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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$309.19 +0.29 (+0.09%)
Closing price 09/16/2025 03:59 PM Eastern
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$309.86 +0.67 (+0.22%)
As of 09/16/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
3451
Total
Institutional Inflows
(last 12 months)
$86.81B
Number of
Institutional Sellers
(last 12 months)
3014
Total
Institutional Outflows
(last 12 months)
$33.35B
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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
9/12/2025 Valeo Financial Advisors LLC152,911$44.33M1.0%-12.4%0.006%
9/11/2025 Milestones Private Investment Advisors LLC2,831$821K0.6%N/A0.000%
9/11/2025 Silicon Valley Capital Partners10,597$3.07M0.3%-10.3%0.000%
9/10/2025 WT Wealth Management1,909$553K0.2%+6.4%0.000%
9/9/2025 NWF Advisory Services Inc.17,826$5.17M0.6%+13.6%0.001%
9/5/2025 Prospera Capital Management LLC2,422$702K0.2%+3.2%0.000%
9/4/2025 Reynders McVeigh Capital Management LLC4,235$1.23M0.1%-32.8%0.000%
9/4/2025 SevenBridge Financial Group LLC43,880$12.85M2.3%-1.1%0.002%
9/4/2025 ZynergyRetirementPlanningLLC1,321$383K0.3%+11.1%0.000%
9/4/2025 V. M. Manning & CO. Inc.1,201$363K0.4%N/A0.000%
9/3/2025 American Trust37,250$10.80M1.0%+2.5%0.001%
9/2/2025 PVG Asset Management Corp780$226K0.8%N/A0.000%
8/29/2025 Evolution Wealth Management Inc.265$77K0.1%N/A0.000%
8/29/2025 Centaurus Financial Inc.49,228$14.27M0.8%-2.4%0.002%
8/28/2025 Prospera Capital Management LLC2,462$714K0.2%+2.9%0.000%
8/28/2025 China Universal Asset Management Co. Ltd.9,543$2.77M0.3%-39.0%0.000%
8/27/2025 Stonebridge Wealth Management LLC971$282K0.3%N/A0.000%
8/27/2025 Tribridge Partners Financial LLC1,191$345K0.2%N/A0.000%
8/27/2025 Barnes Wealth Management Group Inc858$249K0.1%-5.1%0.000%
8/27/2025 Orion Porfolio Solutions LLC215,659$62.52M0.5%+6.7%0.008%
8/27/2025 Seneca Financial Advisors LLC713$207K0.1%N/A0.000%
8/26/2025 Thrivent Financial for Lutherans1,636,306$474.19M1.0%+10.7%0.060%
8/26/2025 Claris Financial LLC7,269$2.11M1.6%-20.6%0.000%
8/26/2025 MASTERINVEST Kapitalanlage GmbH74,107$21.48M2.3%N/A0.003%
8/25/2025 Silverlake Wealth Management LLC4,277$1.24M0.4%+64.8%0.000%
8/25/2025 Hilltop Partners LLC9,141$2.65M0.8%+10.8%0.000%
8/25/2025 Fulcrum Equity Management1,530$444K0.5%-2.2%0.000%
8/25/2025 BLVD Private Wealth LLC1,164$337K0.3%N/A0.000%
8/22/2025 Carter Financial Group INC.2,106$611K0.4%N/A0.000%
8/22/2025 TT Capital Management LLC12,590$3.65M1.2%N/A0.000%
8/22/2025 Stance Capital LLC8,647$2.51M0.9%N/A0.000%
8/22/2025 Cim Investment Management Inc.26,916$7.14M1.4%+95.6%0.001%
8/21/2025 Pathway Financial Advisers LLC31,678$9.18M3.0%+0.8%0.001%
8/21/2025 Clarion Wealth Managment Partners LLC2,012$583K0.6%N/A0.000%
8/20/2025 Kentucky Retirement Systems195,309$56.62M1.7%+1.8%0.007%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund82,956$24.05M1.7%+1.5%0.003%
8/20/2025 Monarch Capital Management Inc.22,000$6.38M1.7%-2.4%0.001%
8/20/2025 North Dallas Bank & Trust Co.11,352$3.29M2.5%N/A0.000%
8/20/2025 Coppell Advisory Solutions LLC36,217$10.40M1.3%N/A0.001%
8/19/2025 Slocum Gordon & Co LLP11,373$3.30M2.7%-31.0%0.000%
8/19/2025 Newbridge Financial Services Group Inc.9,323$2.70M0.4%+57.9%0.000%
8/19/2025 Cape Investment Advisory Inc.3,379$980K0.4%-13.2%0.000%
8/19/2025 Marex Group plc698$202K0.0%N/A0.000%
8/19/2025 MRP Capital Investments LLC10,958$3.18M2.2%+18.1%0.000%
8/19/2025 Advisory Services Network LLC176,168$52.19M0.8%+9.7%0.006%
8/19/2025 Cim LLC8,600$2.49M0.3%-0.8%0.000%
8/19/2025 Anchor Investment Management LLC40,297$11.68M1.0%+0.8%0.001%
8/19/2025 State of Wyoming5,240$1.52M0.2%-2.7%0.000%
8/19/2025 Asset Dedication LLC34,630$10.04M0.7%+4.6%0.001%
8/19/2025 Hohimer Wealth Management LLC23,281$6.75M1.2%-1.7%0.001%
8/19/2025 Pitcairn Co.39,837$11.55M0.8%-10.4%0.001%
8/18/2025 Old North State Trust LLC4,515$1.31M0.9%+7.0%0.000%
8/18/2025 Tyler Stone Wealth Management10,908$3.16M0.5%-3.3%0.000%
8/18/2025 Tactive Advisors LLC2,477$718K0.2%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC9,255$2.68M0.3%+8.4%0.000%
8/18/2025 Geneos Wealth Management Inc.83,188$24.12M0.6%+36.5%0.003%
8/18/2025 Hollencrest Capital Management62,983$18.26M0.8%-13.4%0.002%
8/18/2025 V2 Financial group LLC700$203K0.1%N/A0.000%
8/18/2025 Westwood Holdings Group Inc.676,264$196.06M1.5%-8.7%0.025%
8/18/2025 Kestra Investment Management LLC29,897$8.67M0.3%-20.2%0.001%
8/18/2025 Wellington Capital Management Inc.784$227K0.3%N/A0.000%
8/18/2025 CYBER HORNET ETFs LLC7,619$2.21M1.6%-1.2%0.000%
8/18/2025 Second Line Capital LLC22,591$6.55M1.5%+1.3%0.001%
8/18/2025 Rexford Capital Inc.2,155$625K0.5%N/A0.000%
8/18/2025 Front Row Advisors LLC8,786$2.55M0.9%+1.7%0.000%
8/18/2025 Goodman Advisory Group LLC93$27K0.0%-69.8%0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC44,804$12.99M1.8%-1.2%0.002%
8/16/2025 Teachers Insurance & Annuity Association of America300$87K0.1%N/A0.000%
8/16/2025 Public Sector Pension Investment Board1,103,889$320.03M1.4%-0.1%0.040%
8/16/2025 Winslow Asset Management Inc.65,874$19.10M3.9%-0.5%0.002%
8/16/2025 Evergreen Capital Management LLC92,174$26.72M0.8%+3.5%0.003%
8/16/2025 Headlands Technologies LLC36,916$10.70M1.3%+477.9%0.001%
8/15/2025 Strategic Investment Advisors MI20,354$5.89M0.6%-5.2%0.001%
8/15/2025 High Falls Advisors Inc6,940$2.01M0.4%+1.9%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co2,652,442$769.77M1.2%+1.7%0.096%
8/15/2025 Nikulski Financial Inc.33,751$9.79M2.7%+0.6%0.001%
8/15/2025 Tower Research Capital LLC TRC 119,560$34.66M0.9%+10.4%0.004%
8/15/2025 Security National Bank of Sioux City Iowa IA11,549$3.35M2.4%+64.3%0.000%
8/15/2025 Howland Capital Management LLC35,994$10.44M0.4%-4.4%0.001%
8/15/2025 Brooks Moore & Associates Inc.30,034$8.90M4.8%+0.4%0.001%
8/15/2025 Global View Capital Management LLC692$201K0.1%N/A0.000%
8/15/2025 U S Wealth Group LLC.10,525$3.05M2.4%-11.3%0.000%
8/15/2025 Binnacle Investments Inc1,799$522K0.3%+4.2%0.000%
8/15/2025 Blue Edge Capital LLC23,763$6.89M1.0%+0.2%0.001%
8/15/2025 Resources Management Corp CT ADV121,026$35.09M4.8%-1.4%0.004%
8/15/2025 Semmax Financial Advisors Inc.34,274$9.90M2.5%-6.1%0.001%
8/15/2025 Fairfield Bush & CO.19,296$5.59M3.2%-1.8%0.001%
8/15/2025 Brown Financial Advisors9,662$2.80M1.1%-2.6%0.000%
8/15/2025 Rakuten Securities Inc.1,610$467K0.2%-29.8%0.000%
8/15/2025 Corient Private Wealth LLC3,385,459$983.49M1.3%+1.2%0.123%
8/15/2025 Equitable Holdings Inc.202,586$58.73M0.5%+7.1%0.007%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.1,656$480K0.2%+3.0%0.000%
8/15/2025 Florida Financial Advisors LLC11,103$3.22M1.1%+12.6%0.000%
8/15/2025 Northeast Financial Consultants Inc111,715$32.39M1.3%-7.4%0.004%
8/15/2025 State of Tennessee Department of Treasury974,872$282.63M1.0%-2.7%0.035%
8/15/2025 Hayek Kallen Investment Management29,146$8.45M2.9%+5.2%0.001%
8/15/2025 Kensington Investment Counsel LLC26,228$7.60M3.3%+2.6%0.001%
8/15/2025 Chapman Financial Group LLC13,631$3.95M3.4%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.15,660$4.54M1.6%+13.1%0.001%
8/15/2025 E Fund Management Co. Ltd.28,999$8.41M0.4%-27.2%0.001%
(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, 4,997 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 4,279 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 ($23.57M), 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 332,494,791 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 3,014 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 135,934,487 shares in the last 24 months. This volume of shares sold represents approximately $33.35B in transactions.


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This page (NYSE:JPM) was last updated on 9/17/2025 by MarketBeat.com Staff
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