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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$245.00 +4.22 (+1.75%)
(As of 02:30 PM ET)
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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)
2580
Total
Institutional Inflows
(last 12 months)
$26.64B
Number of
Institutional Sellers
(last 12 months)
2291
Total
Institutional Outflows
(last 12 months)
$16.44B
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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
11/21/2024Aldebaran Financial Inc.11,021$2.32M2.9%+3.2%0.000%
11/20/2024 Morse Asset Management Inc7,226$1.52M0.3%+234.4%0.000%
11/20/2024 SOA Wealth Advisors LLC.21,082$4.45M0.8%+1.5%0.001%
11/20/2024Westside Investment Management Inc.5,885$1.24M0.3%-1.0%0.000%
11/20/2024Virtu Financial LLC3,990$841K0.0%-29.3%0.000%
11/20/2024 Bard Financial Services Inc.48,130$10.15M1.2%-15.8%0.002%
11/20/2024Passumpsic Savings Bank10,753$2.27M1.5%+15.1%0.000%
11/19/2024 McIlrath & Eck LLC6,247$1.32M0.2%-2.8%0.000%
11/19/2024 Invst LLC15,033$3.17M0.4%+1.4%0.001%
11/19/2024 Citizens Business Bank28,333$5.97M1.2%-2.3%0.001%
11/19/2024 Discipline Wealth Solutions LLC3,699$780K0.4%N/A0.000%
11/19/2024 Second Line Capital LLC21,596$4.55M1.2%+0.9%0.001%
11/19/2024 TCW Group Inc.532,798$112.35M1.0%-7.4%0.019%
11/19/2024 Hohimer Wealth Management LLC5,737$1.21M0.3%+4.7%0.000%
11/18/2024 Soltis Investment Advisors LLC32,266$6.80M0.7%-17.4%0.001%
11/18/2024 Rehmann Capital Advisory Group28,562$6.03M0.4%-3.5%0.001%
11/18/2024 TD Private Client Wealth LLC94,595$19.95M0.6%+2.0%0.003%
11/18/2024 Hobbs Group Advisors LLC1,544$326K0.1%+18.1%0.000%
11/18/2024 Virtue Capital Management LLC8,812$1.86M0.4%-19.5%0.000%
11/18/2024 Fortem Financial Group LLC11,841$2.50M1.0%-19.1%0.000%
11/18/2024 Arete Wealth Advisors LLC26,544$5.58M0.5%N/A0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky576,669$121.60M1.1%+15.3%0.020%
11/18/2024 Asset Allocation Strategies LLC1,211$255K0.1%-4.6%0.000%
11/18/2024 Sunbelt Securities Inc.27,755$5.85M0.6%-3.7%0.001%
11/18/2024 Toronto Dominion Bank1,052,996$222.04M0.4%-43.3%0.037%
11/18/2024 Empire Financial Management Company LLC38,824$8.19M2.5%-1.4%0.001%
11/18/2024 Chiron Investment Management LLC41,508$8.75M3.1%-9.8%0.001%
11/18/2024 Neo Ivy Capital Management17,446$3.68M1.2%N/A0.001%
11/18/2024 Financial Avengers Inc.868$183K0.1%+5.2%0.000%
11/18/2024 Brown Financial Advisors9,207$1.94M0.8%-15.5%0.000%
11/18/2024 Unconventional Investor LLC996$210K0.1%N/A0.000%
11/18/2024 Coldstream Capital Management Inc.90,411$19.23M0.4%+9.9%0.003%
11/18/2024 Twin Lakes Capital Management LLC13,892$2.93M1.6%-1.2%0.000%
11/18/2024 Strait & Sound Wealth Management LLC9,257$1.95M0.9%-4.9%0.000%
11/18/2024 RB Capital Management LLC25,669$5.41M1.3%+1.2%0.001%
11/18/2024 Orion Capital Management LLC8,844$1.87M0.9%-4.0%0.000%
11/18/2024 First Dallas Securities Inc.14,317$3.02M1.3%-2.9%0.001%
11/16/2024 Geode Capital Management LLC58,344,186$12.26B1.0%+0.9%2.072%
11/15/2024 MidWestOne Financial Group Inc.30,684$6.47M0.9%-0.9%0.001%
11/15/2024 Insight Inv LLC13,241$2.79M2.3%-5.6%0.000%
Bill Gates’s Next Big AI Bet: Stargate (Ad)

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I believe we are about to do it again with this new AI project called Stargate
11/15/2024 Greenwood Gearhart Inc.64,847$13.67M1.1%-19.9%0.002%
11/15/2024 Valued Retirements Inc.1,291$272K0.4%N/A0.000%
11/15/2024 Frisch Financial Group Inc.49,209$10.38M3.1%-0.3%0.002%
11/15/2024 Prestige Wealth Management Group LLC14,420$3.04M0.6%-33.8%0.001%
11/15/2024 Brophy Wealth Management LLC15,322$3.23M1.2%N/A0.001%
11/15/2024 High Falls Advisors Inc6,388$1.35M0.3%+4.5%0.000%
11/15/2024 Resources Management Corp CT ADV125,310$26.42M3.6%-1.0%0.004%
11/15/2024 Executive Wealth Management LLC54,731$11.54M0.9%-0.3%0.002%
11/15/2024 Abel Hall LLC4,711$993K0.7%-1.0%0.000%
11/15/2024 Nabity Jensen Investment Management Inc6,909$1.46M1.1%N/A0.000%
11/15/2024 Raelipskie Partnership19,264$4.06M2.0%+3.0%0.001%
11/15/2024 Continuum Advisory LLC17,531$3.70M0.5%+1.7%0.001%
11/15/2024 O Brien Greene & Co. Inc7,893$1.66M0.5%-1.5%0.000%
11/15/2024 LRI Investments LLC40,114$8.46M0.7%+195.3%0.001%
11/15/2024 Gordian Capital Singapore Pte Ltd7,010$1.48M0.6%+8.8%0.000%
11/15/2024 PYA Waltman Capital LLC12,716$2.68M0.9%+3.6%0.000%
11/15/2024 Peloton Wealth Strategists36,563$7.71M3.1%-4.6%0.001%
11/15/2024 Geller Advisors LLC8,065$1.70M0.1%+1.3%0.000%
11/15/2024 Drucker Wealth 3.0 LLC38,904$8.20M2.0%+1.8%0.001%
11/15/2024 Public Employees Retirement System of Ohio1,319,320$278.19M1.2%-0.9%0.047%
11/15/2024 SGL Investment Advisors Inc.28,332$5.97M3.0%N/A0.001%
11/15/2024 EWA LLC4,468$942K0.3%+4.9%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank80,399$16.26M1.5%-5.1%0.003%
11/15/2024 Groupama Asset Managment429,014$905K0.0%+7.8%0.015%
11/15/2024 Roffman Miller Associates Inc. PA276,843$58.38M3.6%-0.5%0.010%
11/15/2024 Nomura Asset Management Co. Ltd.1,174,598$247.68M0.8%+5.2%0.042%
11/15/2024 Y Intercept Hong Kong Ltd31,057$6.55M0.4%N/A0.001%
11/15/2024 Raab & Moskowitz Asset Management LLC17,289$3.65M0.9%+0.3%0.001%
11/15/2024 MML Investors Services LLC834,666$176.00M0.6%+4.1%0.030%
11/15/2024 Hodges Capital Management Inc.45,758$9.65M0.6%+2.0%0.002%
11/15/2024 First National Bank of Omaha159,056$33.54M2.1%-9.0%0.006%
11/15/2024 Montchanin Asset Management LLC27,667$5.83M5.4%+2.6%0.001%
11/15/2024 Pacific Center for Financial Services3,349$706K0.2%+1.5%0.000%
11/15/2024 CTC Alternative Strategies Ltd.2,681$565K0.7%-82.7%0.000%
11/15/2024 Dean Investment Associates LLC42,452$8.95M1.2%-3.9%0.002%
11/15/2024 Legacy Investment Solutions LLC212$45K0.0%N/A0.000%
11/15/2024 Headinvest LLC26,464$5.58M1.0%-1.3%0.001%
11/15/2024 Kimelman & Baird LLC256,612$54.11M4.3%-0.8%0.009%
11/15/2024 Northeast Financial Consultants Inc169,675$35.78M1.6%+0.0%0.006%
11/15/2024 Kensington Investment Counsel LLC22,426$4.73M2.0%+1.3%0.001%
11/15/2024 Dunhill Financial LLC597$126K0.1%-17.1%0.000%
11/15/2024 MCIA Inc1,199$253K0.1%-3.8%0.000%
11/15/2024 Orion Portfolio Solutions LLC197,642$41.68M0.9%-0.7%0.007%
11/15/2024 World Investment Advisors LLC670,072$141.29M0.8%+872.1%0.024%
11/15/2024 XTX Topco Ltd2,364$498K0.0%-51.3%0.000%
11/15/2024 Zacks Investment Management1,326,172$279.64M2.4%+11.6%0.047%
11/15/2024 Zega Financial LLC3,627$765K0.1%-26.0%0.000%
11/15/2024 Zurich Insurance Group Ltd FI386,419$81.48M0.7%-58.1%0.014%
11/15/2024 DF Dent & Co. Inc.40,988$8.64M0.1%+1.1%0.001%
11/15/2024 Hendershot Investments Inc.8,230$1.74M0.2%+4.6%0.000%
Bill Gates’s Next Big AI Bet: Stargate (Ad)

In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then.

I believe we are about to do it again with this new AI project called Stargate
11/15/2024 Castleark Management LLC32,085$6.77M0.3%-55.7%0.001%
11/15/2024 Goldstream Capital Management Ltd8,982$1.89M0.6%N/A0.000%
11/15/2024 Glen Eagle Advisors LLC16,822$3.55M0.6%+1.4%0.001%
11/15/2024 iA Global Asset Management Inc.251,393$53.01M0.9%-63.0%0.009%
11/15/2024 EP Wealth Advisors LLC694,179$146.38M1.3%+6.9%0.025%
11/15/2024 United Services Automobile Association257,734$54.35M1.4%-21.7%0.009%
11/15/2024 Insigneo Advisory Services LLC33,166$6.99M0.7%-6.0%0.001%
11/15/2024 Kovitz Investment Group Partners LLC810,809$161.24M1.0%-12.4%0.029%
11/15/2024 Voya Financial Advisors Inc.19,572$4.12M0.4%+8.9%0.001%
11/15/2024 Wellington Management Group LLP29,799,521$6.28B1.1%-17.0%1.058%
(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, 4,297 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($54.30B), State Street Corp ($26.59B), Geode Capital Management LLC ($12.26B), FMR LLC ($10.19B), Morgan Stanley ($9.13B), Capital International Investors ($8.47B), and Capital World Investors ($6.89B).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 3,688 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), International Assets Investment Management LLC ($16.98M), Price T Rowe Associates Inc. MD ($14.94M), Fisher Asset Management LLC ($6.10M), Providence Capital Advisors LLC ($5.36M), and Wellington Management Group LLP ($4.60M).

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

Institutional investors have bought a total of 2,330,092,320 shares in the last 24 months. This purchase volume represents approximately $343.43B in transactions.

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

Of the 3,102 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), Wellington Management Group LLP ($11.74M), FMR LLC ($7.33M), Massachusetts Financial Services Co. MA ($5.79M), Capital World Investors ($5.17M), Greenhaven Associates Inc. ($4.79M), and Cottage Street Advisors LLC ($4.07M).

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

Institutional investors have sold a total of 226,765,345 shares in the last 24 months. This volume of shares sold represents approximately $36.43B in transactions.


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This page (NYSE:JPM) was last updated on 11/21/2024 by MarketBeat.com Staff
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