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 |
|---|---|---|---|---|---|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
110,010
shares
|
$31.8 Million
4.79% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
109,787
shares
|
$31.7 Million
0.39% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
109,703
shares
|
$31.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
109,185
shares
|
$31.5 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
109,040
shares
|
$31.5 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
108,854
shares
|
$31.4 Million
1.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
108,585
shares
|
$31.3 Million
2.58% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
108,319
shares
|
$31.3 Million
4.88% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
108,284
shares
|
$31.3 Million
0.81% of portfolio
|
Q1 2025
Reduced 36.02%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
108,258
shares
|
$31.3 Million
1.64% of portfolio
|
Q1 2025
Added 55.97%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
108,244
shares
|
$31.3 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
107,993
shares
|
$31.2 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
107,779
shares
|
$31.1 Million
1.37% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
107,731
shares
|
$31.1 Million
0.13% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
107,490
shares
|
$31 Million
1.97% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
107,394
shares
|
$31 Million
0.87% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
106,963
shares
|
$30.9 Million
0.7% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
106,905
shares
|
$30.9 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
106,755
shares
|
$30.8 Million
0.62% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
105,693
shares
|
$30.5 Million
2.92% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
105,548
shares
|
$30.5 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
105,471
shares
|
$30.4 Million
0.47% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
105,398
shares
|
$30.4 Million
9.64% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
105,260
shares
|
$30.4 Million
0.93% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
105,219
shares
|
$30.4 Million
0.54% of portfolio
|
Q1 2025
Added 0.6%
|