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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$291.95 -4.05 (-1.37%)
Closing price 07/7/2025 03:59 PM Eastern
Extended Trading
$291.63 -0.32 (-0.11%)
As of 07/7/2025 08:00 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 Polygon.io. 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)
3218
Total
Institutional Inflows
(last 12 months)
$46.96B
Number of
Institutional Sellers
(last 12 months)
2854
Total
Institutional Outflows
(last 12 months)
$29.80B
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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
7/7/2025O Connor Financial Group LLC1,110$329K0.1%+3.9%0.000%
7/7/2025Trust Co. of Oklahoma3,138$910K0.3%+31.4%0.000%
7/7/2025Hoertkorn Richard Charles52,412$15.20M6.4%-1.7%0.002%
7/7/2025Wealth Alliance Advisory Group LLC13,330$3.87M0.7%+1.3%0.000%
7/7/2025Park Edge Advisors LLC13,111$3.80M1.0%+7.3%0.000%
7/7/2025St. Clair Advisors LLC6,160$1.79M0.5%-3.1%0.000%
7/7/2025Accelerate Investment Advisors LLC2,697$782K0.6%+5.1%0.000%
7/7/2025Capital Asset Advisory Services LLC32,582$9.46M0.4%-6.2%0.001%
7/7/2025Wesbanco Bank Inc.313,876$91.00M2.7%+3.7%0.011%
7/7/2025HMS Capital Management LLC10,991$3.19M1.4%-3.4%0.000%
7/7/2025Whitaker Myers Wealth Managers LTD.8,563$2.48M0.6%+41.1%0.000%
7/7/2025Osprey Private Wealth LLC35,330$10.46M5.7%+1.0%0.001%
7/7/2025Somerset Trust Co34,617$10.04M3.3%-2.2%0.001%
7/7/2025Enterprise Bank & Trust Co29,540$8.56M3.2%-1.1%0.001%
7/7/2025Good Steward Wealth Advisors LLC2,058$597K0.5%-26.8%0.000%
7/7/2025Zevenbergen Capital Investments LLC29,538$8.56M0.2%-0.7%0.001%
7/7/2025Versant Capital Management Inc8,178$2.37M0.4%+11.9%0.000%
7/7/2025Peak Financial Advisors LLC695$201K0.1%N/A0.000%
7/7/2025First Citizens Financial Corp10,821$3.14M1.7%+0.7%0.000%
7/7/2025Modus Advisors LLC27,191$7.88M2.3%+0.5%0.001%
7/7/2025Delphi Management Inc. MA5,426$1.57M1.5%-5.0%0.000%
7/7/2025Insight Wealth Strategies LLC10,604$3.08M0.4%-11.9%0.000%
7/7/2025Roxbury Financial LLC7,985$2.32M2.3%-3.1%0.000%
7/7/2025Greenfield Savings Bank24,152$7.00M3.2%+0.4%0.001%
7/7/2025Nova Wealth Management Inc.3,848$1.12M0.8%-18.5%0.000%
7/7/2025Ables Iannone Moore & Associates Inc.24,902$7.22M4.5%-2.4%0.001%
7/7/2025OMNI 360 Wealth Inc.2,813$815K0.4%+12.9%0.000%
7/7/2025Bangor Savings Bank43,717$12.67M1.1%-0.9%0.002%
7/7/2025Abner Herrman & Brock LLC123,233$35.73M4.0%-3.8%0.004%
7/7/2025Thurston Springer Miller Herd & Titak Inc.20,930$6.07M0.8%-62.2%0.001%
7/7/2025Salem Investment Counselors Inc.227,894$66.07M2.1%-0.1%0.008%
7/7/2025Aletheian Wealth Advisors LLC3,053$885K0.4%-4.1%0.000%
7/7/2025Centurion Wealth Management LLC5,437$1.58M0.5%-1.0%0.000%
7/7/2025Douglas Lane & Associates LLC701,037$203.24M2.9%-6.1%0.025%
7/7/2025TruWealth Advisors LLC116,534$33.78M1.9%+3.6%0.004%
7/7/2025RB Capital Management LLC27,396$7.94M1.8%+2.0%0.001%
7/7/2025Wilson & Boucher Capital Management LLC2,051$595K0.4%-4.0%0.000%
7/7/2025RDA Financial Network31,315$9.08M2.5%+2.6%0.001%
7/3/2025 Arvest Investments Inc.29,690$8.61M1.3%-2.3%0.001%
7/3/2025 Whitcomb & Hess Inc.1,094$317K0.1%-15.2%0.000%
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7/3/2025 TrueWealth Advisors LLC4,869$1.41M0.4%-1.0%0.000%
7/3/2025 Garde Capital Inc.4,992$1.45M0.1%-0.7%0.000%
7/3/2025 Collective Family Office LLC3,431$995K0.3%-12.7%0.000%
7/3/2025 McLean Asset Management Corp7,394$2.16M0.6%+2.3%0.000%
7/3/2025 Sage Capital Advisors llc2,175$631K0.2%+7.4%0.000%
7/3/2025 Trust Co of the South6,232$1.81M0.3%-1.0%0.000%
7/3/2025 Fiduciary Financial Group LLC3,969$1.15M0.2%+4.1%0.000%
7/3/2025 City Center Advisors LLC1,015$294K0.3%+15.7%0.000%
7/2/2025 Norway Savings Bank21,920$6.36M3.3%-0.8%0.001%
7/2/2025 Capital Market Strategies LLC1,170$339K0.2%+7.0%0.000%
7/2/2025 InvesTrust21,739$6.30M2.4%-47.6%0.001%
7/2/2025 HBW Advisory Services LLC7,647$2.22M0.3%+6.1%0.000%
7/2/2025 Helen Stephens Group LLC4,801$1.39M0.3%+4.5%0.000%
7/2/2025 Crumly & Associates Inc.6,040$1.75M0.4%-2.0%0.000%
7/2/2025 Howard Financial Services LTD.6,064$1.76M0.2%-26.5%0.000%
7/2/2025 Doliver Advisors LP19,200$5.57M1.5%-7.0%0.001%
7/2/2025 First Financial Bank Trust Division76,612$22.21M2.0%+0.4%0.003%
7/2/2025 Marotta Asset Management1,390$403K0.1%-46.1%0.000%
7/2/2025 LVM Capital Management Ltd. MI55,356$16.05M1.7%+3.8%0.002%
7/2/2025 Waller Financial Planning Group Inc.2,976$863K0.2%-8.2%0.000%
7/2/2025 Neville Rodie & Shaw Inc.131,529$38.13M2.8%-2.4%0.005%
7/2/2025 Central Pacific Bank Trust Division16,638$4.82M0.6%-0.7%0.001%
7/1/2025 Cacti Asset Management LLC10,410$2.99M0.2%-4.6%0.000%
7/1/2025 Confluence Investment Management LLC725$210K0.0%-14.6%0.000%
7/1/2025 Legacy Wealth Management LLC MS12,448$3.61M1.1%-4.6%0.000%
7/1/2025 Park National Corp OH348,262$100.97M3.3%-5.3%0.013%
7/1/2025 Harbor Investment Advisory LLC68,963$19.99M1.7%-0.5%0.002%
7/1/2025 First National Bank Sioux Falls8,294$2.41M0.9%-0.8%0.000%
7/1/2025 Stonebridge Capital Management Inc.2,200$638K0.2%+120.0%0.000%
7/1/2025 Kera Capital Partners Inc.21,388$6.20M1.2%+7.7%0.001%
7/1/2025 Private Client Services LLC8,310$2.41M0.9%+20.6%0.000%
7/1/2025 Cullen Investment Group LTD.103,470$30.00M4.2%+1.7%0.004%
6/30/2025Pensionfund Sabic22,900$5.62M1.7%-13.6%0.001%
6/26/2025AG2R LA Mondiale Gestion D Actifs124,574$32.89M1.9%N/A0.004%
6/24/2025Rainier Family Wealth Inc.5,955$1.46M1.7%-1.3%0.000%
6/23/2025Swedbank AB4,085,771$1.00B1.3%-1.0%0.147%
6/18/2025Voya Investment Management LLC3,332,008$817.34M0.9%-13.1%0.120%
6/17/2025Howe & Rusling Inc.184,162$45.18M3.8%-8.0%0.007%
6/16/2025Maple Capital Management Inc.194,235$47.65M3.7%-2.7%0.007%
6/16/2025Lynx Investment Advisory2,707$664K0.4%+2.3%0.000%
6/10/2025Birchbrook Inc.9,153$2.25M1.3%-4.0%0.000%
6/9/20251248 Management LLC44,147$10.83M4.4%+0.7%0.002%
6/9/2025Asset Planning Services Inc. LA ADV42,142$10.34M5.3%-0.7%0.002%
6/6/2025First Long Island Investors LLC119,694$29.36M2.4%-2.4%0.004%
6/5/2025Cim LLC8,666$2.13M0.3%N/A0.000%
6/5/2025Osterweis 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%
6/4/2025Harold Davidson & Associates Inc.18,245$4.48M2.4%-2.1%0.001%
6/3/2025CBIZ Investment Advisory Services LLC1,366$335K0.0%+9.2%0.000%
6/3/2025Invst LLC11,307$2.77M0.4%-25.3%0.000%
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6/2/2025Cim Investment Management Inc.13,760$3.38M0.8%+4.1%0.000%
6/2/2025Hodges Capital Management Inc.36,487$8.95M0.9%-17.6%0.001%
6/2/2025Modern Wealth Management LLC156,789$38.46M1.2%+1.0%0.006%
5/29/2025Nova Wealth Management Inc.4,720$1.16M1.0%-2.9%0.000%
5/29/2025Parkshore Wealth Management Inc.1,091$268K0.2%-4.2%0.000%
5/29/2025Apeiron RIA LLC2,685$659K0.2%-4.0%0.000%
5/28/2025Jones Financial Companies Lllp769,996$187.28M0.2%+28.0%0.028%
5/28/2025Birmingham Capital Management Co. Inc. AL11,205$2.75M1.0%-11.1%0.000%
5/28/2025Silicon Valley Capital Partners11,808$2.87M0.4%+14.0%0.000%
5/28/2025Anderson Financial Strategies LLC2,162$530K0.3%+10.2%0.000%
(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, 4,876 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 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 4,167 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), 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 200,743,766 shares in the last 24 months. This purchase volume represents approximately $46.96B in transactions.

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

Of the 2,854 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 129,677,037 shares in the last 24 months. This volume of shares sold represents approximately $29.80B in transactions.


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This page (NYSE:JPM) was last updated on 7/8/2025 by MarketBeat.com Staff
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