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JPMorgan Chase & Co. (JPM) Institutional Ownership

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(As of 05/13/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Chase & Co. (NYSE:JPM)

Current
Institutional Ownership
Percentage
71.55%
Number of
Institutional Buyers
(last 12 months)
2605
Total
Institutional Inflows
(last 12 months)
$320.91B
Number of
Institutional Sellers
(last 12 months)
2252
Total
Institutional Outflows
(last 12 months)
$20.07B
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JPM Institutional Buying and Selling by Quarter

JPMorgan Chase & Co. Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024O Shaughnessy Asset Management LLC427,401$85.61M0.9%+14.4%0.015%
5/13/2024Ameritas Investment Partners Inc.34,673$6.95M0.2%-2.8%0.001%
5/13/2024Alerus Financial NA122,035$24.44M1.8%-2.4%0.004%
5/13/2024 Rockport Wealth LLC1,566$313K0.1%N/A0.000%
5/13/2024Penobscot Investment Management Company Inc.122,381$24.51M2.6%+3.4%0.004%
5/13/2024Secured Retirement Advisors LLC9,294$1.86M1.6%+2.5%0.000%
5/11/2024 Brogan Financial Inc.1,129$226K0.1%N/A0.000%
5/11/2024 Spreng Capital Management Inc.16,254$3.26M1.8%-0.7%0.001%
5/11/2024 Bahl & Gaynor Inc.1,674,988$335.50M1.9%+42.6%0.058%
5/11/2024 MAS Advisors LLC1,011$203K0.2%N/A0.000%
5/11/2024 Lcnb Corp13,028$2.61M0.9%-3.5%0.000%
5/11/2024 Trustmark National Bank Trust Department28,101$5.63M0.5%+22.4%0.001%
5/11/2024 Davis R M Inc.347,871$69.68M1.5%-1.0%0.012%
5/11/2024 Alley Investment Management Company LLC132,640$26.57M3.7%-1.1%0.005%
5/11/2024 Covestor Ltd1,914$383K0.2%-8.7%0.000%
5/11/2024 Elevatus Welath Management2,168$434K0.2%-36.7%0.000%
5/11/2024 Peak Asset Management LLC92,376$18.50M3.7%-0.2%0.003%
5/11/2024 Beaumont Financial Advisors LLC20,293$4.07M0.3%+4.8%0.001%
5/11/2024 Cynosure Group LLC16,151$3.24M0.6%+54.6%0.001%
5/11/2024 Hillsdale Investment Management Inc.1,900$381K0.0%-12.8%0.000%
5/11/2024 ESL Trust Services LLC1,150$230K0.1%N/A0.000%
5/11/2024 Orion Capital Management LLC9,464$1.90M1.0%-3.3%0.000%
5/11/2024 Capital Wealth Alliance LLC1,059$212K0.1%N/A0.000%
5/11/2024 Ironwood Investment Counsel LLC27,476$5.50M1.0%-2.3%0.001%
5/11/2024 Catalytic Wealth RIA LLC20,274$4.06M0.8%+17.7%0.001%
5/11/2024 Northern Capital Management Inc.1,399$280K0.2%+8.7%0.000%
5/11/2024 Jacobi Capital Management LLC41,906$8.39M0.8%-12.1%0.001%
5/11/2024 Edgestream Partners L.P.24,701$4.95M0.2%-17.1%0.001%
5/11/2024 Hirtle Callaghan & Co LLC1,614$323K0.0%N/A0.000%
5/11/2024 Patten & Patten Inc. TN139,178$27.88M2.0%+1.1%0.005%
5/10/2024 Ontario Teachers Pension Plan Board4,129$827K0.0%N/A0.000%
5/10/2024 Connors Investor Services Inc.72,024$14.43M1.5%-7.1%0.003%
5/10/2024 Acadian Asset Management LLC198,476$39.75M0.1%+42.1%0.007%
5/10/2024 Fiducient Advisors LLC7,039$1.41M0.3%+27.7%0.000%
5/10/2024 TIAA Trust National Association500,757$100.30M0.3%+0.5%0.017%
5/10/2024 Vanguard Group Inc.271,077,070$54.30B1.1%-0.5%9.440%
5/10/2024 Alera Investment Advisors LLC8,119$1.63M0.2%+2.0%0.000%
5/10/2024 Cornerstone Advisors LLC161,100$32.27M1.3%-3.1%0.006%
5/10/2024 Spirepoint Private Client LLC13,286$2.66M0.4%N/A0.000%
5/10/2024 Intech Investment Management LLC168,744$33.80M0.5%-44.6%0.006%
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5/10/2024 Cooper Haims Advisors LLC2,920$585K0.3%+5.8%0.000%
5/10/2024 Magnolia Wealth Management LLC1,898$379K0.2%N/A0.000%
5/10/2024 Clearstead Trust LLC28,657$5.74M1.5%-14.9%0.001%
5/10/2024 Nicolet Advisory Services LLC63,673$12.55M1.3%+0.7%0.002%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp1,743,392$348.89M0.8%-1.7%0.061%
5/10/2024 Jupiter Asset Management Ltd.207,446$41.55M0.4%+113.0%0.007%
5/10/2024 Pinnacle Wealth Planning Services Inc.17,909$3.59M0.5%-0.8%0.001%
5/10/2024 PARK CIRCLE Co1,300$260K0.2%-89.4%0.000%
5/10/2024 Councilmark Asset Management LLC5,242$1.05M0.8%N/A0.000%
5/10/2024 First Foundation Advisors142,034$28.45M1.1%-3.9%0.005%
5/10/2024 Pinkerton Retirement Specialists LLC21,329$4.27M0.7%+13.6%0.001%
5/10/2024 Mizuho Markets Cayman LP1,468$253K0.1%N/A0.000%
5/10/2024 Poehling Capital Management INC.20,890$4.18M1.1%-0.5%0.001%
5/10/2024 M&G Plc460,451$92.09M0.5%N/A0.016%
5/10/2024 Homestead Advisers Corp885,636$177.27M4.2%-1.5%0.031%
5/10/2024 Banco Santander S.A.334,898$67.08M0.8%+24.3%0.012%
5/10/2024 Tocqueville Asset Management L.P.283,371$56.76M0.9%-2.1%0.010%
5/10/2024 J.Safra Asset Management Corp2,573$515K0.1%+12.1%0.000%
5/10/2024 Motco106,576$21.35M1.3%-2.6%0.004%
5/10/2024 Truepoint Inc.1,292$259K0.0%-71.2%0.000%
5/10/2024 TCTC Holdings LLC388,584$77.83M2.6%+0.1%0.014%
5/10/2024 1ST Source Bank73,677$14.76M0.9%-1.2%0.003%
5/10/2024 Garrison Point Advisors LLC7,519$1.51M1.0%-2.1%0.000%
5/10/2024 Wintrust Investments LLC47,661$9.55M0.8%+0.6%0.002%
5/10/2024 Cumberland Partners Ltd2,223$445K0.0%N/A0.000%
5/10/2024 Lindenwold Advisors INC12,108$2.43M1.3%-1.6%0.000%
5/10/2024 Taylor Hoffman Wealth Management4,635$928K0.4%-6.4%0.000%
5/10/2024 GM Advisory Group LLC27,015$5.41M0.4%-1.1%0.001%
5/10/2024 Nwam LLC19,240$3.71M0.3%-7.4%0.001%
5/10/2024 Banco BTG Pactual S.A.14,738$2.94M0.5%+66.6%0.001%
5/10/2024 Reston Wealth Management LLC4,681$938K0.4%-10.1%0.000%
5/10/2024 Gratus Wealth Advisors LLC1,901$381K0.1%+4.3%0.000%
5/9/2024 Corrado Advisors LLC13,803$2.77M1.8%-4.1%0.000%
5/9/2024 Forum Financial Management LP84,012$16.83M0.3%-8.5%0.003%
5/9/2024 Barden Capital Management Inc.6,015$1.21M1.2%-1.9%0.000%
5/9/2024 Great Lakes Retirement Inc.22,369$4.48M0.7%-1.3%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC90,789$18.19M1.2%+0.8%0.003%
5/9/2024 Brighton Jones LLC41,771$8.37M0.3%+2.8%0.001%
5/9/2024 Trillium Asset Management LLC11,425$2.29M0.1%-1.4%0.000%
5/9/2024 ProVise Management Group LLC119,139$23.86M2.1%-2.5%0.004%
5/9/2024 Leo Wealth LLC10,315$2.06M0.2%-4.2%0.000%
5/9/2024 Private Portfolio Partners LLC8,533$1.71M0.4%-3.1%0.000%
5/9/2024 Orion Portfolio Solutions LLC216,425$43.35M0.5%-3.6%0.008%
5/9/2024 Wilkins Investment Counsel Inc.24,782$4.96M0.7%+379.3%0.001%
5/9/2024 Blair William & Co. IL2,218,522$444.37M1.4%+0.1%0.077%
5/9/2024 Coho Partners Ltd.1,088$218K0.0%N/A0.000%
5/9/2024 Picton Mahoney Asset Management88,775$17.78M0.5%-6.4%0.003%
5/9/2024 Lord Abbett & CO. LLC1,834,671$367.48M1.2%-18.7%0.064%
5/9/2024 Maple Capital Management Inc.194,228$38.90M3.5%+1.2%0.007%
5/9/2024 HBK Sorce Advisory LLC125,706$25.18M0.9%+0.8%0.004%
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5/9/2024 Midwest Professional Planners LTD.25,433$5.09M1.8%-4.6%0.001%
5/9/2024 Zevin Asset Management LLC1,949$390K0.1%-15.4%0.000%
5/9/2024 Kingsview Wealth Management LLC110,872$22.21M0.6%+5.0%0.004%
5/9/2024 Condor Capital Management17,603$3.53M0.3%-2.2%0.001%
5/9/2024 Wealthquest Corp9,036$1.81M0.2%-4.3%0.000%
5/9/2024 Zega Financial LLC3,996$800K0.3%N/A0.000%
5/9/2024 Clearwater Capital Advisors LLC1,300$260K0.0%-5.9%0.000%
5/9/2024 Elite Life Management LLC1,405$281K1.4%+4.4%0.000%
5/9/2024 Beacon Investment Advisory Services Inc.271,231$54.33M2.3%+0.4%0.009%
5/9/2024 Delta Investment Management LLC5,932$1.19M0.3%+4.8%0.000%
(Data available from 1/1/2016 forward)

JPM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPM shares?

During the previous two years, 4,177 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($54.30B), BlackRock Inc. ($20.68B), State Street Corp ($18.36B), Morgan Stanley ($9.13B), Geode Capital Management LLC ($7.74B), FMR LLC ($7.17B), and Capital International Investors ($7.06B).Learn more on JPM's institutional investors.

What percentage of JPMorgan Chase & Co. stock is owned by institutional investors?

71.55% of JPMorgan Chase & Co. stock is owned by institutional investors. Learn more on JPM's institutional investor holdings.

Which institutional investors have been buying JPMorgan Chase & Co. stock?

Of the 3,707 institutional investors that purchased JPMorgan Chase & Co. stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($2.05B), Norges Bank ($35.37M), Price T Rowe Associates Inc. MD ($20.92M), Vanguard Group Inc. ($9.79M), International Assets Investment Management LLC ($8.02M), Franklin Resources Inc. ($6.80M), and Providence Capital Advisors LLC ($5.36M).

How much institutional buying is happening at JPMorgan Chase & Co.?

Institutional investors have bought a total of 2,359,841,174 shares in the last 24 months. This purchase volume represents approximately $341.34B in transactions.

Which JPMorgan Chase & Co. major shareholders have been selling company stock?

Of the 2,992 institutional investors that sold JPMorgan Chase & Co. stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($55.62M), Capital World Investors ($26.19M), Price T Rowe Associates Inc. MD ($13.84M), State Street Corp ($12.81M), Wellington Management Group LLP ($10.95M), FMR LLC ($5.85M), and Altshuler Shaham Ltd ($5.08M).

How much institutional selling is happening at JPMorgan Chase & Co.?

Institutional investors have sold a total of 286,465,676 shares in the last 24 months. This volume of shares sold represents approximately $39.14B in transactions.


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This page (NYSE:JPM) was last updated on 5/13/2024 by MarketBeat.com Staff

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