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 |
|---|---|---|---|---|---|
|
Cornerstone Investment Partners, LLC
|
Aug 06, 2025 Q2 2025 |
148,250
shares
|
$46.2 Million
2.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
147,881
shares
|
$46.1 Million
0.8% of portfolio
|
Q3 2021
Added 3.32%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
147,344
shares
|
$45.9 Million
2.58% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
147,237
shares
|
$45.9 Million
0.69% of portfolio
|
Q2 2025
Added 39.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
147,034
shares
|
$45.8 Million
2.67% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
146,836
shares
|
$45.8 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
146,600
shares
|
$45.7 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Aug 01, 2025 Q2 2025 |
146,579
shares
|
$45.7 Million
2.75% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
146,410
shares
|
$45.6 Million
3.17% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
146,262
shares
|
$45.6 Million
1.56% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
145,974
shares
|
$45.5 Million
2.01% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
145,722
shares
|
$45.4 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
145,299
shares
|
$45.3 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
144,252
shares
|
$45 Million
1.48% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Aug 04, 2025 Q2 2025 |
144,193
shares
|
$45 Million
0.99% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
144,061
shares
|
$44.9 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Wilsey Asset Management Inc
|
Jul 15, 2025 Q2 2025 |
143,934
shares
|
$44.9 Million
7.7% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
143,416
shares
|
$44.7 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
143,298
shares
|
$44.7 Million
0.64% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
143,220
shares
|
$44.6 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
143,207
shares
|
$44.6 Million
4.15% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
142,585
shares
|
$44.5 Million
2.65% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
142,003
shares
|
$44.3 Million
1.03% of portfolio
|
Q2 2025
Added 142.38%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
141,761
shares
|
$44.2 Million
2.69% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
140,314
shares
|
$43.7 Million
2.58% of portfolio
|
Q2 2025
Reduced 41.89%
|