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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$287.03 -4.32 (-1.48%)
Closing price 08/7/2025 03:59 PM Eastern
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$288.18 +1.15 (+0.40%)
As of 04:31 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)
3327
Total
Institutional Inflows
(last 12 months)
$70.16B
Number of
Institutional Sellers
(last 12 months)
2953
Total
Institutional Outflows
(last 12 months)
$28.96B
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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
8/7/2025Davis R M Inc.367,872$106.65M2.0%+6.1%0.013%
8/7/2025Altman Advisors Inc.9,165$2.66M1.0%+0.7%0.000%
8/7/2025Fountainhead AM LLC6,982$2.02M0.3%+12.3%0.000%
8/7/2025Compass Capital Management Inc.9,660$2.80M0.2%N/A0.000%
8/7/2025Fidelis Capital Partners LLC58,940$17.17M1.6%+1.6%0.002%
8/7/2025Hartford Funds Management Co LLC848$246K0.0%-95.1%0.000%
8/7/2025Joseph Group Capital Management19,718$5.72M1.9%-7.7%0.001%
8/7/2025ProShare Advisors LLC737,114$213.70M0.4%-6.1%0.027%
8/7/2025Profund Advisors LLC40,115$11.63M0.4%-8.7%0.001%
8/7/2025Summit X LLC4,498$1.30M0.2%-5.1%0.000%
8/7/2025King Luther Capital Management Corp1,795,437$520.52M2.3%-2.6%0.065%
8/7/2025Roberts Glore & Co. Inc. IL4,194$1.22M0.4%-1.5%0.000%
8/7/2025PFG Advisors49,727$14.42M0.5%+19.4%0.002%
8/7/2025SFE Investment Counsel64,092$18.58M3.3%+4.9%0.002%
8/7/2025Arbor Trust Wealth Advisors LLC16,762$4.86M2.4%-8.6%0.001%
8/7/2025Merrion Investment Management Co LLC4,144$1.20M0.8%-7.3%0.000%
8/7/2025Zions Bancorporation National Association UT16,222$4.70M0.3%+1.8%0.001%
8/7/2025Reik & CO. LLC9,210$2.67M0.7%+237.1%0.000%
8/7/2025Future Fund LLC4,336$1.26M0.6%+10.2%0.000%
8/7/2025Summit Asset Management LLC11,595$3.36M0.5%+10.9%0.000%
8/7/2025Midwest Trust Co445,383$129.12M1.8%N/A0.016%
8/7/2025LFA Lugano Financial Advisors SA1,584$457K0.3%+21.8%0.000%
8/7/2025Amica Mutual Insurance Co.27,121$7.86M0.8%+28.4%0.001%
8/7/2025DJE Kapital AG603,316$175.22M4.3%+7.7%0.022%
8/7/2025Acadian Asset Management LLC681,512$197.57M0.4%+65.2%0.025%
8/7/2025Tikehau Investment Management4,070$1.18M1.8%-50.0%0.000%
8/7/2025Mirabaud Asset Management Ltd44,453$12.76M5.9%+1.8%0.002%
8/7/20251ST Source Bank67,805$19.66M1.1%-2.5%0.002%
8/7/2025GS Investments Inc.14,024$4.07M1.8%-1.2%0.001%
8/7/2025Rollins Financial Advisors LLC43,950$12.74M2.0%+4.7%0.002%
8/7/2025Global Wealth Management Investment Advisory Inc.41,999$12.18M2.3%-3.9%0.002%
8/7/2025CSM Advisors LLC217,688$63.11M1.8%+133.7%0.008%
8/7/2025Sound View Wealth Advisors Group LLC63,459$18.40M1.4%+1.8%0.002%
8/7/2025Rathbones Group PLC2,773,075$803.94M3.5%-2.5%0.100%
8/7/2025HC Advisors LLC2,661$772K0.5%-7.2%0.000%
8/7/2025Connor Clark & Lunn Investment Management Ltd.433,089$125.56M0.4%+16.6%0.016%
8/7/2025Delta Financial Advisors LLC15,516$4.50M1.6%-1.8%0.001%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.5,434,942$1.58B1.3%+6.6%0.196%
8/7/2025Parkside Financial Bank & Trust39,181$11.36M1.2%+21.5%0.001%
8/7/2025Freemont Management S.A.9,000$2.61M0.4%+30.4%0.000%
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8/7/2025Keystone Financial Services8,655$2.51M0.9%+1.5%0.000%
8/7/2025Cypress Capital Management LLC WY 8,355$2.42M2.6%-1.0%0.000%
8/7/2025Bradley & Co. Private Wealth Management LLC39,411$11.43M7.0%-1.1%0.001%
8/7/2025Capitol Family Office Inc.2,033$589K0.8%-3.6%0.000%
8/7/2025Aviva PLC2,232,458$647.21M1.3%+6.0%0.080%
8/7/2025Los Angeles Capital Management LLC512,399$148.55M0.6%-16.9%0.018%
8/7/2025BHK Investment Advisors LLC7,977$2.31M0.9%-8.8%0.000%
8/6/2025 ZEGA Investments LLC7,696$2.23M0.3%+13.4%0.000%
8/6/2025 Prospera Financial Services Inc222,489$64.52M1.2%+24.4%0.008%
8/6/2025 RWA Wealth Partners LLC431,284$125.03M1.6%+0.9%0.016%
8/6/2025 AGF Management Ltd.599,394$173.77M0.8%+2.8%0.022%
8/6/2025 Van Cleef Asset Management Inc16,620$4.82M0.5%-1.3%0.001%
8/6/2025Summit Investment Advisors Inc.29,808$7.31M6.0%-2.0%0.001%
8/6/2025 Bensler LLC2,752$798K0.1%+37.3%0.000%
8/6/2025 One Wealth Capital Management LLC799$232K0.1%N/A0.000%
8/6/2025 Valued Wealth Advisors LLC678$197K0.1%-10.0%0.000%
8/6/2025 AE Wealth Management LLC428,184$124.13M0.9%+7.8%0.015%
8/6/2025 Stokes Family Office LLC47,703$13.83M1.5%-1.7%0.002%
8/6/2025 Garrison Point Advisors LLC7,670$2.22M1.0%-2.3%0.000%
8/6/2025 CM Wealth Advisors LLC4,083$1.18M0.3%-11.8%0.000%
8/6/2025 Paradigm Asset Management Co. LLC31,291$9.07M2.2%+10.2%0.001%
8/6/2025 Fox Run Management L.L.C.3,811$1.11M0.2%-29.3%0.000%
8/6/2025 Mark Sheptoff Financial Planning LLC978$284K0.2%+4.0%0.000%
8/6/2025 Metis Global Partners LLC159,387$46.21M1.2%-10.0%0.006%
8/6/2025 Legacy Wealth Managment LLC ID396$115K0.1%+63.6%0.000%
8/6/2025 Penserra Capital Management LLC708$205K0.0%+210.5%0.000%
8/6/2025 Quadrant Private Wealth Management LLC14,310$4.15M0.9%+5.9%0.001%
8/6/2025 KCM Investment Advisors LLC200,446$58.11M1.9%+10.5%0.007%
8/6/2025 Marco Investment Management LLC158,950$46.08M3.8%+1.2%0.006%
8/6/2025 Rialto Wealth Management LLC929$269K0.1%+3.9%0.000%
8/6/2025 Kinsale Capital Group Inc.51,477$14.92M3.1%+10.1%0.002%
8/6/2025 Wedbush Securities Inc.86,029$24.94M0.9%-3.3%0.003%
8/6/2025 Chancellor Financial Group WB LP8,372$2.43M1.9%+1.7%0.000%
8/6/2025 Carnegie Lake Advisors LLC21,174$6.14M2.4%-1.3%0.001%
8/6/2025 Rovin Capital UT ADV3,277$950K0.3%+6.1%0.000%
8/6/2025 Cornerstone Investment Partners LLC148,250$42.98M1.9%+0.2%0.005%
8/6/2025 Harvest Portfolios Group Inc.97,353$28.22M0.7%-0.6%0.004%
8/6/2025 Vestmark Advisory Solutions Inc.43,462$12.60M0.2%+58.1%0.002%
8/6/2025 Aspect Partners LLC1,257$364K0.2%+4.6%0.000%
8/6/2025 Sterling Capital Management LLC67,265$19.50M0.3%+0.4%0.002%
8/6/2025 Reston Wealth Management LLC2,423$703K0.2%+5.9%0.000%
8/6/2025 Nvwm LLC15,462$4.48M1.1%+1.6%0.001%
8/6/2025 Walkner Condon Financial Advisors LLC4,270$1.24M0.2%+23.8%0.000%
8/6/2025 Ipsen Advisor Group LLC5,000$1.45M1.1%+98.6%0.000%
8/6/2025 Zevin Asset Management LLC1,097$318K0.0%+4.5%0.000%
8/6/2025 Princeton Capital Management LLC19,113$5.54M1.6%+0.6%0.001%
8/6/2025 Bryn Mawr Trust Advisors LLC134,002$38.85M2.1%+2.4%0.005%
8/6/2025 Sustainable Insight Capital Management LLC8,225$2.39M1.1%-61.5%0.000%
8/6/2025 Maltin Wealth Management Inc.3,489$1.01M0.5%-12.1%0.000%
8/6/2025 Pekin Hardy Strauss Inc.9,615$2.79M0.3%-18.2%0.000%
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8/6/2025 Atlas Legacy Advisors LLC14,984$4.34M1.0%-8.6%0.001%
8/6/2025 Savant Capital LLC175,387$50.85M0.3%+5.7%0.006%
8/6/2025 Excalibur Management Corp35,147$10.19M3.8%-0.7%0.001%
8/6/2025 Mcrae Capital Management Inc.26,452$7.67M1.6%-0.8%0.001%
8/6/2025 Malaga Cove Capital LLC24,478$7.10M2.8%-2.8%0.001%
8/6/2025 Valtinson Bruner Financial Planning LLC1,489$432K0.1%+5.3%0.000%
8/6/2025 Texas Yale Capital Corp.111,045$32.19M1.1%+0.8%0.004%
8/6/2025 OneAscent Wealth Management LLC3,372$978K0.4%+6.4%0.000%
8/6/2025 Headland Capital LLC899$261K0.1%+9.4%0.000%
8/6/2025 Raelipskie Partnership16,178$4.69M2.1%-10.4%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, 4,942 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), Kingstone Capital Partners Texas LLC ($21.13B), Geode Capital Management LLC ($14.16B), FMR LLC ($11.56B), Morgan Stanley ($9.13B), and Norges Bank ($8.31B).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 4,210 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: Kingstone Capital Partners Texas LLC ($72.90M), Norges Bank ($70.04M), GAMMA Investing LLC ($23.57M), International Assets Investment Management LLC ($17.13M), Nuveen LLC ($16.20M), 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 278,697,921 shares in the last 24 months. This purchase volume represents approximately $70.25B in transactions.

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

Of the 2,940 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 ($10.63M), International Assets Investment Management LLC ($7.37M), Arrowstreet Capital Limited Partnership ($6.03M), Capital World Investors ($5.49M), Legal & General Group Plc ($5.08M), and FMR LLC ($4.90M).

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

Institutional investors have sold a total of 121,479,181 shares in the last 24 months. This volume of shares sold represents approximately $28.69B in transactions.


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This page (NYSE:JPM) was last updated on 8/8/2025 by MarketBeat.com Staff
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