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 |
|---|---|---|---|---|---|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
293,738
shares
|
$83.2 Million
2.51% of portfolio
|
Q1 2025
New holding
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
292,767
shares
|
$82.9 Million
2.44% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
290,889
shares
|
$82.4 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
288,423
shares
|
$81.7 Million
2.97% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
285,362
shares
|
$80.8 Million
0.05% of portfolio
|
Q1 2025
Added 3406.11%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
284,147
shares
|
$80.5 Million
3.03% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
278,104
shares
|
$78.7 Million
3.25% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
277,908
shares
|
$78.7 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
277,434
shares
|
$78.6 Million
1.94% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
277,023
shares
|
$78.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
272,410
shares
|
$77.1 Million
3.67% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
269,147
shares
|
$76.2 Million
0.67% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
268,252
shares
|
$76 Million
0.48% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
265,888
shares
|
$75.3 Million
0.71% of portfolio
|
Q1 2025
Added 47.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
265,743
shares
|
$75.2 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
263,612
shares
|
$74.6 Million
3.04% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
261,890
shares
|
$74.2 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
260,765
shares
|
$73.8 Million
0.6% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
259,535
shares
|
$73.5 Million
4.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
258,480
shares
|
$73.2 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
May 15, 2025 Q1 2025 |
256,909
shares
|
$72.7 Million
1.33% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
256,842
shares
|
$72.7 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
256,455
shares
|
$72.6 Million
1.5% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
256,097
shares
|
$72.5 Million
0.29% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
255,111
shares
|
$72.2 Million
1.52% of portfolio
|
Q1 2025
Added 2.11%
|