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 |
|---|---|---|---|---|---|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
496,378
shares
|
$141 Million
0.36% of portfolio
|
Q1 2025
Added 105.11%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
493,505
shares
|
$140 Million
0.51% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
490,421
shares
|
$139 Million
0.8% of portfolio
|
Q1 2025
Added 47.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
483,827
shares
|
$137 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
472,376
shares
|
$134 Million
2.5% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
469,496
shares
|
$133 Million
6.61% of portfolio
|
Q4 2022
Reduced 4.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
468,468
shares
|
$133 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
467,796
shares
|
$132 Million
2.15% of portfolio
|
Q1 2024
Reduced 15.96%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
467,513
shares
|
$132 Million
1.47% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
465,337
shares
|
$132 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
462,701
shares
|
$131 Million
0.3% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
460,170
shares
|
$130 Million
1.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
May 20, 2025 Q1 2025 |
457,869
shares
|
$130 Million
0.99% of portfolio
|
Q4 2024
Added 36.85%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
457,314
shares
|
$129 Million
1.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
452,118
shares
|
$128 Million
0.49% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
452,090
shares
|
$128 Million
0.87% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
448,529
shares
|
$127 Million
7.11% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
444,671
shares
|
$126 Million
1.76% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
443,379
shares
|
$126 Million
5.06% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
443,024
shares
|
$125 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
441,452
shares
|
$125 Million
1.67% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
437,334
shares
|
$124 Million
2.28% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
May 07, 2025 Q1 2025 |
431,993
shares
|
$122 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
429,280
shares
|
$122 Million
0.28% of portfolio
|
Q1 2025
Added 45.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
427,959
shares
|
$121 Million
0.81% of portfolio
|
Q1 2025
Added 5.21%
|