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 |
|---|---|---|---|---|---|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
327,497
shares
|
$92.7 Million
0.91% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
326,808
shares
|
$92.5 Million
0.18% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
326,754
shares
|
$92.5 Million
5.48% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
323,350
shares
|
$91.6 Million
0.49% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
323,017
shares
|
$91.5 Million
0.65% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
318,492
shares
|
$90.2 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
317,991
shares
|
$90 Million
0.22% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
317,620
shares
|
$89.9 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
316,682
shares
|
$89.7 Million
3.44% of portfolio
|
Q2 2023
Added 1.05%
|
|
|
Junto Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
316,077
shares
|
$89.5 Million
1.7% of portfolio
|
Q1 2025
Reduced 36.99%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
315,978
shares
|
$89.5 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
313,876
shares
|
$88.9 Million
2.77% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
May 02, 2025 Q1 2025 |
312,233
shares
|
$88.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 49.38%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
311,570
shares
|
$88.2 Million
2.4% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
310,881
shares
|
$88 Million
1.95% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
308,000
shares
|
$87.2 Million
2.15% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
307,928
shares
|
$87.2 Million
1.32% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
307,705
shares
|
$87.1 Million
6.2% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
306,788
shares
|
$86.9 Million
1.51% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
306,652
shares
|
$86.8 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
305,422
shares
|
$86.5 Million
1.29% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
302,296
shares
|
$85.6 Million
0.23% of portfolio
|
Q1 2025
Added 31.42%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
302,096
shares
|
$85.5 Million
0.83% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
301,991
shares
|
$85.5 Million
0.97% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
299,544
shares
|
$84.8 Million
2.59% of portfolio
|
Q1 2025
Added 0.35%
|