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 |
|---|---|---|---|---|---|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
178,575
shares
|
$51.6 Million
1.13% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
178,243
shares
|
$51.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
May 15, 2025 Q1 2025 |
177,720
shares
|
$51.3 Million
2.2% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
177,600
shares
|
$51.3 Million
3.87% of portfolio
|
Q1 2025
New holding
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
177,049
shares
|
$51.1 Million
1.25% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Cooke & Bieler LP
|
May 02, 2025 Q1 2025 |
177,028
shares
|
$51.1 Million
0.49% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
176,773
shares
|
$51 Million
7.01% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Ns Partners LTD
|
May 12, 2025 Q1 2025 |
176,708
shares
|
$51 Million
1.92% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
175,525
shares
|
$50.7 Million
4.78% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
175,371
shares
|
$50.6 Million
2.86% of portfolio
|
Q3 2022
Reduced 0.28%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
175,355
shares
|
$50.6 Million
0.64% of portfolio
|
Q1 2025
Added 39.24%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
175,279
shares
|
$50.6 Million
1.83% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
175,076
shares
|
$50.5 Million
0.99% of portfolio
|
Q1 2025
Added 24.33%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
175,041
shares
|
$50.5 Million
2.26% of portfolio
|
Q1 2025
Added 736.68%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
174,987
shares
|
$50.5 Million
1.57% of portfolio
|
Q3 2022
Added 1.22%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
174,600
shares
|
$50.4 Million
0.99% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
174,126
shares
|
$50.3 Million
2.88% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
173,550
shares
|
$50.1 Million
3.66% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
173,117
shares
|
$50 Million
1.46% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
Marsico Capital Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
171,379
shares
|
$49.5 Million
1.55% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
171,147
shares
|
$49.4 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
170,700
shares
|
$49.3 Million
1.83% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
170,631
shares
|
$49.3 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Apr 16, 2025 Q1 2025 |
170,507
shares
|
$49.2 Million
4.9% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
170,147
shares
|
$49.1 Million
2.23% of portfolio
|
Q2 2025
Reduced 0.7%
|