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 5,233 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 $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,071,509
shares
|
$312 Million
0.7% of portfolio
|
Q4 2022
Added 8.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,067,306
shares
|
$311 Million
0.22% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,067,210
shares
|
$311 Million
3.09% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
1,043,354
shares
|
$304 Million
3.68% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
1,028,000
shares
|
$300 Million
10.52% of portfolio
|
Q4 2021
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,019,876
shares
|
$297 Million
4.11% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
1,015,040
shares
|
$296 Million
2.42% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
1,013,605
shares
|
$295 Million
1.85% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
1,001,982
shares
|
$292 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
1,000,468
shares
|
$292 Million
4.35% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
997,002
shares
|
$291 Million
0.99% of portfolio
|
Q3 2022
Added 18.55%
|
|
|
Smead Capital Management, Inc.
Phoenix, AZ |
May 14, 2025 Q1 2025 |
987,155
shares
|
$288 Million
4.33% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
972,157
shares
|
$283 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
969,361
shares
|
$283 Million
0.48% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
957,364
shares
|
$279 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
949,942
shares
|
$277 Million
1.08% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
945,560
shares
|
$276 Million
1.01% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
940,806
shares
|
$274 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
926,080
shares
|
$270 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
922,686
shares
|
$269 Million
0.89% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
919,131
shares
|
$268 Million
0.79% of portfolio
|
Q1 2025
Reduced 38.3%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
916,669
shares
|
$267 Million
0.98% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Bristol John W & CO Inc
|
May 14, 2025 Q1 2025 |
915,071
shares
|
$267 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
912,678
shares
|
$266 Million
1.32% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
901,531
shares
|
$263 Million
1.31% of portfolio
|
Q1 2025
Added 17.98%
|