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 |
|---|---|---|---|---|---|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
89,805
shares
|
$21.5 Million
2.61% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Osher Van De Voorde Investment Management
|
Oct 08, 2024 Q3 2024 |
89,797
shares
|
$21.5 Million
4.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
89,665
shares
|
$21.5 Million
4.6% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
89,656
shares
|
$21.5 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
89,559
shares
|
$21.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
89,457
shares
|
$21.5 Million
2.06% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
89,300
shares
|
$21.4 Million
0.31% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
89,119
shares
|
$21.4 Million
0.77% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
89,100
shares
|
$21.4 Million
1.31% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
88,956
shares
|
$21.3 Million
2.64% of portfolio
|
N/A
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
88,732
shares
|
$21.3 Million
7.62% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
88,509
shares
|
$21.2 Million
0.31% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
88,047
shares
|
$21.1 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
87,849
shares
|
$21.1 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
87,605
shares
|
$21 Million
0.56% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
87,602
shares
|
$21 Million
3.56% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
87,524
shares
|
$21 Million
2.1% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
87,431
shares
|
$21 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
87,371
shares
|
$21 Million
0.88% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
87,219
shares
|
$20.9 Million
2.71% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
87,109
shares
|
$20.9 Million
0.72% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
86,853
shares
|
$20.8 Million
0.32% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
86,589
shares
|
$20.8 Million
1.94% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
86,474
shares
|
$20.7 Million
0.68% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
85,463
shares
|
$20.5 Million
2.01% of portfolio
|
Q3 2024
Reduced 1.53%
|