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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$263.09 +3.93 (+1.51%)
As of 01/21/2025 03:59 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)
2588
Total
Institutional Inflows
(last 12 months)
$26.02B
Number of
Institutional Sellers
(last 12 months)
2308
Total
Institutional Outflows
(last 12 months)
$17.99B
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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
1/21/2025Harrell Investment Partners LLC53,173$12.75M3.6%-5.6%0.002%
1/21/2025Embree Financial Group46,095$11.05M1.9%+0.4%0.002%
1/21/2025Avaii Wealth Management LLC4,857$1.16M0.6%-3.6%0.000%
1/21/2025Affinity Wealth Management LLC18,702$4.48M0.8%+4.1%0.001%
1/21/2025Vista Investment Partners LLC10,421$2.50M0.8%-2.6%0.000%
1/21/2025Crescent Grove Advisors LLC10,578$2.54M0.3%+20.4%0.000%
1/21/2025Marshall Financial Group LLC6,278$1.51M0.4%+14.1%0.000%
1/21/2025Park Edge Advisors LLC12,040$2.89M0.8%+3.0%0.000%
1/21/2025KFG Wealth Management LLC3,089$741K0.1%+10.2%0.000%
1/21/2025Applied Capital LLC FL10,365$2.49M1.9%-0.7%0.000%
1/21/2025Jamison Private Wealth Management Inc.54,381$13.04M1.9%+2.6%0.002%
1/21/2025Blue Square Asset Management LLC11,882$2.85M1.4%+2.5%0.000%
1/21/2025Asio Capital LLC8,991$2.16M0.4%+1.8%0.000%
1/21/2025Echo Wealth Management LLC1,700$408K0.3%-9.1%0.000%
1/21/2025First Citizens Bank & Trust Co.139,626$33.47M0.5%-13.8%0.005%
1/21/2025Investment Research & Advisory Group Inc.25,344$6.08M1.8%-0.4%0.001%
1/21/2025Duncan Williams Asset Management LLC1,887$452K0.2%+70.2%0.000%
1/21/2025TTP Investments Inc.6,766$1.62M0.6%N/A0.000%
1/21/2025Precedent Wealth Partners LLC9,543$2.29M0.7%+3.3%0.000%
1/21/2025Smith Chas P & Associates PA Cpas357,161$85.62M4.9%-2.5%0.013%
1/21/2025Affiance Financial LLC8,240$1.98M0.5%+9.6%0.000%
1/21/2025AlphaMark Advisors LLC1,625$390K0.2%+11.7%0.000%
1/21/2025Moody Lynn & Lieberson LLC195,271$46.81M2.9%+0.7%0.007%
1/21/2025Anderson Hoagland & Co.98,515$25.53M2.6%-1.6%0.003%
1/21/2025Alan B Lancz & Associates Inc.5,206$1.25M1.3%-5.4%0.000%
1/21/2025Patton Albertson Miller Group LLC51,631$12.38M1.7%+3.2%0.002%
1/21/2025Flagship Harbor Advisors LLC48,669$11.67M0.6%-2.9%0.002%
1/21/2025Insight Inv LLC13,872$3.33M2.3%+4.8%0.000%
1/21/2025Stewardship Advisors LLC1,818$436K0.1%+9.0%0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC1,421$341K0.1%-94.8%0.000%
1/21/2025Advocate Group LLC44,091$10.57M2.0%-1.6%0.002%
1/21/2025Vantage Wealth89,263$21.40M4.6%-0.6%0.003%
1/21/2025Compass Wealth Management LLC44,950$10.78M2.6%-9.3%0.002%
1/21/2025Nikulski Financial Inc.32,881$7.88M2.3%+0.4%0.001%
1/21/2025AEGON ASSET MANAGEMENT UK Plc701,910$168.42M2.2%-0.9%0.025%
1/21/2025CFS Investment Advisory Services LLC15,814$3.79M0.3%-1.1%0.001%
1/21/2025Tributary Capital Management LLC5,087$1.22M0.1%-3.9%0.000%
1/21/2025GSB Wealth Management LLC15,218$3.65M0.9%-0.5%0.001%
1/21/2025Grimes & Company Inc.89,513$21.46M0.6%-0.1%0.003%
1/21/2025SJS Investment Consulting Inc.2,164$519K0.1%-21.6%0.000%
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1/21/2025Cyndeo Wealth Partners LLC70,920$17M1.1%+2.5%0.003%
1/21/2025Geneos Wealth Management Inc.57,993$13.90M0.5%-1.3%0.002%
1/21/2025Dynamic Advisor Solutions LLC86,119$20.64M0.9%-8.1%0.003%
1/21/2025Aspiring Ventures LLC1,164$302K0.2%N/A0.000%
1/21/2025Accel Wealth Management8,493$2.04M0.8%-3.9%0.000%
1/21/2025Fifth Third Bancorp2,201,007$527.60M1.9%-1.9%0.078%
1/21/2025apricus wealth LLC17,608$4.22M2.8%-13.2%0.001%
1/21/2025DGS Capital Management LLC1,037$249K0.1%+5.0%0.000%
1/21/2025Chemung Canal Trust Co.50,566$12.12M2.5%-8.8%0.002%
1/21/2025Bennett Selby Investments LP8,966$2.15M0.9%+0.7%0.000%
1/21/2025AM Investment Strategies LLC26,021$6.24M1.5%-0.6%0.001%
1/21/2025Carr Financial Group Corp5,644$1.35M0.4%-2.0%0.000%
1/21/2025Cottonwood Capital Advisors LLC4,293$1.03M0.7%+23.0%0.000%
1/21/2025Atlas Private Wealth Advisors4,833$1.16M0.2%-9.6%0.000%
1/21/2025Eclectic Associates Inc. ADV16,315$3.91M1.2%+2.7%0.001%
1/21/2025Goelzer Investment Management Inc.52,185$12.51M0.7%-0.5%0.002%
1/21/2025Hillcrest Wealth Advisors NY LLC3,810$913K0.4%-11.6%0.000%
1/21/2025Gradient Investments LLC173,293$41.54M0.8%-0.4%0.006%
1/21/2025Curated Wealth Partners LLC4,184$1.00M0.1%-2.3%0.000%
1/21/2025Benin Management CORP17,264$4.14M1.1%+0.2%0.001%
1/21/2025Sachetta LLC5,364$1.29M0.5%-5.7%0.000%
1/21/2025Harel Insurance Investments & Financial Services Ltd.11,577$2.78M0.0%+16.0%0.000%
1/21/2025Midwest Financial Group LLC919$220K0.1%N/A0.000%
1/21/2025Exchange Traded Concepts LLC1,209$290K0.0%-97.2%0.000%
1/21/2025CX Institutional23,537$5.64M0.2%+14.2%0.001%
1/21/2025Rodgers & Associates LTD848$203K0.0%N/A0.000%
1/21/2025Encompass More Asset Management3,149$755K0.2%+5.7%0.000%
1/21/2025Impact Partnership Wealth LLC4,000$959K0.2%+8.8%0.000%
1/21/2025Patriot Investment Management Group Inc.5,742$1.38M0.1%+2.1%0.000%
1/21/2025Southland Equity Partners LLC14,240$3.41M0.8%+10.7%0.001%
1/21/2025St. Johns Investment Management Company LLC11,239$2.69M1.3%+2.3%0.000%
1/21/2025Courant Investment Management LLC94,897$22.75M19.3%-13.4%0.003%
1/21/2025Sound Income Strategies LLC8,198$1.97M0.1%-6.8%0.000%
1/21/2025Manitou Investment Management Ltd.111,309$26.68M5.3%-20.6%0.004%
1/21/2025LexAurum Advisors LLC8,744$2.10M0.4%+5.2%0.000%
1/21/2025Rappaport Reiches Capital Management LLC1,068$256K0.1%+3.8%0.000%
1/21/2025RFG Advisory LLC30,415$7.29M0.2%+5.9%0.001%
1/21/2025TABR Capital Management LLC1,070$257K0.2%N/A0.000%
1/21/2025Neumann Capital Management LLC12,520$3.00M1.0%-1.2%0.000%
1/21/2025Carmel Capital Management L.L.C.61,447$14.73M5.6%-0.3%0.002%
1/21/2025Motive Wealth Advisors3,335$799K0.4%+8.7%0.000%
1/21/2025MFA Wealth Services4,123$988K0.8%N/A0.000%
1/21/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH184,042$44.05M1.4%-10.3%0.007%
1/21/2025McGlone Suttner Wealth Management Inc.9,590$2.30M0.4%+3.6%0.000%
1/21/2025Financial Partners Group LLC48,050$11.52M4.8%-0.6%0.002%
1/21/2025Greater Midwest Financial Group LLC10,873$2.61M1.6%+3.9%0.000%
1/21/2025Wells Trecaso Financial Group LLC63,973$15.34M5.0%-1.0%0.002%
1/21/2025Cornerstone Wealth Management LLC22,236$5.33M0.4%+4.0%0.001%
1/21/2025Heritage Wealth Management Inc. Texas1,422$341K0.2%-6.0%0.000%
1/21/2025Brighton Jones LLC48,732$11.68M0.3%+11.0%0.002%
January 29th - the next big trading catalyst to watch (Ad)

Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO the market… Unleashing more explosive moves than ever before.

So please watch this video now before the hammer falls and it’s too late.
1/21/2025Sustainable Insight Capital Management LLC22,895$5.49M2.4%+36.7%0.001%
1/21/2025Sterling Group Wealth Management LLC3,981$954K0.5%-2.4%0.000%
1/21/2025Hengehold Capital Management LLC29,681$7.12M0.7%-2.3%0.001%
1/21/2025Seneca House Advisors37,757$9.05M3.6%-6.0%0.001%
1/21/2025Montecito Bank & Trust28,653$6.87M1.2%-0.4%0.001%
1/17/2025 Cerro Pacific Wealth Advisors LLC15,751$3.78M1.3%-1.2%0.001%
1/17/2025 New Century Financial Group LLC6,290$1.53M0.7%-14.2%0.000%
1/17/2025 FCG Investment Co19,228$4.61M2.8%+5.6%0.001%
1/17/2025 Hedges Asset Management LLC1,000$240K0.2%-76.7%0.000%
1/17/2025 Lifestyle Asset Management Inc.1,083$260K0.1%+4.4%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, 4,336 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 3,713 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 2,327,132,266 shares in the last 24 months. This purchase volume represents approximately $343.36B in transactions.

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

Of the 3,145 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), International Assets Investment Management LLC ($7.37M), FMR LLC ($7.33M), Massachusetts Financial Services Co. MA ($5.79M), Capital World Investors ($5.17M), and Greenhaven Associates Inc. ($4.77M).

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

Institutional investors have sold a total of 234,583,585 shares in the last 24 months. This volume of shares sold represents approximately $38.43B in transactions.


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This page (NYSE:JPM) was last updated on 1/22/2025 by MarketBeat.com Staff
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