Free Trial
→ Forced out of retirement by these trades (From DTI) (Ad) Free JPM Stock Alerts

JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$237.60 +4.64 (+1.99%)
(As of 12/20/2024 05:40 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Chase & Co. (NYSE:JPM)

Current
Institutional Ownership
Percentage
71.55%
Number of
Institutional Buyers
(last 12 months)
2583
Total
Institutional Inflows
(last 12 months)
$26.01B
Number of
Institutional Sellers
(last 12 months)
2289
Total
Institutional Outflows
(last 12 months)
$16.07B
Get JPM Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Chase & Co. stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JPM Institutional Buying and Selling by Quarter

JPMorgan Chase & Co. Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Independent Solutions Wealth Management LLC8,862$1.87M0.4%+3.2%0.000%
12/18/2024 Syntax Research Inc.7,913$1.67M1.1%-0.8%0.000%
12/16/2024 SMART Wealth LLC3,938$830K0.3%+171.2%0.000%
12/13/2024 Lord Abbett & CO. LLC2,105,670$444.00M1.4%-13.1%0.075%
12/13/2024 B. Riley Wealth Advisors Inc.119,979$25.05M0.7%-15.2%0.004%
12/12/2024 Brass Tax Wealth Management Inc.1,938$409K0.2%-34.5%0.000%
12/12/2024 Legacy Wealth Management LLC MS13,168$2.78M1.0%+3.9%0.000%
12/11/2024 1ST Source Bank72,334$15.25M0.9%-0.5%0.003%
12/10/2024 Birmingham Capital Management Co. Inc. AL13,629$2.87M1.0%-1.1%0.000%
12/10/2024 DGS Capital Management LLC988$208K0.1%N/A0.000%
12/10/2024 Garden State Investment Advisory Services LLC4,189$887K0.3%+2.3%0.000%
12/9/2024 Copley Financial Group Inc.3,178$670K0.6%N/A0.000%
12/6/2024 Logan Capital Management Inc.112,286$23.68M1.0%-12.9%0.004%
12/6/2024 Fidelity D & D Bancorp Inc.5,875$1.24M0.8%-5.9%0.000%
12/6/2024 Retirement Systems of Alabama967,142$203.93M0.8%-4.5%0.034%
12/3/2024 Oddo BHF Asset Management Sas28,603$6.03M0.3%N/A0.001%
12/3/2024 Garde Capital Inc.3,626$764K0.1%-2.8%0.000%
12/3/2024 Denver PWM LLC757$160K0.1%-36.3%0.000%
12/2/2024 Inspire Trust Co. N.A.19,309$4.07M1.1%+12.8%0.001%
12/2/2024 Beaird Harris Wealth Management LLC1,604$338K0.0%-23.8%0.000%
11/29/2024 American Trust36,628$7.72M0.6%-11.8%0.001%
11/29/2024 Old North State Trust LLC4,017$847K0.7%+3.0%0.000%
11/27/2024 Franklin Resources Inc.15,073,193$3.34B0.9%+7.2%0.535%
11/26/2024 Peapack Gladstone Financial Corp626,101$132.02M1.9%-0.7%0.022%
11/25/2024 Synovus Financial Corp304,581$64.23M0.7%-0.9%0.011%
11/25/2024 Cim Investment Management Inc.13,187$2.78M0.8%-2.0%0.000%
11/25/2024 Wilmington Savings Fund Society FSB363,152$76.57M1.4%+57.8%0.013%
11/25/2024 Arvest Bank Trust Division125,359$26.43M1.5%N/A0.004%
11/25/2024 Sfmg LLC15,455$3.26M0.3%-0.8%0.001%
11/25/2024 World Investment Advisors LLC190,752$40.22M1.0%+176.7%0.007%
11/25/2024 Sanctuary Advisors LLC716,329$151.05M1.0%+7.8%0.025%
11/25/2024 Pine Valley Investments Ltd Liability Co58,248$12.28M0.7%-0.2%0.002%
11/22/2024 Stock Yards Bank & Trust Co.427,305$90.10M2.9%-2.1%0.015%
11/22/2024 Boyar Asset Management Inc.55,946$11.80M7.6%-0.2%0.002%
11/22/2024 Sculati Wealth Management LLC20,315$4.07M1.7%+1.5%0.001%
11/22/2024 Eaton Financial Holdings Company LLC4,539$957K0.4%N/A0.000%
11/21/2024 Anchor Investment Management LLC40,034$8.44M0.8%+0.1%0.001%
11/21/2024 Tudor Financial Inc.7,339$1.55M1.0%N/A0.000%
11/21/2024 Chelsea Counsel Co.1,392$294K0.1%-33.5%0.000%
11/21/2024 Aldebaran Financial Inc.11,021$2.32M2.9%+3.2%0.000%
Crypto’s hidden gem + greatest crypto bull run in history = $$$? (Ad)

You don’t actually want to buy Bitcoin this time around. That’s because there’s a better way to take advantage of this new bull market… One market expert calls it Crypto’s Hidden Gem And it’s a new way that has given folks like you and me the chance to see bigger and faster moves than the traditional way of buying Bitcoin… That means if you’ve stayed away from Bitcoin and crypto because it's confusing or seems risky… This is a much safer and better approach to ride this years’ crypto bull run. Because believe it or not… The 2024 crypto bull run is one you DON’T want to miss.

Click Here to get the full details about Crypto’s Hidden Gem
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%
11/20/2024 Westside Investment Management Inc.5,885$1.24M0.3%-1.0%0.000%
11/20/2024 Virtu 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%
11/20/2024 Passumpsic 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%
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%
70%, 80%, 90% Win Rates? Grab Your Free Cheatsheets Today! (Ad)

Would you like to know the historic win rate of every trade you take before you place it? Well, it’s all possible with these FIVE Candlestick Pattern Cheatsheets.

>> You can grab your FREE, laminated copies right here << 
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%
(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, 4,304 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 3,696 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 2,330,983,520 shares in the last 24 months. This purchase volume represents approximately $343.68B in transactions.

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

Of the 3,105 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 226,747,847 shares in the last 24 months. This volume of shares sold represents approximately $36.47B in transactions.


Related Companies

This page (NYSE:JPM) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Tech funds are hemorrhaging cash: Sell this stock now
Something very strange is happening to U.S. stocks following President Trump's victory... And this could s...
Chaikin Analytics | Sponsored