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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
381,669
shares
|
$108 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Feb 14, 2025 Q4 2024 |
379,000
shares
|
$107 Million
23.37% of portfolio
|
Q4 2023
Added 11.8%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
May 13, 2025 Q1 2025 |
378,111
shares
|
$107 Million
1.12% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
377,600
shares
|
$107 Million
1.32% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
377,503
shares
|
$107 Million
3.14% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
377,421
shares
|
$107 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
375,425
shares
|
$106 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
374,020
shares
|
$106 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Parnassus Investments, LLC
|
May 14, 2025 Q1 2025 |
373,822
shares
|
$106 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
372,238
shares
|
$105 Million
2.32% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
371,715
shares
|
$105 Million
1.33% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
371,383
shares
|
$105 Million
0.43% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
370,378
shares
|
$105 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
370,344
shares
|
$105 Million
1.72% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
370,219
shares
|
$105 Million
1.36% of portfolio
|
Q1 2023
Reduced 4.74%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
369,800
shares
|
$105 Million
0.05% of portfolio
|
Q1 2025
Reduced 77.92%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
369,564
shares
|
$105 Million
2.3% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
368,156
shares
|
$104 Million
1.24% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
367,711
shares
|
$104 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
367,362
shares
|
$104 Million
1.77% of portfolio
|
Q4 2022
Reduced 19.34%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
366,163
shares
|
$104 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
365,278
shares
|
$103 Million
1.36% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
364,658
shares
|
$103 Million
1.03% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Fjarde Ap Fonden
|
May 13, 2025 Q1 2025 |
364,114
shares
|
$103 Million
1.07% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
361,343
shares
|
$102 Million
2.0% of portfolio
|
Q1 2025
Reduced 0.12%
|