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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$244.53 -0.09 (-0.04%)
As of 03:59 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)
3107
Total
Institutional Inflows
(last 12 months)
$41.55B
Number of
Institutional Sellers
(last 12 months)
2689
Total
Institutional Outflows
(last 12 months)
$24.92B
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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
4/30/2025Seamount Financial Group Inc.4,805$1.18M0.8%-0.9%0.000%
4/30/2025Clarity Wealth Advisors LLC33,498$8.22M2.3%+0.9%0.001%
4/30/2025Genus Capital Management Inc.37,353$9.16M1.3%-222.6%0.001%
4/30/2025Ramsay Stattman Vela & Price Inc.9,875$2.42M0.5%+0.7%0.000%
4/30/2025Weil Company Inc.15,830$3.88M1.2%-8.1%0.001%
4/30/2025Joseph Group Capital Management21,360$5.24M2.0%+6.7%0.001%
4/30/2025Burford Brothers Inc.12,861$3.16M1.5%+1.1%0.000%
4/30/2025Vestia Personal Wealth Advisors909$223K0.2%-21.8%0.000%
4/30/2025State of Michigan Retirement System901,531$221.15M1.3%+18.0%0.032%
4/30/2025Sharkey Howes & Javer1,875$460K0.1%-8.5%0.000%
4/30/2025 Bernardo Wealth Planning LLC2,353$577K0.1%+3.4%0.000%
4/30/2025Cerity Partners LLC1,999,141$490.39M1.0%+21.0%0.072%
4/30/2025Phillips Financial Management LLC16,145$3.96M0.3%+0.3%0.001%
4/30/2025Alan B Lancz & Associates Inc.4,456$1.09M1.2%-14.4%0.000%
4/30/2025Mcdonald Capital Investors Inc. CA237,870$58.35M3.7%-0.1%0.009%
4/30/2025Arcus Capital Partners LLC1,358$333K0.1%-13.6%0.000%
4/30/2025Israel Discount Bank of New York1,824$447K0.3%-28.0%0.000%
4/30/2025Cornerstone Investment Partners LLC147,967$36.30M1.8%-18.1%0.005%
4/30/2025DMC Group LLC5,998$1.47M1.2%-14.7%0.000%
4/30/2025Hunter Associates Investment Management LLC10,474$2.58M0.4%-3.4%0.000%
4/30/2025Lountzis Asset Management LLC1,308$320K0.1%-4.3%0.000%
4/30/2025Correct Capital Wealth Management11,282$2.77M0.4%-8.9%0.000%
4/30/2025Hara Capital LLC5,216$1.28M0.9%-2.4%0.000%
4/30/2025Vision Capital Management Inc.9,240$2.27M0.3%+30.8%0.000%
4/30/2025Peoples Bank OH9,943$2.44M1.6%-4.8%0.000%
4/30/2025Code Waechter LLC2,687$659K0.5%-9.2%0.000%
4/30/2025Narus Financial Partners LLC4,057$995K0.3%+2.1%0.000%
4/30/2025Telos Capital Management Inc.65,287$16.02M1.7%+0.7%0.002%
4/30/2025Alps Advisors Inc.20,679$5.07M0.0%-4.2%0.001%
4/30/2025Round Rock Advisors LLC3,682$903K0.2%-16.7%0.000%
4/30/2025Allworth Financial LP335,592$82.10M0.5%-1.0%0.012%
4/30/2025Galibier Capital Management Ltd.3,760$922K0.3%-28.5%0.000%
4/30/2025Aurdan Capital Management LLC914$224K0.1%-20.8%0.000%
4/30/2025Capital Insight Partners LLC32,750$8.03M1.4%-1.6%0.001%
4/30/2025Peoples Financial Services CORP.16,353$4.01M1.9%-1.6%0.001%
4/30/2025Stonebrook Private Inc.32,555$7.99M2.1%-0.7%0.001%
4/30/2025Parr Mcknight Wealth Management Group LLC45,333$11.12M1.6%-2.6%0.002%
4/30/2025CFO4Life Group LLC9,985$2.45M0.4%-2.9%0.000%
4/30/2025MainStreet Investment Advisors LLC79,775$19.57M2.8%-3.9%0.003%
4/30/2025tru Independence LLC28,990$7.11M2.2%-0.8%0.001%
URGENT: Someone's Moving Gold Out of London... (Ad)

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Go here to learn about my Top Four picks for the coming bull mania.
4/30/2025Pineridge Advisors LLC235$58K0.0%-73.8%0.000%
4/30/2025Rogco LP6,876$1.69M0.7%-5.8%0.000%
4/30/2025Alpine Woods Capital Investors LLC54,451$13.36M3.3%-26.4%0.002%
4/30/2025Peddock Capital Advisors LLC28,086$6.89M1.7%-1.6%0.001%
4/30/2025Forza Wealth Management LLC17,943$4.40M2.0%+0.8%0.001%
4/30/2025Cooper Capital Advisors LLC30,403$7.46M8.0%-4.0%0.001%
4/30/2025Index Fund Advisors Inc.1,511$371K0.0%-47.5%0.000%
4/30/2025Leavell Investment Management Inc.93,083$22.83M1.1%-0.9%0.003%
4/30/2025Quotient Wealth Partners LLC12,505$3.07M0.1%-3.5%0.000%
4/30/2025Main Street Research LLC218,675$53.64M3.5%+1.8%0.008%
4/30/2025Bridges Investment Management Inc.531,888$130.47M1.9%-1.6%0.019%
4/30/2025Mraz Amerine & Associates Inc.1,100$267K0.0%+5.7%0.000%
4/30/2025First Interstate Bank38,721$9.50M0.6%-6.9%0.001%
4/30/2025Nisa Investment Advisors LLC940,806$230.78M1.2%-0.9%0.034%
4/30/2025Van Cleef Asset Management Inc16,840$4.13M0.5%-3.1%0.001%
4/30/2025Alpha Financial Partners LLC2,816$691K0.6%-1.6%0.000%
4/30/2025Topsail Wealth Management LLC5,999$1.47M0.3%+24.1%0.000%
4/30/2025Moloney Securities Asset Management LLC22,472$5.51M0.7%-13.1%0.001%
4/30/2025Banque Pictet & Cie SA65,219$16.00M0.1%-5.2%0.002%
4/30/2025Wealth Advisory Solutions LLC36,872$9.05M2.4%-11.9%0.001%
4/30/2025LBP AM SA121,303$29.76M0.5%-2.8%0.004%
4/30/2025Axxcess Wealth Management LLC136,228$33.42M0.9%-7.7%0.005%
4/30/2025New Mexico Educational Retirement Board131,550$32.27M1.2%-3.0%0.005%
4/30/2025Twelve Points Wealth Management LLC15,035$3.69M1.0%-4.5%0.001%
4/30/2025OMC Financial Services LTD10,460$2.57M1.2%+33.4%0.000%
4/30/2025Court Place Advisors LLC12,827$3.15M1.0%-2.4%0.000%
4/30/2025Rehmann Capital Advisory Group31,998$7.85M0.5%+6.8%0.001%
4/30/2025Harvey Capital Management Inc.34,062$8.36M2.2%-2.9%0.001%
4/30/2025Lakeside Advisors INC.1,414$347K0.2%-3.1%0.000%
4/30/2025Slagle Financial LLC21,935$5.38M2.4%+2.3%0.001%
4/30/2025Chemung Canal Trust Co.46,530$11.41M2.5%-8.0%0.002%
4/30/2025Cornerstone Planning Group LLC5,326$1.28M0.3%+8.5%0.000%
4/30/2025Aspen Wealth Strategies LLC7,474$1.83M1.2%-4.4%0.000%
4/30/2025Dogwood Wealth Management LLC5,885$1.44M0.8%+3.0%0.000%
4/30/2025GFG Capital LLC3,599$883K0.3%-4.5%0.000%
4/30/2025Brick & Kyle Associates32,840$7.94M3.6%-2.6%0.001%
4/30/2025MeadowBrook Investment Advisors LLC17,512$4.30M4.0%-1.8%0.001%
4/30/2025Principal Securities Inc.77,523$18.58M0.4%+0.4%0.003%
4/30/2025First National Bank & Trust Co. of Newtown8,504$2.09M0.4%-2.5%0.000%
4/30/2025Greenleaf Trust134,574$33.01M0.3%+3.8%0.005%
4/30/2025TradeWell Securities LLC.11,569$2.84M1.6%+0.6%0.000%
4/30/2025Optimum Investment Advisors12,229$3M1.4%-5.4%0.000%
4/30/2025CORDA Investment Management LLC.6,849$1.68M0.1%-8.8%0.000%
4/30/2025New Insight Wealth Advisors2,790$684K0.3%+8.3%0.000%
4/30/2025Peterson Wealth Advisors LLC2,027$497K0.1%+7.2%0.000%
4/30/2025Trek Financial LLC4,769$1.17M0.1%+11.9%0.000%
4/30/2025DekaBank Deutsche Girozentrale3,429,115$823.28M1.6%+0.1%0.123%
4/30/2025OMNI 360 Wealth Inc.2,491$611K0.4%+5.6%0.000%
4/30/2025Personal CFO Solutions LLC9,320$2.29M0.5%-1.5%0.000%
4/30/2025Opus Capital Group LLC2,936$720K0.1%+2.7%0.000%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
4/30/2025AlphaStar Capital Management LLC22,853$5.61M0.7%+8.0%0.001%
4/30/2025Valeo Financial Advisors LLC174,600$42.83M1.0%+1.6%0.006%
4/30/2025BXM Wealth LLC5,945$1.46M1.7%+4.3%0.000%
4/30/202549 Wealth Management LLC5,454$1.34M0.2%+15.6%0.000%
4/30/2025Exane Asset Management49,243$13.05M7.4%N/A0.002%
4/30/2025Stratos Wealth Partners LTD.199,868$49.03M0.7%-28.6%0.007%
4/30/2025Stratos Wealth Advisors LLC86,777$21.29M1.2%+40.8%0.003%
4/30/2025Liberty One Investment Management LLC22,509$5.52M0.6%+0.6%0.001%
4/30/2025Stratos Investment Management LLC52,872$12.97M0.7%+15.3%0.002%
4/30/2025Black Diamond Financial LLC7,524$1.85M0.3%+0.8%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, 4,833 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($65.29B), 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 ($8.11B).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 4,135 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), International Assets Investment Management LLC ($15.55M), Fisher Asset Management LLC ($6.45M), Northern Trust Corp ($5.39M), and Providence Capital Advisors LLC ($5.36M).

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

Institutional investors have bought a total of 2,385,680,267 shares in the last 24 months. This purchase volume represents approximately $363.51B in transactions.

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

Of the 3,430 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 ($12.21M), Capital World Investors ($10.66M), Massachusetts Financial Services Co. MA ($8.90M), FMR LLC ($7.45M), International Assets Investment Management LLC ($7.37M), and Legal & General Group Plc ($6.26M).

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

Institutional investors have sold a total of 257,382,007 shares in the last 24 months. This volume of shares sold represents approximately $46.50B in transactions.


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This page (NYSE:JPM) was last updated on 4/30/2025 by MarketBeat.com Staff
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