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 5,227 institutions that hold shares in the stock, with a total of 2.04 Billion shares, which have been reported (via 13F filing form) to have a value of $593 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
157,086
shares
|
$45.7 Million
3.6% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
156,789
shares
|
$45.6 Million
1.27% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
156,503
shares
|
$45.5 Million
0.45% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
156,406
shares
|
$45.5 Million
0.72% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
156,140
shares
|
$45.4 Million
1.25% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
154,903
shares
|
$45.1 Million
1.61% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
154,786
shares
|
$45 Million
1.87% of portfolio
|
Q1 2025
Added 1070.05%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
153,654
shares
|
$44.7 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
152,385
shares
|
$44.3 Million
2.46% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
151,855
shares
|
$44.2 Million
0.9% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
151,769
shares
|
$44.2 Million
3.06% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
150,980
shares
|
$43.9 Million
0.97% of portfolio
|
Q4 2023
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
150,787
shares
|
$43.9 Million
0.97% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Jul 21, 2025 Q2 2025 |
150,744
shares
|
$43.9 Million
3.26% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
150,400
shares
|
$43.8 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
150,122
shares
|
$43.7 Million
2.51% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
|
Clear Street LLC
|
May 15, 2025 Q1 2025 |
150,000
shares
|
$43.6 Million
0.33% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
149,525
shares
|
$43.5 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
149,145
shares
|
$43.4 Million
2.45% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
148,938
shares
|
$43.3 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
148,748
shares
|
$43.3 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
148,115
shares
|
$43.1 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Railway Pension Investments LTD
London, X0 |
May 12, 2025 Q1 2025 |
148,064
shares
|
$43.1 Million
0.52% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
147,967
shares
|
$43.1 Million
1.88% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
147,881
shares
|
$43 Million
0.8% of portfolio
|
Q3 2021
Added 3.32%
|