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 |
|---|---|---|---|---|---|
|
Absher Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
129,455
shares
|
$31.1 Million
3.63% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
128,567
shares
|
$30.8 Million
0.24% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
128,346
shares
|
$30.8 Million
0.65% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
128,068
shares
|
$30.7 Million
0.65% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
127,956
shares
|
$30.7 Million
3.42% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
127,925
shares
|
$30.7 Million
1.54% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
127,649
shares
|
$30.6 Million
5.17% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
126,980
shares
|
$30.5 Million
1.45% of portfolio
|
Q3 2024
Added 36.02%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
126,917
shares
|
$30.4 Million
0.5% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
126,378
shares
|
$30.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
125,952
shares
|
$30.2 Million
0.39% of portfolio
|
Q3 2022
Added 1.07%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
125,359
shares
|
$30.1 Million
1.52% of portfolio
|
Q3 2024
Reduced 26.89%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
125,310
shares
|
$30.1 Million
3.56% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
125,134
shares
|
$30 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
125,066
shares
|
$30 Million
5.57% of portfolio
|
Q1 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
124,964
shares
|
$30 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
124,373
shares
|
$29.8 Million
0.95% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
124,304
shares
|
$29.8 Million
2.06% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
123,875
shares
|
$29.7 Million
0.58% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
123,869
shares
|
$29.7 Million
0.49% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
123,511
shares
|
$29.6 Million
0.75% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
123,325
shares
|
$29.6 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
123,206
shares
|
$29.6 Million
3.58% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
122,976
shares
|
$29.5 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
122,584
shares
|
$29.4 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.49%
|