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JPMorgan Chase & Co. (JPM) Institutional Ownership

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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)
2697
Total
Institutional Inflows
(last 12 months)
$321.91B
Number of
Institutional Sellers
(last 12 months)
2318
Total
Institutional Outflows
(last 12 months)
$22.23B
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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
5/8/2024Washington Trust Advisors Inc.31,637$6.34M0.6%-1.6%0.001%
5/8/2024Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.15,992$3.20M0.5%-59.8%0.001%
5/8/2024Roffman Miller Associates Inc. PA281,399$56.36M3.8%-3.8%0.010%
5/8/2024QRG Capital Management Inc.435,455$87.22M1.1%+5.5%0.015%
5/8/2024O Dell Group LLC19,621$3.93M1.0%-1.4%0.001%
5/8/2024Tranquility Partners LLC18,185$3.64M1.4%-2.2%0.001%
5/8/2024Watershed Private Wealth LLC4,248$851K0.4%-2.8%0.000%
5/8/2024Headlands Technologies LLC939$188K0.0%+442.8%0.000%
5/8/2024AMJ Financial Wealth Management2,892$579K0.2%N/A0.000%
5/8/2024Legacy Capital Group California Inc.8,041$1.61M0.6%-3.2%0.000%
5/8/2024New Republic Capital LLC18,975$3.80M2.4%+55.6%0.001%
5/8/2024Ardent Capital Management Inc.10,997$2.20M1.1%-73.2%0.000%
5/8/2024Williams Jones Wealth Management LLC.578,093$115.79M1.5%-1.2%0.020%
5/8/2024Delta Financial Advisors LLC15,281$3.06M1.2%+1.1%0.001%
5/8/2024Inspire Advisors LLC2,103$421K0.1%+2.6%0.000%
5/8/2024Thoroughbred Financial Services LLC68,069$13.63M1.3%-31.5%0.002%
5/7/2024Verus Capital Partners LLC13,579$2.72M0.3%+1.6%0.000%
5/7/2024Capital Square LLC8,054$1.61M1.1%-1.5%0.000%
5/7/2024Meeder Advisory Services Inc.49,850$9.99M1.0%+4.4%0.002%
5/7/2024Meeder Asset Management Inc.9,058$1.81M0.1%+26.4%0.000%
5/7/2024NorthRock Partners LLC38,560$7.72M0.7%+15.2%0.001%
5/7/2024Choate Investment Advisors116,510$23.34M0.6%-7.1%0.004%
5/7/2024Sfmg LLC16,546$3.31M0.3%+8.6%0.001%
5/7/2024American Planning Services Inc.2,269$455K0.3%+9.7%0.000%
5/7/2024Fiduciary Family Office LLC15,668$3.14M1.2%+7.3%0.001%
5/7/2024WMG Financial Advisors LLC2,450$491K0.3%+39.0%0.000%
5/7/2024WNY Asset Management LLC3,858$773K0.1%+6.1%0.000%
5/7/2024Abbrea Capital LLC45,098$9.03M1.2%-1.2%0.002%
5/7/2024Quantum Private Wealth LLC3,729$747K0.3%+2.1%0.000%
5/7/2024Sei Investments Co.759,950$152.21M0.2%+2.7%0.026%
5/7/2024Redmond Asset Management LLC46,708$9.36M3.0%-7.6%0.002%
5/7/2024Bedel Financial Consulting Inc.31,341$6.28M1.0%+1.5%0.001%
5/7/2024Chilton Capital Management LLC191,394$38.34M1.8%-0.9%0.007%
5/7/2024Stonebrook Private Inc.32,527$6.52M1.9%+7.1%0.001%
5/7/2024Nixon Peabody Trust Co.86,736$17.37M1.6%+3.9%0.003%
5/7/2024Concurrent Investment Advisors LLC63,699$12.76M0.5%-6.6%0.002%
5/7/2024Significant Wealth Partners LLC1,196$240K0.2%-16.0%0.000%
5/7/2024Keudell Morrison Wealth Management11,070$2.22M0.7%-1.2%0.000%
5/7/2024Anchor Capital Advisors LLC175,756$35.20M0.9%-11.3%0.006%
5/7/2024Atomi Financial Group Inc.45,179$9.05M0.8%+14.9%0.002%
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5/7/2024Reynders McVeigh Capital Management LLC5,272$1.06M0.1%+4.3%0.000%
5/7/2024Allegheny Financial Group LTD6,413$1.29M0.4%-11.3%0.000%
5/7/2024Montag A & Associates Inc.86,191$17.26M0.9%-0.9%0.003%
5/7/2024BCGM Wealth Management LLC19,061$3.82M1.4%+2.8%0.001%
5/7/2024Susquehanna Fundamental Investments LLC177,156$35.48M1.7%N/A0.006%
5/7/2024WealthPLAN Partners LLC31,447$6.30M0.7%-5.3%0.001%
5/7/2024Keating Investment Counselors Inc.2,925$586K0.2%-9.3%0.000%
5/7/202449 Wealth Management LLC2,094$417K0.1%N/A0.000%
5/7/2024CarsonAllaria Wealth Management Ltd.2,073$415K0.3%-19.1%0.000%
5/7/2024Susquehanna Portfolio Strategies LLC33,300$6.67M0.2%-89.1%0.001%
5/7/2024KCM Investment Advisors LLC175,691$35.19M1.3%+3.1%0.006%
5/7/2024Tectonic Advisors LLC5,512$1.10M0.1%+5.9%0.000%
5/7/2024Smithfield Trust Co27,754$5.55M0.3%-4.8%0.001%
5/7/2024River Global Investors LLP20,126$4.03M1.0%-1.1%0.001%
5/7/2024Facet Wealth Inc.2,085$400K0.0%-5.7%0.000%
5/7/2024Bernardo Wealth Planning LLC2,603$521K0.1%+13.3%0.000%
5/7/2024NTV Asset Management LLC33,690$6.75M1.0%+1.2%0.001%
5/7/2024Forsta AP Fonden730,600$146.34M1.2%+9.3%0.025%
5/7/2024Hyman Charles D186,171$37.29M2.1%-0.2%0.006%
5/7/2024Avalon Trust Co5,047$1.01M0.1%+14.4%0.000%
5/7/2024Highland Capital Management LLC196,837$39.43M2.3%+0.7%0.007%
5/7/2024Illinois Municipal Retirement Fund215,840$43.23M0.7%+3.7%0.008%
5/7/2024Mitsubishi UFJ Asset Management UK Ltd.26,000$5.21M2.6%+4.0%0.001%
5/7/2024Lipe & Dalton1,800$361K0.2%+17.6%0.000%
5/7/2024Zevenbergen Capital Investments LLC30,318$6.07M0.1%-0.2%0.001%
5/7/2024Capital Wealth Planning LLC1,940,025$388.59M4.2%-29.4%0.068%
5/7/2024Benedetti & Gucer Inc.4,774$956K0.5%-14.9%0.000%
5/7/2024Nvwm LLC20,776$4.16M1.1%-3.3%0.001%
5/7/2024OPTIMAS CAPITAL Ltd41,500$8.31M7.3%+262.4%0.001%
5/7/2024Codex Capital L.L.C.21,000$4.21M2.0%+536.4%0.001%
5/7/2024Allen Investment Management LLC170,058$34.06M0.4%-1.1%0.006%
5/7/2024Gibraltar Capital Management Inc.29,407$5.89M2.7%-32.9%0.001%
5/7/2024Sustainable Insight Capital Management LLC15,848$3.17M2.3%+0.6%0.001%
5/7/2024Nelson Capital Management LLC44,638$8.94M1.7%-1.4%0.002%
5/7/2024Aull & Monroe Investment Management Corp17,543$3.51M1.6%-2.5%0.001%
5/7/2024Oppenheimer Asset Management Inc.532,049$106.57M1.6%-21.0%0.019%
5/7/2024Oppenheimer & Co. Inc.347,118$69.53M1.2%-1.9%0.012%
5/7/2024PFG Advisors36,871$7.39M0.5%-1.8%0.001%
5/7/2024Prospera Private Wealth LLC3,018$605K0.4%-13.4%0.000%
5/7/2024Guardian Asset Advisors LLC2,535$509K0.4%+39.1%0.000%
5/7/2024Obermeyer Wood Investment Counsel Lllp32,973$6.60M0.4%+73.9%0.001%
5/7/2024TAGStone Capital Inc.2,469$494K0.3%+4.7%0.000%
5/7/2024 Hilltop National Bank10,390$2.08M0.7%N/A0.000%
5/7/2024 Wealthspire Advisors LLC51,511$10.32M0.1%-5.5%0.002%
5/7/2024 JCIC Asset Management Inc.66,051$13.23M5.5%+0.3%0.002%
5/7/2024 Roof Eidam Maycock Peralta LLC15,489$3.10M0.9%+1.3%0.001%
5/7/2024 Insight Advisors LLC PA4,688$939K0.2%+1.7%0.000%
5/7/2024 Howard Wealth Management LLC3,897$781K0.6%+11.9%0.000%
5/7/2024 Spectrum Investment Advisors Inc.1,097$220K0.2%N/A0.000%
5/7/2024 Retirement Planning Co of New England Inc.4,425$886K0.5%-62.8%0.000%
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5/7/2024 Mystic Asset Management Inc.26,072$5.22M2.2%+3.1%0.001%
5/7/2024 Metis Global Partners LLC156,765$31.40M1.1%-0.2%0.005%
5/7/2024 Empowered Funds LLC91,066$18.24M0.3%+8.2%0.003%
5/7/2024 AIA Group Ltd69,423$13.91M0.5%+14.8%0.002%
5/7/2024 Motive Wealth Advisors3,082$617K0.4%+66.5%0.000%
5/7/2024 Stokes Family Office LLC47,874$9.59M1.2%-0.7%0.002%
5/6/2024 LSV Asset Management855,900$171.44M0.4%-0.7%0.030%
5/6/2024 Envestnet Portfolio Solutions Inc.368,430$73.80M0.3%+13.4%0.013%
5/6/2024 Empirical Finance LLC106,367$21.31M1.3%+3.4%0.004%
5/6/2024 ORG Partners LLC1,218$243K0.5%-91.9%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, 4,196 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($46.34B), BlackRock Inc. ($20.68B), State Street Corp ($18.36B), Morgan Stanley ($9.13B), Geode Capital Management LLC ($7.74B), FMR LLC ($7.17B), and Capital International Investors ($7.06B).Learn more on JPM's institutional investors.

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

71.55% 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 3,728 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), Norges Bank ($35.37M), Price T Rowe Associates Inc. MD ($20.92M), Vanguard Group Inc. ($9.79M), International Assets Investment Management LLC ($8.02M), Franklin Resources Inc. ($6.80M), and Providence Capital Advisors LLC ($5.36M).

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

Institutional investors have bought a total of 2,363,578,912 shares in the last 24 months. This purchase volume represents approximately $341.67B in transactions.

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

Of the 3,024 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 ($26.19M), Price T Rowe Associates Inc. MD ($13.84M), State Street Corp ($12.81M), Wellington Management Group LLP ($10.95M), FMR LLC ($5.85M), and Bank of New York Mellon Corp ($5.73M).

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

Institutional investors have sold a total of 301,066,179 shares in the last 24 months. This volume of shares sold represents approximately $41.05B in transactions.


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This page (NYSE:JPM) was last updated on 5/8/2024 by MarketBeat.com Staff

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