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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$335.03 +3.60 (+1.09%)
Closing price 03:59 PM Eastern
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$335.74 +0.71 (+0.21%)
As of 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Chase & Co. (NYSE:JPM)

Current
Institutional Ownership
Percentage
71.55%
Number of
Institutional Buyers
(last 12 months)
3360
Total
Institutional Inflows
(last 12 months)
$47.32B
Number of
Institutional Sellers
(last 12 months)
3043
Total
Institutional Outflows
(last 12 months)
$39.53B
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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
10/14/2026Western Financial Corp CA3,363$1.11M0.4%+1.6%0.000%
10/14/2026Financial Planning Navigators CORP1,542$510K0.2%+9.8%0.000%
10/14/2026Mezzasalma Advisors LLC1,598$529K0.1%+5.5%0.000%
10/14/2026Tenon Financial LLC1,476$488K0.1%+132.1%0.000%
10/14/2026Virginia Wealth Management Group Inc.22,996$7.61M3.3%+0.2%0.001%
10/14/2026Tempus Wealth Planning LLC12,203$4.04M0.8%+4.0%0.000%
10/14/2026Fortress Financial Solutions LLC2,020$668K0.6%N/A0.000%
10/14/2026Sachem Hill LLC2,705$895K0.2%-6.1%0.000%
10/14/2026Union Savings Bank9,887$3.27M1.4%-5.1%0.000%
10/14/2026Elmwood Wealth Management Inc.10,245$3.39M0.8%-0.5%0.000%
10/14/2026Essex LLC30,108$9.96M1.4%-1.9%0.001%
10/14/2026Triumph Capital Management14,871$4.92M0.8%-3.0%0.001%
10/14/2026Baker Ellis Asset Management LLC54,546$18.05M1.9%-0.4%0.002%
10/14/2026LDIC Inc.54,687$18.09M11.7%+5.8%0.002%
10/14/2026WealthSpring Partners LLC4,198$1.39M1.5%-11.2%0.000%
10/14/2026Sanders Morris Harris LLC20,094$6.78M0.9%+105.5%0.001%
10/14/2026Consilium Wealth Advisory LLC13,410$4.44M1.3%+2.2%0.001%
10/14/2026Investment Planning Advisors Inc.3,980$1.32M0.3%+6.3%0.000%
10/14/2026Adirondack Trust Co.17,366$5.75M2.0%-12.7%0.001%
10/14/2026Lodestone Wealth Management LLC13,247$4.38M1.5%-0.4%0.000%
10/14/2026Three Magnolias Financial Advisors LLC4,259$1.41M0.8%-3.1%0.000%
10/14/2026Seelaus Asset Management LLC1,262$418K0.3%-9.9%0.000%
10/14/2026ABLE Financial Group LLC6,573$2.18M0.3%+2.7%0.000%
10/14/2026Aspen Wealth Management LLC5,429$1.80M0.3%+10.0%0.000%
10/14/2026Navigate Wealth Management LLC1,775$591K0.4%-19.0%0.000%
10/14/2026Firethorn Wealth Partners LLC4,813$1.59M0.5%+2.1%0.000%
10/14/2026Thurston Springer Miller Herd & Titak Inc.1,747$578K1.0%-80.1%0.000%
10/14/2026WestHill Financial Advisors Inc.3,149$1.04M0.2%-1.7%0.000%
10/14/2026MinichMacGregor Wealth Management LLC5,271$1.74M0.3%-2.1%0.000%
10/14/2026First Citizens Bank & Trust Co.136,045$45.01M0.6%+18.7%0.005%
10/14/2026Focus Financial Network Inc.34,658$11.47M0.3%+3.2%0.001%
10/14/2026Roberts Wealth Advisors LLC24,132$7.98M1.7%-0.4%0.001%
10/14/2026Enclave Advisors LLC4,340$1.44M0.2%-4.9%0.000%
10/14/2026My Personal CFO LLC2,863$947K0.3%+4.9%0.000%
10/14/2026Succession Financial Inc.1,614$534K0.5%N/A0.000%
10/14/2026Liberty Atlantic Advisors LLC1,654$547K0.3%+65.4%0.000%
10/14/2026JM2 Capital Inc.6,124$2.03M1.4%+0.6%0.000%
10/14/2026Clark & Stuart Inc4,236$1.40M0.8%+7.4%0.000%
10/14/2026Stone Summit Wealth LLC23,915$7.91M2.2%-12.0%0.001%
10/14/2026MFA Wealth Services3,572$1.18M0.7%-3.2%0.000%
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10/14/2026XY Planning Network Inc.4,076$1.35M0.1%+45.2%0.000%
10/14/2026Womack Financial LLC4,362$1.44M1.0%-3.0%0.000%
10/14/2026Cohen Capital Management Inc.81,381$26.92M4.0%-0.4%0.003%
10/14/2026KMG Fiduciary Partners LLC101,551$33.60M3.1%-2.8%0.004%
10/14/2026Allied Investment Advisors LLC70,869$23.45M2.1%+0.3%0.003%
10/14/2026Salem Investment Counselors Inc.242,612$80.26M2.0%+0.1%0.009%
10/14/2026Keystone Financial Group Inc.250$83K0.0%N/A0.000%
10/14/2026Signal Advisors Wealth LLC59,449$19.67M0.9%+5.5%0.002%
10/14/20264WEALTH Advisors Inc.1,317$441K0.3%-53.1%0.000%
10/14/2026GEM Asset Management LLC951$315K0.1%+5.0%0.000%
10/14/2026Copeland Capital Management LLC59,679$19.74M0.4%-2.5%0.002%
10/14/2026BigSur Wealth Management LLC36,823$12.18M3.1%-1.3%0.001%
10/14/2026Krilogy Financial LLC29,374$9.82M0.3%+16.6%0.001%
10/14/2026Walker Asset Management LLC2,445$809K0.4%-1.5%0.000%
10/14/2026Edge Wealth Management LLC85,156$28.27M4.1%-0.1%0.003%
10/14/2026Affinity Capital Advisors LLC4,154$1.38M0.2%+10.2%0.000%
10/14/2026Trinity Wealth Management LLC765$253K0.1%+4.5%0.000%
10/13/2026Mechanics Bank Trust Department36,825$12.18M1.6%-5.8%0.001%
10/13/2026Spartan Planning & Wealth Management4,425$1.46M0.9%+5.3%0.000%
10/13/2026David Kennon Inc652$216K0.1%-8.4%0.000%
10/13/2026Fagan Associates Inc.61,874$20.47M2.3%+0.9%0.002%
10/13/2026Lineweaver Wealth Advisors LLC30,346$10.04M1.2%+2.4%0.001%
10/13/2026Forvis Mazars Wealth Advisors LLC63,124$20.88M0.3%-3.9%0.002%
10/13/2026Davis Rea LTD.87,952$29.36M8.4%-1.7%0.003%
10/13/2026Verus Wealth Management LLC699$231K0.1%-34.8%0.000%
10/13/2026First Financial Corp IN9,812$3.25M1.1%-2.2%0.000%
10/13/2026Courier Capital LLC18,212$6.03M1.1%-75.7%0.001%
10/13/2026Accel Wealth Management7,604$2.52M0.5%-4.6%0.000%
10/13/202621 West Wealth Management LLC1,790$592K0.5%-3.9%0.000%
10/13/2026Contravisory Investment Management Inc.37,264$12.33M1.6%-3.7%0.001%
10/13/2026Catalyst Private Wealth LLC2,535$839K0.4%+5.3%0.000%
10/13/2026Financial Planning Hawaii Inc.4,176$1.38M0.7%-14.7%0.000%
10/13/2026Downshift Financial LLC688$228K0.1%+21.6%0.000%
10/13/2026Montrusco Bolton Investments Inc.635,233$210.15M3.4%-31.3%0.024%
10/13/2026Lincoln Capital Corp1,606$531K0.2%-19.4%0.000%
10/13/2026Cascade Investment Group Inc.6,043$2.00M1.1%+1.4%0.000%
10/13/2026Financial Futures Ltd Liability Co.1,148$380K0.1%+84.9%0.000%
10/13/2026First County Bank CT9,997$3.31M1.5%+2.6%0.000%
10/13/2026McGlone Suttner Wealth Management Inc.10,579$3.50M0.4%+0.7%0.000%
10/13/2026Steel Grove Capital Advisors LLC22,744$7.52M0.5%-1.0%0.001%
10/13/2026Level Financial Advisors977$323K0.1%-55.0%0.000%
10/13/2026Jericho Financial LLP29,458$9.75M5.2%-0.7%0.001%
10/13/2026Heffernan Advisory Inc.803$266K0.2%N/A0.000%
10/13/2026McCollum Christoferson Group LLC1,202$398K0.1%+9.5%0.000%
10/13/2026Sax Wealth Advisors LLC48,905$16.18M0.5%+94.0%0.002%
10/13/2026Fragasso Financial Advisors Inc19,918$6.63M0.3%-11.7%0.001%
10/13/2026Terra Nova Asset Management LLC1,143$378K0.3%+25.2%0.000%
10/13/2026Fermata Advisors LLC4,166$1.38M0.3%+7.7%0.000%
10/13/2026NorthCrest Asset Manangement LLC157,295$52.13M1.2%+2.5%0.006%
10/13/2026Avior Wealth Management LLC31,957$10.57M0.3%-6.7%0.001%
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10/13/2026Baldwin Wealth Partners LLC MA85,930$28.43M1.9%-0.1%0.003%
10/13/2026Perpetual Ltd20,543$6.80M0.1%-0.5%0.001%
10/13/2026Woodstock Corp69,766$23.08M1.9%+1.3%0.003%
10/13/2026Vertrix Wealth Management LLC18,675$6.18M2.1%-11.4%0.001%
10/13/2026JGP Wealth Management LLC80,930$26.77M2.3%-0.5%0.003%
10/13/2026Burkett Asset Management Ltd2,540$840K0.8%-7.0%0.000%
10/13/2026Consolidated Capital Management LLC26,071$8.63M2.4%-0.4%0.001%
10/10/2026Integrated Financial Solutions Inc.932$308K0.2%-16.9%0.000%
10/10/2026Sacks & Associates LLC1,375$455K0.3%N/A0.000%
10/10/2026HF Advisory Group LLC19,156$6.34M1.5%+10.2%0.001%


JPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,529 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($85.63B), BlackRock Inc. ($67.53B), State Street Corp ($40.98B), Bank of America Corp DE ($22.80B), Morgan Stanley ($21.39B), Geode Capital Management LLC ($19.67B), and FMR LLC ($11.56B).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 4,690 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 ($23.51M), Laurel Wealth Advisors LLC ($16.73M), Nuveen LLC ($16.20M), Bank of America Corp DE ($12.95M), and International Assets Investment Management LLC ($11.80M).

Institutional investors have bought a total of 148,821,095 shares in the last 24 months. This purchase volume represents approximately $47.31B in transactions.

Of the 3,022 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. ($6.20M), Capital World Investors ($6.12M), Massachusetts Financial Services Co. MA ($4.24M), and Bank of New York Mellon Corp ($3.51M).

Institutional investors have sold a total of 125,074,547 shares in the last 24 months. This volume of shares sold represents approximately $39.53B in transactions.


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Institutional ownership data for NYSE:JPM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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