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 |
|---|---|---|---|---|---|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
413,538
shares
|
$124 Million
0.87% of portfolio
|
Q3 2025
Reduced 26.92%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
412,803
shares
|
$124 Million
0.86% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
412,556
shares
|
$124 Million
2.46% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
411,533
shares
|
$124 Million
0.99% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
407,339
shares
|
$122 Million
2.1% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
401,987
shares
|
$121 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
401,144
shares
|
$120 Million
31.82% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Nov 04, 2025 Q3 2025 |
401,100
shares
|
$120 Million
1.33% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
400,867
shares
|
$120 Million
9.56% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
400,139
shares
|
$120 Million
0.77% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
399,828
shares
|
$120 Million
2.49% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
399,805
shares
|
$120 Million
1.03% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
399,506
shares
|
$120 Million
0.39% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
399,244
shares
|
$120 Million
0.29% of portfolio
|
Q3 2025
Added 39.3%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
398,268
shares
|
$120 Million
2.73% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
396,739
shares
|
$119 Million
1.68% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
395,131
shares
|
$119 Million
3.42% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
390,461
shares
|
$117 Million
1.43% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
389,356
shares
|
$117 Million
0.34% of portfolio
|
Q3 2025
Added 599.79%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
387,649
shares
|
$116 Million
1.18% of portfolio
|
Q3 2025
Reduced 22.55%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
386,864
shares
|
$116 Million
3.71% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
381,952
shares
|
$115 Million
1.69% of portfolio
|
Q3 2025
Added 25.15%
|
|
|
Wilkinson Global Asset Management LLC
|
Nov 04, 2025 Q3 2025 |
380,935
shares
|
$114 Million
7.81% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
375,620
shares
|
$113 Million
6.57% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
374,487
shares
|
$112 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.09%
|
|