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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
104,969
shares
|
$30.3 Million
1.31% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
104,950
shares
|
$30.3 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
104,732
shares
|
$30.2 Million
1.6% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
104,605
shares
|
$30.2 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
104,189
shares
|
$30.1 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
104,143
shares
|
$30.1 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Apr 01, 2025 Q1 2025 |
104,138
shares
|
$30.1 Million
5.37% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
104,024
shares
|
$30 Million
0.96% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
103,593
shares
|
$29.9 Million
1.61% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
103,470
shares
|
$29.9 Million
4.23% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
103,284
shares
|
$29.8 Million
1.11% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
103,199
shares
|
$29.8 Million
0.69% of portfolio
|
Q1 2024
Reduced 21.12%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
102,548
shares
|
$29.6 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Apr 30, 2025 Q1 2025 |
102,507
shares
|
$29.6 Million
4.82% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
102,110
shares
|
$29.5 Million
2.1% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
101,917
shares
|
$29.4 Million
3.35% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
101,367
shares
|
$29.3 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
101,157
shares
|
$29.2 Million
1.08% of portfolio
|
Q1 2025
Added 446.17%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
101,122
shares
|
$29.2 Million
1.77% of portfolio
|
Q1 2025
Added 67.46%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
100,899
shares
|
$29.1 Million
1.52% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
May 13, 2025 Q1 2025 |
100,785
shares
|
$29.1 Million
1.55% of portfolio
|
Q1 2025
Reduced 23.57%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
100,543
shares
|
$29 Million
2.45% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
100,543
shares
|
$29 Million
1.79% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
100,447
shares
|
$29 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
100,210
shares
|
$28.9 Million
2.18% of portfolio
|
Q2 2025
Reduced 6.71%
|