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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$338.05 +0.52 (+0.15%)
Closing price 03:59 PM Eastern
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$338.66 +0.62 (+0.18%)
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)
3368
Total
Institutional Inflows
(last 12 months)
$47.40B
Number of
Institutional Sellers
(last 12 months)
3040
Total
Institutional Outflows
(last 12 months)
$39.69B
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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
9/23/2026 QRG Capital Management Inc.517,473$169.38M1.2%+8.4%0.019%
9/23/2026 Envestnet Portfolio Solutions Inc.164,847$53.95M0.2%-9.6%0.006%
9/23/2026 Envestnet Asset Management Inc.7,273,067$2.38B0.4%+1.1%0.274%
9/22/2026 Andra AP fonden322,085$105.43M1.2%-15.8%0.012%
9/22/2026 State Street Corp125,209,293$40.98B0.8%+0.8%4.710%
9/21/2026 Silicon Valley Capital Partners3,983$1.30M0.1%-12.0%0.000%
9/21/2026 Altar Rock LLC1,540$504K0.7%-36.1%0.000%
9/21/2026 Premier Financial Group1,086$355K0.1%N/A0.000%
9/18/2026 Security National Bank of SO Dak7,839$2.57M1.2%-16.9%0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA8,952$2.93M1.2%+27.4%0.000%
9/17/2026 Wellington Altus USA Inc.5,368$1.76M1.1%+15.7%0.000%
9/16/2026 IKE Capital LLC10,216$3.34M1.7%-6.9%0.000%
9/15/2026 Anchor Investment Management LLC38,543$12.62M0.9%-5.3%0.001%
9/15/2026 Reynders McVeigh Capital Management LLC4,263$1.40M0.1%-2.3%0.000%
9/11/2026 Bullseye Investment Management LLC1,190$390K0.2%N/A0.000%
9/11/2026 Smith Chas P & Associates PA Cpas288,483$94.43M4.6%-3.2%0.011%
9/11/2026 Talon Private Wealth LLC9,004$2.95M0.4%-3.9%0.000%
9/11/2026 Marathon Wealth Advisors LLC14,499$4.75M1.6%+1.4%0.001%
9/10/2026 U S Wealth Group LLC.11,454$3.75M1.8%+11.7%0.000%
9/9/2026 Rench Wealth Management Inc.47,129$15.43M4.2%-0.9%0.002%
9/9/2026 Bouchey Financial Group Ltd.8,495$2.78M0.2%+2.1%0.000%
9/9/2026 Miramontes Capital LLC2,991$979K0.3%-1.2%0.000%
9/9/2026 Core Capital Management & Research inc.3,102$1.11M0.6%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company 2,473,477$809.64M0.4%-1.6%0.093%
9/9/2026 Capstone Financial Advisors Inc.63,735$20.86M1.0%-3.5%0.002%
9/9/2026 Tortoise Investment Management LLC7,492$2.45M0.2%+2.0%0.000%
9/9/2026 Blue Edge Capital LLC22,972$7.52M0.9%-0.4%0.001%
9/9/2026 Community Bank of Raymore54,276$17.77M9.9%-0.5%0.002%
9/9/2026 Van Hulzen Asset Management LLC61,539$20.14M1.4%-2.9%0.002%
9/9/2026 Cahill Financial Advisors Inc.6,916$2.26M0.2%-0.5%0.000%
9/9/2026 MCF Advisors LLC28,017$9.17M0.3%+4.6%0.001%
9/9/2026 Archford Capital Strategies LLC22,153$7.25M0.7%-21.1%0.001%
9/9/2026 Lotus Asset Management LLC1,158$379K0.3%N/A0.000%
9/9/2026 National Pension Service5,549,588$1.82B1.2%+0.7%0.209%
9/9/2026 BlueCrest Capital Management Ltd7,434$2.43M0.1%-85.8%0.000%
9/9/2026 Engineers Gate Manager LP18,583$6.08M0.1%-43.5%0.001%
9/9/2026 Cidel Asset Management Inc.97,432$31.89M1.5%+3.7%0.004%
9/9/2026 Plimoth Trust Co. LLC42,859$14.03M2.8%-2.0%0.002%
9/9/2026 Capital Analysts LLC48,924$16.01M0.4%-1.4%0.002%
9/9/2026 Summit Financial Strategies Inc.10,328$3.38M0.2%-2.6%0.000%
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9/9/2026 SVB Wealth LLC82,982$27.16M1.6%-12.3%0.003%
9/9/2026 Insight Wealth Partners LLC2,785$912K0.1%-3.8%0.000%
9/9/2026 Concorde Asset Management LLC2,660$871K0.5%+1.1%0.000%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC42,093$13.78M0.8%+3.9%0.002%
9/9/2026 NorthRock Partners LLC62,473$20.45M0.3%+3.4%0.002%
9/9/2026 Integrated Wealth Concepts LLC233,142$76.31M0.4%+18.0%0.009%
9/9/2026 Community Bank N.A.67,530$22.10M2.4%-2.0%0.003%
9/9/2026 RFG Advisory LLC36,121$11.82M0.2%+9.2%0.001%
9/9/2026 NewEdge Advisors LLC1,455,328$476.37M1.4%+1.4%0.055%
9/9/2026 Hedeker Wealth LLC17,788$5.82M1.1%-2.8%0.001%
9/9/2026 GFG Capital LLC862$282K0.1%-3.6%0.000%
9/9/2026 IFP Advisors Inc70,542$23.09M0.4%+3.9%0.003%
9/9/2026 Baird Financial Group Inc.6,806,039$2.23B3.1%+1.8%0.256%
9/9/2026 Arcus Capital Partners LLC1,261$413K0.2%-13.2%0.000%
9/9/2026 Sterling Investment Advisors Ltd.22,209$7.27M1.1%-4.5%0.001%
9/9/2026 One Charles Private Wealth Services LLC12,551$4.11M0.9%+0.3%0.000%
9/9/2026 XY Planning Network Inc.2,808$919K0.1%+14.2%0.000%
9/9/2026 BayBridge Capital Group LLC6,179$2.02M1.1%+7.9%0.000%
9/8/2026 New England Professional Planning Group Inc.1,341$439K0.2%-6.0%0.000%
9/8/2026 Hudock Inc.20,732$6.79M0.9%-5.7%0.001%
9/8/2026 CORDA Investment Management LLC.5,278$1.73M0.1%+2.3%0.000%
9/8/2026 Arizona State Retirement System744,264$243.62M1.2%-0.2%0.028%
9/8/2026 Edge Wealth Management LLC85,227$27.90M4.5%-2.4%0.003%
9/8/2026 West Family Investments Inc.8,256$2.70M0.8%+92.0%0.000%
9/8/2026 Waverly Advisors LLC462,140$151.27M0.9%+32.8%0.017%
9/8/2026 Bank OZK16,950$5.55M1.7%-2.6%0.001%
9/8/2026 Empirical Finance LLC103,311$33.82M1.4%+3.1%0.004%
9/8/2026 Nykredit A S709,840$232.35M0.7%N/A0.027%
9/4/2026 Parkside Financial Bank & Trust40,137$13.14M0.9%+1.0%0.002%
9/3/2026 Anchor Capital Advisors LLC115,282$37.74M0.6%-23.7%0.004%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,805$591K0.1%+62.5%0.000%
9/2/2026 Second Line Capital LLC20,969$6.86M1.2%-3.0%0.001%
9/2/2026 Range Advisory LLC8,876$2.91M0.3%+41.1%0.000%
9/2/2026 Capital & Planning LLC1,014$332K0.2%+8.0%0.000%
8/31/2026 Alternative Investment Advisors LLC.1,041$341K0.1%+7.5%0.000%
8/28/2026 Cornerstone Financial Management LLC3,046$997K0.8%-4.1%0.000%
8/28/2026 NWM Advisors LLC15,260$5.00M3.9%+1.7%0.001%
8/27/2026 Corient Private Wealth LP3,103,189$1.02B1.4%-1.7%0.117%
8/27/2026 Tucker Asset Management LLC2,510$822K0.2%+12.8%0.000%
8/26/2026 Giverny Capital Inc.47,876$15.67M0.5%-8.5%0.002%
8/26/2026 HORAN Wealth LLC35,981$11.78M1.5%+1.5%0.001%
8/26/2026 Principia Wealth Advisory LLC979$320K0.1%+6.8%0.000%
8/26/2026 Amundi7,965,928$2.61B0.6%+14.3%0.300%
8/26/2026 Wellington Grp LLC4,839$1.58M0.4%+27.7%0.000%
8/26/2026 Brown Financial Advisors9,025$2.95M1.0%+0.5%0.000%
8/25/2026 Advus Financial Partners LLC13,032$4.27M1.0%-2.4%0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al390,538$127.84M0.8%N/A0.015%
8/25/2026 Financial Insights Inc.3,089$1.01M0.3%+24.2%0.000%
8/24/2026 Serenity Investment Advisors8,008$2.82M1.2%-2.5%0.000%
8/24/2026 Strategic Financial Services Inc.24,505$8.02M0.4%-1.1%0.001%
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8/24/2026 Carlson Financial Inc.3,638$1.19M0.6%+3.3%0.000%
8/24/2026 Vancity Investment Management Ltd40,566$13.28M2.0%+16.8%0.002%
8/23/2026 Tanager Wealth Management LLP3,885$1.27M0.1%+4.8%0.000%
8/23/2026 DMC Group LLC3,815$1.25M0.9%-22.8%0.000%
8/23/2026 Studio Investment Management LLC20,738$6.79M1.2%-2.0%0.001%
8/23/2026 IMPACTfolio LLC1,059$347K0.1%-2.8%0.000%
8/23/2026 Washington Trust Advisors Inc.29,204$9.56M0.7%-2.6%0.001%
8/23/2026 Ameritas Advisory Services LLC49,825$16.31M0.3%+48.4%0.002%
8/23/2026 Trevian Wealth Management LLC1,653$541K0.2%+3.2%0.000%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.3,531$1.16M0.3%+0.8%0.000%


JPM Institutional Ownership - Frequently Asked Questions

During the previous two years, 5,521 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 4,700 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 149,124,684 shares in the last 24 months. This purchase volume represents approximately $47.40B in transactions.

Of the 3,039 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 125,614,856 shares in the last 24 months. This volume of shares sold represents approximately $39.69B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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