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 5,432 institutions that hold shares in the stock, with a total of 1.96 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 |
|---|---|---|---|---|---|
|
Amf Tjanstepension Ab
|
Nov 14, 2025 Q3 2025 |
766,861
shares
|
$230 Million
1.59% of portfolio
|
Q3 2025
Added 89.66%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
764,258
shares
|
$230 Million
1.96% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
761,830
shares
|
$229 Million
2.63% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
755,223
shares
|
$227 Million
3.25% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
754,053
shares
|
$226 Million
1.5% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
749,785
shares
|
$225 Million
1.59% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
749,715
shares
|
$225 Million
0.52% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
744,797
shares
|
$224 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
744,568
shares
|
$224 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
741,669
shares
|
$223 Million
1.94% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
741,452
shares
|
$223 Million
3.95% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
735,479
shares
|
$221 Million
0.43% of portfolio
|
Q3 2025
Added 61.16%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
735,000
shares
|
$221 Million
1.42% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
734,521
shares
|
$221 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
732,743
shares
|
$220 Million
1.04% of portfolio
|
Q3 2025
Added 55.3%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
731,922
shares
|
$220 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
730,084
shares
|
$219 Million
1.72% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
726,196
shares
|
$218 Million
4.71% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
718,692
shares
|
$216 Million
1.93% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Samlyn Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
716,149
shares
|
$215 Million
3.43% of portfolio
|
Q3 2025
Reduced 48.49%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
714,584
shares
|
$215 Million
3.93% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Oct 22, 2025 Q3 2025 |
704,821
shares
|
$212 Million
2.1% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
701,283
shares
|
$211 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
699,543
shares
|
$210 Million
0.38% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Czech National Bank
Prague, 2N |
Oct 08, 2025 Q3 2025 |
698,380
shares
|
$210 Million
1.56% of portfolio
|
Q3 2025
Added 2.81%
|
|