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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
427,625
shares
|
$121 Million
1.34% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
427,175
shares
|
$121 Million
0.42% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
426,521
shares
|
$121 Million
2.11% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
423,014
shares
|
$120 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
422,408
shares
|
$120 Million
1.94% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
421,850
shares
|
$119 Million
0.43% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
421,452
shares
|
$119 Million
2.36% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
421,031
shares
|
$119 Million
1.8% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
418,000
shares
|
$118 Million
2.33% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
417,575
shares
|
$118 Million
0.99% of portfolio
|
Q2 2023
Added 5.31%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
416,535
shares
|
$118 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
413,795
shares
|
$117 Million
0.83% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
412,535
shares
|
$117 Million
0.29% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
411,906
shares
|
$117 Million
2.0% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
411,533
shares
|
$117 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
408,922
shares
|
$116 Million
1.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
407,384
shares
|
$115 Million
6.19% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
400,939
shares
|
$114 Million
29.0% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
400,580
shares
|
$113 Million
8.85% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
400,489
shares
|
$113 Million
3.13% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
397,818
shares
|
$113 Million
1.52% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
397,363
shares
|
$113 Million
0.93% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
388,648
shares
|
$110 Million
3.44% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
382,010
shares
|
$108 Million
1.67% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
381,982
shares
|
$108 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.95%
|