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 5,434 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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
453,969
shares
|
$136 Million
0.09% of portfolio
|
Q3 2025
Reduced 28.73%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
453,814
shares
|
$136 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
452,698
shares
|
$136 Million
1.51% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
452,612
shares
|
$136 Million
1.3% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 06, 2025 Q3 2025 |
452,211
shares
|
$136 Million
1.26% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
451,760
shares
|
$136 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
450,230
shares
|
$135 Million
2.16% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
449,171
shares
|
$135 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
449,007
shares
|
$135 Million
1.29% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Achmea Investment Management B.V.
|
Nov 21, 2025 Q3 2025 |
447,946
shares
|
$135 Million
1.76% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
447,850
shares
|
$135 Million
1.23% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
447,555
shares
|
$134 Million
0.9% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Fjarde Ap Fonden
|
Oct 28, 2025 Q3 2025 |
445,267
shares
|
$134 Million
1.21% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
441,010
shares
|
$132 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
436,426
shares
|
$131 Million
2.53% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
429,700
shares
|
$129 Million
1.9% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
429,150
shares
|
$129 Million
5.64% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Nov 18, 2025 Q3 2025 |
429,000
shares
|
$129 Million
26.07% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
426,483
shares
|
$128 Million
1.77% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
424,183
shares
|
$127 Million
2.4% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
421,572
shares
|
$127 Million
1.02% of portfolio
|
Q3 2025
Reduced 37.66%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
421,182
shares
|
$127 Million
1.61% of portfolio
|
Q3 2025
Reduced 24.95%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
418,800
shares
|
$126 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
417,575
shares
|
$125 Million
0.99% of portfolio
|
Q2 2023
Added 5.31%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
414,185
shares
|
$124 Million
0.64% of portfolio
|
Q3 2025
Added 560.46%
|
|