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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
600,108
shares
|
$187 Million
2.81% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
599,394
shares
|
$187 Million
0.84% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
590,089
shares
|
$184 Million
4.43% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
587,767
shares
|
$183 Million
0.35% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
586,514
shares
|
$183 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
584,358
shares
|
$182 Million
2.4% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
583,668
shares
|
$182 Million
1.64% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
575,000
shares
|
$179 Million
0.69% of portfolio
|
Q2 2025
Added 283.33%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Aug 13, 2025 Q2 2025 |
573,700
shares
|
$179 Million
2.28% of portfolio
|
Q2 2025
Reduced 45.01%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
572,275
shares
|
$178 Million
2.02% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
566,725
shares
|
$177 Million
1.83% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
565,838
shares
|
$176 Million
1.15% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
563,640
shares
|
$176 Million
1.32% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
561,209
shares
|
$175 Million
1.42% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
558,977
shares
|
$174 Million
1.22% of portfolio
|
Q3 2023
Reduced 1.69%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
557,654
shares
|
$174 Million
0.32% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
555,656
shares
|
$173 Million
0.76% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
541,154
shares
|
$169 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Jul 10, 2025 Q2 2025 |
538,100
shares
|
$168 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
536,123
shares
|
$167 Million
1.51% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
535,819
shares
|
$167 Million
2.87% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
532,154
shares
|
$166 Million
1.22% of portfolio
|
Q1 2024
Reduced 10.81%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
530,730
shares
|
$165 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
522,740
shares
|
$163 Million
3.47% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
521,494
shares
|
$163 Million
2.59% of portfolio
|
Q1 2024
Reduced 0.69%
|