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 |
|---|---|---|---|---|---|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
197,419
shares
|
$61.5 Million
8.86% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
197,408
shares
|
$61.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
197,271
shares
|
$61.5 Million
2.52% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
197,166
shares
|
$61.5 Million
0.47% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
195,309
shares
|
$60.9 Million
1.7% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
194,678
shares
|
$60.7 Million
0.11% of portfolio
|
Q2 2025
Added 1261.86%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
194,666
shares
|
$60.7 Million
0.83% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
194,443
shares
|
$60.6 Million
2.38% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
194,390
shares
|
$60.6 Million
2.49% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
193,210
shares
|
$60.2 Million
0.78% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
192,827
shares
|
$60.1 Million
1.95% of portfolio
|
Q2 2025
Added 33.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
191,876
shares
|
$59.8 Million
2.5% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
191,841
shares
|
$59.8 Million
3.82% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
191,626
shares
|
$59.7 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
191,012
shares
|
$59.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
190,981
shares
|
$59.5 Million
4.07% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
190,162
shares
|
$59.3 Million
0.14% of portfolio
|
Q2 2025
Added 157.38%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
189,329
shares
|
$59 Million
0.35% of portfolio
|
Q2 2025
Added 30.27%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
188,409
shares
|
$58.7 Million
2.17% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
187,733
shares
|
$58.5 Million
2.01% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
187,431
shares
|
$58.4 Million
1.23% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
186,466
shares
|
$58.1 Million
2.51% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
186,351
shares
|
$58.1 Million
3.24% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
186,211
shares
|
$58.1 Million
0.53% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2025 Q2 2025 |
185,920
shares
|
$58 Million
2.44% of portfolio
|
Q2 2025
Added 4.61%
|