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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$291.22 +1.32 (+0.46%)
Closing price 03:59 PM Eastern
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$291.30 +0.07 (+0.03%)
As of 07:59 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)
3262
Total
Institutional Inflows
(last 12 months)
$68.24B
Number of
Institutional Sellers
(last 12 months)
2877
Total
Institutional Outflows
(last 12 months)
$29.01B
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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
7/18/2025Trilogy Capital Inc.7,157$2.08M0.1%-3.6%0.000%
7/18/2025QTR Family Wealth LLC6,234$1.81M1.1%+18.4%0.000%
7/18/2025Trust Co. of Vermont211,639$61.36M2.9%-0.2%0.008%
7/18/2025Forbes J M & Co. LLP96,792$28.06M2.6%-0.2%0.003%
7/18/2025Ninety One SA PTY Ltd39,551$11.47M1.9%-61.4%0.001%
7/18/2025Bartlett & CO. Wealth Management LLC767,328$222.46M3.1%+1.6%0.028%
7/18/2025Ninety One UK Ltd2,278,247$660.49M1.5%+12.8%0.082%
7/18/2025Loudon Investment Management LLC13,833$4.01M2.2%-17.2%0.000%
7/18/2025Marino Stram & Associates LLC28,404$8.24M1.7%+1.3%0.001%
7/18/2025Panoramic Capital Partners LLC2,317$686K0.5%+11.1%0.000%
7/18/2025Rogco LP6,061$1.76M0.7%-11.9%0.000%
7/18/2025Impact Capital Partners LLC19,460$5.64M1.8%+12.8%0.001%
7/18/2025Forza Wealth Management LLC17,907$5.19M2.1%-0.2%0.001%
7/18/2025Community Bank & Trust Waco Texas50,187$14.55M3.3%+0.2%0.002%
7/18/2025Childress Capital Advisors LLC8,894$2.58M0.6%+5.7%0.000%
7/18/2025OLD Point Trust & Financial Services N A4,477$1.30M0.5%-1.9%0.000%
7/18/2025PFG Investments LLC67,564$19.59M1.1%-1.4%0.002%
7/18/2025Consolidated Portfolio Review Corp10,303$2.99M0.4%+4.9%0.000%
7/18/2025LBP AM SA138,172$40.06M0.6%+13.9%0.005%
7/18/2025Victrix Investment Advisors11,823$3.43M1.5%+3.0%0.000%
7/18/2025Institute for Wealth Management LLC.16,115$4.67M0.5%+1.4%0.001%
7/18/2025Columbia Asset Management34,590$10.03M2.0%-95.5%0.001%
7/18/2025Brown Shipley& Co Ltd37,342$10.83M6.0%-9.9%0.001%
7/18/2025PBMares Wealth Management LLC5,860$1.70M0.3%+6.5%0.000%
7/18/2025Mitsubishi UFJ Asset Management UK Ltd.19,000$5.51M2.9%-9.5%0.001%
7/18/2025O ROURKE & COMPANY Inc22,963$6.66M3.1%-1.4%0.001%
7/18/2025Requisite Capital Management LLC4,433$1.29M0.3%+5.3%0.000%
7/18/2025Generali Investments CEE investicni spolecnost a.s.49,148$14.25M1.2%+1.3%0.002%
7/18/2025Liberty Capital Management Inc.26,397$7.65M1.5%+0.5%0.001%
7/18/2025Wetzel Investment Advisors Inc.44,208$12.82M5.9%-0.6%0.002%
7/18/2025Cooper Financial Group10,333$3.00M0.4%+3.3%0.000%
7/18/2025Alley Investment Management Company LLC128,570$37.27M4.5%-0.7%0.005%
7/18/2025Truist Financial Corp2,896,798$839.81M1.2%+0.6%0.104%
7/18/2025Broadway Wealth Solutions Inc.2,314$671K0.4%+11.0%0.000%
7/18/2025Donald L. Hagan LLC6,189$1.79M0.9%-41.1%0.000%
7/18/2025Powers Advisory Group LLC6,246$1.81M0.8%+1.7%0.000%
7/18/2025Bourgeon Capital Management LLC92,194$26.73M5.3%-2.5%0.003%
7/18/2025Westhampton Capital LLC4,939$1.43M0.7%-0.8%0.000%
7/18/2025Parkside Investments LLC2,343$679K0.1%-8.4%0.000%
7/18/2025Pennsylvania Capital Management Inc. ADV1,838$533K0.2%-4.9%0.000%
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7/18/2025First United Bank & Trust17,684$5.13M1.8%-1.2%0.001%
7/18/2025Union Bancaire Privee UBP SA367,359$99.67M2.0%+8.4%0.013%
7/17/2025MBA Advisors LLC7,909$2.29M1.1%-6.2%0.000%
7/17/2025Elwood & Goetz Wealth Advisory Group LLC3,111$902K0.2%+25.8%0.000%
7/17/2025Chicago Capital LLC142,003$41.17M1.0%+142.4%0.005%
7/17/2025Trivium Point Advisory LLC38,347$11.12M1.2%-2.4%0.001%
7/17/2025Spectrum Strategic Capital Management LLC4,877$1.41M0.7%+423.3%0.000%
7/17/2025Emerald Advisors LLC3,913$1.13M0.1%+3.2%0.000%
7/17/2025Melfa Wealth Management Inc.2,666$773K0.5%-2.7%0.000%
7/17/2025Cornerstone Wealth Advisors Inc.707$205K0.1%N/A0.000%
7/17/2025Eagle Wealth Strategies LLC8,050$2.33M1.3%-12.3%0.000%
7/17/2025Eclectic Associates Inc. ADV17,934$5.20M1.1%+9.2%0.001%
7/17/2025Eagle Bluffs Wealth Management LLC12,058$3.50M1.7%+0.4%0.000%
7/17/2025Bluesphere Advisors LLC4,153$1.20M0.6%-1.6%0.000%
7/17/2025Lee Johnson Capital Management LLC24,494$7.10M2.4%+36.0%0.001%
7/17/2025Park Place Capital Corp16,981$4.93M1.1%+13.8%0.001%
7/17/2025Alliance Wealth Advisors LLC4,209$1.22M0.6%-8.0%0.000%
7/17/2025Greenleaf Trust115,294$33.43M0.3%-14.3%0.004%
7/17/2025Mattern Wealth Management LLC26,575$7.70M1.6%-1.1%0.001%
7/17/2025XML Financial LLC44,371$12.86M1.1%-1.6%0.002%
7/17/2025HCR Wealth Advisors29,791$8.64M1.0%-0.7%0.001%
7/17/2025G&S Capital LLC11,410$3.31M1.3%-0.8%0.000%
7/17/2025 Capital Investment Advisors LLC229,308$66.48M1.2%+2.3%0.008%
7/17/2025Centennial Wealth Advisory LLC1,999$580K0.2%-3.1%0.000%
7/17/2025White Pine Investment CO32,519$9.43M2.4%-4.7%0.001%
7/17/2025Presper Financial Architects LLC2,021$586K0.4%N/A0.000%
7/17/2025LifeGoal Wealth Advisors1,088$315K0.3%N/A0.000%
7/17/2025Sterling Investment Advisors Ltd.24,317$7.05M1.6%+1.2%0.001%
7/17/2025Northwest Wealth Management LLC7,908$2.29M0.4%+2.4%0.000%
7/17/2025Summit Financial Strategies Inc.10,502$3.05M0.3%+1.3%0.000%
7/17/2025Gleason Group Inc.12,156$3.52M0.4%-8.6%0.000%
7/17/2025Raleigh Capital Management Inc.7,512$2.18M0.9%-2.8%0.000%
7/17/2025Asio Capital LLC9,328$2.70M0.5%+3.2%0.000%
7/17/2025Spartan Planning & Wealth Management5,456$1.58M1.4%-1.5%0.000%
7/17/2025LexAurum Advisors LLC8,453$2.45M0.4%-5.0%0.000%
7/17/2025HB Wealth Management LLC197,166$57.16M0.5%-10.0%0.007%
7/17/2025Janney Capital Management LLC112,017$32.48M2.1%-1.5%0.004%
7/17/2025Kavar Capital Partners Group LLC44,254$12.83M1.8%+2.6%0.002%
7/17/2025Claris Advisors LLC MO1,129$327K0.1%-53.7%0.000%
7/17/2025Janney Montgomery Scott LLC1,714,994$497.19M1.3%-1.1%0.062%
7/17/2025Venture Visionary Partners LLC238,863$69.25M2.6%+2.9%0.009%
7/17/2025Campion Asset Management4,662$1.35M1.0%-3.8%0.000%
7/17/2025Smith Anglin Financial LLC3,485$1.01M0.1%-14.8%0.000%
7/17/2025Smith Chas P & Associates PA Cpas338,099$98.02M5.5%-2.5%0.012%
7/17/2025Elser Financial Planning Inc5,689$1.63M0.1%N/A0.000%
7/17/2025Cyr Financial Inc.3,599$1.04M0.8%+32.3%0.000%
7/17/2025Oakworth Capital Inc.200,377$58.09M3.7%+0.8%0.007%
7/17/2025Baron Silver Stevens Financial Advisors LLC8,622$2.50M0.4%+10.7%0.000%
7/17/2025Montis Financial LLC3,233$937K0.3%-7.0%0.000%
7/17/2025Invesco LLC12,418$3.60M1.3%-5.8%0.000%
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7/17/2025SWS Partners13,564$3.93M1.1%-7.4%0.000%
7/17/2025Prepared Retirement Institute LLC1,821$528K0.3%+21.8%0.000%
7/17/2025Wolff Wiese Magana LLC10,255$2.97M1.8%-4.6%0.000%
7/17/2025Nova R Wealth Inc.1,461$424K0.2%-14.3%0.000%
7/17/2025Archford Capital Strategies LLC30,501$8.84M1.1%+13.5%0.001%
7/17/2025Kelly Financial Services LLC2,248$652K0.2%+6.4%0.000%
7/17/2025New Covenant Trust Company N.A.5,949$1.71M1.5%-0.9%0.000%
7/17/2025FARMERS & MERCHANTS TRUST Co OF LONG BEACH47,354$13.73M2.9%+11.4%0.002%
7/17/2025Moss Adams Wealth Advisors LLC10,973$3.18M0.3%+9.3%0.000%
7/17/2025GC Wealth Management RIA LLC47,891$13.88M1.1%+51.9%0.002%
(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, 4,917 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 4,202 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: Bank Julius Baer & Co. Ltd Zurich ($2.05B), Kingstone Capital Partners Texas LLC ($72.90M), Norges Bank ($70.04M), GAMMA Investing LLC ($23.57M), Nuveen LLC ($16.20M), International Assets Investment Management LLC ($15.55M), and Fisher Asset Management LLC ($6.16M).

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

Institutional investors have bought a total of 273,311,994 shares in the last 24 months. This purchase volume represents approximately $68.25B in transactions.

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

Of the 2,874 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 125,107,575 shares in the last 24 months. This volume of shares sold represents approximately $29.01B in transactions.


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This page (NYSE:JPM) was last updated on 7/18/2025 by MarketBeat.com Staff
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