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NYSE:JPMJPMorgan Chase & Co. Institutional Ownership

$89.47
-0.70 (-0.78 %)
(As of 05/22/2020 04:00 PM ET)
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Today's Range
$88.72
Now: $89.47
$90.36
50-Day Range
$84.03
MA: $91.61
$102.76
52-Week Range
$76.91
Now: $89.47
$141.10
Volume13.55 million shs
Average Volume22.55 million shs
Market Capitalization$272.62 billion
P/E Ratio10.11
Dividend Yield4.02%
Beta1.2

Institutional Ownership

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

Institutional Ownership Percentage: 73.01%

Institutional Buying and Selling by Quarter


JPMorgan Chase & Co. (NYSE JPM) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/23/2020The Manufacturers Life Insurance Company 8,386,149$755.01M0.8%-3.7%0.275%
5/23/2020Odey Asset Management Group Ltd19,440$1.75M0.3%-70.9%0.001%
5/22/2020Sculati Wealth Management LLC12,755$1.15M1.3%+1.0%0.000%
5/22/2020Mcmillion Capital Management Inc.41,553$3.74M2.5%-3.8%0.001%
5/22/2020FDx Advisors Inc.99,566$8.96M0.3%+6.2%0.003%
5/22/2020Clearbridge Investments LLC6,707,931$603.92M0.7%+1.1%0.220%
5/22/2020Integrated Investment Consultants LLC24,178$2.18M1.3%+18.2%0.001%
5/22/2020Patton Albertson Miller Group LLC16,376$1.47M0.5%+6.6%0.001%
5/22/2020Chou Associates Management Inc.34,275$3.09M3.1%-22.6%0.001%
5/22/2020Cim Investment Mangement Inc.15,783$1.42M0.7%+11.7%0.001%
5/22/2020Heard Capital LLC1,700$0.15M0.1%N/A0.000%
5/21/2020Lowe Brockenbrough & Co. Inc.170,513$15.35M2.5%-1.6%0.006%
5/21/2020Capital Advisors Inc. OK202,972$18.27M1.0%+26.0%0.007%
5/20/2020Stonebridge Capital Management Inc.18,210$1.64M0.9%-3.8%0.001%
5/20/2020Signet Financial Management LLC4,172$0.36M0.1%-10.8%0.000%
5/20/2020Phoenix Holdings Ltd.220,050$19.49M1.0%-7.2%0.007%
5/20/2020Johnson Investment Counsel Inc.221,576$19.95M0.4%+0.4%0.007%
5/19/2020tru Independence LLC61,844$5.57M0.9%-42.2%0.002%
5/19/2020Disciplined Investments LLC2,030$0.18M0.2%+44.8%0.000%
5/19/2020Fred Alger Management LLC190,021$17.11M0.1%-82.6%0.006%
5/19/2020Perennial Advisors LLC34,720$3M2.5%-21.8%0.001%
5/19/2020X Square Capital LLC7,520$0.68M0.7%+38.2%0.000%
5/18/2020Integrated Wealth Concepts LLC30,430$2.74M0.3%+39.0%0.001%
5/18/2020Granite Investment Advisors LLC36,331$3.27M0.8%-6.4%0.001%
5/18/2020Westover Capital Advisors LLC42,243$3.80M2.1%-0.9%0.001%
5/18/2020Lake Point Wealth Management1,200$0.11M0.1%-60.1%0.000%
5/18/2020Carret Asset Management LLC173,823$15.65M3.0%-0.8%0.006%
5/18/2020RBF Capital LLC46,000$4.14M0.5%+12.2%0.002%
5/18/2020EP Wealth Advisors LLC328,171$29.55M1.4%+9.0%0.011%
5/18/2020Griffin Asset Management Inc.62,497$5.63M1.1%+33.0%0.002%
5/18/2020ZWJ Investment Counsel Inc.272,897$24.57M2.2%-2.4%0.009%
5/18/2020Laurel Wealth Advisors Inc.19,196$1.73M0.4%-5.9%0.001%
5/18/2020Port Capital LLC17,457$1.57M0.2%-10.2%0.001%
5/18/2020Prestige Wealth Management Group LLC6,984$0.63M0.3%-18.1%0.000%
5/18/2020Waddell & Reed Financial Inc.315,344$28.39M0.1%-81.5%0.010%
5/18/2020Titus Wealth Management3,253$0.29M0.3%+16.7%0.000%
5/18/2020Adalta Capital Management LLC48,215$4.34M3.9%-3.6%0.002%
5/18/2020Townsquare Capital LLC49,260$4.59M0.4%+15.1%0.002%
5/18/2020Mercer Global Advisors Inc. ADV181,616$16.35M0.4%+43.1%0.006%
5/18/2020Balentine LLC2,730$0.25M0.0%N/A0.000%
5/18/2020Colony Group LLC329,987$29.71M1.0%-0.3%0.011%
5/18/2020Legacy Wealth Planning LLC494$49K0.8%-90.8%0.000%
5/18/2020Capital Asset Advisory Services LLC22,215$1.87M0.5%-2.1%0.001%
5/18/2020Verity Asset Management Inc.17,270$1.56M2.0%+321.1%0.001%
5/18/2020Sentinel Trust Co. LBA3,523$0.32M0.1%N/A0.000%
5/16/2020ARGI Investment Services LLC18,228$1.64M0.1%+2.8%0.001%
5/16/2020Rench Wealth Management Inc.59,731$5.38M4.2%-1.0%0.002%
5/15/2020Ameritas Investment Company LLC16,540$1.46M0.2%-29.4%0.001%
5/15/2020Peapack Gladstone Financial Corp453,901$40.86M1.9%+4.2%0.015%
5/15/2020Cooper Financial Group9,156$0.82M0.3%+23.1%0.000%
5/15/2020First Wilshire Securities Management Inc.3,834$0.35M0.2%+11.2%0.000%
5/15/2020Capital Research Global Investors12,712,229$1.14B0.4%-54.0%0.417%
5/15/2020Beacon Pointe Advisors LLC26,494$2.39M0.4%+26.0%0.001%
5/15/2020Dowling & Yahnke LLC95,020$8.56M0.8%-2.8%0.003%
5/15/2020Caxton Associates LP572,355$51.53M9.5%N/A0.019%
5/15/2020Eminence Capital LP493,295$44.41M0.5%N/A0.016%
5/15/2020AQR Capital Management LLC2,742,886$246.94M0.4%+4.1%0.090%
5/15/2020Forbes J M & Co. LLP114,949$10.35M2.3%+15.1%0.004%
5/15/2020Old North State Trust LLC5,996$0.54M0.4%+8.7%0.000%
5/15/2020Capital World Investors91,033,221$8.20B2.4%+9.9%2.988%
5/15/2020Engineers Gate Manager LP49,921$4.49M0.3%+1,723.9%0.002%
5/15/2020Capital International Investors24,976,426$2.25B0.9%-8.7%0.820%
5/15/2020SHANDA ASSET MANAGEMENT HOLDINGS Ltd177,220$15.96M3.7%N/A0.006%
5/15/2020New England Asset Management Inc.634,572$57.13M1.4%+0.7%0.021%
5/15/2020Squarepoint Ops LLC14,373$1.29M0.0%N/A0.000%
5/15/2020BDO Wealth Advisors LLC31,391$2.83M0.6%+13.9%0.001%
5/15/2020Meeder Asset Management Inc.176,454$15.89M1.2%+84.5%0.006%
5/15/2020Paloma Partners Management Co17,800$1.60M0.1%-96.2%0.001%
5/15/2020PointState Capital LP98,350$8.85M0.4%-31.6%0.003%
5/15/2020Northern Oak Wealth Management Inc.76,329$6.87M1.3%-22.3%0.003%
5/15/2020CAMG Solamere Management LLC52,538$4.73M2.5%+30.5%0.002%
5/15/2020Sawgrass Asset Management LLC32,896$2.96M0.3%+17.7%0.001%
5/15/2020Capital Bank & Trust Co1,059,738$95.41M1.6%-0.5%0.035%
5/15/2020Rosenblum Silverman Sutton S F Inc. CA21,819$1.96M0.8%-1.5%0.001%
5/15/2020Tower Research Capital LLC TRC 42,214$3.80M0.2%+124,058.8%0.001%
5/15/2020Fondren Management LP4,500$0.41M1.0%N/A0.000%
5/15/2020Full Sail Capital LLC2,982$0.28M0.0%-33.3%0.000%
5/15/2020Guardian Capital LP13,879$1.25M0.0%-88.8%0.000%
5/15/2020AXA905,102$81.49M0.4%-3.1%0.030%
5/15/2020Northstar Wealth Partners LLC15,616$1.41M0.7%+3.7%0.001%
5/15/2020Barings LLC136,862$12.32M0.4%-8.2%0.004%
5/15/2020Tudor Investment Corp Et Al14,068$1.27M0.1%N/A0.000%
5/15/2020FinTrust Capital Advisors LLC15,463$1.39M0.7%+1.9%0.001%
5/15/2020Schroder Investment Management Group4,754,855$425.37M0.9%-9.9%0.156%
5/15/2020Morgan Stanley37,812,884$3.40B0.9%+6.4%1.241%
5/15/2020Procyon Private Wealth Partners LLC16,503$1.49M1.0%+21.2%0.001%
5/15/2020Pacific Center for Financial Services1,678$0.15M0.1%+46.4%0.000%
5/15/2020London & Capital Asset Management Ltd11,610$1.05M0.2%+2.8%0.000%
5/15/2020Sunbelt Securities Inc.31,676$2.85M0.1%-65.0%0.001%
5/15/2020C M Bidwell & Associates Ltd.4,356$0.39M0.4%-17.6%0.000%
5/15/2020CWA Asset Management Group LLC14,006$1.26M0.2%-12.2%0.000%
5/15/2020Guardian Capital Advisors LP97,826$5.80M1.4%-2.2%0.003%
5/15/2020Advisors Asset Management Inc.392,341$35.32M0.8%-12.4%0.013%
5/15/2020ArrowMark Colorado Holdings LLC120,995$10.89M0.1%+10.6%0.004%
5/15/2020APG Asset Management N.V.8,752,481$787.99M1.5%-1.4%0.287%
5/15/2020Polaris Capital Management LLC451,307$40.63M2.5%-0.9%0.015%
5/15/2020Archon Partners LLC109,500$9.86M2.1%+65.9%0.004%
5/15/2020United Capital Financial Advisers LLC706,717$63.63M0.5%-3.9%0.023%
5/15/2020Parametrica Management Ltd21,170$1.91M1.9%N/A0.001%
5/15/2020Legacy Wealth Partners Inc.6,299$0.57M0.5%+6.0%0.000%
(Data available from 1/1/2016 forward)
This page was last updated on 5/24/2020 by MarketBeat.com Staff

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