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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
246,141
shares
|
$76.7 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
244,063
shares
|
$76.1 Million
5.76% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
242,723
shares
|
$75.7 Million
0.11% of portfolio
|
Q3 2022
Added 0.94%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Aug 14, 2025 Q2 2025 |
241,734
shares
|
$75.4 Million
1.47% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
241,449
shares
|
$75.3 Million
1.16% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
240,267
shares
|
$74.9 Million
1.26% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
238,863
shares
|
$74.5 Million
2.72% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
238,357
shares
|
$74.3 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Jul 30, 2025 Q2 2025 |
238,063
shares
|
$74.2 Million
2.59% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
237,324
shares
|
$74 Million
0.41% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
236,172
shares
|
$73.6 Million
0.22% of portfolio
|
Q2 2023
Reduced 73.9%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
234,323
shares
|
$73.1 Million
1.98% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
232,641
shares
|
$72.5 Million
2.58% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
231,592
shares
|
$72.2 Million
1.59% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
230,250
shares
|
$71.8 Million
0.61% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
229,902
shares
|
$71.7 Million
2.19% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
229,308
shares
|
$71.5 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Ceredex Value Advisors LLC
|
Aug 13, 2025 Q2 2025 |
228,503
shares
|
$71.2 Million
1.48% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Sculptor Capital LP
New York, NY |
Aug 14, 2025 Q2 2025 |
228,300
shares
|
$71.2 Million
2.34% of portfolio
|
Q1 2025
Added 31.74%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
228,111
shares
|
$71.1 Million
0.82% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
227,894
shares
|
$71 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
226,505
shares
|
$70.6 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
225,408
shares
|
$70.3 Million
2.37% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
224,912
shares
|
$70.1 Million
2.47% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
224,663
shares
|
$70 Million
1.36% of portfolio
|
Q2 2025
Added 74.49%
|