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 |
|---|---|---|---|---|---|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
254,580
shares
|
$72.1 Million
0.99% of portfolio
|
Q1 2025
Added 361.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
253,331
shares
|
$71.7 Million
2.81% of portfolio
|
Q1 2025
Reduced 27.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
252,769
shares
|
$71.6 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
252,550
shares
|
$71.5 Million
0.6% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
252,344
shares
|
$71.5 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
251,690
shares
|
$71.3 Million
1.22% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
250,758
shares
|
$71 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
250,288
shares
|
$70.9 Million
1.99% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
248,975
shares
|
$70.5 Million
1.37% of portfolio
|
Q1 2023
Reduced 3.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
248,627
shares
|
$70.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 25.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
247,679
shares
|
$70.1 Million
0.83% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
247,008
shares
|
$69.9 Million
1.08% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
246,210
shares
|
$69.7 Million
1.71% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
244,554
shares
|
$69.2 Million
5.1% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
244,530
shares
|
$69.2 Million
2.68% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
242,757
shares
|
$68.7 Million
0.75% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
242,723
shares
|
$68.7 Million
0.11% of portfolio
|
Q3 2022
Added 0.94%
|
|
|
Ceredex Value Advisors LLC
|
May 14, 2025 Q1 2025 |
241,972
shares
|
$68.5 Million
1.35% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
241,442
shares
|
$68.4 Million
3.33% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
240,200
shares
|
$68 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
239,659
shares
|
$67.9 Million
0.19% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
238,819
shares
|
$67.6 Million
1.08% of portfolio
|
Q1 2025
Reduced 48.95%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
238,063
shares
|
$67.4 Million
2.4% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Mcdonald Capital Investors Inc
|
Apr 30, 2025 Q1 2025 |
237,870
shares
|
$67.4 Million
3.99% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
237,370
shares
|
$67.2 Million
2.45% of portfolio
|
Q1 2025
Reduced 2.3%
|