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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
374,702
shares
|
$117 Million
3.49% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
372,238
shares
|
$116 Million
2.32% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 07, 2025 Q2 2025 |
371,511
shares
|
$116 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
370,344
shares
|
$115 Million
1.72% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
370,219
shares
|
$115 Million
1.36% of portfolio
|
Q1 2023
Reduced 4.74%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
367,872
shares
|
$115 Million
2.01% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
367,362
shares
|
$115 Million
1.77% of portfolio
|
Q4 2022
Reduced 19.34%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
367,359
shares
|
$115 Million
2.14% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
365,982
shares
|
$114 Million
0.61% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
364,388
shares
|
$114 Million
0.52% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
364,338
shares
|
$114 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
362,000
shares
|
$113 Million
1.68% of portfolio
|
Q2 2025
Added 17.53%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
361,583
shares
|
$113 Million
3.6% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
360,666
shares
|
$112 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
356,372
shares
|
$111 Million
4.8% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
355,616
shares
|
$111 Million
7.1% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
354,189
shares
|
$110 Million
0.74% of portfolio
|
Q3 2024
Reduced 67.18%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
354,138
shares
|
$110 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
351,484
shares
|
$110 Million
0.27% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
351,321
shares
|
$110 Million
5.28% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
349,640
shares
|
$109 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
349,587
shares
|
$109 Million
2.04% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
349,062
shares
|
$109 Million
0.35% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
348,509
shares
|
$109 Million
0.16% of portfolio
|
Q2 2025
Added 337.21%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
348,262
shares
|
$109 Million
3.52% of portfolio
|
Q2 2025
Reduced 5.32%
|