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JPMorgan Chase & Co. (JPM) Institutional Ownership

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$268.08 +1.34 (+0.50%)
As of 12:21 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)
3224
Total
Institutional Inflows
(last 12 months)
$46.95B
Number of
Institutional Sellers
(last 12 months)
2848
Total
Institutional Outflows
(last 12 months)
$29.62B
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JPM Institutional Buying and Selling by Quarter

JPMorgan Chase & Co. Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/9/2025 1248 Management LLC44,147$10.83M4.4%+0.7%0.002%
6/9/2025 Asset Planning Services Inc. LA ADV42,142$10.34M5.3%-0.7%0.002%
6/6/2025 First Long Island Investors LLC119,694$29.36M2.4%-2.4%0.004%
6/5/2025 Cim LLC8,666$2.13M0.3%N/A0.000%
6/5/2025 Osterweis Capital Management Inc.138,416$33.95M0.0%+0.3%0.005%
6/4/2025 First Hawaiian Bank43,473$10.66M0.5%-9.4%0.002%
6/4/2025 Harold Davidson & Associates Inc.18,245$4.48M2.4%-2.1%0.001%
6/3/2025 CBIZ Investment Advisory Services LLC1,366$335K0.0%+9.2%0.000%
6/3/2025 Invst LLC11,307$2.77M0.4%-25.3%0.000%
6/2/2025 Cim Investment Management Inc.13,760$3.38M0.8%+4.1%0.000%
6/2/2025 Hodges Capital Management Inc.36,487$8.95M0.9%-17.6%0.001%
6/2/2025 Modern Wealth Management LLC156,789$38.46M1.2%+1.0%0.006%
5/29/2025 Nova Wealth Management Inc.4,720$1.16M1.0%-2.9%0.000%
5/29/2025 Parkshore Wealth Management Inc.1,091$268K0.2%-4.2%0.000%
5/29/2025 Apeiron RIA LLC2,685$659K0.2%-4.0%0.000%
5/28/2025 Jones Financial Companies Lllp769,996$187.28M0.2%+28.0%0.028%
5/28/2025 Birmingham Capital Management Co. Inc. AL11,205$2.75M1.0%-11.1%0.000%
5/28/2025 Silicon Valley Capital Partners11,808$2.87M0.4%+14.0%0.000%
5/28/2025 Anderson Financial Strategies LLC2,162$530K0.3%+10.2%0.000%
5/28/2025 Strs Ohio1,138,970$279.39M1.2%N/A0.041%
5/28/2025 GK Wealth Management LLC1,556$382K0.4%-7.0%0.000%
5/28/2025 Ellsworth Advisors LLC9,149$2.24M0.6%+3.1%0.000%
5/28/2025 Addison Capital Co30,086$7.38M2.9%-4.3%0.001%
5/28/2025 Turn8 Private Wealth Inc.14,618$3.59M2.8%-0.5%0.001%
5/27/2025 Jacobi Capital Management LLC43,031$10.56M0.8%+2.4%0.002%
5/27/2025 Advisors Capital Management LLC444,671$109.08M1.7%+0.6%0.016%
5/27/2025 SWS Partners14,648$3.59M1.1%+2.4%0.001%
5/23/2025 Triune Financial Partners LLC1,985$487K0.2%+17.3%0.000%
5/23/2025 Strategic Financial Services Inc.27,055$6.64M0.4%-4.6%0.001%
5/22/2025 Rollins Financial Advisors LLC41,991$10.30M1.8%+36.9%0.002%
5/22/2025 Mattson Financial Services LLC17,190$4.22M1.3%+4.5%0.001%
5/22/2025 BOS Asset Management LLC12,908$3.17M1.1%+10.1%0.000%
5/22/2025 WBI Investments LLC1,358$333K0.1%N/A0.000%
5/21/2025 Westbourne Investments Inc.955$234K0.1%-13.6%0.000%
5/21/2025 Indiana Trust & Investment Management Co30,398$7.46M2.7%+3.0%0.001%
5/21/2025 MBL Wealth LLC10,134$2.49M0.3%+1.5%0.000%
5/21/2025 Reliant Investment Partners LLC2,597$637K0.6%+18.0%0.000%
5/21/2025 McAdam LLC4,934$1.21M0.1%+2.8%0.000%
5/21/2025 Acadian Asset Management LLC412,535$101.19M0.3%+11.0%0.015%
5/21/2025 Geneos Wealth Management Inc.60,947$14.95M0.5%+5.1%0.002%
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5/21/2025 Schmidt P J Investment Management Inc.33,277$8.16M1.5%-1.0%0.001%
5/21/2025 IFM Investors Pty Ltd523,168$128.33M1.4%-1.0%0.019%
5/20/2025 Blue Rock Wealth Management LLC3,559$869K0.7%N/A0.000%
5/20/2025 Fortis Capital Advisors LLC6,781$1.66M0.3%-11.3%0.000%
5/20/2025 Belpointe Asset Management LLC40,435$9.92M0.5%+0.9%0.001%
5/20/2025 Jupiter Wealth Management LLC1,429$379K0.2%+37.1%0.000%
5/20/2025 Intech Investment Management LLC209,260$51.33M0.5%-7.0%0.008%
5/20/2025 Flaharty Asset Management LLC1,625$399K0.1%-5.8%0.000%
5/20/2025 Strive Asset Management LLC3,553$872K0.6%+7.9%0.000%
5/20/2025 Integrity Alliance LLC.30,168$7.40M0.3%+259.4%0.001%
5/20/2025 Ransom Advisory Ltd32,374$7.94M3.9%N/A0.001%
5/20/2025 Anchor 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%
5/20/2025 Aspen Investment Management Inc17,927$4.40M2.0%-0.7%0.001%
5/20/2025 Plato Investment Management Ltd57,163$14.17M1.2%-2.5%0.002%
5/20/2025 Security 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%
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%
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The robotics revolution is here. And it's set to impact everything from how we manufacture goods to how we drive, deliver packages, and even perform surgeries. According to Forbes, this could unlock a massive $24 trillion opportunity for investors. And I've zeroed in on 6 robotics stocks at the center of it all.

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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%
(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, 4,873 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 4,165 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 2,394,418,753 shares in the last 24 months. This purchase volume represents approximately $368.86B in transactions.

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

Of the 3,497 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 263,493,598 shares in the last 24 months. This volume of shares sold represents approximately $50.49B in transactions.



This page (NYSE:JPM) was last updated on 6/10/2025 by MarketBeat.com Staff
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