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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$315.02 +5.62 (+1.81%)
Closing price 03:59 PM Eastern
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$314.60 -0.42 (-0.13%)
As of 07:58 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)
3652
Total
Institutional Inflows
(last 12 months)
$85.48B
Number of
Institutional Sellers
(last 12 months)
3244
Total
Institutional Outflows
(last 12 months)
$48.35B
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Skip Chart & View Institutional Buying and Selling Data

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
5/6/2026Laidlaw Wealth Management LLC1,110$327K1.1%+15.6%0.000%
5/6/2026Freemont Management S.A.13,500$3.97M0.6%+350.0%0.001%
5/6/2026Jennison Associates LLC1,383,648$407.01M0.3%-1.4%0.052%
5/6/2026Aviance Capital Partners LLC81,127$23.86M2.8%-1.4%0.003%
5/6/2026Annis Gardner Whiting Capital Advisors LLC20,252$5.96M1.0%+5.0%0.001%
5/6/2026Pavion Blue Capital LLC23,096$6.79M3.0%-1.6%0.001%
5/6/2026GatePass Capital LLC5,202$1.53M0.7%+18.4%0.000%
5/6/2026German American Bancorp Inc.57,193$16.82M1.4%-0.9%0.002%
5/6/2026IMA Advisory Services Inc.20,931$6.16M0.6%-3.2%0.001%
5/6/2026Dorsey Wright & Associates5,862$1.72M0.2%N/A0.000%
5/6/2026California Public Employees Retirement System6,308,333$1.86B1.1%-6.7%0.235%
5/6/2026Audent Global Asset Management LLC6,208$1.83M1.9%-51.2%0.000%
5/6/2026Clifford Swan Investment Counsel LLC177,945$52.34M1.8%-1.7%0.007%
5/6/2026Quadrant Private Wealth Management LLC17,242$5.07M0.8%+12.3%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC738,691$227.26M3.0%-1.1%0.028%
5/6/2026MTM Investment Management LLC28,688$8.44M2.7%+0.6%0.001%
5/6/2026Ranch Capital Advisors Inc.17,412$5.12M1.9%+2.9%0.001%
5/6/2026Kesler Norman & Wride LLC17,087$5.03M0.9%+5.9%0.001%
5/6/2026Heartland Bank & Trust Co17,788$5.23M1.2%+38.7%0.001%
5/6/2026Zhang Financial LLC27,183$8.00M0.3%+28.4%0.001%
5/6/2026Centennial Bank AR 4,364$1.28M0.5%-9.5%0.000%
5/6/2026Atlas Wealth LLC453,010$133K0.0%+1,628.6%0.017%
5/6/2026Simon Quick Advisors LLC27,731$8.16M0.4%-3.5%0.001%
5/6/2026FSA Advisors Inc.3,365$990K0.7%-93.4%0.000%
5/6/2026Future Fund LLC3,794$1.12M0.4%-20.5%0.000%
5/6/2026Aire Advisors LLC12,957$3.81M0.7%+2.7%0.000%
5/6/2026Kera Capital Partners Inc.28,663$8.43M1.0%+1.2%0.001%
5/6/2026GS Investments Inc.15,740$4.63M2.7%+0.6%0.001%
5/6/2026Cornerstone Planning Group LLC7,358$2.28M0.3%+3.8%0.000%
5/6/2026Gryphon Financial Partners LLC36,503$10.74M1.1%+5.3%0.001%
5/6/2026Arcus Capital Partners LLC1,453$427K0.2%-63.6%0.000%
5/6/2026Copeland Capital Management LLC61,645$18.13M0.4%+0.6%0.002%
5/6/2026Hamilton Point Investment Advisors LLC28,983$8.53M1.3%-0.9%0.001%
5/6/2026Modera Wealth Management LLC212,075$62.38M0.7%-1.6%0.008%
5/6/2026Townsend Asset Management Corp NC ADV42,282$12.44M4.5%+0.8%0.002%
5/6/2026Juno Financial Group LLC14,844$4.37M1.7%-3.4%0.001%
5/6/2026Advisortrust Partners LLC28,104$8.27M3.4%+10.0%0.001%
5/6/2026Catalyst Capital Advisors LLC475$140K0.0%-53.0%0.000%
5/6/2026Assetmark Inc.822,403$241.92M0.5%+2.6%0.031%
5/6/2026PeakShares LLC3,721$1.10M1.0%+14.0%0.000%
5/6/2026Paradigm Capital Management LLC NV11,078$3.26M3.0%-1.2%0.000%
5/6/2026Gallacher Capital Management LLC911$268K0.1%-13.1%0.000%
5/6/2026Gould Asset Management LLC CA5,901$1.74M0.3%+2.2%0.000%
5/6/2026Barings LLC4,891$1.44M0.0%-43.3%0.000%
5/6/2026Angeles Wealth Management LLC35,718$10.51M0.6%+5.2%0.001%
5/6/2026AXS Investments LLC2,318$682K0.3%-6.3%0.000%
5/6/2026Brown Shipley& Co Ltd31,077$9.14M5.5%+0.8%0.001%
5/6/2026Clearstead Trust LLC39,656$11.67M1.9%-0.1%0.001%
5/6/2026Financiere des Professionnels Fonds d investissement inc.66,853$19.67M1.2%+249.0%0.002%
5/6/2026Bauman Advisory Group LLC1,994$587K0.4%-10.9%0.000%
5/6/2026Bessemer Group Inc.4,460,709$1.31B2.1%-5.1%0.166%
5/6/2026Jag Capital Management LLC700$206K0.0%N/A0.000%
5/6/2026Avalon Trust Co5,720$1.68M0.1%+25.1%0.000%
5/6/2026 SteelPeak Wealth LLC70,586$20.76M0.6%+40.7%0.003%
5/6/2026 Allspring Global Investments Holdings LLC591,233$174.64M0.3%-4.6%0.022%
5/6/2026 One Day In July LLC4,363$1.28M0.1%+1.3%0.000%
5/6/2026 Frisch Financial Group Inc.36,575$10.76M2.2%-4.0%0.001%
5/6/2026 Thayer Partners LLC MA1,994$587K0.3%+4.6%0.000%
5/6/2026 Independent Financial Group LLC26,430$7.78M0.2%N/A0.001%
5/6/2026 Enterprise Financial Services Corp15,336$4.51M2.3%-1.3%0.001%
5/6/2026 Prosperity Consulting Group LLC45,590$13.41M0.6%-2.4%0.002%
5/6/2026 Frazier Financial Advisors LLC6,576$1.93M1.1%+3.2%0.000%
5/6/2026 CPA Asset Management Group LLC7,403$2.18M0.7%-21.3%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super298,631$87.85M1.3%N/A0.011%
5/6/2026 BCM Advisors LLC4,779$1.47M0.3%+19.7%0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co99,312$29.21M2.4%-0.2%0.004%
5/5/2026 Quartz Partners LLC1,182$348K0.1%-10.3%0.000%
5/5/2026 BCGM Wealth Management LLC10,772$3.17M0.8%-7.1%0.000%
5/5/2026 Evergreen Advisors LLC439$129K0.0%N/A0.000%
5/5/2026 Financial Harvest LLC775$228K0.1%-17.6%0.000%
5/5/2026 Noesis Capital Mangement Corp135,829$39.96M5.9%+0.2%0.005%
5/5/2026 Delta Financial Advisors LLC21,089$6.20M1.6%+0.4%0.001%
5/5/2026 Westover Capital Advisors LLC42,322$12.45M2.3%-1.9%0.002%
5/5/2026 Vectors Research Management LLC14,909$4.39M1.3%+1.6%0.001%
5/5/2026 Gallagher Capital Advisors LLC11,472$3.38M2.1%-0.8%0.000%
5/5/2026 Rockport Wealth LLC23,443$6.90M1.3%+1.1%0.001%
5/5/2026 Wealthfront Advisers LLC369,745$108.76M0.2%+2.8%0.014%
5/5/2026 D.A. Davidson & CO.398,461$117.19M0.7%-3.2%0.015%
5/5/2026 RFG Bristol Wealth Advisors LLC8,314$2.45M0.7%-1.9%0.000%
5/5/2026 Navigation Group LLC13,678$4.02M0.9%N/A0.001%
5/5/2026 NerdWallet Wealth Partners LLC2,555$751K0.3%+64.5%0.000%
5/5/2026 Beaumont Financial Advisors LLC15,976$4.70M0.3%-4.7%0.001%
5/5/2026 Twin Capital Management Inc.46,629$13.72M1.8%-2.1%0.002%
5/5/2026 Marks Group Wealth Management Inc20,794$6.12M0.6%+13.3%0.001%
5/5/2026 Midwest Professional Planners LTD.25,848$7.60M1.8%+3.5%0.001%
5/5/2026 Bank of New York Mellon Corp21,102,442$6.21B1.1%-9.9%0.787%
5/5/2026 Illinois Municipal Retirement Fund235,809$69.37M0.9%+13.9%0.009%
5/5/2026 Three Seasons Wealth LLC822$242K0.1%+12.8%0.000%
5/5/2026 Good Harbor Advisors Inc.2,675$787K0.9%-2.7%0.000%
5/5/2026 Gentry Private Wealth LLC2,326$684K0.4%-9.9%0.000%
5/5/2026 Journey Advisory Group LLC71,328$20.98M1.8%-3.0%0.003%
5/5/2026 Providence Wealth Advisors LLC20,878$6.15M4.0%-0.2%0.001%
5/5/2026 Harmony Asset Management LLC10,378$3.05M0.9%+0.9%0.000%
5/5/2026 Geneos Wealth Management Inc.73,064$21.49M0.5%+2.4%0.003%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.24,545$7.22M0.0%-85.8%0.001%
5/5/2026 MASTERINVEST Kapitalanlage GmbH68,325$20.10M2.1%-5.0%0.003%
5/5/2026 Hudson Canyon Capital Management11,240$3.31M2.0%-0.5%0.000%
5/5/2026 NFSG Corp3,953$1.16M0.2%-55.5%0.000%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt200,900$59.10M2.4%-0.2%0.007%
5/5/2026 Northstar Financial Companies Inc.6,031$1.77M1.4%+27.1%0.000%


JPM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPM shares?

During the previous two years, 5,446 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($85.63B), State Street Corp ($40.39B), Morgan Stanley ($21.39B), Geode Capital Management LLC ($19.67B), Bank of America Corp DE ($18.28B), FMR LLC ($11.56B), and Norges Bank ($11.40B).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 4,666 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 ($23.52M), Laurel Wealth Advisors LLC ($16.73M), Nuveen LLC ($16.20M), International Assets Investment Management LLC ($11.80M), and Cardano Risk Management B.V. ($7.89M).

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

Institutional investors have bought a total of 289,226,945 shares in the last 24 months. This purchase volume represents approximately $85.48B in transactions.

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

Of the 3,234 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: Laurel Wealth Advisors LLC ($16.73M), Wellington Management Group LLP ($15.60M), Cardano Risk Management B.V. ($7.79M), Vanguard Group Inc. ($7.04M), Capital World Investors ($6.12M), Bank of New York Mellon Corp ($4.89M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($3.48M).

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

Institutional investors have sold a total of 160,444,305 shares in the last 24 months. This volume of shares sold represents approximately $48.35B in transactions.


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This page (NYSE:JPM) was last updated on 5/6/2026 by MarketBeat.com Staff.
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