Free Trial
→ Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (From Weiss Ratings) (Ad) Buy JPM with Qtrade  Free JPM Stock Alerts

JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$252.58 +5.11 (+2.06%)
As of 02:40 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Chase & Co. (NYSE:JPM)

Current
Institutional Ownership
Percentage
71.55%
Number of
Institutional Buyers
(last 12 months)
2573
Total
Institutional Inflows
(last 12 months)
$25.96B
Number of
Institutional Sellers
(last 12 months)
2294
Total
Institutional Outflows
(last 12 months)
$17.88B
Get JPM Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Chase & Co. stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JPM Institutional Buying and Selling by Quarter

JPMorgan Chase & Co. Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025Border to Coast Pensions Partnership Ltd373,864$89.56M1.8%-8.3%0.013%
1/15/2025Tompkins Financial Corp76,572$18.36M1.7%-0.2%0.003%
1/15/2025Yarger Wealth Strategies LLC9,812$2.35M1.4%+3.9%0.000%
1/15/2025Woodstock Corp70,207$16.83M1.6%-1.1%0.002%
1/15/2025RDA Financial Network30,697$7.36M2.1%+2.0%0.001%
1/15/2025First Pacific Financial3,052$732K0.2%+49.5%0.000%
1/15/2025Hennessy Advisors Inc.35,800$8.58M0.3%-3.2%0.001%
1/15/2025Goldstone Financial Group LLC18,207$4.36M0.7%-2.3%0.001%
1/15/2025Channel Wealth LLC10,587$2.54M0.8%-23.4%0.000%
1/15/2025Capital Planning LLC2,357$565K0.1%+13.3%0.000%
1/15/2025KMG Fiduciary Partners LLC123,413$29.58M2.4%+0.1%0.004%
1/15/2025Decker Retirement Planning Inc.418$100K0.1%N/A0.000%
1/15/2025Occidental Asset Management LLC23,977$5.75M0.9%+3.4%0.001%
1/15/2025Empirical Asset Management LLC212,034$50.83M1.5%+862.8%0.008%
1/15/2025Eagle Rock Investment Company LLC68,016$16.30M2.7%-0.7%0.002%
1/15/2025Cvfg LLC1,944$466K0.4%N/A0.000%
1/15/2025Constitution Capital LLC37,997$9.11M5.1%-36.7%0.001%
1/15/2025Central Valley Advisors LLC23,155$5.55M2.5%+0.2%0.001%
1/15/2025Bennett Associates Wealth Management1,860$446K0.4%+59.4%0.000%
1/15/2025Edge Wealth Management LLC89,382$21.43M4.3%-1.4%0.003%
1/15/2025Certified Advisory Corp22,664$5.43M0.6%-1.5%0.001%
1/15/2025Shulman DeMeo Asset Management LLC4,500$1.08M0.3%-1.3%0.000%
1/15/2025Ullmann Wealth Partners Group LLC15,192$3.64M0.5%+1.5%0.001%
1/15/2025Cypress Wealth Services LLC10,528$2.52M0.5%+5.4%0.000%
1/15/2025Congress Park Capital LLC16,833$4.04M1.5%-6.4%0.001%
1/15/2025Capital Advisors Wealth Management LLC10,219$2.45M0.4%+20.5%0.000%
1/15/2025Retireful LLC1,373$329K0.2%N/A0.000%
1/15/2025JGP Wealth Management LLC92,387$22.15M2.9%+0.7%0.003%
1/15/2025Ritholtz Wealth Management77,147$18.49M0.5%+5.5%0.003%
1/15/2025Profit Investment Management LLC6,022$1.44M1.2%-3.9%0.000%
1/15/2025Carnegie Investment Counsel351,095$84.16M2.4%-0.2%0.012%
1/15/2025Gateway Investment Advisers LLC702,459$168.39M1.9%0.0%0.025%
1/15/2025Towerpoint Wealth LLC1,481$355K0.2%+7.4%0.000%
1/15/2025Beech Hill Advisors Inc.14,803$3.55M1.3%-21.6%0.001%
1/15/2025Sanders Morris Harris LLC19,984$4.81M0.7%-2.5%0.001%
1/15/2025Mirador Capital Partners LP54,777$13.13M2.4%+0.5%0.002%
1/15/2025Guardian Financial Partners LLC1,201$288K0.2%+10.4%0.000%
1/15/2025Dixon Mitchell Investment Counsel Inc.104,530$25.06M1.2%-27.9%0.004%
1/15/2025Hennion & Walsh Asset Management Inc.31,281$7.50M0.3%-2.2%0.001%
1/14/2025Mason & Associates Inc7,401$1.77M0.4%+17.6%0.000%
1/14/2025Sebold Capital Management Inc.1,289$309K0.2%-10.3%0.000%
1/14/2025Paragon Capital Management Ltd3,086$740K0.1%-15.9%0.000%
1/14/2025StrongBox Wealth LLC20,555$4.93M2.1%-2.3%0.001%
1/14/2025Northside Capital Management LLC7,000$1.68M0.4%+3.7%0.000%
1/14/2025Steph & Co.5,217$1.25M0.4%-5.3%0.000%
1/14/2025Financial Enhancement Group LLC2,297$561K0.1%N/A0.000%
1/14/2025West Financial Advisors LLC603$145K0.0%+244.6%0.000%
1/14/2025Flywheel Private Wealth LLC2,427$582K0.5%N/A0.000%
1/14/2025Brady Family Wealth LLC14,165$3.40M1.0%-0.4%0.001%
1/14/2025Winch Advisory Services LLC24,421$5.85M1.5%+0.5%0.001%
1/14/2025Smith Thornton Advisors LLC4,875$1.17M0.7%+31.4%0.000%
1/14/2025Argent Capital Management LLC237,948$57.04M1.6%-2.0%0.008%
1/14/2025Contravisory Investment Management Inc.38,033$9.12M1.9%-0.3%0.001%
1/14/2025Outlook Wealth Advisors LLC3,385$812K0.2%+4.1%0.000%
1/14/2025Essex Savings Bank28,576$6.85M1.7%-1.1%0.001%
1/14/2025Connective Portfolio Management LLC4,080$978K1.5%-59.5%0.000%
1/14/2025Keeler & Nadler Financial Planning & Wealth Management1,981$475K0.2%+5.1%0.000%
1/14/2025Stolper Co58,840$14.11M4.7%-1.9%0.002%
1/14/2025ERn Financial LLC6,869$1.65M0.2%+4.9%0.000%
1/14/2025BluePath Capital Management LLC6,498$1.59M0.9%+13.8%0.000%
1/14/2025HCR Wealth Advisors30,111$7.22M0.9%+0.1%0.001%
1/14/2025Brave Asset Management Inc.48,655$11.66M3.7%-1.4%0.002%
1/14/2025Sawyer & Company Inc17,050$4.09M1.5%-5.3%0.001%
1/14/2025Pinnacle Bancorp Inc.20,509$4.92M1.6%-3.4%0.001%
1/14/2025Redhawk Wealth Advisors Inc.9,725$2.33M0.3%-1.2%0.000%
1/14/2025Websterrogers Financial Advisors LLC1,147$275K0.1%N/A0.000%
1/14/2025Roble Belko & Company Inc2,286$548K0.1%+28.0%0.000%
1/14/2025Godsey & Gibb Inc.2,569$616K0.1%-6.2%0.000%
1/14/2025Armstrong Advisory Group Inc.4,644$1.11M0.1%+13.4%0.000%
1/14/2025Advisors Management Group Inc. ADV22,595$5.42M1.3%-1.7%0.001%
1/14/2025CHURCHILL MANAGEMENT Corp36,049$8.64M0.1%-2.6%0.001%
1/14/2025Rockingstone Advisors LLC14,447$3.46M1.5%+1.3%0.001%
1/14/2025ARS Wealth Advisors Group LLC116,333$27.89M3.8%-2.1%0.004%
1/14/2025Silvia Mccoll Wealth Management LLC5,660$1.36M1.0%-2.9%0.000%
1/14/2025Cliftonlarsonallen Wealth Advisors LLC11,873$2.85M0.1%+0.7%0.000%
1/14/2025Mount Vernon Associates Inc. MD24,912$5.97M4.7%-0.6%0.001%
1/14/2025Burney Co.110,499$26.49M0.9%+376.6%0.004%
1/14/2025Wolff Wiese Magana LLC11,009$2.64M1.7%-9.9%0.000%
1/14/2025Wiser Wealth Management Inc1,277$306K0.1%+14.0%0.000%
1/14/2025Meyer Handelman Co.298,501$71.55M2.5%-0.2%0.011%
1/14/2025Founders Grove Wealth Partners LLC2,402$576K0.2%N/A0.000%
1/14/2025S.E.E.D. Planning Group LLC12,341$2.96M1.0%-4.8%0.000%
1/14/2025Avity Investment Management Inc.110,470$26.48M2.1%-3.6%0.004%
1/14/2025Moseley Investment Management Inc.18,590$4.46M1.7%+1.1%0.001%
1/14/2025Radnor Capital Management LLC58,107$13.93M2.3%-8.6%0.002%
1/14/2025Richard P Slaughter Associates Inc21,918$5.25M1.2%-3.0%0.001%
1/14/2025M. Kraus & Co8,617$2.07M0.6%-1.6%0.000%
1/14/2025Laurel Wealth Advisors LLC59,609$14.29M2.2%-0.9%0.002%
1/14/2025First Community Trust NA3,327$798K0.6%+5.6%0.000%
1/14/2025Clarus Wealth Advisors987$241K0.1%-31.5%0.000%
1/14/2025Meridian Financial Partners LLC9,965$2.39M1.3%+0.9%0.000%
1/14/2025Thurston Springer Miller Herd & Titak Inc.11,383$2.73M0.6%-89.1%0.000%
1/14/2025Park Avenue Securities LLC139,906$33.54M0.3%+19.0%0.005%
1/14/2025Kathmere Capital Management LLC7,553$1.81M0.2%+23.3%0.000%
1/14/2025San Luis Wealth Advisors LLC20,527$4.92M0.9%-4.8%0.001%
1/14/2025Allen Mooney & Barnes Investment Advisors LLC80,940$19.40M3.3%-2.9%0.003%
1/14/2025Rockland Trust Co.160,694$38.52M2.0%-15.2%0.006%
1/14/2025Fifth Third Wealth Advisors LLC97,908$23.47M1.3%+8.4%0.003%
1/14/2025Community Trust & Investment Co.170,663$40.91M2.5%-0.7%0.006%
1/14/2025Bright Rock Capital Management LLC37,000$8.87M1.9%-43.1%0.001%
(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, 4,329 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($54.30B), State Street Corp ($26.59B), Geode Capital Management LLC ($12.26B), FMR LLC ($10.19B), Morgan Stanley ($9.13B), Capital International Investors ($8.47B), and Capital World Investors ($6.89B).Learn more on JPM's institutional investors.

What percentage of JPMorgan Chase & Co. stock is owned by institutional investors?

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

Which institutional investors have been buying JPMorgan Chase & Co. stock?

Of the 3,710 institutional investors that purchased JPMorgan Chase & Co. 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 ($35.37M), International Assets Investment Management LLC ($16.98M), Price T Rowe Associates Inc. MD ($14.94M), Fisher Asset Management LLC ($6.10M), Providence Capital Advisors LLC ($5.36M), and Wellington Management Group LLP ($4.60M).

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

Institutional investors have bought a total of 2,331,668,979 shares in the last 24 months. This purchase volume represents approximately $343.91B in transactions.

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

Of the 3,123 institutional investors that sold JPMorgan Chase & Co. stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($55.62M), Wellington Management Group LLP ($11.74M), International Assets Investment Management LLC ($7.37M), FMR LLC ($7.33M), Massachusetts Financial Services Co. MA ($5.79M), Capital World Investors ($5.17M), and Greenhaven Associates Inc. ($4.77M).

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

Institutional investors have sold a total of 234,316,743 shares in the last 24 months. This volume of shares sold represents approximately $38.32B in transactions.


Related Companies

This page (NYSE:JPM) was last updated on 1/15/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you k...
Crypto Swap Profits | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored