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 |
|---|---|---|---|---|---|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
215,408
shares
|
$61 Million
2.39% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
214,367
shares
|
$60.7 Million
0.31% of portfolio
|
Q1 2025
Added 354.55%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
212,738
shares
|
$60.2 Million
5.5% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
212,602
shares
|
$60.2 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
212,167
shares
|
$60.1 Million
2.65% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
211,479
shares
|
$59.9 Million
2.95% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
211,200
shares
|
$59.8 Million
25.55% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
211,026
shares
|
$59.8 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
210,586
shares
|
$59.6 Million
1.38% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
209,883
shares
|
$59.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
209,260
shares
|
$59.3 Million
0.55% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
208,935
shares
|
$59.2 Million
0.93% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
208,929
shares
|
$59.2 Million
9.31% of portfolio
|
Q3 2023
Reduced 22.38%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
208,395
shares
|
$59 Million
0.62% of portfolio
|
Q1 2025
Added 24.93%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
208,362
shares
|
$59 Million
2.27% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
208,325
shares
|
$59 Million
3.99% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
208,279
shares
|
$59 Million
1.75% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
208,192
shares
|
$59 Million
4.34% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
208,155
shares
|
$58.9 Million
1.37% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
206,906
shares
|
$58.6 Million
0.76% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
206,737
shares
|
$58.5 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
206,096
shares
|
$58.4 Million
0.52% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
205,552
shares
|
$58.2 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
205,491
shares
|
$58.2 Million
2.24% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
203,626
shares
|
$57.7 Million
2.12% of portfolio
|
Q1 2025
Added 3.35%
|