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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$306.81 +0.43 (+0.14%)
As of 05/26/2026 03:58 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)
3567
Total
Institutional Inflows
(last 12 months)
$82.39B
Number of
Institutional Sellers
(last 12 months)
3148
Total
Institutional Outflows
(last 12 months)
$43.49B
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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
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%
5/22/2026 Summitry LLC84,865$24.96M0.9%+1,897.8%0.003%
5/22/2026 Groupama Asset Managment733,012$215.62M3.1%-3.6%0.027%
5/22/2026 WNY Asset Management LLC4,570$1.34M0.1%N/A0.000%
5/22/2026 Coastline Complete Wealth LLC881$259K0.2%N/A0.000%
5/22/2026 Segall Bryant & Hamill LLC108,328$31.87M0.4%-1.4%0.004%
5/22/2026 Wellington Grp LLC3,788$1.11M0.3%+37.6%0.000%
5/22/2026 Verus Capital Partners LLC15,448$4.54M0.3%-7.3%0.001%
5/22/2026 Access Investment Management LLC35,250$10.37M2.8%-22.3%0.001%
5/21/2026 Montchanin Asset Management LLC22,947$6.75M6.9%N/A0.001%
5/21/2026 Raab & Moskowitz Asset Management LLC18,606$5.47M1.2%+5.1%0.001%
5/21/2026 Compass Capital Management Inc.9,814$2.89M0.2%-1.3%0.000%
5/21/2026 GKV Capital Management Co. Inc.11,792$3.47M1.2%+1.4%0.000%
5/21/2026 Argent Capital Management LLC204,904$60.28M1.9%-9.6%0.008%
5/21/2026 CTC Alternative Strategies Ltd.1,120$329K0.7%N/A0.000%
5/21/2026 Vestor Capital LLC180,127$52.99M3.8%+1,215.3%0.007%
5/21/2026 J. Derek Lewis & Associates Inc.3,958$1.16M0.3%+10.8%0.000%
5/21/2026 BankChampaign National Association1,278$376K0.4%N/A0.000%
5/20/2026 Cadia Private Client LLC9,399$2.77M2.2%+5.0%0.000%
5/20/2026 Hobbs Group Advisors LLC1,474$434K0.1%-7.1%0.000%
5/20/2026 SHUTTLEWORTH & Co10,561$3.11M2.8%+1.1%0.000%
5/20/2026 Arete Wealth Advisors LLC30,882$9.08M0.6%-1.1%0.001%
5/20/2026 Union Heritage Capital LLC27,305$8.03M3.0%-9.6%0.001%
5/20/2026 SOA Wealth Advisors LLC.43,306$12.74M1.4%-0.4%0.002%
5/20/2026 Leigh Baldwin & CO. LLC2,259$665K0.4%+9.0%0.000%
5/20/2026 FinArc Investments Inc.11,027$3.24M3.1%N/A0.000%
5/20/2026 TrueWealth Financial Partners1,060$312K0.1%N/A0.000%
5/19/2026 Western Wealth Management LLC63,689$18.74M0.7%+49.1%0.002%
5/19/2026 Mascagni Wealth Management Inc.852$251K0.2%N/A0.000%
5/19/2026 Sonoma Allocations LLC1,963$584K0.2%-11.5%0.000%
5/19/2026 Eley Financial Management Inc7,964$2.34M0.8%-2.0%0.000%
5/19/2026 Orographic Financial Advisors LLC7,830$2.30M1.6%N/A0.000%
5/19/2026 Cim Investment Management Inc.13,921$4.10M1.1%-0.4%0.001%
5/19/2026 Silicon Valley Capital Partners4,528$1.33M0.1%-58.4%0.000%
5/19/2026 Paragon Private Wealth Management LLC10,739$3.16M1.0%+8.9%0.000%
5/19/2026 Royal Fund Management LLC51,146$15.06M1.4%+0.9%0.002%
5/19/2026 Ariadne Wealth Management LP3,495$1.03M0.5%-3.6%0.000%
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5/19/2026 Bank of America Corp DE65,660,460$19.31B1.4%+15.8%2.450%
5/19/2026 Hamilton Wealth LLC6,896$2.03M0.1%+45.2%0.000%
5/19/2026 Genesis Financial Group LLC3,077$905K0.6%-2.8%0.000%
5/19/2026 Twin Lakes Capital Management LLC13,476$3.96M1.5%-3.1%0.001%
5/19/2026 Edgestream Partners L.P.8,204$2.41M0.1%-66.6%0.000%
5/19/2026 Kensington Investment Counsel LLC27,593$8.12M3.9%+2.7%0.001%
5/19/2026 Kentucky Retirement Systems310,364$91.30M3.1%+78.0%0.012%
5/19/2026 JTC Employer Solutions Trustee Ltd239,030$70.33M5.9%+0.1%0.009%
5/19/2026 Kentucky Retirement Systems Insurance Trust Fund71,614$21.07M1.4%-2.0%0.003%
5/19/2026 Chesapeake Wealth Management9,505$2.80M0.9%-3.1%0.000%
5/19/2026 Janus Henderson Group PLC4,175,138$1.23B0.6%-0.4%0.156%
5/19/2026 Centaurus Financial Inc.49,375$14.52M0.7%+1.9%0.002%
5/19/2026 Cim LLC8,342$2.45M0.4%-0.8%0.000%
5/19/2026 Bull Harbor Capital LLC4,208$1.24M0.3%N/A0.000%
5/19/2026 Strategic Investment Advisors MI22,360$6.58M0.5%+18.9%0.001%
5/19/2026 Ashton Thomas Securities LLC13,645$4.01M0.5%+118.0%0.001%
5/19/2026 Arkadios Wealth Advisors203,911$59.98M1.0%+5.9%0.008%
5/19/2026 South Dakota Investment Council55,368$16.29M0.3%-0.4%0.002%
5/19/2026 IFS Group LLC2,584$760K0.7%N/A0.000%
5/19/2026 Claris Financial LLC9,121$2.68M1.5%+1.4%0.000%
5/19/2026 Smith Group Asset Management LLC140,693$41.39M2.1%+7.3%0.005%
5/19/2026 Arete Wealth Advisors LLC30,882$9.08M0.6%-1.1%0.001%
5/19/2026 Opal Capital LLC4,297$1.26M0.2%-9.5%0.000%
5/18/2026 Sunbelt Securities Inc.27,562$8.11M0.5%+4.5%0.001%
5/18/2026 Guardian Partners Inc.95,888$28.28M2.4%-4.9%0.004%
5/18/2026 MSA Advisors LLC30,400$8.94M2.7%+11.2%0.001%
5/18/2026 Amundi6,968,496$2.05B0.6%+3.2%0.260%
5/18/2026 Gould Capital LLC10,195$3.00M1.8%N/A0.000%
5/18/2026 Adalta Capital Management LLC47,610$14.01M6.7%-0.1%0.002%
5/18/2026 EverSource Wealth Advisors LLC50,412$14.83M0.5%+41.4%0.002%
5/18/2026 Empire Financial Management Company LLC39,241$11.54M2.6%-0.9%0.001%
5/18/2026 Talon Private Wealth LLC9,365$2.76M0.4%N/A0.000%
5/18/2026 California State Teachers Retirement System4,132,836$1.22B1.3%-3.0%0.154%
5/18/2026 Core Wealth Advisors Inc.2,617$770K0.2%+10.9%0.000%
5/18/2026 Resources Management Corp CT ADV110,493$32.50M4.3%-0.1%0.004%
5/18/2026 ROI Financial Advisors LLC10,937$3.22M1.9%+6.0%0.000%
5/18/2026 East Coast Asset Management LLC.739$217K0.1%-6.9%0.000%
5/18/2026 Eley Financial Management Inc8,539$2.51M0.9%+5.0%0.000%
5/18/2026 Empowered Funds LLC464,394$136.61M0.9%+84.1%0.017%
5/18/2026 Evelyn Partners Investment Management Europe Ltd13,803$4.06M1.4%-1.1%0.001%
5/18/2026 Evelyn Partners Investment Management LLP286,422$84.25M2.3%+5.7%0.011%
5/18/2026 Evelyn Partners Investment Management Services Ltd32,754$9.64M1.1%+39.2%0.001%
5/18/2026 Evercore Wealth Management LLC532,133$156.53M2.5%-9.3%0.020%
5/16/2026 The Manufacturers Life Insurance Company 2,514,182$739.57M0.6%-3.0%0.094%
5/16/2026 Socorro Asset Management LP25,812$7.59M3.4%-9.8%0.001%
5/16/2026 Mittelman Wealth Management812$239K0.1%N/A0.000%
5/16/2026 KCM Investment Advisors LLC224,754$66.11M2.2%+2.5%0.008%
5/16/2026 IMG Wealth Management Inc.1,354$398K0.3%-18.7%0.000%
5/16/2026 Glen Eagle Advisors LLC17,278$5.08M0.7%+2.5%0.001%
5/16/2026 Excelsior Advisor Network LLC5,480$1.61M0.6%+2.5%0.000%
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5/16/2026 Clough Capital Partners L P51,360$15.11M1.5%-1.2%0.002%
5/16/2026 SummitTX Capital L.P.15,938$4.69M0.1%N/A0.001%
5/16/2026 Lazard Asset Management LLC417,116$122.70M0.2%+36.8%0.016%
5/16/2026 Castleark Management LLC50,525$14.86M0.5%+13.2%0.002%
5/16/2026 Jessup Wealth Management Inc17,470$5.14M1.9%-0.3%0.001%
5/16/2026 Family Manage LLC19,859$5.84M0.7%-15.3%0.001%
5/15/2026 Intelligence Driven Advisers LLC2,063$607K0.1%-3.5%0.000%
5/15/2026 Gateway Wealth Partners LLC25,743$7.57M0.3%+284.9%0.001%
5/15/2026 Turim 21 Investimentos Ltda.210$62K0.0%N/A0.000%
5/15/2026 Blue Chip Partners LLC153,633$45.19M3.3%+0.8%0.006%


JPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,440 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 4,652 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 ($23.52M), 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 273,438,599 shares in the last 24 months. This purchase volume represents approximately $82.39B in transactions.

Of the 3,148 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 140,329,602 shares in the last 24 months. This volume of shares sold represents approximately $43.49B in transactions.


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This page (NYSE:JPM) was last updated on 5/27/2026 by MarketBeat.com Staff.
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