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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
73,372
shares
|
$17.6 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
73,248
shares
|
$17.6 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
73,147
shares
|
$17.5 Million
0.47% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
73,045
shares
|
$17.5 Million
0.37% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
72,877
shares
|
$17.5 Million
3.67% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
72,700
shares
|
$17.4 Million
0.56% of portfolio
|
Q4 2021
Reduced 14.6%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
72,644
shares
|
$17.4 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
72,579
shares
|
$17.4 Million
0.4% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
72,508
shares
|
$17.4 Million
1.97% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
72,423
shares
|
$17.4 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
72,334
shares
|
$17.4 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
72,206
shares
|
$17.3 Million
1.15% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
71,876
shares
|
$17.2 Million
1.36% of portfolio
|
Q3 2024
Added 53.43%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
71,838
shares
|
$17.2 Million
0.89% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
71,767
shares
|
$17.2 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
71,714
shares
|
$17.2 Million
2.36% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
71,675
shares
|
$17.2 Million
0.64% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
71,665
shares
|
$17.2 Million
1.12% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
71,662
shares
|
$17.2 Million
0.16% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
71,475
shares
|
$17.1 Million
2.41% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
71,330
shares
|
$17.1 Million
2.9% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
71,273
shares
|
$17.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 74.11%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
71,177
shares
|
$17.1 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
70,994
shares
|
$17 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
70,991
shares
|
$17 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.15%
|