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 5,074 institutions that hold shares in the stock, with a total of 2.01 Billion shares, which have been reported (via 13F filing form) to have a value of $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
132,277
shares
|
$31.1 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
131,988
shares
|
$31 Million
1.71% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
131,865
shares
|
$31 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
129,795
shares
|
$30.5 Million
3.52% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
129,784
shares
|
$30.5 Million
2.95% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
129,706
shares
|
$30.5 Million
3.86% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
129,679
shares
|
$30.5 Million
0.28% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
129,516
shares
|
$30.4 Million
0.72% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
129,485
shares
|
$30.4 Million
1.25% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
129,246
shares
|
$30.4 Million
4.06% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
128,397
shares
|
$30.2 Million
7.14% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
128,304
shares
|
$30.1 Million
0.63% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
128,302
shares
|
$30.1 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
127,917
shares
|
$30.1 Million
1.73% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
127,447
shares
|
$29.9 Million
1.18% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
126,908
shares
|
$29.8 Million
1.92% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
126,863
shares
|
$29.8 Million
0.77% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
126,566
shares
|
$29.7 Million
0.72% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
126,297
shares
|
$29.7 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
126,045
shares
|
$29.6 Million
3.73% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
125,952
shares
|
$29.6 Million
0.39% of portfolio
|
Q3 2022
Added 1.07%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
125,938
shares
|
$29.6 Million
0.46% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
125,770
shares
|
$29.6 Million
2.76% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
125,712
shares
|
$29.5 Million
0.73% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
125,567
shares
|
$29.5 Million
2.75% of portfolio
|
Q4 2024
Added 10.5%
|