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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$264.14 -2.66 (-1.00%)
Closing price 02/21/2025 03:59 PM Eastern
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$264.08 -0.05 (-0.02%)
As of 02/21/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
3013
Total
Institutional Inflows
(last 12 months)
$34.79B
Number of
Institutional Sellers
(last 12 months)
2564
Total
Institutional Outflows
(last 12 months)
$24.91B
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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
2/21/2025Ascent Group LLC62,888$15.08M1.1%+6.4%0.002%
2/21/2025Aberdeen Wealth Management LLC15,133$3.63M2.5%-1.9%0.001%
2/21/2025WNY Asset Management LLC4,504$1.08M0.1%-3.3%0.000%
2/21/2025Putney Financial Group LLC1,993$478K0.3%N/A0.000%
2/21/2025Aurdan Capital Management LLC1,154$277K0.1%N/A0.000%
2/21/2025Perennial Advisors LLC57,169$13.70M3.0%N/A0.002%
2/21/2025Vermillion Wealth Management Inc.790$189K0.1%N/A0.000%
2/21/2025AlphaCore Capital LLC50,704$12.15M2.6%-2.5%0.002%
2/20/2025 Mackenzie Financial Corp2,646,963$634.50M0.8%-6.4%0.095%
2/20/2025Griffith & Werner Inc.3,720$892K0.6%N/A0.000%
2/20/2025Sunbeam Capital Management LLC4,534$1.09M2.3%N/A0.000%
2/20/2025Montchanin Asset Management LLC26,317$6.31M6.1%-4.9%0.001%
2/20/2025 Castlekeep Investment Advisors LLC5,283$1.27M0.2%N/A0.000%
2/20/2025Peak Retirement Planning Inc.13,433$3.22M2.2%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC38,808$9.30M2.1%-0.2%0.001%
2/20/2025Kingstone Capital Partners Texas LLC11,912$2.86M2.3%N/A0.000%
2/20/2025Ball & Co Wealth Management Inc.831$199K0.2%N/A0.000%
2/20/2025Jupiter Wealth Management LLC1,042$250K0.1%+81.5%0.000%
2/19/2025 Three Cord True Wealth Management LLC840$201K0.2%N/A0.000%
2/19/2025 Warm Springs Advisors Inc.9,004$2.16M2.0%N/A0.000%
2/19/2025 Formidable Asset Management LLC29,111$6.98M1.1%-2.1%0.001%
2/19/2025 Richmond Investment Services LLC1,050$252K0.1%N/A0.000%
2/19/2025 North Star Asset Management Inc.75,245$18.04M0.8%-1.7%0.003%
2/19/2025 Invst LLC15,128$3.63M0.4%+0.6%0.001%
2/19/2025 Retirement Planning Group LLC NY1,080$259K0.3%N/A0.000%
2/19/2025 GF Fund Management CO. LTD.475$114K0.0%N/A0.000%
2/19/2025 Twin Lakes Capital Management LLC13,932$3.34M1.8%+0.3%0.000%
2/19/2025 Pinney & Scofield Inc.810$194K0.1%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC46,552$11.16M1.6%N/A0.002%
2/19/2025 WCG Wealth Advisors LLC34,030$8.16M0.5%+0.8%0.001%
2/19/2025 Public Employees Retirement System of Ohio1,213,214$290.82M1.0%-8.0%0.043%
2/18/2025 Pacific Point Advisors LLC3,823$916K0.6%N/A0.000%
2/18/2025 Neo Ivy Capital Management7,995$1.92M0.4%-54.2%0.000%
2/18/2025 Wick Capital Partners LLC1,284$308K0.1%-8.6%0.000%
2/18/2025 Western Wealth Management LLC18,438$4.42M1.3%-64.5%0.001%
2/18/2025 Hudson Value Partners LLC15,565$3.73M1.4%+3.8%0.001%
2/18/2025 Vega Investment Solutions10,847$2.60M2.1%N/A0.000%
2/18/2025 Helium Advisors LLC4,106$984K0.8%N/A0.000%
2/18/2025 US Asset Management LLC8,445$2.02M1.8%-2.8%0.000%
2/18/2025 BIP Alliance LLC1,789$429K0.2%N/A0.000%
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2/18/2025 Breakthru Advisory Services LLC2,545$610K0.6%N/A0.000%
2/18/2025 Sunbelt Securities Inc.29,349$7.02M0.6%+5.7%0.001%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC156,159$37.43M0.1%-6.1%0.006%
2/18/2025 GTS Securities LLC19,128$4.59M0.2%-78.1%0.001%
2/18/2025 Fourth Dimension Wealth LLC1,965$471K0.2%N/A0.000%
2/18/2025 Stonebridge Financial Planning Group LLC2,557$613K0.3%+29.1%0.000%
2/18/2025 Breed s Hill Capital LLC4,565$1.09M0.6%+167.9%0.000%
2/18/2025 Vise Technologies Inc.46,233$11.08M0.9%-9.5%0.002%
2/18/2025 Retirement Planning Group LLC7,188$1.72M0.1%+5.0%0.000%
2/18/2025 AAF Wealth Management LLC1,105$265K0.1%+11.6%0.000%
2/18/2025 Pinnacle Wealth Management LLC9,988$2.39M2.7%-1.0%0.000%
2/18/2025 Navalign LLC9,834$2.36M0.7%+3.2%0.000%
2/18/2025 Northwest Bank & Trust Co15,018$3.75M2.8%-0.3%0.001%
2/18/2025 Blue Fin Capital Inc.35,819$8.59M1.6%+0.8%0.001%
2/18/2025 Connecticut Wealth Management LLC22,977$5.51M0.3%-4.0%0.001%
2/18/2025 Headinvest LLC26,217$6.29M1.2%-0.9%0.001%
2/18/2025 Gordian Capital Singapore Pte Ltd6,050$1.45M0.7%-13.7%0.000%
2/18/2025 Investmark Advisory Group LLC3,045$730K0.4%-25.7%0.000%
2/18/2025 City National Bank of Florida MSD2,296$550K0.5%N/A0.000%
2/18/2025 JT Stratford LLC20,735$4.97M0.8%+6.3%0.001%
2/18/2025 Cornerstone Advisory LLC12,966$3.11M0.4%+3.3%0.000%
2/18/2025 Inspire Trust Co. N.A.19,000$4.55M1.2%-1.6%0.001%
2/18/2025 Brown Shipley& Co Ltd47,373$11.36M5.6%-6.3%0.002%
2/18/2025 Mosaic Family Wealth Partners LLC7,331$1.76M0.3%+5.4%0.000%
2/18/2025 RB Capital Management LLC26,212$6.28M1.4%+2.1%0.001%
2/18/2025 Pinkerton Retirement Specialists LLC22,464$5.39M0.8%-0.7%0.001%
2/18/2025 Pinnacle Financial Group LLC IL1,396$335K0.1%+29.0%0.000%
2/18/2025 Poehling Capital Management INC.19,558$4.69M1.1%-0.9%0.001%
2/18/2025 Harmony Asset Management LLC10,054$2.41M1.0%-5.2%0.000%
2/18/2025 49 Wealth Management LLC4,720$1.13M0.2%+2.7%0.000%
2/18/2025 DCM Advisors LLC32,597$7.81M3.7%+13.7%0.001%
2/18/2025 Orion Capital Management LLC8,794$2.11M0.9%-0.6%0.000%
2/18/2025 Adalta Capital Management LLC49,049$11.76M6.1%+0.3%0.002%
2/18/2025 McIlrath & Eck LLC6,292$1.51M0.2%+0.7%0.000%
2/18/2025 Novak & Powell Financial Services Inc.5,856$1.40M0.8%-1.3%0.000%
2/18/2025 Monograph Wealth Advisors LLC938$225K0.0%N/A0.000%
2/18/2025 Novem Group22,368$5.36M0.8%N/A0.001%
2/18/2025 Castleark Management LLC15,685$3.76M0.1%-51.1%0.001%
2/18/2025 MidWestOne Financial Group Inc.30,280$7.26M1.0%-1.3%0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp544,830$130.60M0.8%+13.7%0.019%
2/18/2025 Focus Partners Advisor Solutions LLC66,209$15.87M0.3%+34.0%0.002%
2/18/2025 First Heartland Consultants Inc.8,395$2.01M0.2%-1.6%0.000%
2/18/2025 Kolinsky Wealth Management LLC8,330$2.00M1.2%+4.8%0.000%
2/18/2025 Continuum Advisory LLC17,795$4.27M0.5%+1.5%0.001%
2/18/2025 Ames National Corp9,260$2.22M1.4%N/A0.000%
2/18/2025 PharVision Advisers LLC1,376$330K0.3%N/A0.000%
2/18/2025 Royal Capital Wealth Management LLC21,883$5.25M3.7%+5.1%0.001%
2/18/2025 Glen Eagle Advisors LLC17,301$4.15M0.7%+2.8%0.001%
2/18/2025 Mpwm Advisory Solutions LLC301$72K0.1%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC7,188$1.72M1.8%-1.1%0.000%
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2/18/2025 Principal Street Partners LLC36,719$8.80M1.7%-10.7%0.001%
2/18/2025 Kinloch Capital LLC1,952$468K0.2%-15.2%0.000%
2/18/2025 Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.113,675$27.25M3.3%+4,502.2%0.004%
2/18/2025 Lantern Wealth Advisors LLC13,613$3.26M2.1%+0.3%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC17,550,491$4.21B1.0%+16.3%0.623%
2/17/2025 Unio Capital LLC852$204K0.1%-33.0%0.000%
2/17/2025 USS Investment Management Ltd452,108$108.50M0.8%-0.3%0.016%
2/17/2025 Vance Wealth LLC2,892$693K0.3%+9.5%0.000%
2/17/2025 Vista Investment Management23,354$5.60M2.1%-8.7%0.001%
2/17/2025 Worldquant Millennium Advisors LLC858,101$205.70M1.3%+195.1%0.030%
(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, 4,759 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($65.29B), State Street Corp ($26.59B), Geode Capital Management LLC ($14.16B), FMR LLC ($11.56B), Morgan Stanley ($9.13B), Norges Bank ($8.31B), and Northern Trust Corp ($8.11B).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 4,062 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 ($70.04M), International Assets Investment Management LLC ($15.55M), Fisher Asset Management LLC ($6.45M), Northern Trust Corp ($5.39M), Providence Capital Advisors LLC ($5.36M), and Capital Research Global Investors ($5.17M).

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

Institutional investors have bought a total of 2,362,825,085 shares in the last 24 months. This purchase volume represents approximately $357.00B in transactions.

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

Of the 3,323 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 ($12.21M), Capital World Investors ($10.66M), Massachusetts Financial Services Co. MA ($8.90M), FMR LLC ($7.45M), International Assets Investment Management LLC ($7.37M), and Legal & General Group Plc ($6.26M).

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

Institutional investors have sold a total of 260,114,550 shares in the last 24 months. This volume of shares sold represents approximately $46.27B in transactions.


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This page (NYSE:JPM) was last updated on 2/22/2025 by MarketBeat.com Staff
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