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 |
|---|---|---|---|---|---|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
689,700
shares
|
$215 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
687,963
shares
|
$214 Million
1.6% of portfolio
|
Q2 2025
Added 21.97%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
687,449
shares
|
$214 Million
1.19% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
685,921
shares
|
$214 Million
1.62% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
684,131
shares
|
$213 Million
1.19% of portfolio
|
Q2 2025
Added 35.32%
|
|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
683,566
shares
|
$213 Million
2.53% of portfolio
|
Q1 2023
Added 30.55%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
682,907
shares
|
$213 Million
4.07% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
681,588
shares
|
$212 Million
1.05% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
681,512
shares
|
$212 Million
0.41% of portfolio
|
Q2 2025
Added 65.2%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
679,848
shares
|
$212 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
679,309
shares
|
$212 Million
1.57% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
676,264
shares
|
$211 Million
1.52% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
655,197
shares
|
$204 Million
1.29% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Smead Capital Management, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
648,003
shares
|
$202 Million
3.89% of portfolio
|
Q2 2025
Reduced 34.36%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
645,723
shares
|
$201 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
644,950
shares
|
$201 Million
1.31% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
640,969
shares
|
$200 Million
2.28% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
636,978
shares
|
$199 Million
0.15% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Aug 08, 2025 Q2 2025 |
636,042
shares
|
$198 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
633,623
shares
|
$198 Million
0.85% of portfolio
|
Q4 2024
Added 34.15%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
627,270
shares
|
$196 Million
1.87% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
615,532
shares
|
$192 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
614,600
shares
|
$192 Million
1.45% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
613,725
shares
|
$191 Million
3.12% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Aug 07, 2025 Q2 2025 |
603,316
shares
|
$188 Million
4.25% of portfolio
|
Q2 2025
Added 7.72%
|