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 |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
346,774
shares
|
$108 Million
0.63% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
345,465
shares
|
$108 Million
3.7% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Jul 25, 2025 Q2 2025 |
342,316
shares
|
$107 Million
0.33% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
340,891
shares
|
$106 Million
1.79% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
339,703
shares
|
$106 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
338,099
shares
|
$105 Million
5.51% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
337,830
shares
|
$105 Million
3.74% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
334,267
shares
|
$104 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
330,730
shares
|
$103 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
328,596
shares
|
$102 Million
0.54% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
328,404
shares
|
$102 Million
2.36% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
326,754
shares
|
$102 Million
5.48% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
324,300
shares
|
$101 Million
0.2% of portfolio
|
Q2 2025
Added 1774.57%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
319,311
shares
|
$99.5 Million
1.91% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
318,492
shares
|
$99.3 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
316,682
shares
|
$98.7 Million
3.44% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
Junto Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
315,892
shares
|
$98.5 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
314,819
shares
|
$98.1 Million
0.06% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
314,340
shares
|
$98 Million
0.82% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
313,876
shares
|
$97.9 Million
2.77% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
312,506
shares
|
$97.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
311,570
shares
|
$97.1 Million
2.4% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
311,270
shares
|
$97 Million
2.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
309,708
shares
|
$96.6 Million
1.37% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Senator Investment Group LP
New York, NY |
Aug 13, 2025 Q2 2025 |
307,000
shares
|
$95.7 Million
3.82% of portfolio
|
Q2 2025
New holding
|