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 4,616 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 $464 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
834,666
shares
|
$198 Million
0.64% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
823,377
shares
|
$196 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
821,117
shares
|
$195 Million
2.27% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
810,809
shares
|
$193 Million
1.14% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
805,720
shares
|
$191 Million
0.27% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
803,488
shares
|
$191 Million
0.23% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
797,970
shares
|
$190 Million
3.54% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Actiam N.V.
Rotterdam, P7 |
Nov 07, 2024 Q3 2024 |
794,613
shares
|
$189 Million
2.97% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
791,945
shares
|
$188 Million
2.35% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Homestead Advisers Corp
|
Nov 01, 2024 Q3 2024 |
790,636
shares
|
$188 Million
4.04% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
782,142
shares
|
$186 Million
0.23% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
774,900
shares
|
$184 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
774,831
shares
|
$184 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
769,492
shares
|
$183 Million
2.33% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
767,664
shares
|
$182 Million
3.24% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Employees Retirement System Of Texas
|
Nov 14, 2024 Q3 2024 |
765,800
shares
|
$182 Million
1.4% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
761,830
shares
|
$181 Million
2.63% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
758,445
shares
|
$180 Million
3.34% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
756,806
shares
|
$180 Million
1.12% of portfolio
|
Q3 2024
Reduced 23.32%
|
|
|
James Hambro & Partners
|
Oct 21, 2024 Q3 2024 |
745,636
shares
|
$177 Million
6.98% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
743,883
shares
|
$177 Million
1.58% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
741,947
shares
|
$176 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Oct 24, 2024 Q3 2024 |
741,400
shares
|
$176 Million
1.22% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
740,203
shares
|
$176 Million
0.91% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
734,375
shares
|
$174 Million
0.47% of portfolio
|
Q3 2024
Added 1.72%
|