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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
192,450
shares
|
$55.6 Million
1.81% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
191,893
shares
|
$55.4 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
191,734
shares
|
$55.4 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
191,626
shares
|
$55.3 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
189,649
shares
|
$54.8 Million
2.03% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
189,140
shares
|
$54.6 Million
0.46% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
188,429
shares
|
$54.4 Million
0.88% of portfolio
|
Q1 2025
Added 23.86%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
187,431
shares
|
$54.1 Million
1.23% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
186,466
shares
|
$53.8 Million
2.51% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
186,351
shares
|
$53.8 Million
3.24% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
186,063
shares
|
$53.7 Million
3.82% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
185,983
shares
|
$53.7 Million
1.87% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
185,884
shares
|
$53.7 Million
2.1% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
185,379
shares
|
$53.5 Million
1.54% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
184,679
shares
|
$53.3 Million
2.07% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
184,162
shares
|
$53.2 Million
3.82% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
184,141
shares
|
$53.2 Million
0.73% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
183,850
shares
|
$53.1 Million
2.21% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
183,450
shares
|
$53 Million
3.0% of portfolio
|
Q2 2024
Reduced 19.1%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
182,619
shares
|
$52.7 Million
1.07% of portfolio
|
Q3 2023
Added 7.88%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
181,837
shares
|
$52.5 Million
1.08% of portfolio
|
Q1 2025
Added 11089.97%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
181,477
shares
|
$52.4 Million
1.63% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
180,793
shares
|
$52.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 34.5%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
180,556
shares
|
$52.1 Million
1.84% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
178,789
shares
|
$51.6 Million
1.05% of portfolio
|
Q1 2025
Added 3.6%
|