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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
896,977
shares
|
$261 Million
0.73% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
872,708
shares
|
$254 Million
1.18% of portfolio
|
Q1 2025
Added 45.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
858,155
shares
|
$250 Million
0.54% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
854,972
shares
|
$249 Million
1.07% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
835,048
shares
|
$243 Million
0.27% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
824,467
shares
|
$240 Million
0.66% of portfolio
|
Q1 2025
Added 4942.3%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
821,117
shares
|
$239 Million
2.27% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
820,359
shares
|
$239 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
815,651
shares
|
$238 Million
0.48% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
810,125
shares
|
$236 Million
0.2% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
804,618
shares
|
$234 Million
0.65% of portfolio
|
Q1 2025
Reduced 20.93%
|
|
|
Actiam N.V.
Rotterdam, P7 |
Jan 13, 2025 Q4 2024 |
791,764
shares
|
$231 Million
2.93% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
786,589
shares
|
$229 Million
4.16% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
785,077
shares
|
$229 Million
0.45% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
778,013
shares
|
$227 Million
1.42% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
776,249
shares
|
$226 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
775,301
shares
|
$226 Million
2.89% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
769,996
shares
|
$224 Million
0.17% of portfolio
|
Q1 2025
Added 414.72%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
768,495
shares
|
$224 Million
0.64% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
767,328
shares
|
$224 Million
3.1% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
764,309
shares
|
$223 Million
1.2% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
761,830
shares
|
$222 Million
2.63% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
761,725
shares
|
$222 Million
4.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Amf Tjanstepension Ab
|
Jul 22, 2025 Q2 2025 |
760,777
shares
|
$222 Million
1.53% of portfolio
|
Q2 2025
Added 29.95%
|
|
|
Homestead Advisers Corp
|
May 06, 2025 Q1 2025 |
755,836
shares
|
$220 Million
4.79% of portfolio
|
Q1 2025
Reduced 5.99%
|