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 |
|---|---|---|---|---|---|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
236,229
shares
|
$66.9 Million
0.4% of portfolio
|
Q1 2025
Added 39.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
236,172
shares
|
$66.9 Million
0.22% of portfolio
|
Q2 2023
Reduced 73.9%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
234,323
shares
|
$66.4 Million
1.98% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
232,927
shares
|
$66 Million
0.36% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
232,329
shares
|
$65.8 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
232,072
shares
|
$65.7 Million
2.48% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
230,963
shares
|
$65.4 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
229,902
shares
|
$65.1 Million
2.19% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
229,114
shares
|
$64.9 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Sculptor Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
228,300
shares
|
$64.6 Million
2.44% of portfolio
|
Q1 2025
Added 31.74%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
227,894
shares
|
$64.5 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
226,586
shares
|
$64.2 Million
1.45% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
225,104
shares
|
$63.7 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
224,088
shares
|
$63.5 Million
1.11% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Polar Capital Holdings PLC
London, X0 |
May 15, 2025 Q1 2025 |
224,007
shares
|
$63.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
223,884
shares
|
$63.4 Million
1.37% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
220,937
shares
|
$62.6 Million
2.13% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
220,545
shares
|
$62.4 Million
1.72% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
220,146
shares
|
$62.3 Million
1.33% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
220,076
shares
|
$62.3 Million
1.8% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
219,144
shares
|
$62.1 Million
0.45% of portfolio
|
Q1 2025
Added 27.98%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
218,675
shares
|
$61.9 Million
3.68% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
218,234
shares
|
$61.8 Million
1.21% of portfolio
|
Q4 2023
Added 2.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
218,223
shares
|
$61.8 Million
0.67% of portfolio
|
Q1 2025
Added 36.14%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
217,196
shares
|
$61.5 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.59%
|