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 |
|---|---|---|---|---|---|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
103,102
shares
|
$24.7 Million
0.42% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
103,043
shares
|
$24.7 Million
2.32% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
102,625
shares
|
$24.6 Million
0.56% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
102,162
shares
|
$24.5 Million
0.76% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
101,861
shares
|
$24.4 Million
3.57% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
101,833
shares
|
$24.4 Million
2.92% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
101,648
shares
|
$24.4 Million
2.45% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
101,617
shares
|
$24.4 Million
2.5% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
101,277
shares
|
$24.3 Million
1.26% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
101,186
shares
|
$24.3 Million
3.18% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
101,114
shares
|
$24.3 Million
2.29% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
100,603
shares
|
$24.1 Million
1.94% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
100,086
shares
|
$24 Million
2.19% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
99,921
shares
|
$24 Million
3.03% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
99,857
shares
|
$24 Million
1.51% of portfolio
|
Q4 2023
Reduced 43.87%
|
|
|
Jpb Foundation
New York, NY |
Nov 14, 2024 Q3 2024 |
99,855
shares
|
$24 Million
2.22% of portfolio
|
Q3 2024
Reduced 60.03%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
99,101
shares
|
$23.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
98,861
shares
|
$23.7 Million
0.04% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
98,581
shares
|
$23.6 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
98,492
shares
|
$23.6 Million
0.9% of portfolio
|
Q3 2024
Added 43.08%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
98,327
shares
|
$23.6 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
98,261
shares
|
$23.6 Million
0.31% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
98,214
shares
|
$23.6 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
97,945
shares
|
$23.5 Million
2.08% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
97,875
shares
|
$23.5 Million
0.85% of portfolio
|
Q2 2022
Reduced -0.0%
|