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 |
|---|---|---|---|---|---|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
205,221
shares
|
$61.6 Million
0.85% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
204,812
shares
|
$61.5 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2025 Q3 2025 |
204,354
shares
|
$61.4 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
204,034
shares
|
$61.3 Million
6.75% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
203,919
shares
|
$61.3 Million
2.1% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 22, 2025 Q3 2025 |
203,863
shares
|
$61.2 Million
2.26% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
203,855
shares
|
$61.2 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
203,431
shares
|
$61.1 Million
5.3% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Jupiter Asset Management LTD
|
Nov 10, 2025 Q3 2025 |
203,058
shares
|
$61 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
202,860
shares
|
$60.9 Million
2.72% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
202,125
shares
|
$60.7 Million
0.53% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
201,529
shares
|
$60.5 Million
6.08% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
201,226
shares
|
$60.4 Million
2.24% of portfolio
|
Q3 2023
Added 20.12%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
200,974
shares
|
$60.4 Million
0.69% of portfolio
|
Q3 2024
Added 34.72%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
200,297
shares
|
$60.2 Million
1.28% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
199,471
shares
|
$59.9 Million
3.74% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
199,241
shares
|
$59.8 Million
3.57% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
199,212
shares
|
$59.8 Million
1.39% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Oct 29, 2025 Q3 2025 |
199,186
shares
|
$59.8 Million
1.66% of portfolio
|
Q3 2025
Added 38.14%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
198,462
shares
|
$59.6 Million
2.4% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
197,091
shares
|
$59.2 Million
4.14% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
196,292
shares
|
$59 Million
1.17% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
195,831
shares
|
$58.8 Million
2.57% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Sculptor Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
195,800
shares
|
$58.8 Million
1.66% of portfolio
|
Q3 2025
Reduced 14.24%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
195,698
shares
|
$58.8 Million
2.44% of portfolio
|
Q3 2025
Added 0.67%
|
|