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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$265.55 +0.67 (+0.25%)
As of 05/20/2025 03:58 PM Eastern
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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)
3221
Total
Institutional Inflows
(last 12 months)
$47.65B
Number of
Institutional Sellers
(last 12 months)
2840
Total
Institutional Outflows
(last 12 months)
$29.64B
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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
5/20/2025Blue Rock Wealth Management LLC3,559$869K0.7%N/A0.000%
5/20/2025Fortis Capital Advisors LLC6,781$1.66M0.3%-11.3%0.000%
5/20/2025Belpointe Asset Management LLC40,435$9.92M0.5%+0.9%0.001%
5/20/2025Jupiter Wealth Management LLC1,429$379K0.2%+37.1%0.000%
5/20/2025Intech Investment Management LLC209,260$51.33M0.5%-7.0%0.008%
5/20/2025Flaharty Asset Management LLC1,625$399K0.1%-5.8%0.000%
5/20/2025 Strive Asset Management LLC3,553$872K0.6%+7.9%0.000%
5/20/2025Integrity Alliance LLC.30,168$7.40M0.3%+259.4%0.001%
5/20/2025Ransom Advisory Ltd32,374$7.94M3.9%N/A0.001%
5/20/2025Anchor Investment Management LLC39,963$9.80M0.9%-0.8%0.001%
5/20/2025 Glenview Trust co411,906$101.04M2.0%-1.3%0.015%
5/20/2025Aspen Investment Management Inc17,927$4.40M2.0%-0.7%0.001%
5/20/2025Plato Investment Management Ltd57,163$14.17M1.2%-2.5%0.002%
5/20/2025Security National Bank of Sioux City Iowa IA7,029$1.72M1.3%+3.0%0.000%
5/19/2025 SageView Advisory Group LLC44,074$10.81M0.5%-2.2%0.002%
5/19/2025 Advisory Alpha LLC12,808$3.14M0.1%+7.8%0.000%
5/19/2025 Trinity Financial Advisors LLC20,292$4.64M1.7%+5.5%0.001%
5/19/2025 SCS Capital Management LLC59,437$14.58M0.2%N/A0.002%
5/19/2025 Alpha DNA Investment Management LLC1,872$459K6.0%-91.0%0.000%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC18,441,044$4.52B1.2%+5.1%0.664%
5/19/2025 DCM Advisors LLC28,663$6.99M3.7%-12.1%0.001%
5/17/2025 Standard Family Office LLC576$141K0.2%-43.0%0.000%
5/16/2025 Wilson & Boucher Capital Management LLC2,136$524K0.4%-8.8%0.000%
5/16/2025 Woodline Partners LP236,229$57.95M0.4%+39.7%0.009%
5/16/2025 Zurich Insurance Group Ltd FI653,367$160.27M1.3%+41.6%0.024%
5/16/2025 Prostatis Group LLC3,249$797K0.3%-11.8%0.000%
5/16/2025 Stuart Chaussee & Associates Inc.504$124K0.0%-23.5%0.000%
5/16/2025 American Trust36,342$8.92M2.2%-0.7%0.001%
5/16/2025 McIlrath & Eck LLC6,517$1.60M0.2%+3.6%0.000%
5/16/2025 Semmax Financial Advisors Inc.36,507$9.24M2.5%+3.0%0.001%
5/16/2025 Empowered Funds LLC175,355$43.02M0.6%+39.2%0.006%
5/16/2025 Logan Capital Management Inc.87,255$21.40M1.0%-21.6%0.003%
5/16/2025 Northeast Financial Consultants Inc120,671$29.60M1.3%-19.8%0.004%
5/16/2025 Peloton Wealth Strategists25,325$6.21M2.6%-26.2%0.001%
5/16/2025 Continental Advisors LLC10,735$2.63M1.5%-3.6%0.000%
5/16/2025 Faithward Advisors LLC10,367$2.54M0.4%-2.1%0.000%
5/16/2025 MBB Public Markets I LLC1,341$329K0.0%-94.2%0.000%
5/16/2025 Adalta Capital Management LLC49,158$12.06M6.4%+0.2%0.002%
5/16/2025 Ascent Group LLC74,425$18.26M0.8%+18.3%0.003%
5/16/2025 RNC Capital Management LLC272,410$66.82M3.4%-24.1%0.010%
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5/16/2025 Meiji Yasuda Life Insurance Co125,755$30.85M0.6%-0.4%0.005%
5/16/2025 United Services Automobile Association65,584$15.93M0.5%-75.4%0.002%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.119,974$29.43M1.2%-3.4%0.004%
5/16/2025 Canada Post Corp Registered Pension Plan89,507$21.96M9.7%-2.0%0.003%
5/16/2025 Arete Wealth Advisors LLC67,873$16.65M1.2%+91.8%0.002%
5/16/2025 Great Lakes Advisors LLC1,213,485$297.62M2.7%-0.3%0.044%
5/16/2025 Strait & Sound Wealth Management LLC9,452$2.32M1.1%+2.3%0.000%
5/16/2025 Caxton Associates LLP293,738$72.05M2.5%N/A0.011%
5/16/2025 Signature Estate & Investment Advisors LLC21,507$5.28M0.1%-3.2%0.001%
5/16/2025 Sciencast Management LP11,012$2.70M0.6%N/A0.000%
5/16/2025 Voleon Capital Management LP 50,109$12.29M1.0%-33.3%0.002%
5/16/2025 Everstar Asset Management LLC900$221K0.0%-8.4%0.000%
5/16/2025 Fred Alger Management LLC134,874$33.09M0.2%+17.7%0.005%
5/16/2025 Challenger Wealth Management4,463$1.10M0.9%+13.4%0.000%
5/16/2025 First Dallas Securities Inc.14,396$3.53M1.5%+0.9%0.001%
5/16/2025 TAM Capital Management Inc.120,326$29.52M24.8%-28.8%0.004%
5/16/2025 CTC Alternative Strategies Ltd.2,200$540K0.7%N/A0.000%
5/16/2025 Ashton Thomas Private Wealth LLC86,973$21.34M0.8%+4.8%0.003%
5/16/2025 Guardian Partners Inc.90,917$21.90M2.2%-3.9%0.003%
5/16/2025 Redwood Investments LLC29,870$7.33M2.7%+0.4%0.001%
5/16/2025 Laidlaw Wealth Management LLC1,846$453K1.3%-36.2%0.000%
5/16/2025 Kestra Investment Management LLC37,486$9.20M0.3%+39.8%0.001%
5/16/2025 Resources Management Corp CT ADV122,683$30.09M4.2%-1.3%0.004%
5/16/2025 Knightsbridge Asset Management LLC1,416$347K0.1%N/A0.000%
5/16/2025 Jones Financial Companies Lllp149,594$36.70M0.0%-75.1%0.005%
5/16/2025 CKW Financial Group10,430$2.54M0.3%+3.4%0.000%
5/16/2025 Front Street Capital Management Inc.985$242K0.0%-37.5%0.000%
5/16/2025 Financial Strategies Group Inc.30,730$7.16M1.7%-3.1%0.001%
5/16/2025 Coordinated Financial Services Inc. CO2,451$601K0.5%N/A0.000%
5/16/2025 Temasek Holdings Private Ltd107,731$26.43M0.1%+23.2%0.004%
5/16/2025 Talon Private Wealth LLC11,610$2.90M0.4%+1,848.0%0.000%
5/16/2025 Teza Capital Management LLC18,481$4.53M2.1%N/A0.001%
5/16/2025 U S Wealth Group LLC.11,867$2.91M2.3%-2.3%0.000%
5/16/2025 UniSuper Management Pty Ltd1,738,771$426.52M3.2%+1.1%0.063%
5/16/2025 Shellback Capital LP125,000$30.66M3.0%N/A0.004%
5/16/2025 Raab & Moskowitz Asset Management LLC19,171$4.70M1.2%-1.2%0.001%
5/16/2025 Richwood Investment Advisors LLC2,336$573K0.5%+5.6%0.000%
5/16/2025 Rise Advisors LLC3,451$847K0.4%+6.0%0.000%
5/16/2025 Royal Capital Wealth Management LLC21,938$5.38M3.8%+0.3%0.001%
5/16/2025 Ruggaard & Associates LLC3,218$789K0.3%-15.3%0.000%
5/16/2025 Samlyn Capital LLC1,085,244$266.21M3.9%N/A0.039%
5/16/2025 Punch & Associates Investment Management Inc.57,239$14.04M0.9%-0.2%0.002%
5/16/2025 Parkwood LLC112,109$27.50M2.5%N/A0.004%
5/16/2025 Permanens Capital L.P.16,784$4.12M0.7%+8.8%0.001%
5/16/2025 Pingora Partners LLC395$97K0.1%-21.8%0.000%
5/16/2025 Plancorp LLC10,962$2.69M0.1%+11.5%0.000%
5/16/2025 New England Asset Management Inc.44,985$11.04M1.8%-5.7%0.002%
5/16/2025 NFJ Investment Group LLC136,981$33.60M1.1%-2.8%0.005%
5/16/2025 Nissay Asset Management Corp Japan ADV505,555$124.01M0.8%-10.5%0.018%
5/16/2025 NatWest Group plc61,643$15.12M4.5%-19.2%0.002%
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5/16/2025 National Wealth Management Group LLC1,824$447K0.3%N/A0.000%
5/16/2025 Nearwater Capital Markets Ltd308,000$75.55M2.1%-11.0%0.011%
5/16/2025 NewEdge Advisors LLC673,493$165.21M1.0%+4.6%0.024%
5/16/2025 Nippon Life Global Investors Americas Inc.177,720$43.60M2.1%+10.3%0.006%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.326,808$80.17M0.2%+5.3%0.012%
5/16/2025 Integrated Wealth Concepts LLC169,458$41.57M0.5%+4.9%0.006%
5/16/2025 Jacobs Levy Equity Management Inc.46,682$11.45M0.0%+11.3%0.002%
5/16/2025 Gotham Asset Management LLC80,758$19.81M0.2%+11.4%0.003%
5/16/2025 Greenline Partners LLC14,275$3.50M0.5%+1.2%0.001%
5/16/2025 Hall Laurie J Trustee5,690$1.40M0.5%-18.2%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, 4,870 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($66.92B), State Street Corp ($26.59B), Geode Capital Management LLC ($14.16B), FMR LLC ($11.56B), Morgan Stanley ($9.13B), Norges Bank ($8.31B), and Northern Trust Corp ($8.12B).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 4,161 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 ($70.04M), GAMMA Investing LLC ($23.56M), Nuveen LLC ($16.20M), International Assets Investment Management LLC ($15.55M), Fisher Asset Management LLC ($6.16M), and Northern Trust Corp ($5.39M).

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

Institutional investors have bought a total of 2,394,789,612 shares in the last 24 months. This purchase volume represents approximately $368.75B in transactions.

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

Of the 3,495 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), Wellington Management Group LLP ($14.84M), Massachusetts Financial Services Co. MA ($12.54M), Capital World Investors ($10.66M), International Assets Investment Management LLC ($7.37M), Legal & General Group Plc ($6.26M), and Arrowstreet Capital Limited Partnership ($6.03M).

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

Institutional investors have sold a total of 263,503,304 shares in the last 24 months. This volume of shares sold represents approximately $50.49B in transactions.


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This page (NYSE:JPM) was last updated on 5/21/2025 by MarketBeat.com Staff
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