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 |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
139,183
shares
|
$43.4 Million
4.34% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
139,088
shares
|
$43.4 Million
0.45% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
138,838
shares
|
$43.3 Million
5.14% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
138,172
shares
|
$43.1 Million
0.56% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
138,021
shares
|
$43 Million
0.28% of portfolio
|
Q2 2025
Added 127.01%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
137,542
shares
|
$42.9 Million
2.98% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
137,474
shares
|
$42.9 Million
3.48% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
137,377
shares
|
$42.8 Million
6.92% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
136,205
shares
|
$42.5 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
135,376
shares
|
$42.2 Million
0.19% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
134,689
shares
|
$42 Million
0.89% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
134,457
shares
|
$41.9 Million
2.12% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
134,159
shares
|
$41.8 Million
0.89% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
134,002
shares
|
$41.8 Million
2.17% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
133,996
shares
|
$41.8 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
133,686
shares
|
$41.7 Million
0.75% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
133,128
shares
|
$41.5 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
132,831
shares
|
$41.4 Million
0.43% of portfolio
|
Q2 2025
Added 123.48%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
132,483
shares
|
$41.3 Million
2.67% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
132,465
shares
|
$41.3 Million
0.79% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
132,411
shares
|
$41.3 Million
7.61% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
132,115
shares
|
$41.2 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
132,059
shares
|
$41.2 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
131,550
shares
|
$41 Million
1.24% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
131,533
shares
|
$41 Million
2.61% of portfolio
|
Q2 2025
Added 3.38%
|