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 |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
138,416
shares
|
$40 Million
2.29% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
138,412
shares
|
$40 Million
2.66% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
137,175
shares
|
$39.6 Million
3.22% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
136,981
shares
|
$39.5 Million
1.17% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
136,810
shares
|
$39.5 Million
2.45% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
136,315
shares
|
$39.4 Million
2.55% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
136,228
shares
|
$39.3 Million
0.93% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
136,205
shares
|
$39.3 Million
1.82% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
134,874
shares
|
$38.9 Million
0.2% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
134,808
shares
|
$38.9 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
134,574
shares
|
$38.9 Million
0.3% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
134,457
shares
|
$38.8 Million
2.12% of portfolio
|
Q4 2022
Reduced 1.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
134,427
shares
|
$38.8 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
134,313
shares
|
$38.8 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
134,273
shares
|
$38.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
134,220
shares
|
$38.7 Million
7.06% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
132,465
shares
|
$38.2 Million
0.79% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
131,637
shares
|
$38 Million
0.79% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
131,550
shares
|
$38 Million
1.16% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
131,529
shares
|
$38 Million
2.83% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
130,879
shares
|
$37.8 Million
1.96% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
130,585
shares
|
$37.7 Million
2.96% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
130,518
shares
|
$37.7 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
130,423
shares
|
$37.7 Million
2.26% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
130,064
shares
|
$37.5 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.46%
|