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 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,762,557
shares
|
$549 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,745,109
shares
|
$544 Million
0.73% of portfolio
|
Q3 2023
New holding
|
|
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
Jul 25, 2025 Q2 2025 |
1,715,064
shares
|
$535 Million
5.86% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,714,994
shares
|
$535 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
1,695,961
shares
|
$529 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,685,265
shares
|
$525 Million
0.65% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Aug 07, 2025 Q2 2025 |
1,665,236
shares
|
$519 Million
4.07% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Alphinity Investment Management Pty LTD
|
Aug 13, 2025 Q2 2025 |
1,654,721
shares
|
$516 Million
4.53% of portfolio
|
Q2 2025
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
1,644,216
shares
|
$513 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
1,636,306
shares
|
$510 Million
1.04% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
1,611,715
shares
|
$502 Million
2.35% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
1,592,411
shares
|
$496 Million
3.16% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
1,580,159
shares
|
$493 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,553,456
shares
|
$484 Million
0.78% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
1,552,777
shares
|
$484 Million
1.23% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
1,533,788
shares
|
$478 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
1,531,660
shares
|
$477 Million
1.15% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Cincinnati Insurance CO
|
Aug 07, 2025 Q2 2025 |
1,512,189
shares
|
$471 Million
7.86% of portfolio
|
Q3 2024
Reduced 24.84%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
1,500,966
shares
|
$468 Million
4.34% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
1,482,114
shares
|
$462 Million
2.52% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
1,446,522
shares
|
$451 Million
4.15% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,406,758
shares
|
$439 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.55%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
1,400,825
shares
|
$437 Million
0.87% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Samlyn Capital, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,390,302
shares
|
$433 Million
6.16% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
1,378,918
shares
|
$430 Million
2.19% of portfolio
|
Q2 2025
Reduced 13.67%
|