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 |
|---|---|---|---|---|---|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
85,417
shares
|
$20.5 Million
6.25% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
85,296
shares
|
$20.5 Million
1.05% of portfolio
|
Q3 2021
Added 2.11%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
85,255
shares
|
$20.5 Million
2.29% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
85,232
shares
|
$20.4 Million
2.46% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
84,970
shares
|
$20.4 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
84,882
shares
|
$20.4 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
84,724
shares
|
$20.3 Million
3.88% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
84,611
shares
|
$20.3 Million
1.16% of portfolio
|
Q3 2024
Added 110.45%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
84,559
shares
|
$20.3 Million
1.9% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
84,553
shares
|
$20.3 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
84,531
shares
|
$20.3 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
84,491
shares
|
$20.3 Million
1.18% of portfolio
|
Q3 2024
Added 29.15%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
84,398
shares
|
$20.2 Million
1.51% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
84,238
shares
|
$20.2 Million
1.25% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
83,796
shares
|
$20.1 Million
0.47% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
83,684
shares
|
$20.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
83,490
shares
|
$20 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
83,380
shares
|
$20 Million
2.99% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
83,338
shares
|
$20 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
83,307
shares
|
$20 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
83,136
shares
|
$19.9 Million
1.43% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
83,124
shares
|
$19.9 Million
1.5% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Gam Holding Ag
|
Oct 22, 2024 Q3 2024 |
82,965
shares
|
$19.9 Million
1.54% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
82,945
shares
|
$19.9 Million
1.43% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
82,049
shares
|
$19.7 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.72%
|