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 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
772,736
shares
|
$241 Million
0.29% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
767,328
shares
|
$239 Million
3.1% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
766,369
shares
|
$239 Million
0.03% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
761,830
shares
|
$238 Million
2.63% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
761,725
shares
|
$237 Million
4.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Amf Tjanstepension Ab
|
Jul 22, 2025 Q2 2025 |
760,777
shares
|
$237 Million
1.53% of portfolio
|
Q2 2025
Added 29.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
754,053
shares
|
$235 Million
1.5% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
748,092
shares
|
$233 Million
3.55% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
747,053
shares
|
$233 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
744,490
shares
|
$232 Million
2.11% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
742,305
shares
|
$231 Million
0.77% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
737,114
shares
|
$230 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
734,381
shares
|
$229 Million
0.95% of portfolio
|
Q2 2025
Added 49.75%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
734,341
shares
|
$229 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
729,479
shares
|
$227 Million
8.4% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
728,362
shares
|
$227 Million
2.04% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
723,995
shares
|
$226 Million
3.75% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Homestead Advisers Corp
|
Aug 05, 2025 Q2 2025 |
721,936
shares
|
$225 Million
5.24% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
719,163
shares
|
$224 Million
1.92% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
712,279
shares
|
$222 Million
0.5% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
708,200
shares
|
$221 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
708,098
shares
|
$221 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
701,283
shares
|
$219 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
701,037
shares
|
$219 Million
3.03% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
689,807
shares
|
$215 Million
2.21% of portfolio
|
Q2 2025
Reduced 2.56%
|