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 |
|---|---|---|---|---|---|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
109,942
shares
|
$29.1 Million
0.77% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
109,787
shares
|
$29.1 Million
0.39% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
109,488
shares
|
$29 Million
1.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
109,274
shares
|
$28.9 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
109,013
shares
|
$28.9 Million
1.49% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
108,961
shares
|
$28.9 Million
2.45% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
108,487
shares
|
$28.7 Million
0.58% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
108,271
shares
|
$28.7 Million
0.79% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
107,913
shares
|
$28.6 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
107,641
shares
|
$28.5 Million
1.03% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
107,146
shares
|
$28.4 Million
1.32% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
106,842
shares
|
$28.3 Million
2.26% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
106,755
shares
|
$28.3 Million
0.62% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
106,532
shares
|
$28.2 Million
9.3% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
105,585
shares
|
$28 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
105,471
shares
|
$27.9 Million
0.32% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
105,317
shares
|
$27.9 Million
0.16% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
104,965
shares
|
$27.8 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
104,930
shares
|
$27.8 Million
6.19% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
104,859
shares
|
$27.8 Million
2.14% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
104,595
shares
|
$27.7 Million
0.53% of portfolio
|
Q4 2024
Added 57.25%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
104,530
shares
|
$27.7 Million
1.16% of portfolio
|
Q4 2024
Reduced 27.88%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
104,387
shares
|
$27.6 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
103,694
shares
|
$27.5 Million
2.39% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
103,662
shares
|
$27.5 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.43%
|