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 5,224 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 $591 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
85,040
shares
|
$24.7 Million
0.78% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
84,666
shares
|
$24.5 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
84,665
shares
|
$24.5 Million
1.52% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
84,645
shares
|
$24.5 Million
1.38% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
84,110
shares
|
$24.4 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
84,019
shares
|
$24.4 Million
1.72% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jul 17, 2025 Q2 2025 |
83,987
shares
|
$24.3 Million
1.35% of portfolio
|
Q1 2025
Added 120.39%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
83,891
shares
|
$24.3 Million
2.95% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
83,796
shares
|
$24.3 Million
0.47% of portfolio
|
Q4 2023
Added 1.9%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
83,653
shares
|
$24.3 Million
0.72% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Dnca Finance
Paris, I0 |
May 14, 2025 Q1 2025 |
83,471
shares
|
$24.2 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
83,349
shares
|
$24.2 Million
1.76% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
83,307
shares
|
$24.2 Million
1.29% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
82,904
shares
|
$24 Million
2.06% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
82,900
shares
|
$24 Million
3.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
82,680
shares
|
$24 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
82,557
shares
|
$23.9 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
82,467
shares
|
$23.9 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
82,063
shares
|
$23.8 Million
1.36% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
81,792
shares
|
$23.7 Million
2.39% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
81,732
shares
|
$23.7 Million
1.47% of portfolio
|
Q1 2025
Reduced 38.6%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
81,691
shares
|
$23.7 Million
2.67% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
81,279
shares
|
$23.6 Million
3.86% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
80,883
shares
|
$23.4 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
80,758
shares
|
$23.4 Million
0.17% of portfolio
|
Q1 2025
Added 11.36%
|