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S&P 500   3,933.92
DOW   33,597.92
QQQ   280.53
How To Be Persuasive With Your Body Language
Next-Generation Fighter Jets?!? (Must See) (Ad)pixel
How to Play Apple and Amazon Heading in 2023
Low Beta, High Yield Campbell Soup Company Is Mmm Mmm Good
Next-Generation Fighter Jets?!? (Must See) (Ad)pixel
Microsoft strikes 10-year deal with Nintendo on Call of Duty
Could trawler cams help save world's dwindling fish stocks?
🚨 [Strong Buy Alert] Is this laser stock in your portfolio? (Ad)
Southwest Airlines brings back dividend as travel rebounds
Closing prices for crude oil, gold and other commodities
S&P 500   3,933.92
DOW   33,597.92
QQQ   280.53
How To Be Persuasive With Your Body Language
Next-Generation Fighter Jets?!? (Must See) (Ad)pixel
How to Play Apple and Amazon Heading in 2023
Low Beta, High Yield Campbell Soup Company Is Mmm Mmm Good
Next-Generation Fighter Jets?!? (Must See) (Ad)pixel
Microsoft strikes 10-year deal with Nintendo on Call of Duty
Could trawler cams help save world's dwindling fish stocks?
🚨 [Strong Buy Alert] Is this laser stock in your portfolio? (Ad)
Southwest Airlines brings back dividend as travel rebounds
Closing prices for crude oil, gold and other commodities
S&P 500   3,933.92
DOW   33,597.92
QQQ   280.53
How To Be Persuasive With Your Body Language
Next-Generation Fighter Jets?!? (Must See) (Ad)pixel
How to Play Apple and Amazon Heading in 2023
Low Beta, High Yield Campbell Soup Company Is Mmm Mmm Good
Next-Generation Fighter Jets?!? (Must See) (Ad)pixel
Microsoft strikes 10-year deal with Nintendo on Call of Duty
Could trawler cams help save world's dwindling fish stocks?
🚨 [Strong Buy Alert] Is this laser stock in your portfolio? (Ad)
Southwest Airlines brings back dividend as travel rebounds
Closing prices for crude oil, gold and other commodities
NYSE:JPM

JPMorgan Chase & Co. - JPM Institutional Ownership

$131.50
-0.09 (-0.07%)
(As of 12/7/2022 12:00 AM ET)
Add
Compare
Today's Range
$130.33
$133.08
50-Day Range
$101.96
$138.18
52-Week Range
$101.28
$169.81
Volume
11.41 million shs
Average Volume
13.98 million shs
Market Capitalization
$385.72 billion
P/E Ratio
11.11
Dividend Yield
3.04%
Price Target
$145.26

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

Current
Institutional Ownership
Percentage
68.57%
Number of
Institutional Buyers
(last 12 months)
2760
Total
Institutional Inflows
(last 12 months)
$22.83 B
Number of
Institutional Sellers
(last 12 months)
2049
Total
Institutional Outflows
(last 12 months)
$24.34 B
Skip Chart & View Institutional Buying and Selling Data

JPM Institutional Buying and Selling by Quarter

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JPMorgan Chase & Co. Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/6/2022Charter Oak Capital Management LLC7,226$0.76M0.1%-29.1%0.000%
12/5/2022Centaurus Financial Inc.43,361$4.53M0.4%+1.3%0.001%
12/2/2022EP Wealth Advisors LLC568,419$59.40M1.3%+8.0%0.019%
12/2/2022Birmingham Capital Management Co. Inc. AL15,197$1.59M0.7%+1.0%0.001%
12/2/2022American Trust52,067$5.44M0.5%-5.6%0.002%
12/1/2022Robeco Institutional Asset Management B.V.691,511$72.26M0.2%-34.3%0.024%
11/29/2022London & Capital Asset Management Ltd15,464$1.62M0.2%+1.9%0.001%
11/29/2022Bridgefront Capital LLC3,653$0.38M0.4%-10.6%0.000%
11/29/2022Salem Capital Management Inc.28,153$2.94M2.3%+0.4%0.001%
11/23/2022Toroso Investments LLC47,851$5M0.2%+44.2%0.002%
11/23/2022FSB Premier Wealth Management Inc.5,673$0.59M0.3%+3.9%0.000%
11/23/2022Invst LLC12,576$1.32M0.2%+4.0%0.000%
11/23/2022Eagle Bay Advisors LLC5,978$0.63M0.4%+9.2%0.000%
11/22/2022Continental Investors Services Inc.8,128$0.93M0.0%N/A0.000%
11/22/2022CVA Family Office LLC8,685$0.91M0.2%+32.1%0.000%
11/22/2022IHT Wealth Management LLC50,353$5.26M0.4%+18.3%0.002%
11/22/2022Smith Chas P & Associates PA Cpas380,509$39.76M3.4%+3.0%0.013%
11/22/2022B. Riley Wealth Advisors Inc.143,788$15.03M0.5%+33.7%0.005%
11/22/2022Teachers Retirement System of The State of Kentucky411,843$43.04M0.5%N/A0.014%
11/21/2022FourThought Financial LLC66,491$6.95M1.0%+5.7%0.002%
11/21/2022Integrated Investment Consultants LLC18,216$1.90M0.8%-2.1%0.001%
11/21/2022Bray Capital Advisors55,802$5.83M1.8%+0.5%0.002%
11/21/2022Sunbelt Securities Inc.26,831$2.80M0.6%+1.2%0.001%
11/21/2022California State Teachers Retirement System4,946,235$516.88M0.9%-1.4%0.169%
11/18/2022Pasadena Private Wealth LLC3,620$0.38M0.1%+7.8%0.000%
11/18/2022Industrial Alliance Investment Management Inc.384,399$40.17M1.2%+13.7%0.013%
11/18/2022Horizon Wealth Management LLC3,619$0.38M0.3%-13.1%0.000%
11/18/2022Legend Financial Advisors Inc.1,003$0.11M0.1%N/A0.000%
11/18/2022Coco Enterprises LLC3,273$0.35M0.3%+7.9%0.000%
11/18/2022Ambassador Advisors LLC3,782$0.40M0.1%-24.1%0.000%
11/18/2022River & Mercantile Asset Management LLP24,114$2.52M0.4%+8.2%0.001%
11/18/2022TPB Wealth Advisors7,576$0.79M0.4%-5.1%0.000%
11/18/2022Spotlight Asset Group Inc.2,237$0.27M0.3%N/A0.000%
11/18/2022Cladis Investment Advisory LLC5,343$0.56M0.7%+3.9%0.000%
11/18/2022National Pension Service3,915,405$415.66M0.9%+2.6%0.133%
11/17/2022CENTRAL TRUST Co178,408$18.64M0.6%-1.9%0.006%
11/17/2022IMS Capital Management10,856$1.13M0.8%+5.6%0.000%
11/17/2022Cape Cod Five Cents Savings Bank86,186$9.01M1.1%-0.3%0.003%
11/17/2022VisionPoint Advisory Group LLC2,638$0.28M0.1%+47.0%0.000%
11/17/2022M Holdings Securities Inc.39,899$4.17M0.5%-0.6%0.001%
11/17/2022Brooks Moore & Associates Inc.31,179$3.26M2.6%+0.7%0.001%
11/16/2022Clarkston Capital Partners LLC16,941$1.77M0.0%+608.5%0.001%
11/16/2022Montchanin Asset Management LLC28,446$2.97M4.2%+1.0%0.001%
11/16/2022CoreFirst Bank & Trust11,815$1.24M1.1%-2.1%0.000%
11/16/2022Warther Private Wealth LLC21,324$2.23M1.8%N/A0.001%
11/16/2022Advisors Capital Management LLC357,168$47.83M1.3%+11.1%0.012%
11/16/2022Liberty One Investment Management LLC16,031$1.68M0.3%+27.9%0.001%
11/16/2022Whalerock Point Partners LLC48,277$5.05M0.1%+0.9%0.002%
11/16/2022Glenmede Trust Co. NA1,295,356$135.36M0.9%+2.6%0.044%
11/16/2022LWM Advisory Services LLC9,804$1.05M1.2%+7.4%0.000%
11/16/2022Captrust Financial Advisors659,016$68.87M0.4%+25.2%0.022%
11/16/2022Wealth Advisory Solutions LLC55,015$5.75M1.6%-0.8%0.002%
11/16/2022Kentucky Retirement Systems Insurance Trust Fund105,094$10.98M1.0%+4.7%0.004%
11/16/2022Kentucky Retirement Systems229,556$23.99M1.0%+5.3%0.008%
11/16/2022Brick & Kyle Associates35,344$3.71M2.3%+0.9%0.001%
11/16/2022Advisory Research Inc.13,949$1.46M0.1%-0.6%0.000%
11/16/2022Arbor Capital Management Inc. ADV13,638$1.53M1.4%+3.8%0.000%
11/16/2022Almanack Investment Partners LLC.17,764$1.86M0.4%-28.1%0.001%
11/16/2022Alpha DNA Investment Management LLC21,677$2.27M1.9%N/A0.001%
11/16/2022Alpha Paradigm Partners LLC3,401$0.36M0.2%N/A0.000%
11/16/2022Ascent Group LLC33,125$4.17M0.5%+5.4%0.001%
11/16/2022Baird Financial Group Inc.5,553,631$580.36M1.7%+0.2%0.189%
11/16/2022CIBC Private Wealth Group LLC3,359,826$351.10M0.9%-5.3%0.115%
11/16/2022Cooke & Bieler LP668,142$69.82M0.7%+14.2%0.023%
11/16/2022Capstone Financial Advisors Inc.53,845$5.63M0.5%+1.4%0.002%
11/16/2022Carlson Capital Management5,428$0.57M0.0%-3.4%0.000%
11/16/2022Clearstead Advisors LLC99,002$10.35M1.0%-1.9%0.003%
11/16/2022Covington Capital Management242,723$25.37M1.1%+0.9%0.008%
11/16/2022CreativeOne Wealth LLC30,940$3.23M0.2%+6.5%0.001%
11/16/2022Drive Wealth Management LLC11,066$1.16M1.1%N/A0.000%
11/16/2022Fayez Sarofim & Co5,280,280$551.79M2.2%-0.4%0.180%
11/16/2022First Business Financial Services Inc.27,330$2.86M0.4%+5.8%0.001%
11/16/2022Fred Alger Management LLC92,361$9.65M0.0%+10.0%0.003%
11/16/2022Gould Asset Management LLC CA6,505$0.68M0.2%+55.4%0.000%
11/16/2022Gerber Kawasaki Wealth & Investment Management10,894$1.14M0.1%+2.3%0.000%
11/16/2022Horizon Kinetics Asset Management LLC2,551$0.27M0.0%-6.0%0.000%
11/16/2022Jane Street Group LLC627,028$65.52M0.0%-35.8%0.021%
11/16/2022Kensington Investment Counsel LLC12,966$1.36M1.1%+5.4%0.000%
11/16/2022Kingsview Wealth Management LLC102,553$10.72M0.5%-10.7%0.003%
11/16/2022Mather Group LLC.18,766$1.96M0.0%+1.3%0.001%
11/16/2022Meiji Yasuda Asset Management Co Ltd.84,501$8.83M0.5%-7.4%0.003%
11/16/2022Meiji Yasuda Life Insurance Co62,001$6.48M0.1%+9.5%0.002%
11/16/2022Requisite Capital Management LLC4,973$0.52M0.2%+9.4%0.000%
11/16/2022Second Half Financial Partners LLC3,247$0.34M0.4%+11.0%0.000%
11/16/2022Thornburg Investment Management Inc.1,829,144$191.15M3.4%+0.6%0.062%
11/16/2022Truvestments Capital LLC2,338$0.24M0.2%-3.5%0.000%
11/16/2022United Services Automobile Association115,695$12.09M0.3%+4.0%0.004%
11/16/2022Verus Capital Partners LLC12,982$1.36M0.3%-16.6%0.000%
11/16/2022Wealthsource Partners LLC29,090$3.04M0.2%-6.7%0.001%
11/16/2022Verity Asset Management Inc.1,977$0.21M0.2%N/A0.000%
11/16/2022Washington Trust Bank102,414$10.70M1.4%-1.1%0.003%
11/16/2022Front Row Advisors LLC9,860$1.03M0.5%-2.3%0.000%
11/16/2022Greenwood Gearhart Inc.82,751$8.65M1.4%+6.7%0.003%
11/16/2022Neo Ivy Capital Management3,421$0.36M0.9%N/A0.000%
11/15/2022Tiemann Investment Advisors LLC20,324$2.12M1.4%-21.4%0.001%
11/15/2022Summit Financial LLC33,744$3.53M0.3%+9.9%0.001%
11/15/2022Greenline Partners LLC43,282$4.52M1.0%-0.3%0.001%
11/15/2022Nvwm LLC22,999$2.40M1.0%+3.3%0.001%
11/15/2022Sowell Financial Services LLC61,433$6.42M0.6%+4.6%0.002%
11/15/2022Neuberger Berman Group LLC12,249,663$1.28B1.3%-5.9%0.418%
(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, 3,850 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($28.48B), BlackRock Inc. ($20.68B), State Street Corp ($13.47B), Geode Capital Management LLC ($7.55B), Morgan Stanley ($6.25B), Capital World Investors ($6.16B), and Wellington Management Group LLP ($5.88B).Learn more on JPM's institutional investors.

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

68.57% 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 3,478 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: Norges Bank ($53.40M), Price T Rowe Associates Inc. MD ($11.59M), Vanguard Group Inc. ($10.02M), Sanders Capital LLC ($9.90M), Renaissance Technologies LLC ($6.36M), Nordea Investment Management AB ($5.70M), and Franklin Resources Inc. ($5.26M).

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

Institutional investors have bought a total of 351,696,724 shares in the last 24 months. This purchase volume represents approximately $48.59B in transactions.

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

Of the 2,788 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: Capital World Investors ($29.14M), Price T Rowe Associates Inc. MD ($21.86M), Franklin Resources Inc. ($13.42M), State Street Corp ($12.96M), Viking Global Investors LP ($8.58M), Capital Research Global Investors ($7.24M), and Primecap Management Co. CA ($6.62M).

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

Institutional investors have sold a total of 362,692,466 shares in the last 24 months. This volume of shares sold represents approximately $51B in transactions.

This page (NYSE:JPM) was last updated on 12/8/2022 by MarketBeat.com Staff