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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$362.55 -0.56 (-0.16%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$362.54 0.00 (0.00%)
As of 08/14/2026 07:59 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)
3331
Total
Institutional Inflows
(last 12 months)
$44.11B
Number of
Institutional Sellers
(last 12 months)
3025
Total
Institutional Outflows
(last 12 months)
$39.36B
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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
8/15/2026Magnolia Capital Advisors LLC17,886$5.85M1.0%+0.2%0.001%
8/15/2026Port Capital LLC2,964$970K0.0%-16.2%0.000%
8/15/2026Windsor Advisory Group LLC2,603$852K0.6%-40.5%0.000%
8/15/2026Vantage Point Financial LLC1,496$490K0.1%+11.3%0.000%
8/15/2026Wallace Capital Management Inc.3,515$1.15M0.1%+47.1%0.000%
8/15/2026Caisse de depot et placement du Quebec2,151,724$704.32M1.0%-10.0%0.081%
8/15/2026Pointe Capital Management LLC10,062$3.29M1.5%+1.2%0.000%
8/15/2026Sonoma Private Wealth LLC3,533$1.16M1.2%-1.7%0.000%
8/15/2026Western Wealth Management LLC64,631$21.16M0.7%+1.5%0.002%
8/15/2026Invst LLC8,563$2.80M0.3%+0.4%0.000%
8/15/2026 First Bancorp Inc ME 5,514$1.81M0.7%+6.5%0.000%
8/15/2026 Roberts Glore & Co. Inc. IL3,814$1.25M0.3%-1.3%0.000%
8/15/2026Polar Asset Management Partners Inc.5,043$1.65M0.0%N/A0.000%
8/15/2026Jupiter Topco LLC3,892,479$1.27B0.5%N/A0.146%
8/14/2026EFG International AG377,555$123.64M2.3%-4.2%0.014%
8/14/2026Arkos Global Advisors2,498$818K0.1%-4.2%0.000%
8/14/2026Ancora Advisors LLC261,581$85.62M1.6%-6.7%0.010%
8/14/2026American Trust30,269$9.91M0.8%-8.1%0.001%
8/14/2026Delos Wealth Advisors LLC1,352$443K0.2%+40.0%0.000%
8/14/2026Primecap Management Co. CA3,382,627$1.11B0.7%-0.6%0.127%
8/14/2026PDT Partners LLC2,900$949K0.0%N/A0.000%
8/14/2026Palisade Capital Management LP108,558$35.53M1.5%-8.2%0.004%
8/14/2026Cooper Haims Advisors LLC3,583$1.17M0.5%-16.9%0.000%
8/14/2026Canada Pension Plan Investment Board8,020,990$2.63B1.5%+22.9%0.302%
8/14/2026Castlekeep Investment Advisors LLC3,676$1.20M0.6%-6.5%0.000%
8/14/2026Osterweis Capital Management Inc.140,002$45.83M2.2%-1.0%0.005%
8/14/2026Kinloch Capital LLC1,829$599K0.2%+10.0%0.000%
8/14/2026Royal Capital Wealth Management LLC22,671$7.42M4.2%+0.3%0.001%
8/14/2026AFT Forsyth & Company Inc.10,868$3.56M1.7%-11.3%0.000%
8/14/2026Legal & General Group Plc17,895,549$5.86B1.2%-5.0%0.673%
8/14/2026The Manufacturers Life Insurance Company 2,473,477$809.64M0.6%-1.6%0.093%
8/14/2026Kelly Lawrence W & Associates Inc. CA7,903$2.59M0.6%-2.5%0.000%
8/14/2026Jones Financial Companies Lllp2,180,764$717.37M0.3%+10.9%0.082%
8/14/2026Sone Capital Management LLC42,160$13.80M1.1%+78.0%0.002%
8/14/2026 Trajan Wealth LLC76,924$25.18M1.0%+12.9%0.003%
8/14/2026 Van Hulzen Asset Management LLC61,539$20.14M1.4%-2.9%0.002%
8/14/2026 Veratis Advisors Inc.942$308K0.2%N/A0.000%
8/14/2026 Verity Asset Management Inc.2,056$673K0.3%+7.2%0.000%
8/14/2026Paradigm Capital Management LLC NV10,831$3.55M3.0%-2.2%0.000%
8/14/2026Front Street Capital Management Inc.1,196$397K0.0%-16.7%0.000%
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8/14/2026Womack Financial LLC4,496$1.47M1.0%-4.8%0.000%
8/14/2026Park Place Capital Corp14,001$4.58M0.7%-17.7%0.001%
8/14/2026Peak Asset Management LLC82,577$27.03M4.0%+7.0%0.003%
8/14/2026Fiduciary Financial Advisors6,411$2.09M0.2%N/A0.000%
8/14/2026Manning & Napier Advisors LLC94,965$31.28M0.4%-6.3%0.004%
8/14/2026Brandywine Trust Co.675$221K0.0%N/A0.000%
8/14/2026Hyperion Capital Advisors LP624$204K0.1%N/A0.000%
8/14/2026 L2 Asset Management LLC18,626$6.10M0.6%+3.0%0.001%
8/14/2026 Wayfinding Financial LLC4,295$1.41M0.5%+1.6%0.000%
8/14/2026 Vega Investment Solutions6,597$2.16M0.3%-51.7%0.000%
8/14/2026 McDonough Capital Management Inc5,912$1.94M1.0%+6.5%0.000%
8/14/2026 Cetera Trust Company N.A15,969$5.23M2.6%-0.8%0.001%
8/14/2026 Stillwater Private Wealth LLC1,754$574K0.4%+4.2%0.000%
8/14/2026 Aberdeen Wealth Management LLC4,439$1.45M0.7%-70.3%0.000%
8/14/2026 Twin Peaks Wealth Advisors LLC2,664$872K0.2%+8.3%0.000%
8/14/2026 Visionary Wealth Advisors53,977$17.67M0.7%-0.5%0.002%
8/14/2026 Orographic Financial Advisors LLC7,185$2.35M1.6%-8.2%0.000%
8/14/2026 Cullen Capital Management LLC810,780$265.39M2.6%+0.3%0.031%
8/14/2026 Whalen Wealth Management Inc.10,708$3.51M1.6%+33.0%0.000%
8/14/2026 Trail Ridge Investment Advisors LLC9,869$3.23M1.4%-2.1%0.000%
8/14/2026 Algert Global LLC41,050$13.44M0.2%-2.1%0.002%
8/14/2026 Ames National Corp7,255$2.38M1.3%-2.0%0.000%
8/13/2026 D.B. Root & Company LLC3,785$1.24M0.3%+1.3%0.000%
8/13/2026 Flavin Financial Services Inc.17,657$5.78M3.3%+13.3%0.001%
8/13/2026 GSG Advisors LLC4,629$1.52M0.3%+1.4%0.000%
8/13/2026 Asset One Wealth Management LLC19,371$6.72M0.7%+5.1%0.001%
8/13/2026 Investor s Fiduciary Advisor Network LLC1,950$638K0.2%-55.8%0.000%
8/13/2026 Boreal Capital Management LLC2,131$697K0.5%-10.8%0.000%
8/13/2026 Safeguard Investment Advisory Group LLC3,660$1.20M0.3%+1.0%0.000%
8/13/2026 TCM Advisors LLC100$33K0.0%-96.5%0.000%
8/13/2026 Allstate Corp250,584$82.02M0.8%-10.6%0.009%
8/13/2026 Cibc World Market Inc.2,313,670$757.33M1.2%-14.0%0.087%
8/13/2026 OMERS ADMINISTRATION Corp1,239,469$405.72M2.4%+60.6%0.047%
8/13/2026 Osmosis Investment Management UK Ltd88,370$28.93M1.3%-49.6%0.003%
8/13/2026 Sanctuary Advisors LLC737,445$241.39M1.1%+2.7%0.028%
8/13/2026 Covington Investment Advisors Inc.26,442$8.66M1.1%-6.1%0.001%
8/13/2026 Biondo Investment Advisors LLC64,082$20.98M2.6%-17.5%0.002%
8/13/2026 Saranac Partners Ltd2,171$711K0.2%N/A0.000%
8/13/2026 Jericho Financial LLP29,658$9.71M5.0%+15.0%0.001%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.702,078$229.81M0.4%+44.8%0.026%
8/13/2026 Capital Square LLC6,020$2.03M0.9%-0.7%0.000%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.74,286$24.32M1.1%-2.0%0.003%
8/13/2026 Clarion Wealth Managment Partners LLC2,209$723K0.6%-2.1%0.000%
8/13/2026 Arete Wealth Advisors LLC34,011$11.13M0.5%+10.1%0.001%
8/13/2026 Mission Financial Group LLC2,975$974K0.8%N/A0.000%
8/13/2026 Pinnacle Holdings LLC12,269$4.02M1.2%-3.4%0.000%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC87,497$28.64M0.1%-4.3%0.003%
8/13/2026 Haverford Financial Services Inc.56,133$18.37M5.4%-0.4%0.002%
8/13/2026 Benchmark Investment Advisors LLC8,840$2.89M1.3%-1.6%0.000%
8/13/2026 True Freedom Investing LLC20,417$6.68M0.5%-0.5%0.001%
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8/13/2026 LM Advisors LLC13,918$4.56M0.5%+237.7%0.001%
8/13/2026 Haverford Trust Co1,330,284$435.44M3.8%-2.1%0.050%
8/13/2026 Clear Harbor Asset Management LLC98,481$32.24M2.0%-6.3%0.004%
8/13/2026 Davis Asset Management L.P.493,896$161.67M4.1%+5.4%0.019%
8/13/2026 First Nebraska Trust Co41,129$13.46M1.1%+0.2%0.002%
8/13/2026 Kendall Capital Management1,498$490K0.1%-4.1%0.000%
8/12/2026 Kirtland Hills Capital Management LLC7,665$2.51M0.7%+11.3%0.000%
8/12/2026 Vista Investment Management18,884$6.18M1.9%-1.2%0.001%
8/12/2026 Welch Capital Partners LLC NY642$210K0.0%N/A0.000%
8/12/2026 Compass Financial Management LLC11,737$4.01M0.5%N/A0.000%


JPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,473 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($85.63B), BlackRock Inc. ($67.53B), State Street Corp ($40.39B), Morgan Stanley ($21.39B), Geode Capital Management LLC ($19.67B), Bank of America Corp DE ($19.31B), and FMR LLC ($11.56B).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 139,132,071 shares in the last 24 months. This purchase volume represents approximately $44.11B in transactions.

Of the 3,008 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. ($6.20M), Capital World Investors ($6.12M), Massachusetts Financial Services Co. MA ($4.24M), and Bank of New York Mellon Corp ($3.51M).

Institutional investors have sold a total of 124,629,420 shares in the last 24 months. This volume of shares sold represents approximately $39.36B in transactions.


Related Companies

Institutional ownership data for NYSE:JPM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2026. New 13F filings are added each quarter as they're published.
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