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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
588,367
shares
|
$177 Million
0.59% of portfolio
|
Q3 2025
Added 26.21%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
584,653
shares
|
$176 Million
0.47% of portfolio
|
Q3 2025
Added 43.34%
|
|
|
Clear Street Group Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
582,050
shares
|
$175 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
579,471
shares
|
$174 Million
4.36% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
579,211
shares
|
$174 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
575,970
shares
|
$173 Million
2.37% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
575,000
shares
|
$173 Million
0.69% of portfolio
|
Q2 2025
Added 283.33%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
569,786
shares
|
$171 Million
2.1% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
569,476
shares
|
$171 Million
0.63% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
567,743
shares
|
$171 Million
0.76% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
565,989
shares
|
$170 Million
1.35% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
563,138
shares
|
$169 Million
0.57% of portfolio
|
Q3 2025
Added 13.65%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
560,784
shares
|
$168 Million
3.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
558,977
shares
|
$168 Million
1.22% of portfolio
|
Q3 2023
Reduced 1.69%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
550,700
shares
|
$165 Million
1.39% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Mn Services Vermogensbeheer B.V.
|
Oct 31, 2025 Q3 2025 |
548,700
shares
|
$165 Million
1.12% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
545,030
shares
|
$164 Million
2.37% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
541,725
shares
|
$163 Million
1.69% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
538,767
shares
|
$162 Million
0.8% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
533,538
shares
|
$160 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
532,154
shares
|
$160 Million
1.22% of portfolio
|
Q1 2024
Reduced 10.81%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
530,179
shares
|
$159 Million
0.23% of portfolio
|
Q3 2025
Added 52.13%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
527,866
shares
|
$159 Million
1.22% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
527,676
shares
|
$158 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
527,482
shares
|
$158 Million
0.83% of portfolio
|
Q3 2025
Added 9.93%
|
|