million
1.26% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
131,845
shares
|
$31.6 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
131,438
shares
|
$31.5 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Tam Capital Management Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
131,069
shares
|
$31.4 Million
17.86% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
130,783
shares
|
$31.4 Million
1.42% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
129,653
shares
|
$31.1 Million
1.69% of portfolio
|
Q3 2024
Added 0.09%
|