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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
92,634
shares
|
$22.2 Million
0.91% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
92,549
shares
|
$22.2 Million
2.41% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
92,213
shares
|
$22.1 Million
2.22% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
92,096
shares
|
$22.1 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
91,956
shares
|
$22.1 Million
1.36% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
91,852
shares
|
$22 Million
1.07% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
91,756
shares
|
$22 Million
2.5% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
91,751
shares
|
$22 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
91,639
shares
|
$22 Million
1.82% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
91,606
shares
|
$22 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
91,477
shares
|
$21.9 Million
3.97% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
91,188
shares
|
$21.9 Million
4.44% of portfolio
|
Q3 2022
Reduced 1.56%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
90,885
shares
|
$21.8 Million
0.79% of portfolio
|
Q3 2022
Reduced 33.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90,859
shares
|
$21.8 Million
0.4% of portfolio
|
Q2 2020
Reduced 16.94%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
90,766
shares
|
$21.8 Million
3.26% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
90,733
shares
|
$21.8 Million
1.85% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
90,621
shares
|
$21.7 Million
3.85% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
90,591
shares
|
$21.7 Million
0.49% of portfolio
|
Q3 2024
Added 5590.39%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
90,484
shares
|
$21.7 Million
1.29% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
90,411
shares
|
$21.7 Million
0.42% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
90,407
shares
|
$21.7 Million
1.33% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
90,288
shares
|
$21.7 Million
1.17% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
90,173
shares
|
$21.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cincinnati Financial Corp
|
Nov 07, 2024 Q3 2024 |
90,000
shares
|
$21.6 Million
0.41% of portfolio
|
Q2 2019
Added 50.0%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
89,875
shares
|
$21.6 Million
1.74% of portfolio
|
Q3 2024
Added 1.68%
|