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S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
An Unusual Way to Invest in Gold (Ad)
How to find blue-chip dividend stocks
Ex dividend date vs record date: What’s the difference?
The Battery Metal Nobody Told You About (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
The Battery Metal Nobody Told You About (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?
S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
An Unusual Way to Invest in Gold (Ad)
How to find blue-chip dividend stocks
Ex dividend date vs record date: What’s the difference?
The Battery Metal Nobody Told You About (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
The Battery Metal Nobody Told You About (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?
S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
An Unusual Way to Invest in Gold (Ad)
How to find blue-chip dividend stocks
Ex dividend date vs record date: What’s the difference?
The Battery Metal Nobody Told You About (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
The Battery Metal Nobody Told You About (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?

JPMorgan Chase & Co. (JPM) Institutional Ownership

$156.31
-1.66 (-1.05%)
(As of 12/6/2023 ET)
Compare
Today's Range
$156.00
▼
$159.22
50-Day Range
$135.65
▼
$157.98
52-Week Range
$123.11
▼
$159.38
Volume
9.28 million shs
Average Volume
10.85 million shs
Market Capitalization
$451.89 billion
P/E Ratio
9.33
Dividend Yield
2.69%
Price Target
$168.80
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
68.94%
Number of
Institutional Buyers
(last 12 months)
2743
Total
Institutional Inflows
(last 12 months)
$337.98 B
Number of
Institutional Sellers
(last 12 months)
2330
Total
Institutional Outflows
(last 12 months)
$23.18 B
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Skip Chart & View Institutional Buying and Selling Data

JPM Institutional Buying and Selling by Quarter


JPMorgan Chase & Co. Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/6/2023VisionPoint Advisory Group LLC24,489$3.55M1.5%+8.8%0.001%
12/6/2023David R. Rahn & Associates Inc.1,576$0.23M0.1%N/A0.000%
12/6/2023Grant Street Asset Management Inc.5,514$0.80M0.3%-3.1%0.000%
12/6/2023Raleigh Capital Management Inc.8,151$1.18M0.6%+0.8%0.000%
12/6/2023Fragasso Group Inc.14,848$2.15M0.2%-1.2%0.001%
12/4/2023WT Wealth Management12,471$1.81M0.8%+7.4%0.000%
12/1/2023Dimension Capital Management LLC3,944$0.57M0.1%+9.5%0.000%
12/1/2023B. Riley Wealth Advisors Inc.162,967$23.63M0.6%+2.4%0.006%
12/1/2023Fortis Group Advisors LLC3,647$0.53M0.2%+9.0%0.000%
12/1/2023Wellington Management Group LLP42,421,711$6.15B1.2%+12.2%1.467%
12/1/2023PFS Partners LLC1,098$0.16M0.1%-12.4%0.000%
11/30/2023American Century Companies Inc.4,458,124$646.52M0.5%-1.0%0.154%
11/30/2023Fidelity D & D Bancorp Inc.7,019$1.02M1.0%N/A0.000%
11/30/2023Modera Wealth Management LLC260,705$37.81M0.6%-3.3%0.009%
11/29/2023Quantum Financial Advisors LLC5,953$0.86M0.3%+35.6%0.000%
11/28/2023ASB Consultores LLC8,144$1.18M0.5%-30.3%0.000%
11/28/2023IMA Wealth Inc.27,018$3.92M1.0%-1.8%0.001%
11/28/2023Bar Harbor Wealth Management86,241$12.51M1.0%-1.9%0.003%
11/28/2023Dakota Community Bank & Trust NA3,236$0.47M3.0%+2.9%0.000%
11/27/2023Trust Co. of Vermont197,763$28.68M1.9%+0.8%0.007%
11/27/2023Banque Pictet & Cie SA39,731$5.76M0.1%-70.0%0.001%
11/24/2023Deutsche Bank AG13,325,406$1.93B1.2%-12.0%0.461%
11/24/2023EP Wealth Advisors LLC624,712$90.60M1.4%+108.2%0.022%
11/22/2023Polar Capital Holdings Plc261,277$37.89M0.3%-0.4%0.009%
11/22/2023Public Sector Pension Investment Board824,949$119.63M0.9%+4.0%0.029%
11/22/2023Connors Investor Services Inc.77,345$11.22M1.4%+0.5%0.003%
11/22/2023Graham Capital Management L.P.117,610$17.06M0.4%+450.5%0.004%
11/21/2023Invst LLC12,785$1.85M0.3%+8.2%0.000%
11/21/2023GUNN & Co INVESTMENT MANAGEMENT INC.29,663$4.30M3.8%N/A0.001%
11/21/2023Allen Mooney & Barnes Investment Advisors LLC84,520$12.26M2.6%N/A0.003%
11/21/2023Comerica Bank1,267,455$183.81M1.0%+3,025.7%0.044%
11/21/2023Braun Stacey Associates Inc.208,740$30.27M1.4%+1.2%0.007%
11/21/2023Spears Abacus Advisors LLC219,808$31.88M2.7%-0.4%0.008%
11/21/2023Rooted Wealth Advisors Inc.2,048$0.31M0.2%-6.0%0.000%
11/21/2023Carlson Capital Management5,765$0.84M0.0%+4.7%0.000%
11/21/2023Brown Shipley& Co Ltd54,927$7.97M4.4%+10.1%0.002%
11/21/2023Hohimer Wealth Management LLC39,393$5.71M1.6%-1.7%0.001%
11/21/2023Tompkins Financial Corp74,682$10.83M1.7%+9.1%0.003%
11/20/2023Silver Oak Securities Incorporated4,871$0.71M0.1%-14.6%0.000%
11/20/2023Willow Creek Wealth Management Inc.2,261$0.33M0.0%-23.7%0.000%
11/20/2023Kampmann Melissa S.18,322$2.66M2.6%N/A0.001%
11/20/2023Savoie Capital LLC9,084$1.32M0.3%N/A0.000%
11/17/2023Granite Harbor Advisors Inc.4,352$0.63M0.5%+2.4%0.000%
11/17/2023Diversified Trust Co84,353$12.23M0.5%-26.8%0.003%
11/17/2023OLD National Bancorp IN207,728$30.13M0.9%-2.5%0.007%
11/17/2023Garde Capital Inc.4,655$0.68M0.1%-34.9%0.000%
11/17/2023Spartan Planning & Wealth Management1,058$0.15M0.2%N/A0.000%
11/17/2023Seelaus Asset Management LLC2,029$0.29M0.3%-53.5%0.000%
11/17/2023SkyView Investment Advisors LLC548$79K0.0%-96.6%0.000%
11/17/2023Jacobs Levy Equity Management Inc.4,557$0.66M0.0%+20.0%0.000%
11/16/2023Resources Management Corp CT ADV137,907$20M3.3%-1.4%0.005%
11/16/2023CM Wealth Advisors LLC3,765$0.56M0.3%-45.0%0.000%
11/16/2023Integrated Advisors Network LLC81,994$11.89M0.7%-1.9%0.003%
11/16/2023Mezzasalma Advisors LLC2,151$0.31M0.2%+3.3%0.000%
11/16/2023Creative Planning1,147,696$166.44M0.2%+14.2%0.040%
11/16/2023Chesapeake Wealth Management11,871$1.72M0.7%-4.0%0.000%
11/16/2023Strait & Sound Wealth Management LLC10,114$1.47M1.3%+40.4%0.000%
11/16/2023RB Capital Management LLC23,632$3.43M1.1%+0.6%0.001%
11/16/2023Orion Capital Management LLC9,714$1.41M0.9%-12.0%0.000%
11/16/2023Monograph Wealth Advisors LLC17,040$2.47M0.5%N/A0.001%
11/16/2023Exchange Bank13,720$1.99M1.9%+2.8%0.000%
11/16/2023Camarda Financial Advisors LLC11,414$1.66M1.1%N/A0.000%
11/16/2023Westside Investment Management Inc.5,529$0.80M0.2%+5.7%0.000%
11/16/2023Blueprint Investment Partners LLC15,706$2.28M0.7%+3.9%0.001%
11/16/2023VitalStone Financial LLC253$37K0.0%-45.5%0.000%
11/16/2023Brooks Moore & Associates Inc.32,287$4.68M3.5%-1.4%0.001%
11/16/2023Cravens & Co Advisors LLC6,057$0.88M0.8%+2.7%0.000%
11/16/2023BRYN MAWR TRUST Co238,184$34.54M1.5%-0.1%0.008%
11/16/2023Owen LaRue LLC25,189$3.65M4.0%+70.7%0.001%
11/16/2023Mine & Arao Wealth Creation & Management LLC.20,111$2.92M1.8%+0.8%0.001%
11/16/2023Obsidian Personal Planning Solutions LLC1,994$0.29M0.4%N/A0.000%
11/16/2023Harbour Investments Inc.43,360$6.29M0.3%+2.3%0.001%
11/16/2023High Falls Advisors Inc5,560$0.81M0.2%+1.9%0.000%
11/16/2023Belpointe Asset Management LLC31,582$4.58M0.5%-3.4%0.001%
11/16/2023First Foundation Advisors158,508$22.99M1.1%-8.3%0.005%
11/16/2023Public Employees Retirement System of Ohio1,509,143$218.86M1.0%-6.4%0.052%
11/16/2023Greenwood Gearhart Inc.94,551$13.71M1.6%+1.4%0.003%
11/16/2023Maripau Wealth Management LLC1,546$0.22M0.2%N/A0.000%
11/16/2023Elmwood Wealth Management Inc.11,465$1.66M0.8%-3.2%0.000%
11/16/2023Studio Investment Management LLC23,977$3.48M1.0%+5.3%0.001%
11/16/2023American Trust44,873$6.51M0.5%-8.6%0.002%
11/16/2023Pacific Center for Financial Services3,274$0.48M0.2%-17.1%0.000%
11/16/2023FineMark National Bank & Trust150,952$21.89M0.9%-1.1%0.005%
11/16/2023Fairfield Bush & CO.31,597$4.58M3.0%-36.0%0.001%
11/16/2023Advisors Capital Management LLC380,185$55.14M1.4%+1.2%0.013%
11/16/2023Morgan Stanley62,941,343$9.13B0.9%+0.3%2.177%
11/16/2023Essex Financial Services Inc.62,544$9.07M1.1%+27.9%0.002%
11/16/2023Front Row Advisors LLC12,105$1.76M0.8%+4.2%0.000%
11/16/2023Journey Advisory Group LLC71,252$10.33M1.5%+2.4%0.002%
11/15/2023Stonebridge Capital Advisors LLC153,907$22.32M2.5%+1.4%0.005%
11/15/2023Integrated Wealth Concepts LLC110,673$16.05M0.3%+0.9%0.004%
11/15/2023Holderness Investments Co.19,342$2.81M1.1%-0.8%0.001%
11/15/2023Wunderlich Capital Managemnt22,884$3.32M1.6%-0.8%0.001%
11/15/2023Townsquare Capital LLC145,780$21.14M0.4%-3.7%0.005%
11/15/2023Ramirez Asset Management Inc.14,258$2.07M0.4%N/A0.000%
11/15/2023WealthPlan Investment Management LLC22,605$3.28M0.4%+132,870.6%0.001%
11/15/2023Hamilton Capital LLC4,617$0.67M0.1%-4.8%0.000%
11/15/2023Mercer Global Advisors Inc. ADV399,025$57.87M0.2%+1.8%0.014%
11/15/2023Toroso Investments LLC73,882$10.71M0.3%+12.9%0.003%
11/15/2023FSA Wealth Management LLC2,984$0.43M0.2%+3.8%0.000%
(Data available from 1/1/2016 forward)













JPM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPM shares?

During the previous two years, 4,049 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Aspire Private Capital LLC ($54.39B), Vanguard Group Inc. ($28.48B), BlackRock Inc. ($20.68B), State Street Corp ($18.36B), Morgan Stanley ($9.13B), Geode Capital Management LLC ($7.74B), and FMR LLC ($7.17B).Learn more on JPM's institutional investors.

What percentage of JPMorgan Chase & Co. stock is owned by institutional investors?

68.94% of JPMorgan Chase & Co. stock is owned by institutional investors. Learn more on JPM's institutional investor holdings.

Which institutional investors have been buying JPMorgan Chase & Co. stock?

Of the 3,665 institutional investors that purchased JPMorgan Chase & Co. stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($2.05B), Moneta Group Investment Advisors LLC ($97.97M), Norges Bank ($54.89M), Price T Rowe Associates Inc. MD ($20.92M), Vanguard Group Inc. ($9.71M), Morgan Stanley ($8.29M), and Franklin Resources Inc. ($6.80M).

How much institutional buying is happening at JPMorgan Chase & Co.?

Institutional investors have bought a total of 2,515,577,281 shares in the last 24 months. This purchase volume represents approximately $360.81B in transactions.

Which JPMorgan Chase & Co. major shareholders have been selling company stock?

Of the 2,999 institutional investors that sold JPMorgan Chase & Co. stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($55.62M), Capital World Investors ($31.32M), State Street Corp ($18.69M), Price T Rowe Associates Inc. MD ($13.84M), Wellington Management Group LLP ($8.14M), Arrowstreet Capital Limited Partnership ($7.46M), and Capital International Investors ($6.23M).

How much institutional selling is happening at JPMorgan Chase & Co.?

Institutional investors have sold a total of 351,912,188 shares in the last 24 months. This volume of shares sold represents approximately $47.53B in transactions.


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This page (NYSE:JPM) was last updated on 12/7/2023 by MarketBeat.com Staff

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