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 5,210 institutions that hold shares in the stock, with a total of 2.06 Billion shares, which have been reported (via 13F filing form) to have a value of $584 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
752,515
shares
|
$213 Million
1.21% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
751,786
shares
|
$213 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
746,340
shares
|
$211 Million
2.58% of portfolio
|
Q1 2025
Added 41.94%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
741,719
shares
|
$210 Million
0.49% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
740,491
shares
|
$210 Million
1.42% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
739,454
shares
|
$209 Million
1.9% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Employees Retirement System Of Texas
|
May 13, 2025 Q1 2025 |
737,500
shares
|
$209 Million
1.64% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
James Hambro & Partners
|
Apr 17, 2025 Q1 2025 |
733,452
shares
|
$208 Million
7.49% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
726,497
shares
|
$206 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
723,995
shares
|
$205 Million
3.75% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
722,257
shares
|
$205 Million
3.5% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
719,537
shares
|
$204 Million
0.03% of portfolio
|
Q1 2025
Reduced 45.94%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
719,163
shares
|
$204 Million
1.92% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
717,600
shares
|
$203 Million
1.37% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
712,086
shares
|
$202 Million
4.82% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
710,536
shares
|
$201 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
704,605
shares
|
$200 Million
1.45% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
701,283
shares
|
$199 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
701,037
shares
|
$199 Million
3.03% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
697,771
shares
|
$198 Million
0.32% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
689,815
shares
|
$195 Million
2.26% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
689,807
shares
|
$195 Million
2.21% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
688,880
shares
|
$195 Million
0.24% of portfolio
|
Q1 2025
Reduced 33.77%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
688,743
shares
|
$195 Million
4.04% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
688,168
shares
|
$195 Million
0.21% of portfolio
|
Q1 2025
Reduced 56.22%
|