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 5,215 institutions that hold shares in the stock, with a total of 2.04 Billion shares, which have been reported (via 13F filing form) to have a value of $588 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
203,431
shares
|
$58.7 Million
5.3% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
202,125
shares
|
$58.4 Million
0.53% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
201,529
shares
|
$58.2 Million
6.08% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
201,226
shares
|
$58.1 Million
2.24% of portfolio
|
Q3 2023
Added 20.12%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
200,974
shares
|
$58 Million
0.69% of portfolio
|
Q3 2024
Added 34.72%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
200,036
shares
|
$57.8 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
199,868
shares
|
$57.7 Million
0.78% of portfolio
|
Q1 2025
Reduced 28.55%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
199,577
shares
|
$57.6 Million
1.77% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
199,539
shares
|
$57.6 Million
0.15% of portfolio
|
Q1 2025
Added 39.57%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
199,336
shares
|
$57.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
198,827
shares
|
$57.4 Million
3.41% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
198,718
shares
|
$57.4 Million
2.87% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
198,622
shares
|
$57.3 Million
8.11% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
198,460
shares
|
$57.3 Million
2.73% of portfolio
|
Q2 2025
Added 330.13%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
197,915
shares
|
$57.1 Million
0.54% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
197,408
shares
|
$57 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
197,179
shares
|
$56.9 Million
0.53% of portfolio
|
Q4 2022
Reduced 4.05%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
196,920
shares
|
$56.9 Million
3.27% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
194,386
shares
|
$56.1 Million
0.69% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
194,235
shares
|
$56.1 Million
3.67% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
193,804
shares
|
$56 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
193,799
shares
|
$55.9 Million
1.14% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
193,386
shares
|
$55.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 44.88%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
193,335
shares
|
$55.8 Million
0.61% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
192,638
shares
|
$55.6 Million
1.26% of portfolio
|
Q1 2025
Reduced 5.04%
|