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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$297.09 -5.27 (-1.74%)
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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)
3463
Total
Institutional Inflows
(last 12 months)
$86.94B
Number of
Institutional Sellers
(last 12 months)
3049
Total
Institutional Outflows
(last 12 months)
$33.64B
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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
10/21/2025Unique Wealth LLC887$280K0.0%+21.0%0.000%
10/21/2025PDS Planning Inc50,653$15.98M1.1%-2.4%0.002%
10/21/2025Meredith Wealth Planning648$204K0.1%N/A0.000%
10/21/2025GAM Holding AG55,322$17.45M1.1%+1.2%0.002%
10/21/2025Three Bridge Wealth Advisors LLC2,040$643K0.2%-31.6%0.000%
10/21/2025Morris Financial Concepts Inc.9,808$3.09M1.1%-0.8%0.000%
10/21/2025NTV Asset Management LLC31,978$10.09M1.1%+3.9%0.001%
10/21/2025Altfest L J & Co. Inc.19,319$6.09M0.7%-1.8%0.001%
10/21/2025Brown Miller Wealth Management LLC45,388$14.32M4.1%+0.7%0.002%
10/21/2025Thoma Capital Management LLC2,808$886K0.5%-4.3%0.000%
10/21/2025Arbor Investment Advisors LLC2,242$707K0.1%-22.5%0.000%
10/21/2025Kagan Cocozza Asset Management1,623$512K0.4%-12.2%0.000%
10/21/2025Crowley Wealth Management Inc.16,763$5.29M4.2%-0.9%0.001%
10/21/2025Prepared Retirement Institute LLC1,878$592K0.3%+3.1%0.000%
10/21/2025Grey Ledge Advisors LLC13,259$4.18M0.9%-6.5%0.000%
10/21/2025Bourgeon Capital Management LLC89,194$28.13M5.1%-3.3%0.003%
10/21/2025Physicians Financial Services Inc.7,867$2.48M0.7%+5.1%0.000%
10/21/2025Pictet North America Advisors SA72,532$22.88M2.1%-0.6%0.003%
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,178$1.95M0.1%+12.1%0.000%
10/21/2025Brookwood Investment Group LLC9,752$3.08M0.4%+2.1%0.000%
10/21/2025Vishria Bird Financial Group LLC2,075$655K0.1%+8.5%0.000%
10/21/2025Penney Financial LLC658$208K0.1%-5.7%0.000%
10/21/2025SJS Investment Consulting Inc.7,183$2.27M0.3%+260.8%0.000%
10/21/2025First Pacific Financial27,285$8.61M1.2%+29.3%0.001%
10/21/2025Cascade Financial Partners LLC3,912$1.23M0.1%+8.3%0.000%
10/21/2025Mayfair Advisory Group LLC3,755$1.18M0.5%+1.0%0.000%
10/21/2025Riverbend Wealth Management LLC6,523$2.06M1.4%-7.8%0.000%
10/21/2025SteelPeak Wealth LLC77,342$24.40M0.8%+17.8%0.003%
10/21/2025Tectonic Advisors LLC4,762$1.50M0.1%-11.6%0.000%
10/21/2025Relyea Zuckerberg Hanson LLC27,788$8.77M0.9%-1.5%0.001%
10/21/2025Lazard Freres Gestion S.A.S.180,601$56.97M1.1%+2.9%0.007%
10/21/2025Sterling Investment Counsel LLC13,567$4.28M1.4%+79.3%0.000%
10/21/2025Schear Investment Advisers LLC13,431$4.24M1.9%+0.5%0.000%
10/21/2025Three Magnolias Financial Advisors LLC3,846$1.21M0.8%+8.1%0.000%
10/21/2025Hudson Capital Management LLC23,470$7.40M2.0%-1.2%0.001%
10/21/2025Braun Stacey Associates Inc.187,573$59.17M1.9%-0.4%0.007%
10/21/2025Silver Oak Securities Incorporated14,009$4.42M0.3%+75.1%0.001%
10/21/2025PUREfi Wealth LLC5,708$1.80M1.4%+4.3%0.000%
10/21/2025Amplius Wealth Advisors LLC6,571$2.07M0.2%-31.9%0.000%
10/21/2025CMH Wealth Management LLC803$253K0.1%-9.2%0.000%
10/21/2025CV Advisors LLC663$209K0.1%N/A0.000%
10/21/2025Goldstein Advisors LLC4,156$1.31M0.2%+1.3%0.000%
10/21/2025Global Financial Private Client LLC13,079$4.13M1.5%-0.8%0.000%
10/21/2025Generali Asset Management SPA SGR177,397$55.96M1.2%-1.3%0.006%
10/21/2025Golden State Equity Partners31,204$9.84M1.7%-3.4%0.001%
10/21/2025Invesco LLC12,346$3.89M1.3%-0.6%0.000%
10/21/2025Investment Planning Advisors Inc.2,562$808K0.3%+75.7%0.000%
10/21/2025Mattern Capital Management LLC4,819$1.52M0.2%+7.8%0.000%
10/21/2025Bank Pictet & Cie Europe AG200,297$63.18M1.3%+0.3%0.007%
10/21/2025True Wealth Design LLC525$166K0.1%+26.5%0.000%
10/21/2025Guyasuta Investment Advisors Inc.30,811$9.72M0.6%+2.8%0.001%
10/21/2025Coastline Trust Co21,366$6.74M0.7%+0.7%0.001%
10/21/2025Wealth Management Associates Inc.8,697$2.74M1.0%-0.5%0.000%
10/21/2025RB Capital Management LLC28,119$8.87M1.8%+2.6%0.001%
10/21/2025Daner Wealth Management LLC1,121$334K0.2%+18.6%0.000%
10/21/2025Financial Consulate Inc.5,511$1.74M0.2%N/A0.000%
10/21/2025Salomon & Ludwin LLC5,289$1.64M0.1%+7.8%0.000%
10/21/2025E&G Advisors LP31,173$9.81M2.3%+0.5%0.001%
10/21/2025Pine Haven Investment Counsel Inc3,816$1.20M0.9%-1.8%0.000%
10/21/2025Ninety One SA PTY Ltd40,753$12.86M1.9%+3.0%0.001%
10/21/2025Ninety One UK Ltd2,368,463$747.08M1.6%+4.0%0.086%
10/21/2025McElhenny Sheffield Capital Management LLC8,336$2.63M0.6%+4.4%0.000%
10/21/2025My Personal CFO LLC1,778$561K0.2%-38.9%0.000%
10/21/2025Romano Brothers AND Company27,719$8.74M1.0%-1.0%0.001%
10/21/2025Roberts Wealth Advisors LLC24,481$7.72M2.1%-2.1%0.001%
10/21/2025Twin Lakes Capital Management LLC13,942$4.40M1.7%+0.2%0.001%
10/21/2025Moody Aldrich Partners LLC2,283$720K0.1%-12.0%0.000%
10/21/2025Cantor Fitzgerald Investment Advisors L.P.90,313$28.49M1.9%-2.6%0.003%
10/21/2025Mather Group LLC.21,430$6.76M0.1%+2.1%0.001%
10/21/2025Optimum Investment Advisors11,946$3.77M1.5%-2.4%0.000%
10/21/2025RVW Wealth LLC4,663$1.47M0.1%-1.1%0.000%
10/20/2025Mattern Wealth Management LLC25,379$8.01M1.6%-4.5%0.001%
10/20/2025XML Financial LLC42,871$13.52M1.1%-3.4%0.002%
10/20/2025Pinnacle Wealth Management Advisory Group LLC40,641$12.82M1.0%-0.6%0.001%
10/20/2025Northwest Capital Management Inc320$101K0.1%-24.2%0.000%
10/20/2025Delta Investment Management LLC8,086$2.55M0.5%+1.3%0.000%
10/20/2025Davidson Trust Co.11,892$3.75M1.5%-5.5%0.000%
10/20/2025Monarch Capital Management Inc.21,108$6.66M1.6%-4.1%0.001%
10/20/2025Quest 10 Wealth Builders Inc.865$273K0.3%-5.4%0.000%
10/20/2025Seascape Capital Management21,787$6.87M2.0%+0.5%0.001%
10/20/2025Motive Wealth Advisors3,407$1.08M0.5%-3.0%0.000%
10/20/2025Shira Ridge Wealth Management2,171$685K0.3%+4.0%0.000%
10/20/2025Balance Wealth LLC4,088$1.29M0.3%+4.7%0.000%
10/20/2025Burns J W & Co. Inc. NY79,524$25.08M2.8%+0.3%0.003%
10/20/2025Accurate Wealth Management LLC37,205$11.24M1.5%+7.3%0.001%
10/20/2025Trail Ridge Investment Advisors LLC8,646$2.73M1.2%+0.5%0.000%
10/20/2025Avaii Wealth Management LLC26,760$8.44M3.2%+4.0%0.001%
10/20/2025Miracle Mile Advisors LLC126,034$39.76M0.6%+3.8%0.005%
10/20/2025Chemistry Wealth Management LLC37,857$11.94M2.3%+0.4%0.001%
10/20/2025Heritage Oak Wealth Advisors LLC694$219K0.1%N/A0.000%
10/20/2025Advocate Group LLC39,466$12.45M2.0%-2.6%0.001%
10/20/2025Nicholas Wealth LLC.6,479$2.04M0.9%+7.0%0.000%
10/20/2025Masso Torrence Wealth Management Inc.10,007$3.16M1.3%+2.6%0.000%
10/20/2025Allspring Global Investments Holdings LLC641,883$199.44M0.3%-0.6%0.023%
10/20/2025JB Capital LLC76,885$24.25M1.0%+3.1%0.003%
10/20/2025Mainstream Capital Management LLC8,823$2.78M1.9%+4.4%0.000%
10/20/2025Stonebridge Financial Group LLC26,999$8.52M0.7%+0.2%0.001%
10/20/2025Fortress Financial Solutions LLC1,689$533K0.6%+116.8%0.000%
10/20/2025Shum Financial Group Inc.10,541$3.33M2.5%N/A0.000%
10/20/2025Merit Financial Group LLC157,871$49.80M0.5%+4.2%0.006%
(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, 5,017 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($78.84B), State Street Corp ($36.32B), Kingstone Capital Partners Texas LLC ($21.13B), Geode Capital Management LLC ($17.65B), FMR LLC ($11.56B), Norges Bank ($10.30B), and Morgan Stanley ($9.13B).Learn more on JPMorgan Chase & Co.'s institutional investors.

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

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

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

Of the 4,290 institutional investors that purchased JPMorgan Chase & Co.'s stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($105.55M), Kingstone Capital Partners Texas LLC ($72.90M), GAMMA Investing LLC ($23.58M), International Assets Investment Management LLC ($17.13M), Laurel Wealth Advisors LLC ($16.73M), Nuveen LLC ($16.20M), and Fisher Asset Management LLC ($5.57M).

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

Institutional investors have bought a total of 332,373,691 shares in the last 24 months. This purchase volume represents approximately $86.95B in transactions.

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

Of the 3,036 institutional investors that sold JPMorgan Chase & Co.'s stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($12.03M), Massachusetts Financial Services Co. MA ($10.59M), International Assets Investment Management LLC ($7.37M), Arrowstreet Capital Limited Partnership ($6.03M), Capital World Investors ($5.49M), Legal & General Group Plc ($5.24M), and FMR LLC ($4.90M).

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

Institutional investors have sold a total of 136,402,807 shares in the last 24 months. This volume of shares sold represents approximately $33.65B in transactions.


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This page (NYSE:JPM) was last updated on 10/21/2025 by MarketBeat.com Staff
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