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 |
|---|---|---|---|---|---|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
224,286
shares
|
$69.9 Million
4.18% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
223,884
shares
|
$69.8 Million
1.37% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
223,537
shares
|
$69.7 Million
1.32% of portfolio
|
Q2 2025
Added 35.33%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
223,360
shares
|
$69.6 Million
0.93% of portfolio
|
Q2 2025
Added 417.38%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
222,648
shares
|
$69.4 Million
0.58% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
222,489
shares
|
$69.4 Million
1.26% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
221,884
shares
|
$69.2 Million
0.72% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
221,178
shares
|
$69 Million
1.18% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
220,971
shares
|
$68.9 Million
0.25% of portfolio
|
Q2 2025
Added 80.7%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
220,076
shares
|
$68.6 Million
1.8% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
218,234
shares
|
$68 Million
1.21% of portfolio
|
Q4 2023
Added 2.37%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
217,688
shares
|
$67.9 Million
1.84% of portfolio
|
Q2 2025
Added 133.72%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
217,196
shares
|
$67.7 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
216,099
shares
|
$67.4 Million
2.79% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
215,924
shares
|
$67.3 Million
0.74% of portfolio
|
Q2 2025
Added 23.14%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
215,659
shares
|
$67.2 Million
0.6% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
214,806
shares
|
$67 Million
1.89% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
214,531
shares
|
$66.9 Million
0.56% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Aug 13, 2025 Q2 2025 |
213,684
shares
|
$66.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
211,639
shares
|
$66 Million
2.95% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
211,479
shares
|
$65.9 Million
2.95% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
210,679
shares
|
$65.7 Million
27.87% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
209,886
shares
|
$65.4 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
209,269
shares
|
$65.2 Million
6.3% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
208,929
shares
|
$65.1 Million
9.31% of portfolio
|
Q3 2023
Reduced 22.38%
|