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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
305,757
shares
|
$95.3 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
305,191
shares
|
$95.1 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
301,059
shares
|
$93.9 Million
2.92% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
300,613
shares
|
$93.7 Million
0.5% of portfolio
|
Q2 2025
Added 27.25%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
300,387
shares
|
$93.6 Million
2.07% of portfolio
|
Q2 2025
Added 104.74%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
299,899
shares
|
$93.5 Million
2.88% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
297,568
shares
|
$92.8 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
294,676
shares
|
$91.9 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
293,530
shares
|
$91.5 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
290,889
shares
|
$90.7 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Mcdonald Capital Investors Inc
|
Jul 31, 2025 Q2 2025 |
289,677
shares
|
$90.3 Million
5.78% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
288,532
shares
|
$89.9 Million
3.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
286,605
shares
|
$89.3 Million
0.63% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
286,454
shares
|
$89.3 Million
2.55% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
285,533
shares
|
$89 Million
3.47% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
281,884
shares
|
$87.9 Million
2.12% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Seizert Capital Partners, LLC
|
Aug 11, 2025 Q2 2025 |
279,089
shares
|
$87 Million
3.7% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
272,872
shares
|
$85.1 Million
0.54% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
271,969
shares
|
$84.8 Million
4.11% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
269,066
shares
|
$83.9 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
267,683
shares
|
$83.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
266,700
shares
|
$83.1 Million
1.46% of portfolio
|
Q2 2025
Reduced 26.19%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
266,020
shares
|
$82.9 Million
2.89% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
265,745
shares
|
$82.8 Million
5.46% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
265,605
shares
|
$82.8 Million
3.08% of portfolio
|
Q2 2025
Added 4.85%
|