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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$333.91 -0.56 (-0.17%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$333.68 -0.23 (-0.07%)
As of 06:09 AM 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)
3570
Total
Institutional Inflows
(last 12 months)
$82.08B
Number of
Institutional Sellers
(last 12 months)
3154
Total
Institutional Outflows
(last 12 months)
$43.38B
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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
7/2/2026 Kozak & Associates Inc.7,459$2.49M0.4%+0.5%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB263,591$86.28M2.2%+2.2%0.010%
7/2/2026 Versant Capital Management Inc10,685$3.50M0.3%-12.6%0.000%
7/2/2026 Collective Family Office LLC3,030$992K0.2%-4.7%0.000%
7/2/2026 Hilltop National Bank11,391$3.73M0.8%+1.9%0.000%
7/2/2026 CX Institutional29,458$9.64M0.3%-23.9%0.001%
7/2/2026 SWP Investment Management LLC12,012$3.93M2.7%+3.8%0.000%
7/2/2026 First County Bank CT 9,744$3.19M1.5%+13.5%0.000%
7/1/2026 Noble Wealth Management PBC1,799$589K0.3%-2.6%0.000%
7/1/2026 Confluence Investment Management LLC653$214K0.0%-4.7%0.000%
7/1/2026 Miller Global Investments LLC334$109K0.1%+58.3%0.000%
7/1/2026 First Financial Bank Trust Division72,092$23.60M1.7%-3.1%0.003%
7/1/2026 Adelphi Trust Co9,825$3.22M2.1%+32.0%0.000%
7/1/2026 Eastern Bank408,756$133.80M2.0%+2.5%0.015%
7/1/2026 Roxbury Financial LLC8,385$2.75M2.2%+0.8%0.000%
7/1/2026 Global Wealth Strategies & Associates8,027$2.63M0.5%+393.4%0.000%
6/30/2026VectorGlobal IAG Inc.30,900$9.09M2.4%N/A0.001%
6/30/2026Winning Points Advisors LLC20,996$6.18M6.1%-0.3%0.001%
6/26/2026WealthPoint Financial LLC2,216$652K0.5%-10.8%0.000%
6/25/2026Hamilton Wealth LLC3,448$1.01M0.2%-27.4%0.000%
6/24/2026Basecamp Wealth Advisors LLC10,148$2.99M0.6%-0.4%0.000%
6/24/2026Redwood Investment Management LLC8,897$2.62M0.3%+32.7%0.000%
6/23/2026Ballast Advisors LLC40,967$12.05M3.5%+0.3%0.002%
6/23/2026MTM Financial Group LLC1,224$360K0.2%+5.8%0.000%
6/22/2026Sapient Capital LLC366,235$107.70M1.6%-20.1%0.014%
6/18/2026Western Wealth Management LLC63,689$18.74M0.7%+49.1%0.002%
6/16/2026 PVG Asset Management Corp723$231K0.2%-7.3%0.000%
6/16/2026Steelhead Wealth Management LLC768$226K0.1%N/A0.000%
6/15/2026Carmignac Gestion3,308$973K0.0%-71.0%0.000%
6/11/2026LFG Wealth Partners LLC11,281$3.32M2.0%+14.4%0.000%
6/10/2026Dakota Community Bank & Trust NA2,707$796K2.7%-3.3%0.000%
6/10/2026US Asset Management LLC10,012$2.95M2.6%-0.5%0.000%
6/10/2026FAS Wealth Partners Inc.43,527$12.80M0.8%+4.3%0.002%
6/9/2026Rathbones Group PLC2,715,472$798.78M3.2%-0.8%0.101%
6/9/2026Robinswood Financial LLC379$111K0.1%N/A0.000%
6/8/2026First National Bank of Mount Dora Trust Investment Services41,218$12.13M2.6%+18.7%0.002%
6/8/2026Pine Valley Investments Ltd Liability Co46,422$13.66M0.6%-0.5%0.002%
6/8/2026Farmers National Bank65,029$19.13M4.2%+2.9%0.002%
6/4/2026Evansbrook LLC5,659$1.67M1.1%+3.2%0.000%
6/3/2026Wealthquest Corp9,064$2.67M0.2%-3.5%0.000%
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6/3/2026CoreFirst Bank & Trust6,702$1.97M1.0%-7.7%0.000%
6/3/2026Stillwater Private Wealth LLC1,684$495K0.4%N/A0.000%
6/3/2026Parallel Advisors LLC135,514$39.86M0.7%+0.9%0.005%
6/3/2026NewEdge Advisors LLC1,434,818$422.07M1.5%-1.6%0.054%
6/1/2026Caerus Investment Advisors LLC2,067$608K0.3%-9.7%0.000%
6/1/2026First Nebraska Trust Co41,041$12.07M1.1%N/A0.002%
6/1/2026Flagship Wealth Advisors LLC3,637$1.05M0.4%-9.8%0.000%
6/1/2026Foguth Wealth Management LLC.2,419$724K0.1%+15.8%0.000%
6/1/2026Concorde Asset Management LLC2,631$774K0.4%-17.7%0.000%
6/1/2026Financial Solutions Advisory Group Inc.10,489$3.09M0.4%N/A0.000%
6/1/2026Integrated Investment Consultants LLC18,355$5.40M1.1%-0.2%0.001%
6/1/2026Dala Group LLC8,234$2.42M2.0%N/A0.000%
6/1/2026Keel Point LLC17,412$5.12M0.3%-12.2%0.001%
5/29/2026Ipsen Advisor Group LLC4,319$1.27M0.9%+1.1%0.000%
5/29/2026Krane Financial Solutions LLC3,983$1.17M0.8%N/A0.000%
5/29/2026Asset Dedication LLC26,861$7.90M0.6%-12.6%0.001%
5/28/2026Cozad Asset Management Inc.10,948$3.22M0.3%-10.2%0.000%
5/28/2026Blue Fin Capital Inc.35,458$10.43M1.7%-0.3%0.001%
5/28/2026Carlson Capital L.P.6,515$1.92M0.6%+27.7%0.000%
5/27/2026Alpine Woods Capital Investors LLC37,365$10.99M2.6%-22.7%0.001%
5/27/2026Allen Capital Group LLC47,834$14.07M1.3%+3.8%0.002%
5/27/2026Security Financial Services INC.11,801$3.47M0.5%-0.6%0.000%
5/27/2026Westshore Wealth LLC1,984$584K0.2%+3.2%0.000%
5/26/2026Serenity Investment Advisors8,214$2.52M1.0%+2.9%0.000%
5/26/2026Glenmede Trust Co. NA1,148,125$337.73M1.7%-1.2%0.043%
5/26/2026Summit Financial Wealth Advisors LLC11,627$3.42M0.5%+2.9%0.000%
5/26/2026Axiom Investment Management LLC5,580$1.64M1.2%N/A0.000%
5/22/2026Summitry LLC84,865$24.96M0.9%+1,897.8%0.003%
5/22/2026Groupama Asset Managment733,012$215.62M3.1%-3.6%0.027%
5/22/2026WNY Asset Management LLC4,570$1.34M0.1%N/A0.000%
5/22/2026Coastline Complete Wealth LLC881$259K0.2%N/A0.000%
5/22/2026Segall Bryant & Hamill LLC108,328$31.87M0.4%-1.4%0.004%
5/22/2026Wellington Grp LLC3,788$1.11M0.3%+37.6%0.000%
5/22/2026Verus Capital Partners LLC15,448$4.54M0.3%-7.3%0.001%
5/22/2026Access Investment Management LLC35,250$10.37M2.8%-22.3%0.001%
5/21/2026Montchanin Asset Management LLC22,947$6.75M6.9%N/A0.001%
5/21/2026Raab & Moskowitz Asset Management LLC18,606$5.47M1.2%+5.1%0.001%
5/21/2026Compass Capital Management Inc.9,814$2.89M0.2%-1.3%0.000%
5/21/2026GKV Capital Management Co. Inc.11,792$3.47M1.2%+1.4%0.000%
5/21/2026Argent Capital Management LLC204,904$60.28M1.9%-9.6%0.008%
5/21/2026CTC Alternative Strategies Ltd.1,120$329K0.7%N/A0.000%
5/21/2026Vestor Capital LLC180,127$52.99M3.8%+1,215.3%0.007%
5/21/2026J. Derek Lewis & Associates Inc.3,958$1.16M0.3%+10.8%0.000%
5/21/2026BankChampaign National Association1,278$376K0.4%N/A0.000%
5/20/2026Cadia Private Client LLC9,399$2.77M2.2%+5.0%0.000%
5/20/2026Hobbs Group Advisors LLC1,474$434K0.1%-7.1%0.000%
5/20/2026SHUTTLEWORTH & Co10,561$3.11M2.8%+1.1%0.000%
5/20/2026Arete Wealth Advisors LLC30,882$9.08M0.6%-1.1%0.001%
5/20/2026Union Heritage Capital LLC27,305$8.03M3.0%-9.6%0.001%
5/20/2026SOA Wealth Advisors LLC.43,306$12.74M1.4%-0.4%0.002%
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5/20/2026Leigh Baldwin & CO. LLC2,259$665K0.4%+9.0%0.000%
5/20/2026FinArc Investments Inc.11,027$3.24M3.1%N/A0.000%
5/20/2026TrueWealth Financial Partners1,060$312K0.1%N/A0.000%
5/19/2026Western Wealth Management LLC63,689$18.74M0.7%+49.1%0.002%
5/19/2026Mascagni Wealth Management Inc.852$251K0.2%N/A0.000%
5/19/2026Sonoma Allocations LLC1,963$584K0.2%-11.5%0.000%
5/19/2026Eley Financial Management Inc7,964$2.34M0.8%-2.0%0.000%
5/19/2026Orographic Financial Advisors LLC7,830$2.30M1.6%N/A0.000%
5/19/2026Cim Investment Management Inc.13,921$4.10M1.1%-0.4%0.001%
5/19/2026Silicon Valley Capital Partners4,528$1.33M0.1%-58.4%0.000%


JPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,449 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 4,658 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 272,143,842 shares in the last 24 months. This purchase volume represents approximately $82.08B in transactions.

Of the 3,154 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 139,866,952 shares in the last 24 months. This volume of shares sold represents approximately $43.38B in transactions.


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This page (NYSE:JPM) was last updated on 7/6/2026 by MarketBeat.com Staff.
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