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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$336.03 +0.56 (+0.17%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$336.86 +0.83 (+0.25%)
As of 07/10/2026 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)
3561
Total
Institutional Inflows
(last 12 months)
$60.66B
Number of
Institutional Sellers
(last 12 months)
3164
Total
Institutional Outflows
(last 12 months)
$43.40B
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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
7/10/2026Lee Kelleher & Klein Wealth Management615$201K0.1%N/A0.000%
7/10/2026Regent Peak Wealth Advisors LLC7,828$2.56M0.5%+3.2%0.000%
7/10/2026Bank & Trust Co3,438$1.13M0.7%+2.4%0.000%
7/10/2026Wedge Capital Management L L P NC2,570$841K0.0%-8.6%0.000%
7/10/2026Abound Wealth Management3,520$1.15M0.2%-6.6%0.000%
7/10/2026Northside Capital Management LLC36,212$11.85M1.0%-12.0%0.001%
7/10/2026Investors Research Corp2,591$848K0.2%-4.8%0.000%
7/10/2026Annex Advisory Services LLC51,318$16.80M0.3%-1.9%0.002%
7/10/2026Insight Wealth Strategies LLC11,874$3.97M0.4%+3.6%0.000%
7/10/2026Accel Wealth Management7,968$2.61M0.6%-1.4%0.000%
7/10/2026Butensky & Cohen Financial Security Inc.20,934$6.85M1.7%-1.3%0.001%
7/10/2026Hudson Value Partners LLC17,496$5.73M1.4%+8.8%0.001%
7/10/2026Processus Wealth & Capital Management LLC19,083$6.25M3.7%+0.3%0.001%
7/10/2026Whitener Capital Management Inc.77,075$25.23M5.3%+0.3%0.003%
7/10/2026FORM Wealth Advisors LLC3,705$1.21M0.1%-16.2%0.000%
7/10/2026JFS Wealth Advisors LLC7,044$2.31M0.1%-2.5%0.000%
7/10/2026Tema ETFs LLC38,205$12.51M0.4%+5.5%0.001%
7/10/2026GenWealth Group Inc.4,221$1.38M0.2%-1.6%0.000%
7/10/2026Dagco Inc.16,496$5.40M1.0%+17.8%0.001%
7/10/2026West Branch Capital LLC33,949$11.11M2.6%-0.3%0.001%
7/10/2026Canvas Wealth Advisors LLC15,294$5.01M0.7%+5.6%0.001%
7/10/2026Rise Advisors LLC3,750$1.23M0.3%+3.2%0.000%
7/10/2026Nolet Wealth Management LLC2,887$945K0.5%+13.8%0.000%
7/10/2026William Mack & Associates Inc.3,717$1.22M0.4%+50.5%0.000%
7/10/2026Fiduciary Financial Group LLC4,261$1.40M0.2%+6.5%0.000%
7/10/2026Stonekeep Investments LLC5,832$1.91M1.1%+47.5%0.000%
7/10/2026G&S Capital LLC11,024$3.61M1.0%+1.0%0.000%
7/10/2026Lederer & Associates Investment Counsel CA8,899$2.91M1.9%-1.9%0.000%
7/10/2026Kentucky Trust Co22,724$7.44M3.6%+6.1%0.001%
7/10/2026Wasatch Advisors LP20,510$6.71M0.0%-0.8%0.001%
7/10/2026Diversified Management Inc.5,432$1.78M0.4%-72.7%0.000%
7/10/2026Clarus Wealth Advisors1,709$565K0.2%-6.8%0.000%
7/10/2026Peoples Bank KS5,740$1.88M1.8%-6.4%0.000%
7/10/2026Generali Investments Management Co LLC22,788$7.46M1.6%+77.0%0.001%
7/10/2026E. Ohman J or Asset Management AB316,051$103.45M2.4%+15.1%0.012%
7/10/2026Handelsbanken Fonder AB1,551,236$507.77M1.4%-1.3%0.058%
7/10/2026Wealth Group Ltd673$220K0.0%-5.6%0.000%
7/10/2026Orrstown Financial Services Inc.8,327$2.73M0.4%-3.1%0.000%
7/10/2026Charles Schwab Trust Co32,921$10.78M0.6%+8.9%0.001%
7/10/2026Spinnaker Investment Group LLC5,389$1.76M0.3%+13.4%0.000%
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7/10/2026 KMG Fiduciary Partners LLC104,464$34.19M3.2%-14.0%0.004%
7/10/2026 Redhawk Wealth Advisors Inc.9,296$3.04M0.3%-4.8%0.000%
7/10/2026 Marquette Asset Management LLC679$222K0.0%-9.7%0.000%
7/10/2026 LVM Capital Management Ltd. MI57,953$18.97M1.6%+0.1%0.002%
7/10/2026 Constitution Capital LLC38,086$12.47M6.4%-5.7%0.001%
7/10/2026 Perkins Coie Trust Co21,810$7.14M1.2%-5.3%0.001%
7/10/2026 Alliance Private Wealth LLC7,833$2.56M0.9%-5.0%0.000%
7/10/2026 Fulton Bank N.A.50,355$16.48M0.5%+4.8%0.002%
7/10/2026 Mendota Financial Group LLC631$207K0.1%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC61,535$20.14M0.4%-11.9%0.002%
7/10/2026 Paladin Wealth LLC4,641$1.52M0.9%+6.7%0.000%
7/9/2026 Financial Management Professionals Inc.11,693$3.83M0.4%+1.7%0.000%
7/9/2026 Harrell Investment Partners LLC48,355$15.83M3.4%-3.6%0.002%
7/9/2026 First Bank & Trust9,538$3.12M0.5%-0.8%0.000%
7/9/2026 Shrier Wealth Management LLC18,778$6.15M2.1%+0.6%0.001%
7/9/2026 Revolve Wealth Partners LLC13,585$4.45M0.5%+6.2%0.001%
7/9/2026 Key Client Fiduciary Advisors LLC8,229$2.69M0.8%-0.4%0.000%
7/9/2026 Centurion Wealth Management LLC4,808$1.57M0.4%-21.7%0.000%
7/9/2026 Finivi Inc.12,207$4.00M2.0%+0.7%0.000%
7/9/2026 Franklin Street Advisors Inc. NC154,156$50.46M2.8%+7.5%0.006%
7/9/2026 Matrix Trust Co6,964$2.28M0.3%-25.4%0.000%
7/9/2026 Tenzing Financial LLC2,135$721K0.5%+5.6%0.000%
7/9/2026 CPA Asset Management Group LLC7,561$2.48M0.7%+2.1%0.000%
7/9/2026 Veery Capital LLC2,670$874K0.2%-3.1%0.000%
7/9/2026 Steadtrust LLC1,647$539K0.3%N/A0.000%
7/9/2026 Barry Investment Advisors LLC632$207K0.0%N/A0.000%
7/9/2026 Friday Financial2,741$930K0.2%+15.2%0.000%
7/9/2026 Ferguson Shapiro LLC858$281K0.1%-8.1%0.000%
7/9/2026 Contravisory Investment Management Inc.38,707$12.67M2.2%-0.6%0.001%
7/9/2026 Sapient Capital LLC351,479$115.05M1.5%-4.0%0.013%
7/9/2026 AFG Fiduciary Services Limited Partnership962$322K0.2%-3.0%0.000%
7/9/2026 Atlas Brown Inc.23,967$7.85M2.1%-0.8%0.001%
7/9/2026 World Equity Group Inc.8,987$2.94M0.7%-1.4%0.000%
7/9/2026 Next Level Private LLC58,008$18.99M3.7%+0.6%0.002%
7/9/2026 Focus Financial Network Inc.33,578$10.99M0.3%+5.8%0.001%
7/9/2026 Pettinga Financial Advisors LLC818$268K0.0%-26.0%0.000%
7/9/2026 Vertrix Wealth Management LLC21,084$6.90M2.3%+0.5%0.001%
7/9/2026 Alliance Wealth Advisors LLC4,164$1.36M0.4%-1.5%0.000%
7/9/2026 Allied Private Wealth LLC2,188$724K0.5%N/A0.000%
7/9/2026 TOWER TRUST & INVESTMENT Co13,774$4.51M2.7%-4.0%0.001%
7/9/2026 Deane Retirement Strategies Inc.8,280$2.71M1.1%N/A0.000%
7/9/2026 Wealth Science Advisors LLC3,681$1.21M0.5%+18.3%0.000%
7/9/2026 Birchbrook Inc.8,157$2.67M1.3%-7.8%0.000%
7/9/2026 Exchange Bank10,858$3.55M2.2%-1.9%0.000%
7/9/2026 Whitaker Myers Wealth Managers LTD.6,623$2.17M0.4%+53.7%0.000%
7/9/2026 HF Advisory Group LLC17,377$5.69M1.8%-4.1%0.001%
7/9/2026 Arista Wealth Management LLC40,475$13.25M1.4%+0.1%0.002%
7/9/2026 GoalVest Advisory LLC9,656$3.16M0.6%-32.6%0.000%
7/9/2026 Aletheian Wealth Advisors LLC2,960$969K0.4%+8.6%0.000%
7/9/2026 Tactive Advisors LLC2,465$807K0.2%-2.0%0.000%
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7/9/2026 Roan Capital Partners958$314K0.3%-12.4%0.000%
7/9/2026 Everhart Financial Group Inc.27,883$9.13M0.6%+3.4%0.001%
7/9/2026 Sax Wealth Advisors LLC25,214$8.25M0.3%+13.4%0.001%
7/9/2026 Cardano Risk Management B.V.882,774$288.96M2.2%-0.6%0.033%
7/9/2026 Everpar Advisors LLC34,866$11.41M3.2%+1.6%0.001%
7/9/2026 Ehrlich Financial Group2,993$980K0.5%-1.8%0.000%
7/9/2026 Chemistry Wealth Management LLC36,914$12.08M1.9%-0.9%0.001%
7/9/2026 Avity Investment Management Inc.96,055$31.44M2.0%-1.1%0.004%
7/9/2026 Adamsbrown Wealth Consultants LLC2,192$717K0.1%+27.4%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.47,171$15.44M0.4%+7.9%0.002%


JPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,459 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 4,672 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 198,265,529 shares in the last 24 months. This purchase volume represents approximately $60.66B in transactions.

Of the 3,155 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 139,862,540 shares in the last 24 months. This volume of shares sold represents approximately $43.40B in transactions.


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This page (NYSE:JPM) was last updated on 7/11/2026 by MarketBeat.com Staff.
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