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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$352.88 +2.98 (+0.85%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$353.55 +0.67 (+0.19%)
As of 07/24/2026 07:34 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 Massive. 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)
3445
Total
Institutional Inflows
(last 12 months)
$59.61B
Number of
Institutional Sellers
(last 12 months)
3082
Total
Institutional Outflows
(last 12 months)
$42.90B
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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
7/25/2026Midland Wealth Advisors LLC19,399$6.35M0.3%-0.2%0.001%
7/25/2026Platform Technology Partners30,506$9.99M1.6%-2.5%0.001%
7/25/2026SPWM Advisors LLC3,381$1.15M1.1%-15.8%0.000%
7/25/2026Sunpointe LLC9,130$2.99M0.8%-13.5%0.000%
7/25/2026SWP Financial LLC1,093$358K0.2%+9.8%0.000%
7/25/2026Fortis Group Advisors LLC5,183$1.70M0.3%-3.8%0.000%
7/25/2026Clarus Group Inc.4,866$1.59M0.5%-4.8%0.000%
7/25/2026Farmers & Merchants Trust Co of Chambersburg PA17,021$5.57M1.4%-3.1%0.001%
7/25/2026Wealth Advisory Solutions LLC34,035$11.14M2.3%-1.0%0.001%
7/25/2026TMB Capital Partners LLC20,995$6.87M2.1%-1.6%0.001%
7/25/2026Udine Wealth Management Inc.33,307$10.90M4.5%+1.5%0.001%
7/25/2026BridgePort Financial Solutions LLC4,116$1.35M0.3%-2.2%0.000%
7/25/2026Xcel Wealth Management LLC37,089$12.14M2.9%-3.7%0.001%
7/25/2026WealthBridge Capital Management LLC10,503$3.44M0.7%+0.3%0.000%
7/25/2026Quaker Wealth Management LLC1,564$512K0.1%-2.2%0.000%
7/25/2026Petra Financial Advisors Inc.842$276K0.1%N/A0.000%
7/25/2026Townsend Asset Management Corp NC ADV42,014$13.75M4.4%-0.6%0.002%
7/25/2026Allen Wealth Management LLC2,767$906K0.4%-3.5%0.000%
7/25/2026Bogart Wealth LLC37,403$12.24M0.4%+3.0%0.001%
7/25/2026Stonebridge Financial Group LLC MO3,785$1.24M0.8%-1.2%0.000%
7/25/2026Stronghold Wealth Management L.L.C.2,716$889K1.2%-2.3%0.000%
7/25/2026Boston Trust Walden Corp726,541$237.82M1.8%-1.8%0.027%
7/25/2026Bartlett & CO. Wealth Management LLC739,408$242.03M3.0%+0.1%0.028%
7/25/2026TCV Trust & Wealth Management Inc.83,227$27.24M2.1%-1.8%0.003%
7/25/2026CRA Financial Services LLC11,963$3.92M0.5%+2.4%0.000%
7/25/2026 Oak Ridge Investments LLC1,010$331K0.0%-20.0%0.000%
7/25/2026MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd18,711$6.13M0.6%+1.4%0.001%
7/25/2026Brookmont Capital Management17,517$5.73M3.1%+0.2%0.001%
7/25/2026Narwhal Capital Management129,578$42.42M2.9%-0.2%0.005%
7/25/2026Nelson Capital Management LLC41,528$13.59M1.5%-2.5%0.002%
7/25/2026EdgeRock Capital LLC4,905$1.61M0.4%+13.7%0.000%
7/25/2026Perryman Financial Advisory Inc. AD56,241$18.41M2.5%+1.0%0.002%
7/25/2026Lansing Street Advisors2,703$885K0.2%+15.0%0.000%
7/25/2026DORVAL Corp757$248K0.1%N/A0.000%
7/25/2026James Investment Research Inc.68,483$22.42M2.3%-2.8%0.003%
7/25/2026Legacy Advisors LLC18,800$6.15M0.6%+12.1%0.001%
7/25/2026Greenwood Gearhart LLC73,271$23.98M1.1%+3.7%0.003%
7/25/2026Flynn Zito Capital Management LLC2,830$926K0.3%+1.1%0.000%
7/25/2026Seamount Financial Group Inc.5,938$1.94M0.8%-0.8%0.000%
7/25/2026Pine Valley Investments Ltd Liability Co46,612$15.26M0.6%+0.4%0.002%
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7/25/2026Clarity Wealth Advisors LLC33,494$10.96M1.9%-0.5%0.001%
7/25/2026Freedom Day Solutions LLC3,422$1.12M0.2%+124.1%0.000%
7/25/2026Optima Capital LLC637$208K0.1%N/A0.000%
7/24/2026Barrett & Company Inc.9,919$3.25M0.9%+3.9%0.000%
7/24/2026CPC Advisors LLC5,048$1.65M0.2%+6.6%0.000%
7/24/2026Avidian Wealth Enterprises LLC41,212$13.49M0.4%+1.9%0.002%
7/24/2026Whelan Financial4,729$1.55M0.4%+14.7%0.000%
7/24/2026D.A. Davidson & CO.392,911$128.61M0.7%-1.4%0.015%
7/24/2026Vawter Financial Ltd.3,442$1.13M0.4%+3.5%0.000%
7/24/2026Trinity Legacy Partners LLC22,274$7.64M1.5%-3.3%0.001%
7/24/2026Columbia Bank21,731$7.11M1.6%+2.5%0.001%
7/24/2026Montz Harcus Wealth Management LLC15,669$5.13M1.8%-7.4%0.001%
7/24/2026Ridgeline Wealth Planning LLC780$255K0.2%+5.7%0.000%
7/24/2026XML Financial LLC39,600$12.96M0.9%-0.2%0.001%
7/24/2026KPP Advisory Services LLC20,441$6.69M0.8%+6.0%0.001%
7/24/2026Fell Capital Management ADV5,420$1.77M1.5%-4.0%0.000%
7/24/2026Tenon Financial LLC636$208K0.1%N/A0.000%
7/24/2026Penobscot Investment Management Company Inc.135,777$44.44M3.1%-0.8%0.005%
7/24/2026Vest Financial LLC255,362$83.59M0.9%+7.3%0.010%
7/24/2026Tower View Wealth Management LLC9,245$3.03M1.3%-5.2%0.000%
7/24/2026Bank Pictet & Cie Europe AG202,264$66.21M1.3%-0.1%0.008%
7/24/2026Gray Private Wealth LLC1,099$360K0.2%+55.7%0.000%
7/24/2026Provenance Wealth Advisors LLC1,459$478K0.0%+112.1%0.000%
7/24/2026Mizuho Markets Americas LLC51,000$16.69M0.3%+325.0%0.002%
7/24/2026EverSource Wealth Advisors LLC35,950$11.77M0.4%-28.7%0.001%
7/24/2026Nicholas Wealth LLC.5,355$1.75M1.0%+9.7%0.000%
7/24/2026Aventus Investment Advisors Inc.100$33K0.0%N/A0.000%
7/24/2026CrossGen Wealth LLC13,849$4.53M3.5%+0.6%0.001%
7/24/2026Walleye Partners LLC701$229K0.3%N/A0.000%
7/24/2026Fairway Wealth LLC874$286K0.1%+6.7%0.000%
7/24/2026Nilsine Partners LLC39,511$12.93M0.9%+1.5%0.001%
7/24/2026Roof Eidam Maycock Peralta LLC14,424$4.72M0.9%-1.8%0.001%
7/24/2026 Naples Global Advisors LLC49,193$16.10M1.0%+1.5%0.002%
7/24/2026 Vanguard Capital Wealth Advisors1,425$466K0.3%-31.3%0.000%
7/24/2026 Total Clarity Wealth Management Inc.15,612$5.11M1.0%+31.7%0.001%
7/24/2026 Sivia Capital Partners LLC13,897$4.55M0.6%+292.0%0.001%
7/24/2026Tradewinds Capital Management LLC1,821$596K0.1%-2.4%0.000%
7/24/2026Insight Inv LLC13,625$4.46M2.1%-0.3%0.001%
7/24/2026Pennsylvania Capital Management Inc. ADV3,546$1.16M0.3%+30.6%0.000%
7/24/2026Hartford Financial Management Inc.28,642$9.38M2.1%-1.7%0.001%
7/24/2026Lodestone Wealth Management LLC13,295$4.35M1.5%-6.3%0.000%
7/24/2026ORBA Wealth Advisors L.L.C.966$316K0.3%N/A0.000%
7/24/2026Essex LLC30,678$10.04M1.5%-6.4%0.001%
7/24/2026Leelyn Smith LLC22,894$7.49M0.9%-0.4%0.001%
7/24/2026Malaga Cove Capital LLC22,793$7.46M2.4%-1.0%0.001%
7/24/2026Signaturefd LLC85,250$27.91M0.4%+1.6%0.003%
7/24/2026Crewe Advisors LLC13,043$4.27M0.3%+2.5%0.000%
7/24/2026Vista Capital Partners Inc.7,589$2.48M0.2%+0.7%0.000%
7/24/2026 Cookson Peirce & Co. Inc.11,520$3.77M0.1%+0.8%0.000%
7/24/2026 Griffin Asset Management Inc.63,452$20.77M2.2%-1.2%0.002%
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7/24/2026 Hunter Associates Investment Management LLC10,205$3.34M0.4%+0.4%0.000%
7/24/2026 Ignite Planners LLC11,082$3.63M0.5%+1.7%0.000%
7/24/2026 Tanager Wealth Management LLP3,885$1.27M0.1%+4.8%0.000%
7/24/2026 Mason & Associates Inc7,696$2.52M0.4%-0.9%0.000%
7/24/2026 Northwest Wealth Advisors LLC1,043$341K0.2%+13.7%0.000%
7/24/2026 Greenline Wealth Management LLC3,592$1.18M1.0%+5.9%0.000%
7/24/2026 Mine & Arao Wealth Creation & Management LLC.25,931$8.49M3.1%+2.5%0.001%
7/24/2026 Hicks Capital Management LLC14,802$4.85M4.0%+1.1%0.001%
7/24/2026 BWM Planning LLC5,474$1.79M0.4%+12.1%0.000%
7/24/2026 Financial Consulate Inc.4,063$1.33M0.1%-0.8%0.000%


JPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,454 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 ($19.31B), FMR LLC ($11.56B), and Norges Bank ($11.40B).Learn more on JPMorgan Chase & Co.'s institutional investors.

71.55% of JPMorgan Chase & Co.'s stock is owned by institutional investors. Learn more on JPM's institutional investor holdings.

Of the 4,661 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 ($23.51M), Laurel Wealth Advisors LLC ($16.73M), Nuveen LLC ($16.20M), International Assets Investment Management LLC ($11.80M), and Bank of America Corp DE ($8.94M).

Institutional investors have bought a total of 194,505,101 shares in the last 24 months. This purchase volume represents approximately $59.61B in transactions.

Of the 3,082 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 ($10.13M), 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).

Institutional investors have sold a total of 138,105,821 shares in the last 24 months. This volume of shares sold represents approximately $42.90B in transactions.


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This page (NYSE:JPM) was last updated on 7/26/2026 by MarketBeat.com Staff.
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