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 International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
360,714
shares
|
$102 Million
2.11% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
360,250
shares
|
$102 Million
0.73% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
357,673
shares
|
$101 Million
4.21% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
356,319
shares
|
$101 Million
3.2% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
355,204
shares
|
$101 Million
4.81% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
354,189
shares
|
$100 Million
0.74% of portfolio
|
Q3 2024
Reduced 67.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
353,616
shares
|
$100 Million
1.65% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
352,291
shares
|
$99.8 Million
2.02% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
351,908
shares
|
$99.6 Million
6.65% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
351,234
shares
|
$99.5 Million
0.55% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
348,688
shares
|
$98.7 Million
0.74% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
348,262
shares
|
$98.6 Million
3.52% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
348,140
shares
|
$98.6 Million
1.01% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
347,914
shares
|
$98.5 Million
5.5% of portfolio
|
Q1 2025
Reduced 60.52%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
346,810
shares
|
$98.2 Million
1.73% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
346,780
shares
|
$98.2 Million
4.95% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
346,497
shares
|
$98.1 Million
0.33% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
344,604
shares
|
$97.6 Million
3.26% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
339,042
shares
|
$96 Million
1.13% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
338,885
shares
|
$96 Million
1.92% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
335,592
shares
|
$95 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
334,143
shares
|
$94.6 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
332,397
shares
|
$94.1 Million
3.65% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
331,010
shares
|
$93.7 Million
3.31% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
328,404
shares
|
$93 Million
2.36% of portfolio
|
Q2 2025
Reduced 4.05%
|