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 |
|---|---|---|---|---|---|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
147,967
shares
|
$42.7 Million
1.88% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
147,881
shares
|
$42.7 Million
0.8% of portfolio
|
Q3 2021
Added 3.32%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
147,344
shares
|
$42.5 Million
2.58% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
147,339
shares
|
$42.5 Million
4.18% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
147,097
shares
|
$42.5 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
146,716
shares
|
$42.4 Million
2.35% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
146,579
shares
|
$42.3 Million
2.67% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
146,410
shares
|
$42.3 Million
3.17% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
145,741
shares
|
$42.1 Million
0.7% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
145,475
shares
|
$42 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
145,341
shares
|
$42 Million
0.26% of portfolio
|
Q1 2025
Added 166.58%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
144,915
shares
|
$41.8 Million
4.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
144,561
shares
|
$41.7 Million
4.15% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
144,513
shares
|
$41.7 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Wilsey Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
144,148
shares
|
$41.6 Million
7.1% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
143,976
shares
|
$41.6 Million
1.22% of portfolio
|
Q1 2025
Reduced 38.17%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
143,749
shares
|
$41.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 37.73%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
142,585
shares
|
$41.2 Million
2.65% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Hosking Partners LLP
|
May 12, 2025 Q1 2025 |
142,332
shares
|
$41.1 Million
1.53% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
140,354
shares
|
$40.5 Million
1.04% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
May 14, 2025 Q1 2025 |
140,118
shares
|
$40.5 Million
3.62% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
139,858
shares
|
$40.4 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
139,264
shares
|
$40.2 Million
6.79% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
139,226
shares
|
$40.2 Million
2.64% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
138,838
shares
|
$40.1 Million
5.14% of portfolio
|
Q2 2025
Reduced 0.32%
|