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 |
|---|---|---|---|---|---|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
456,352
shares
|
$142 Million
0.27% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Uss Investment Management LTD
|
Aug 13, 2025 Q2 2025 |
449,292
shares
|
$140 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
445,383
shares
|
$139 Million
1.79% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
442,656
shares
|
$138 Million
1.49% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
442,101
shares
|
$138 Million
2.71% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
440,519
shares
|
$137 Million
0.79% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
439,976
shares
|
$137 Million
1.65% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
438,509
shares
|
$137 Million
2.13% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
437,680
shares
|
$136 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
437,514
shares
|
$136 Million
1.17% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
436,748
shares
|
$136 Million
5.49% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
433,089
shares
|
$135 Million
0.48% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
432,511
shares
|
$135 Million
0.27% of portfolio
|
Q2 2025
Added 32.34%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
431,284
shares
|
$134 Million
1.59% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
428,184
shares
|
$133 Million
1.06% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
427,959
shares
|
$133 Million
0.81% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
427,033
shares
|
$133 Million
1.06% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
425,835
shares
|
$133 Million
1.47% of portfolio
|
Q2 2025
Added 34.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
425,818
shares
|
$133 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
423,014
shares
|
$132 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
422,983
shares
|
$132 Million
1.78% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
421,767
shares
|
$131 Million
1.14% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
421,682
shares
|
$131 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
418,370
shares
|
$130 Million
2.37% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
417,575
shares
|
$130 Million
0.99% of portfolio
|
Q2 2023
Added 5.31%
|