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 5,220 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 |
|---|---|---|---|---|---|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
99,900
shares
|
$28.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 60.06%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
99,857
shares
|
$28.8 Million
1.51% of portfolio
|
Q4 2023
Reduced 43.87%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
99,381
shares
|
$28.7 Million
0.74% of portfolio
|
Q1 2025
Reduced 82.94%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
99,360
shares
|
$28.7 Million
0.73% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
99,342
shares
|
$28.7 Million
3.5% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
99,162
shares
|
$28.6 Million
0.8% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
99,119
shares
|
$28.6 Million
0.81% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
99,009
shares
|
$28.6 Million
0.07% of portfolio
|
Q1 2025
Added 409.02%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
98,301
shares
|
$28.4 Million
2.46% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
98,194
shares
|
$28.3 Million
0.4% of portfolio
|
Q1 2025
Added 15.04%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
97,926
shares
|
$28.3 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
97,904
shares
|
$28.3 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
97,875
shares
|
$28.3 Million
1.03% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
97,850
shares
|
$28.2 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
97,254
shares
|
$28.1 Million
5.04% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
97,085
shares
|
$28 Million
0.69% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
96,994
shares
|
$28 Million
2.38% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
96,952
shares
|
$28 Million
2.02% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
96,671
shares
|
$27.9 Million
0.43% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
96,629
shares
|
$27.9 Million
1.15% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
96,494
shares
|
$27.9 Million
3.34% of portfolio
|
Q3 2023
Reduced 13.81%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
96,415
shares
|
$27.8 Million
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
96,319
shares
|
$27.8 Million
2.84% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
96,206
shares
|
$27.8 Million
1.5% of portfolio
|
Q2 2022
Reduced 1.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
96,146
shares
|
$27.8 Million
0.45% of portfolio
|
Q4 2023
Added 2.71%
|