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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$358.21 -3.85 (-1.06%)
As of 03:58 PM Eastern
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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)
3361
Total
Institutional Inflows
(last 12 months)
$481.10B
Number of
Institutional Sellers
(last 12 months)
3032
Total
Institutional Outflows
(last 12 months)
$39.65B
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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
9/4/2026Parkside Financial Bank & Trust40,137$13.14M0.9%+1.0%0.002%
9/3/2026 Anchor Capital Advisors LLC115,282$37.74M0.6%-23.7%0.004%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,805$591K0.1%+62.5%0.000%
9/2/2026 Second Line Capital LLC20,969$6.86M1.2%-3.0%0.001%
9/2/2026 Range Advisory LLC8,876$2.91M0.3%+41.1%0.000%
9/2/2026 Capital & Planning LLC1,014$332K0.2%+8.0%0.000%
8/31/2026 Alternative Investment Advisors LLC.1,041$341K0.1%+7.5%0.000%
8/28/2026 Cornerstone Financial Management LLC3,046$997K0.8%-4.1%0.000%
8/28/2026 NWM Advisors LLC15,260$5.00M3.9%+1.7%0.001%
8/27/2026 Corient Private Wealth LP3,103,189$1.02B1.4%-1.7%0.117%
8/27/2026 Tucker Asset Management LLC2,510$822K0.2%+12.8%0.000%
8/26/2026 Giverny Capital Inc.47,876$15.67M0.5%-8.5%0.002%
8/26/2026 HORAN Wealth LLC35,981$11.78M1.5%+1.5%0.001%
8/26/2026 Principia Wealth Advisory LLC979$320K0.1%+6.8%0.000%
8/26/2026 Amundi7,965,928$2.61B0.6%+14.3%0.300%
8/26/2026 Wellington Grp LLC4,839$1.58M0.4%+27.7%0.000%
8/26/2026 Brown Financial Advisors9,025$2.95M1.0%+0.5%0.000%
8/25/2026 Advus Financial Partners LLC13,032$4.27M1.0%-2.4%0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al390,538$127.84M0.8%N/A0.015%
8/25/2026 Financial Insights Inc.3,089$1.01M0.3%+24.2%0.000%
8/24/2026 Serenity Investment Advisors8,008$2.82M1.2%-2.5%0.000%
8/24/2026 Strategic Financial Services Inc.24,505$8.02M0.4%-1.1%0.001%
8/24/2026 Carlson Financial Inc.3,638$1.19M0.6%+3.3%0.000%
8/24/2026 Vancity Investment Management Ltd40,566$13.28M2.0%+16.8%0.002%
8/24/2026 California State Teachers Retirement System1,332,841,934$436.28B1.2%+32,150.1%50.141%
8/23/2026 Tanager Wealth Management LLP3,885$1.27M0.1%+4.8%0.000%
8/23/2026 DMC Group LLC3,815$1.25M0.9%-22.8%0.000%
8/23/2026 Studio Investment Management LLC20,738$6.79M1.2%-2.0%0.001%
8/23/2026 IMPACTfolio LLC1,059$347K0.1%-2.8%0.000%
8/23/2026 Washington Trust Advisors Inc.29,204$9.56M0.7%-2.6%0.001%
8/23/2026 Ameritas Advisory Services LLC49,825$16.31M0.3%+48.4%0.002%
8/23/2026 Trevian Wealth Management LLC1,653$541K0.2%+3.2%0.000%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.3,531$1.16M0.3%+0.8%0.000%
8/23/2026 Wedmont Private Capital54,011$18.17M0.5%+6.8%0.002%
8/23/2026 Kintra Wealth LLC26,149$9.50M0.5%+35.2%0.001%
8/23/2026 Morling Financial Advisors LLC1,844$604K0.2%+1.7%0.000%
8/23/2026 PCG Wealth Advisors LLC621$203K0.0%N/A0.000%
8/23/2026 Endeavor Private Wealth Inc.2,838$929K0.2%-6.6%0.000%
8/23/2026 POM Investment Strategies LLC103$34K0.0%-97.5%0.000%
8/23/2026 Bayshore Asset Management LLC698$228K0.1%N/A0.000%
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8/23/2026 Yarger Wealth Strategies LLC12,858$4.33M1.5%-3.7%0.000%
8/23/2026 Echo45 Advisors LLC1,578$517K0.3%-12.3%0.000%
8/23/2026 SFG Wealth Management LLC.1,269$415K0.1%-16.6%0.000%
8/23/2026 Insight Inv LLC13,625$4.46M2.1%-0.3%0.001%
8/23/2026 Operose Advisors LLC4,291$1.41M0.3%N/A0.000%
8/23/2026 Ameliora Wealth Management Ltd.13,586$4.45M1.3%-1.8%0.001%
8/23/2026 Guardian Wealth Management Inc.672$220K0.1%N/A0.000%
8/23/2026 Nilsine Partners LLC39,511$12.93M0.9%+1.5%0.001%
8/23/2026 Nvest Financial LLC19,583$6.41M2.0%-0.7%0.001%
8/23/2026 Saudi Central Bank187,756$61.46M0.8%+86.9%0.007%
8/23/2026 Asset Allocation Strategies LLC1,593$521K0.1%+2.0%0.000%
8/23/2026 Fortitude Advisory Group L.L.C.8,476$2.77M1.1%+3.5%0.000%
8/23/2026 Angeles Wealth Management LLC38,089$12.47M0.5%+6.6%0.001%
8/23/2026 Azimuth Capital Investment Management LLC94,747$31.01M1.0%-2.4%0.004%
8/23/2026 Red Lighthouse Investment Management LLC2,703$885K0.3%+1.7%0.000%
8/23/2026 Kaydan Wealth Management Inc.4,161$1.36M0.4%-0.8%0.000%
8/23/2026 Chokshi & Queen Wealth Advisors Inc1,414$463K0.2%+48.4%0.000%
8/22/2026 Advisory Solutions Group LLC1,017$333K0.1%N/A0.000%
8/22/2026 Rose Capital Advisors LLC3,234$1.06M0.5%N/A0.000%
8/22/2026 Compass Financial Management LLC11,737$4.01M0.5%N/A0.000%
8/22/2026 NI Acquisitions Company LLC156$51K0.0%N/A0.000%
8/22/2026 NBH Bank11,166$3.66M1.5%N/A0.000%
8/22/2026 Gainline Financial Partners LLC733$240K0.2%N/A0.000%
8/22/2026 William John Sempolinski1,116$365K0.1%N/A0.000%
8/22/2026 MW Advisory LLC1,942$636K0.3%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC3,118$1.11M0.8%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC5,870$1.92M0.7%N/A0.000%
8/22/2026 Markowski Investments22,514$7.37M1.6%N/A0.001%
8/22/2026 Old Mission Investment Co LLC14,728$4.82M1.0%N/A0.001%
8/22/2026 Montgomery Financial Services LLC189$62K0.1%N/A0.000%
8/22/2026 OceanIQ Capital LLC934$338K0.2%N/A0.000%
8/22/2026 Highland Investment Advisors LLC1,051$344K0.1%N/A0.000%
8/22/2026 Outlook Capital Management LLC1,358$445K0.1%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC153$50K0.1%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.5,169$1.69M1.2%+22.8%0.000%
8/22/2026 TOP Private Wealth LLC.669$219K0.2%N/A0.000%
8/22/2026 Strive Financial Group LLC1,072$351K0.2%+5.9%0.000%
8/22/2026 Invested Advisors3,018$988K0.9%-5.7%0.000%
8/22/2026 Blalock Williams LLC5,084$1.66M1.1%+3.7%0.000%
8/22/2026 MOR Wealth Management LLC3,031$992K0.4%+115.1%0.000%
8/22/2026 Aventus Investment Advisors Inc.100$33K0.0%N/A0.000%
8/22/2026 Elevation Wealth Management LLC3,074$1.01M0.8%+1.0%0.000%
8/22/2026 Plan A Wealth LLC2,166$709K0.3%-13.5%0.000%
8/22/2026 BAM Wealth Management LLC770$252K0.2%+9.4%0.000%
8/22/2026 Jim Saulnier & Associates LLC1,192$390K0.2%+5.8%0.000%
8/22/2026 Three Seasons Wealth LLC1,332$436K0.0%+62.0%0.000%
8/22/2026 Shum Financial Group Inc.10,337$3.38M1.9%-0.5%0.000%
8/22/2026 SMART Wealth LLC2,290$750K0.2%-6.7%0.000%
8/22/2026 Baypointe Partners LLC20,000$6.55M15.7%-20.0%0.001%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,950$638K0.2%-55.8%0.000%
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8/22/2026 Legacy Wealth Managment LLC ID1,531$501K0.2%+86.0%0.000%
8/22/2026 Lord & Richards Wealth Management LLC2,715$889K0.7%-6.3%0.000%
8/22/2026 Copley Financial Group Inc.2,218$726K0.4%-17.8%0.000%
8/22/2026 Rik Saylor Financial Inc.2,288$749K0.5%+5.8%0.000%
8/22/2026 Tudor Financial Inc.8,097$2.65M1.2%-53.3%0.000%
8/22/2026 LifePlan Investment Advisors Inc.3,630$1.19M0.4%+4.5%0.000%
8/22/2026 NWF Advisory Services Inc.16,880$5.53M0.5%+1.0%0.001%
8/22/2026 DORVAL Corp757$248K0.1%N/A0.000%
8/22/2026 Syon Capital LLC50,236$16.44M0.7%+5.7%0.002%
8/22/2026 TD Waterhouse Canada Inc.1,896,218$633.69M1.7%+1.3%0.071%


JPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,510 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were California State Teachers Retirement System ($436.28B), Vanguard Group Inc. ($85.63B), BlackRock Inc. ($67.53B), State Street Corp ($40.39B), Bank of America Corp DE ($22.80B), Morgan Stanley ($21.39B), and Geode Capital Management LLC ($19.67B).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 4,695 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: California State Teachers Retirement System ($1.33B), 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), and Bank of America Corp DE ($12.95M).

Institutional investors have bought a total of 1,475,791,483 shares in the last 24 months. This purchase volume represents approximately $481.10B in transactions.

Of the 3,032 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 125,511,774 shares in the last 24 months. This volume of shares sold represents approximately $39.65B in transactions.


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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 9/4/2026. New 13F filings are added each quarter as they're published.
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