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 |
|---|---|---|---|---|---|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
679,309
shares
|
$192 Million
1.57% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
673,493
shares
|
$191 Million
1.02% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
666,789
shares
|
$189 Million
1.49% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
662,325
shares
|
$188 Million
2.37% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
653,367
shares
|
$185 Million
1.34% of portfolio
|
Q1 2025
Added 41.56%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
643,202
shares
|
$182 Million
1.28% of portfolio
|
Q1 2025
Reduced 33.53%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
641,356
shares
|
$182 Million
1.77% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
May 12, 2025 Q1 2025 |
639,852
shares
|
$181 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
639,433
shares
|
$181 Million
0.95% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
638,862
shares
|
$181 Million
0.43% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
636,215
shares
|
$180 Million
2.59% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
634,004
shares
|
$180 Million
0.35% of portfolio
|
Q1 2025
Added 58.41%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
622,565
shares
|
$176 Million
1.58% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
621,666
shares
|
$176 Million
0.51% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
616,583
shares
|
$175 Million
0.68% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
613,902
shares
|
$174 Million
2.13% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
613,725
shares
|
$174 Million
3.12% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
602,638
shares
|
$171 Million
0.87% of portfolio
|
Q3 2023
Added 16.08%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
601,407
shares
|
$170 Million
2.19% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
587,252
shares
|
$166 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Amf Tjanstepension Ab
|
May 12, 2025 Q1 2025 |
585,453
shares
|
$166 Million
1.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
583,227
shares
|
$165 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
581,482
shares
|
$165 Million
3.32% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
580,142
shares
|
$164 Million
1.17% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
578,537
shares
|
$164 Million
1.84% of portfolio
|
Q1 2025
Added 0.65%
|