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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$307.75 -1.43 (-0.46%)
As of 10:15 AM 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)
3457
Total
Institutional Inflows
(last 12 months)
$86.90B
Number of
Institutional Sellers
(last 12 months)
3018
Total
Institutional Outflows
(last 12 months)
$33.37B
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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
10/7/2025Sonora Investment Management Group LLC111,734$35.24M2.5%-3.5%0.004%
10/7/2025Union Bancaire Privee UBP SA640,189$192.91M3.7%+74.3%0.023%
10/7/2025Sanders Morris Harris LLC18,730$5.91M0.8%+68.9%0.001%
10/7/2025Hardin Capital Partners LLC3,949$1.25M0.7%+0.9%0.000%
10/7/2025Mirador Capital Partners LP57,520$18.14M2.6%-1.1%0.002%
10/7/2025Graves Light Lenhart Wealth Inc.37,581$11.85M1.3%-2.6%0.001%
10/7/2025Thrive Wealth Management LLC7,011$2.21M0.3%-2.7%0.000%
10/7/2025Nova Wealth Management Inc.3,390$1.07M0.8%-11.9%0.000%
10/7/2025Oak Thistle LLC1,268$400K0.1%N/A0.000%
10/7/2025Wiser Wealth Management Inc1,705$538K0.1%+12.8%0.000%
10/6/2025WealthBridge Investment Counsel Inc.59,121$18.65M5.7%-1.0%0.002%
10/6/2025Destiny Wealth Partners LLC4,184$1.32M0.2%+2.1%0.000%
10/6/2025ARS Wealth Advisors Group LLC111,184$35.07M3.5%-1.4%0.004%
10/6/2025Keb Asset Management LLC3,023$954K0.2%+10.7%0.000%
10/6/2025Beacon Financial Strategies CORP859$271K0.2%-5.5%0.000%
10/6/2025Moody National Bank Trust Division33,171$10.46M0.9%+0.6%0.001%
10/6/2025Old Port Advisors25,452$8.03M2.0%-2.9%0.001%
10/6/2025Steph & Co.4,563$1.44M0.4%-8.4%0.000%
10/6/2025Fragasso Financial Advisors Inc22,218$6.89M0.4%-8.7%0.001%
10/6/2025Collective Family Office LLC3,307$1.04M0.3%-3.6%0.000%
10/6/2025Puff Wealth Management LLC3,508$1.11M1.7%-94.1%0.000%
10/6/2025ACT Wealth Management LLC907$286K0.1%-13.0%0.000%
10/6/2025Gradient Investments LLC188,391$59.42M1.0%+0.5%0.007%
10/6/2025Wisconsin Wealth Advisors LLC2,276$718K0.7%+2.8%0.000%
10/6/2025AssuredPartners Investment Advisors LLC26,047$8.22M1.8%+0.6%0.001%
10/6/2025HF Advisory Group LLC15,788$4.98M1.8%+4.2%0.001%
10/6/2025Heartwood Wealth Advisors LLC7,295$2.30M0.2%-0.9%0.000%
10/6/2025TruWealth Advisors LLC117,110$36.94M1.9%+0.5%0.004%
10/6/2025Inspirion Wealth Advisors LLC2,914$919K0.1%-35.8%0.000%
10/6/2025PPS&V Asset Management Consultants Inc.1,549$489K0.3%+8.2%0.000%
10/6/2025Ables Iannone Moore & Associates Inc.24,365$7.69M4.4%-2.2%0.001%
10/6/2025Boltwood Capital Management16,951$5.35M1.4%+0.2%0.001%
10/6/2025Grove Bank & Trust29,651$9.35M1.1%-5.1%0.001%
10/6/2025Overbrook Management Corp13,642$4.30M0.8%-55.8%0.000%
10/6/2025Clarus Wealth Advisors1,278$396K0.2%-6.4%0.000%
10/6/2025Venture Visionary Partners LLC238,416$75.20M2.6%-0.2%0.009%
10/6/2025Hickory Point Bank & Trust6,608$2.08M1.6%-1.6%0.000%
10/6/2025Greenfield Savings Bank23,702$7.48M3.2%-1.9%0.001%
10/6/2025Strathmore Capital Advisors Inc.3,174$1.00M0.4%+7.8%0.000%
10/6/2025Nilsine Partners LLC34,114$10.76M1.0%+5.7%0.001%
10/6/2025Cambridge Financial Group LLC1,624$512K0.2%+9.4%0.000%
10/6/2025Martin Capital Partners LLC23,805$7.51M2.9%-33.6%0.001%
10/3/2025 KFA Private Wealth Group LLC3,444$1.09M0.3%+11.2%0.000%
10/3/2025 Horizons Wealth Management125$39K0.0%-32.4%0.000%
10/3/2025 HCR Wealth Advisors30,662$9.43M1.0%+2.9%0.001%
10/3/2025 Cardinal Capital Management Inc.944$298K0.0%+13.7%0.000%
10/3/2025 Jackson Wealth Management LLC1,107$349K0.0%-61.8%0.000%
10/3/2025 Iowa State Bank64,511$20.35M3.9%-4.1%0.002%
10/3/2025 Summit Financial Wealth Advisors LLC11,386$3.54M0.5%+10.9%0.000%
10/3/2025 Morangie Management LLC17,584$5.55M4.8%+4.2%0.001%
10/3/2025 Aaron Wealth Advisors LLC33,561$10.59M0.6%+55.2%0.001%
10/3/2025 IMPACTfolio LLC1,089$344K0.1%N/A0.000%
10/3/2025 West Oak Capital LLC20,352$6.42M2.6%+3.0%0.001%
10/3/2025 Shorepoint Capital Partners LLC48,348$15.25M3.0%N/A0.002%
10/2/2025 InvesTrust21,667$6.83M2.5%-0.3%0.001%
10/2/2025 Central Pacific Bank Trust Division16,408$5.18M0.6%-1.4%0.001%
10/2/2025 GAMMA Investing LLC111,982$35.32M1.9%+4.2%0.004%
10/2/2025 Bank of New Hampshire27,547$8.69M2.0%-0.3%0.001%
10/2/2025 AHL Investment Management Inc.24,496$7.73M5.3%-16.1%0.001%
10/2/2025 Trust Co of the South6,372$2.01M0.3%+2.2%0.000%
10/2/2025 Capital Asset Advisory Services LLC33,089$10.44M0.5%+1.6%0.001%
10/2/2025 Global Wealth Strategies & Associates1,755$553K0.1%+37.4%0.000%
10/1/2025 Park National Corp OH332,664$104.93M3.3%-4.5%0.012%
10/1/2025 American National Bank of Texas2,938$927K0.9%N/A0.000%
10/1/2025 Rowlandmiller & PARTNERS.ADV25,421$8.02M1.6%+1.2%0.001%
10/1/2025 First Financial Bank Trust Division74,456$23.49M2.0%-2.8%0.003%
10/1/2025 Vigilare Wealth Management8,313$2.62M0.9%-2.8%0.000%
10/1/2025 Farmers Trust Co.67,638$21.34M3.7%-1.3%0.002%
10/1/2025 Neville Rodie & Shaw Inc.133,393$42.08M3.0%+1.4%0.005%
10/1/2025 Hobart Private Capital LLC1,617$510K0.1%+9.8%0.000%
9/30/2025Rydar Equities Inc.16,083$4.66M3.7%N/A0.001%
9/30/2025Cullen Capital Management LLC1,047,243$303.61M3.5%-1.9%0.038%
9/29/2025 Summit Financial Wealth Advisors LLC10,269$2.98M0.5%+7.5%0.000%
9/26/2025Corient Private Wealth LLC3,386,661$981.83M1.4%+1.2%0.123%
9/26/2025Capital A Wealth Management LLC442$128K1.3%+59.0%0.000%
9/25/2025TradeWell Securities LLC.12,299$3.57M1.7%+6.3%0.000%
9/25/2025Beacon Financial Strategies CORP909$263K0.2%+6.2%0.000%
9/25/2025National Wealth Management Group LLC3,845$1.12M0.6%+110.8%0.000%
9/25/2025CacheTech Inc.1,676$486K0.1%-10.3%0.000%
9/25/2025Adams Wealth Management1,676$486K0.1%-10.3%0.000%
9/24/2025Momentum Wealth Planning LLC6,096$1.77M1.5%N/A0.000%
9/24/2025Texas Permanent School Fund Corp218,590$63.37M0.7%-31.4%0.008%
9/23/2025Dakota Community Bank & Trust NA2,737$793K3.6%-6.9%0.000%
9/22/2025GatePass Capital LLC4,841$1.40M0.9%-11.9%0.000%
9/22/2025Caldwell Trust Co68,184$19.77M2.0%N/A0.002%
9/19/2025Watts Gwilliam & Co. LLC16,711$5.23M0.9%-1.3%0.001%
9/19/2025Canal Capital Management LLC45,573$13.21M2.1%+3.6%0.002%
9/12/2025Valeo Financial Advisors LLC152,911$44.33M1.0%-12.4%0.006%
9/11/2025Milestones Private Investment Advisors LLC2,831$821K0.6%N/A0.000%
9/11/2025Silicon Valley Capital Partners10,597$3.07M0.3%-10.3%0.000%
9/10/2025WT Wealth Management1,909$553K0.2%+6.4%0.000%
9/9/2025NWF Advisory Services Inc.17,826$5.17M0.6%+13.6%0.001%
9/5/2025Prospera Capital Management LLC2,422$702K0.2%+3.2%0.000%
9/4/2025Reynders McVeigh Capital Management LLC4,235$1.23M0.1%-32.8%0.000%
9/4/2025SevenBridge Financial Group LLC43,880$12.85M2.3%-1.1%0.002%
9/4/2025ZynergyRetirementPlanningLLC1,321$383K0.3%+11.1%0.000%
9/4/2025V. M. Manning & CO. Inc.1,201$363K0.4%N/A0.000%
9/3/2025American Trust37,250$10.80M1.0%+2.5%0.001%
9/2/2025PVG Asset Management Corp780$226K0.8%N/A0.000%
8/29/2025Evolution Wealth Management Inc.265$77K0.1%N/A0.000%
(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, 5,006 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 4,285 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 332,422,847 shares in the last 24 months. This purchase volume represents approximately $86.81B in transactions.

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

Of the 3,011 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 135,896,723 shares in the last 24 months. This volume of shares sold represents approximately $33.36B in transactions.


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This page (NYSE:JPM) was last updated on 10/7/2025 by MarketBeat.com Staff
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