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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
169,559
shares
|
$49 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
169,458
shares
|
$48.9 Million
0.52% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
169,325
shares
|
$48.9 Million
1.23% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
168,579
shares
|
$48.7 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
167,880
shares
|
$48.5 Million
3.64% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
166,410
shares
|
$48 Million
2.85% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
165,942
shares
|
$47.9 Million
0.31% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
165,454
shares
|
$47.8 Million
2.78% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
165,183
shares
|
$47.7 Million
0.93% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
165,058
shares
|
$47.7 Million
2.02% of portfolio
|
Q3 2023
Added 1.58%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
163,873
shares
|
$47.3 Million
0.63% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
163,798
shares
|
$47.3 Million
2.44% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
161,988
shares
|
$46.8 Million
1.85% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
161,537
shares
|
$46.6 Million
1.37% of portfolio
|
Q1 2025
Reduced 27.74%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
161,520
shares
|
$46.6 Million
1.18% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
160,944
shares
|
$46.5 Million
2.59% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
May 05, 2025 Q1 2025 |
160,900
shares
|
$46.5 Million
0.36% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
160,653
shares
|
$46.4 Million
3.3% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
160,543
shares
|
$46.3 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Central Securities Corp
New York, NY |
May 07, 2025 Q1 2025 |
160,000
shares
|
$46.2 Million
3.78% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
159,007
shares
|
$45.9 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
158,601
shares
|
$45.8 Million
1.36% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
158,527
shares
|
$45.8 Million
1.67% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Fishman Jay A LTD
Troy, MI |
Apr 22, 2025 Q1 2025 |
158,494
shares
|
$45.8 Million
4.31% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
158,343
shares
|
$45.7 Million
1.45% of portfolio
|
Q1 2025
Reduced 8.0%
|