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 |
|---|---|---|---|---|---|
|
Cooke & Bieler LP
|
Aug 04, 2025 Q2 2025 |
172,311
shares
|
$53.7 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
172,200
shares
|
$53.7 Million
1.74% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Marsico Capital Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
171,379
shares
|
$53.4 Million
1.55% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
171,232
shares
|
$53.4 Million
5.09% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
170,147
shares
|
$53 Million
2.23% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
169,492
shares
|
$52.8 Million
1.22% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
169,365
shares
|
$52.8 Million
2.98% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
169,325
shares
|
$52.8 Million
1.23% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
169,032
shares
|
$52.7 Million
1.16% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Capital International LTD
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
168,102
shares
|
$52.4 Million
1.95% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
167,820
shares
|
$52.3 Million
1.25% of portfolio
|
Q2 2025
Added 33.11%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
167,742
shares
|
$52.3 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
167,543
shares
|
$52.2 Million
2.17% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
167,501
shares
|
$52.2 Million
3.1% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
167,285
shares
|
$52.2 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
166,900
shares
|
$52 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
166,679
shares
|
$52 Million
1.1% of portfolio
|
Q2 2025
Added 34.91%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
166,410
shares
|
$51.9 Million
2.85% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
165,278
shares
|
$51.5 Million
0.72% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
165,058
shares
|
$51.5 Million
2.02% of portfolio
|
Q3 2023
Added 1.58%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
163,589
shares
|
$51 Million
8.42% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
163,323
shares
|
$50.9 Million
1.13% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Ns Partners LTD
|
Aug 07, 2025 Q2 2025 |
162,663
shares
|
$50.7 Million
1.94% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
161,814
shares
|
$50.4 Million
2.6% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
160,923
shares
|
$50.2 Million
0.64% of portfolio
|
Q2 2025
Reduced 22.78%
|