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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
129,510
shares
|
$37.4 Million
4.13% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
129,454
shares
|
$37.4 Million
0.46% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
129,440
shares
|
$37.4 Million
1.88% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
129,413
shares
|
$37.4 Million
2.66% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
129,023
shares
|
$37.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 80.71%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
128,754
shares
|
$37.2 Million
0.72% of portfolio
|
Q1 2025
Reduced 50.41%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
128,735
shares
|
$37.2 Million
0.22% of portfolio
|
Q1 2025
Added 1259.54%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
128,416
shares
|
$37.1 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
127,580
shares
|
$36.8 Million
1.65% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
127,237
shares
|
$36.7 Million
2.31% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
126,091
shares
|
$36.4 Million
2.72% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
126,072
shares
|
$36.4 Million
1.22% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
126,021
shares
|
$36.4 Million
3.92% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
125,952
shares
|
$36.4 Million
0.39% of portfolio
|
Q3 2022
Added 1.07%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
125,755
shares
|
$36.3 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
125,514
shares
|
$36.2 Million
1.22% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
125,469
shares
|
$36.2 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
125,464
shares
|
$36.2 Million
0.45% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
125,066
shares
|
$36.1 Million
5.57% of portfolio
|
Q1 2024
New holding
|
|
|
Rit Capital Partners PLC
London, X0 |
May 15, 2025 Q1 2025 |
125,000
shares
|
$36.1 Million
4.99% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Shellback Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
125,000
shares
|
$36.1 Million
3.17% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
124,973
shares
|
$36.1 Million
3.87% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
124,964
shares
|
$36.1 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
124,574
shares
|
$36 Million
1.79% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
124,173
shares
|
$35.8 Million
0.64% of portfolio
|
Q1 2025
Added 1.47%
|