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 |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
114,618
shares
|
$30.4 Million
1.85% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
114,500
shares
|
$30.3 Million
1.45% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 05, 2024 Q3 2024 |
113,796
shares
|
$30.1 Million
2.27% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
113,744
shares
|
$30.1 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
113,646
shares
|
$30.1 Million
2.28% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
113,589
shares
|
$30.1 Million
4.45% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
112,907
shares
|
$29.9 Million
0.61% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
112,428
shares
|
$29.8 Million
0.79% of portfolio
|
Q1 2024
Reduced 21.92%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
112,410
shares
|
$29.8 Million
3.42% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
112,286
shares
|
$29.7 Million
1.01% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
112,256
shares
|
$29.7 Million
2.07% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
112,233
shares
|
$29.7 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
111,860
shares
|
$29.6 Million
2.55% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
111,678
shares
|
$29.6 Million
0.12% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
111,432
shares
|
$29.5 Million
4.31% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
111,410
shares
|
$29.5 Million
2.53% of portfolio
|
Q1 2024
Reduced 6.13%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
111,309
shares
|
$29.5 Million
5.45% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
111,062
shares
|
$29.4 Million
0.38% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 12, 2024 Q3 2024 |
111,019
shares
|
$29.4 Million
5.29% of portfolio
|
Q3 2024
New holding
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
110,598
shares
|
$29.3 Million
3.83% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
110,499
shares
|
$29.3 Million
1.06% of portfolio
|
Q4 2024
Added 376.58%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
110,497
shares
|
$29.3 Million
1.95% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
110,470
shares
|
$29.3 Million
2.12% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
110,412
shares
|
$29.2 Million
2.15% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
110,223
shares
|
$29.2 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.22%
|