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JPMorgan Chase & Co. Institutional Ownership

$169.77
-1.07 (-0.63 %)
(As of 10/21/2021 10:52 AM ET)
Add
Compare
Today's Range
$169.55
$171.31
50-Day Range
$152.96
$170.22
52-Week Range
$95.24
$171.51
Volume166,630 shs
Average Volume13.55 million shs
Market Capitalization$507.30 billion
P/E Ratio11.33
Dividend Yield2.37%
Beta1.2

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

Institutional Ownership Percentage: 69.67%
Skip Chart & View Institutional Buying and Selling Data

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 CompanyDetails
10/21/2021Joel Isaacson & Co. LLC38,652$6.33M0.5%+11.3%0.001%
10/21/2021Oak Asset Management LLC15,536$2.59M1.1%-1.0%0.001%
10/21/2021Avantax Advisory Services Inc.117,505$19.24M0.3%+9.0%0.004%
10/21/2021Bridgeworth LLC2,507$0.41M0.1%-2.7%0.000%
10/21/2021Investors Financial Group LLC6,454$1.06M0.6%+11.3%0.000%
10/21/20211776 Wealth LLC2,172$0.36M0.2%-5.7%0.000%
10/21/2021Virginia Retirement Systems ET AL340,258$55.70M0.6%-18.9%0.011%
10/20/2021WP Advisors LLC19,437$3.18M1.3%-1.3%0.001%
10/20/2021Stewart & Patten Co. LLC214,941$35.18M5.8%-1.6%0.007%
10/20/2021ProVise Management Group LLC26,766$4.38M0.4%+1.1%0.001%
10/20/2021Brown Miller Wealth Management LLC41,066$6.72M4.2%+0.8%0.001%
10/20/2021White Lighthouse Investment Management Inc.1,227$0.20M0.1%-7.5%0.000%
10/20/2021Onyx Bridge Wealth Group LLC9,544$1.59M0.6%+35.4%0.000%
10/20/2021Royal Fund Management LLC55,885$9.15M1.3%+3.9%0.002%
10/20/2021Venture Visionary Partners LLC211,429$34.62M2.5%+8.5%0.007%
10/20/2021North Star Investment Management Corp.273,459$44.76M3.6%+0.5%0.009%
10/20/2021Patriot Investment Management Inc.5,889$0.96M0.1%-8.8%0.000%
10/20/2021Copeland Capital Management LLC68,886$11.28M0.4%+60.9%0.002%
10/20/2021Clarity Wealth Advisors LLC17,145$2.81M1.4%+11.6%0.001%
10/20/2021Beaumont Asset Management L.L.C.4,198$0.69M0.5%+7.9%0.000%
10/20/2021Mount Vernon Associates Inc. MD25,907$4.24M3.9%+1.9%0.001%
10/20/2021Baltimore Washington Financial Advisors Inc.108,185$17.71M1.6%+3.9%0.004%
10/20/2021RMB Capital Management LLC365,755$59.87M2.0%+1.8%0.012%
10/20/2021Argus Investors Counsel Inc.16,005$2.62M1.7%-41.3%0.001%
10/20/2021StoneX Group Inc.15,579$2.55M0.4%-5.3%0.001%
10/20/2021AJ Wealth Strategies LLC64,968$10.64M0.6%+1.3%0.002%
10/20/2021Sippican Capital Advisors7,215$1.18M1.0%-1.3%0.000%
10/20/2021Chevy Chase Trust Holdings Inc.2,746,605$449.59M1.6%-2.5%0.092%
10/20/2021North Star Asset Management Inc.44,389$7.27M0.4%+1.7%0.001%
10/20/2021Platte River Wealth Advisors LLC22,670$3.71M1.4%+190.5%0.001%
10/20/2021Tranquility Partners LLC15,726$2.57M1.3%+18.9%0.001%
10/20/2021Riversedge Advisors LLC3,400$0.56M0.2%+25.5%0.000%
10/20/2021Keudell Morrison Wealth Management12,253$2.01M0.9%+2.3%0.000%
10/20/2021Clarity Financial LLC38,191$6.25M1.0%+9.9%0.001%
10/20/2021Sugarloaf Wealth Management LLC14,835$2.43M0.6%+2.1%0.000%
10/20/2021Wallington Asset Management LLC99,776$16.33M2.7%+0.2%0.003%
10/20/2021Locust Wood Capital Advisers LLC316,134$51.75M2.8%+1.3%0.011%
10/20/2021All Season Financial Advisors Inc.2,745$0.45M0.4%-3.5%0.000%
10/20/2021Zhang Financial LLC2,936$0.48M0.1%+77.3%0.000%
10/20/2021E&G Advisors LP35,152$5.75M1.6%N/A0.001%
10/20/2021Essex Savings Bank21,765$3.48M1.3%+1.7%0.001%
10/20/2021Liberty One Investment Management LLC12,282$2.01M0.3%-2.0%0.000%
10/20/2021Signature Wealth Management Partners LLC19,506$3.19M2.9%+1.1%0.001%
10/20/2021Deroy & Devereaux Private Investment Counsel Inc.171,861$28.13M2.2%-1.2%0.006%
10/20/2021Donald L. Hagan LLC6,383$1.05M0.6%+6.8%0.000%
10/20/2021Crumly & Associates Inc.7,888$1.29M0.6%+18.4%0.000%
10/20/2021Ledyard National Bank86,993$14.24M1.5%+2.3%0.003%
10/20/2021Johnson Bixby & Associates LLC9,335$1.53M0.2%N/A0.000%
10/20/2021Stokes Capital Advisors LLC37,222$6.09M2.0%+4.6%0.001%
10/20/2021Robeco Institutional Asset Management B.V.2,529,568$414.06M0.9%-20.7%0.085%
10/20/2021KCS Wealth Advisory15,624$2.56M1.2%-2.7%0.001%
10/20/2021Csenge Advisory Group24,247$4.05M0.3%+4.1%0.001%
10/19/2021Kestra Advisory Services LLC388,237$63.55M0.6%+4.1%0.013%
10/19/2021Redwood Investments LLC43,534$7.13M0.6%-7.3%0.001%
10/19/2021Strategic Investment Advisors MI10,391$1.70M0.4%-2.2%0.000%
10/19/2021Arkadios Wealth Advisors23,134$3.79M0.5%-20.2%0.001%
10/19/2021Falcon Wealth Planning17,413$2.85M1.1%+6.0%0.001%
10/19/2021Central Bank & Trust Co.9,228$1.51M0.2%+1.4%0.000%
10/19/2021Vigilare Wealth Management9,002$1.47M0.9%+34.3%0.000%
10/19/2021JJJ Advisors Inc.979$0.16M0.1%+13.7%0.000%
10/19/2021Northwest Investment Counselors LLC3,865$0.63M0.2%+9.8%0.000%
10/19/2021Royal Harbor Partners LLC8,906$1.46M1.0%-20.2%0.000%
10/19/2021Pflug Koory LLC7,850$1.29M0.7%-7.1%0.000%
10/19/2021Bristlecone Advisors LLC42,512$6.96M0.9%-2.6%0.001%
10/19/2021Oregon Public Employees Retirement Fund646,199$105.78M1.2%-2.4%0.022%
10/19/2021Venturi Wealth Management LLC11,272$1.85M0.2%-16.1%0.000%
10/19/2021Osher Van de Voorde Investment Management116,744$19.11M4.9%-0.1%0.004%
10/19/2021Amarillo National Bank29,742$4.87M1.0%+1.0%0.001%
10/19/2021Capital City Trust Co. FL3,317$0.54M0.2%-10.3%0.000%
10/19/2021Financial Consulate Inc.5,487$0.90M0.3%+5.8%0.000%
10/19/2021Fulcrum Asset Management LLP16,916$2.62M1.3%N/A0.001%
10/19/2021First Bancorp Inc ME 4,857$0.80M0.8%N/A0.000%
10/19/2021Albion Financial Group UT129,653$21.22M1.9%-1.6%0.004%
10/19/2021Birinyi Associates Inc.13,800$2.26M0.8%+8.7%0.000%
10/19/2021Greenwich Wealth Management LLC13,028$2.13M0.2%+26.4%0.000%
10/19/2021Dixon Hubard Feinour & Brown Inc. VA6,897$1.13M0.2%+10.9%0.000%
10/19/2021Alhambra Investment Partners LLC7,748$1.27M1.0%-1.9%0.000%
10/19/2021New Mexico Educational Retirement Board198,150$32.44M1.1%-2.6%0.007%
10/19/2021Paragon Capital Management Ltd4,305$0.71M0.1%-20.0%0.000%
10/19/2021Reilly Financial Advisors LLC146,965$24.06M2.0%+3.6%0.005%
10/19/2021Villere ST Denis J & Co. LLC156,807$25.67M1.5%-2.0%0.005%
10/19/2021Stratos Wealth Partners LTD.226,694$37.11M0.9%+0.7%0.008%
10/19/2021Stratos Wealth Advisors LLC44,807$7.34M0.6%+13.2%0.001%
10/19/2021Fundamentun LLC55,377$9.07M1.6%+28.6%0.002%
10/19/2021Green Square Capital Advisors LLC50,774$8.31M1.9%-0.5%0.002%
10/19/2021Johanson Financial Advisors Inc.26,619$4.36M1.5%+0.6%0.001%
10/19/2021Peak Financial Management Inc.1,308$0.21M0.1%N/A0.000%
10/19/2021Dfpg Investments LLC14,499$2.37M0.9%-1.1%0.000%
10/19/2021Telos Capital Management Inc.66,841$10.94M1.5%+4.5%0.002%
10/19/2021Segment Wealth Management LLC63,727$10.43M1.2%+0.1%0.002%
10/19/2021Fluent Financial LLC10,086$1.65M0.7%N/A0.000%
10/19/2021Tamar Securities LLC1,881$0.31M0.1%-37.0%0.000%
10/19/2021Vivid Financial Management Inc.1,848$0.30M0.1%-5.3%0.000%
10/19/2021Pinnacle Associates Ltd.407,112$66.64M1.2%+0.8%0.014%
10/19/2021Obermeyer Wood Investment Counsel Lllp16,690$2.73M0.2%+2.4%0.001%
10/19/2021BLB&B Advisors LLC146,141$23.92M1.6%+6.3%0.005%
10/19/2021Arbor Wealth Management LLC2,620$0.43M0.1%+88.8%0.000%
10/19/2021Abacus Planning Group Inc.20,220$3.31M1.1%+0.5%0.001%
10/19/2021Howard Wealth Management LLC2,741$0.45M0.3%-5.7%0.000%
10/19/2021Eastern Bank327,352$53.59M2.6%0.0%0.011%
(Data available from 1/1/2016 forward)













JPMorgan Chase & Co. (NYSE:JPM) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of JPMorgan Chase & Co.?

During the previous two years, 3,461 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($40.97B), Border to Coast Pensions Partnership Ltd ($37.95B), BlackRock Inc. ($30.68B), State Street Corp ($22.05B), Capital World Investors ($8.20B), FMR LLC ($7.58B), and Geode Capital Management LLC ($7.22B).Learn more on JPM's institutional investors

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

69.67% 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 3,081 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 ($55.60M), Sanders Capital LLC ($9.77M), Capital World Investors ($9.72M), Boston Partners ($8.97M), Viking Global Investors LP ($6.41M), Price T Rowe Associates Inc. MD ($5.61M), and Capital International Investors ($5M).

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

Institutional investors have bought a total of 328,554,353 shares in the last 24 months. This purchase volume represents approximately $77.40B in transactions.

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

Of the 2,528 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: Franklin Resources Inc. ($16.36M), Capital Research Global Investors ($14.95M), Vanguard Group Inc. ($12.87M), State Street Corp ($11.07M), Viking Global Investors LP ($8.58M), LSV Asset Management ($8.07M), and Price T Rowe Associates Inc. MD ($8.02M).

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

Institutional investors have sold a total of 344,378,151 shares in the last 24 months. This volume of shares sold represents approximately $60.99B in transactions.

This page was last updated on 10/21/2021 by MarketBeat.com Staff

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