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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
264,185
shares
|
$82.4 Million
1.1% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
263,716
shares
|
$82.2 Million
0.78% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
262,567
shares
|
$81.9 Million
0.62% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Jul 28, 2025 Q2 2025 |
258,718
shares
|
$80.7 Million
1.1% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
257,885
shares
|
$80.4 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
257,230
shares
|
$80.2 Million
4.46% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
256,097
shares
|
$79.8 Million
0.29% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
255,534
shares
|
$79.7 Million
1.11% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
255,261
shares
|
$79.6 Million
0.3% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
255,237
shares
|
$79.6 Million
3.29% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
253,720
shares
|
$79.1 Million
0.21% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Tom Gayner
Markel Corp
|
Aug 01, 2025 Q2 2025 |
252,550
shares
|
$78.7 Million
0.69% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
252,486
shares
|
$78.7 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
251,992
shares
|
$78.6 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
251,688
shares
|
$78.5 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
250,958
shares
|
$78.2 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Nicholas Company, Inc.
|
Aug 05, 2025 Q2 2025 |
250,190
shares
|
$78 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
249,795
shares
|
$77.9 Million
2.23% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
248,975
shares
|
$77.6 Million
1.37% of portfolio
|
Q1 2023
Reduced 3.26%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
248,947
shares
|
$77.6 Million
0.66% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
248,410
shares
|
$77.4 Million
1.18% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Todd Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
248,079
shares
|
$77.3 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
246,882
shares
|
$77 Million
0.05% of portfolio
|
Q2 2025
Added 873.28%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
246,878
shares
|
$77 Million
6.82% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
246,234
shares
|
$76.8 Million
1.64% of portfolio
|
Q2 2025
Reduced 3.48%
|