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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$282.86 -9.11 (-3.12%)
Closing price 07/8/2025 03:59 PM Eastern
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$286.46 +3.59 (+1.27%)
As of 09:15 AM 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)
3226
Total
Institutional Inflows
(last 12 months)
$46.98B
Number of
Institutional Sellers
(last 12 months)
2856
Total
Institutional Outflows
(last 12 months)
$29.81B
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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
7/8/2025Strategic Advocates LLC2,733$792K0.2%+20.0%0.000%
7/8/2025Little House Capital LLC27,820$8.07M2.0%-16.1%0.001%
7/8/2025Henrickson Nauta Wealth Advisors Inc.3,607$1.05M0.4%+2.9%0.000%
7/8/2025Everpar Advisors LLC32,839$9.52M4.3%+1.5%0.001%
7/8/2025Ehrlich Financial Group3,314$961K0.6%+3.2%0.000%
7/8/2025Parisi Gray Wealth Management28,619$8.30M2.4%+0.6%0.001%
7/8/2025Northstar Advisory Group LLC17,702$5.13M2.5%+155.7%0.001%
7/8/2025Next Level Private LLC57,601$16.70M5.4%+2.3%0.002%
7/8/2025Dover Advisors LLC23,176$6.72M3.0%-12.5%0.001%
7/8/2025Arlington Trust Co LLC13,300$3.86M0.8%+0.6%0.000%
7/8/2025Davis Investment Partners LLC6,358$1.85M0.7%+6.7%0.000%
7/8/2025Chemistry Wealth Management LLC37,688$10.93M2.3%-1.5%0.001%
7/8/2025Braun Bostich & Associates Inc.2,756$799K0.5%-3.9%0.000%
7/8/2025Avity Investment Management Inc.100,210$29.05M2.2%-6.7%0.004%
7/8/2025Ransom Advisory Ltd31,964$9.27M4.4%-1.3%0.001%
7/8/2025Rise Advisors LLC3,662$1.06M0.4%+6.1%0.000%
7/8/2025Atwood & Palmer Inc.9,043$2.62M0.2%+1.1%0.000%
7/8/2025Atlas Brown Inc.25,034$7.26M2.3%+0.6%0.001%
7/8/2025Advance Capital Management Inc.3,804$1.10M0.0%-1.3%0.000%
7/8/2025Granite Bay Wealth Management LLC24,843$7.20M2.3%-0.2%0.001%
7/8/2025Persium Advisors LLC3,466$1.01M0.8%+3.6%0.000%
7/8/2025Martin Capital Partners LLC35,840$10.39M4.1%+217.7%0.001%
7/8/2025Webster Bank N. A.92,587$26.84M2.8%-4.2%0.003%
7/8/2025MRA Advisory Group4,826$1.40M0.7%+45.4%0.000%
7/8/2025Richard P Slaughter Associates Inc13,344$3.87M0.8%-7.7%0.000%
7/8/2025Allen Mooney & Barnes Investment Advisors LLC79,452$23.03M3.8%+0.9%0.003%
7/8/2025Hickory Point Bank & Trust6,718$1.95M1.6%+12.6%0.000%
7/8/2025Canandaigua National Bank & Trust Co.89,004$25.80M2.4%+0.4%0.003%
7/8/2025RMR Wealth Builders35,237$10.22M0.9%+4.7%0.001%
7/8/202521 West Wealth Management LLC1,877$544K0.5%N/A0.000%
7/8/2025Goldstone Financial Group LLC19,622$5.81M0.8%+3.9%0.001%
7/8/2025Apella Capital LLC22,284$6.51M0.2%+75.5%0.001%
7/8/2025Bard Financial Services Inc.44,660$12.95M1.5%-2.2%0.002%
7/8/2025Lingohr Asset Management GmbH1,776$512K0.9%-93.3%0.000%
7/8/2025Boltwood Capital Management16,913$4.90M1.4%+2.9%0.001%
7/8/2025Heartwood Wealth Advisors LLC7,359$2.13M0.2%+6.4%0.000%
7/8/2025Legacy Private Trust Co.64,830$18.80M1.2%-3.5%0.002%
7/8/2025Quintet Private Bank Europe S.A.326,754$94.73M5.5%-3.6%0.012%
7/8/2025E. Ohman J or Asset Management AB328,404$95.21M2.4%-4.1%0.012%
7/8/2025S.E.E.D. Planning Group LLC11,239$3.26M1.0%-2.9%0.000%
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7/8/2025Mirabaud & Cie SA31,345$9.09M2.9%-5.6%0.001%
7/8/2025GK Wealth Management LLC1,499$435K0.4%-4.4%0.000%
7/8/2025Gallacher Capital Management LLC1,798$521K0.2%+111.8%0.000%
7/8/2025Cultivar Capital Inc.3,832$1.11M0.8%+74.2%0.000%
7/8/2025Parallel Advisors LLC132,465$38.40M0.8%+1.6%0.005%
7/7/2025 O Connor Financial Group LLC1,110$329K0.1%+3.9%0.000%
7/7/2025 Trust Co. of Oklahoma3,138$910K0.3%+31.4%0.000%
7/7/2025 Hoertkorn Richard Charles52,412$15.20M6.4%-1.7%0.002%
7/7/2025 Wealth Alliance Advisory Group LLC13,330$3.87M0.7%+1.3%0.000%
7/7/2025 Park Edge Advisors LLC13,111$3.80M1.0%+7.3%0.000%
7/7/2025 St. Clair Advisors LLC6,160$1.79M0.5%-3.1%0.000%
7/7/2025 Accelerate Investment Advisors LLC2,697$782K0.6%+5.1%0.000%
7/7/2025 Capital Asset Advisory Services LLC32,582$9.46M0.4%-6.2%0.001%
7/7/2025 Wesbanco Bank Inc.313,876$91.00M2.7%+3.7%0.011%
7/7/2025 HMS Capital Management LLC10,991$3.19M1.4%-3.4%0.000%
7/7/2025 Whitaker Myers Wealth Managers LTD.8,563$2.48M0.6%+41.1%0.000%
7/7/2025 Osprey Private Wealth LLC35,330$10.46M5.7%+1.0%0.001%
7/7/2025 Somerset Trust Co34,617$10.04M3.3%-2.2%0.001%
7/7/2025 Enterprise Bank & Trust Co29,540$8.56M3.2%-1.1%0.001%
7/7/2025 Good Steward Wealth Advisors LLC2,058$597K0.5%-26.8%0.000%
7/7/2025 Zevenbergen Capital Investments LLC29,538$8.56M0.2%-0.7%0.001%
7/7/2025 Versant Capital Management Inc8,178$2.37M0.4%+11.9%0.000%
7/7/2025 Peak Financial Advisors LLC695$201K0.1%N/A0.000%
7/7/2025 First Citizens Financial Corp10,821$3.14M1.7%+0.7%0.000%
7/7/2025 Modus Advisors LLC27,191$7.88M2.3%+0.5%0.001%
7/7/2025 Delphi Management Inc. MA5,426$1.57M1.5%-5.0%0.000%
7/7/2025 Insight Wealth Strategies LLC10,604$3.08M0.4%-11.9%0.000%
7/7/2025 Roxbury Financial LLC7,985$2.32M2.3%-3.1%0.000%
7/7/2025 Greenfield Savings Bank24,152$7.00M3.2%+0.4%0.001%
7/7/2025 Nova Wealth Management Inc.3,848$1.12M0.8%-18.5%0.000%
7/7/2025 Ables Iannone Moore & Associates Inc.24,902$7.22M4.5%-2.4%0.001%
7/7/2025 OMNI 360 Wealth Inc.2,813$815K0.4%+12.9%0.000%
7/7/2025 Bangor Savings Bank43,717$12.67M1.1%-0.9%0.002%
7/7/2025 Abner Herrman & Brock LLC123,233$35.73M4.0%-3.8%0.004%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.20,930$6.07M0.8%-62.2%0.001%
7/7/2025 Salem Investment Counselors Inc.227,894$66.07M2.1%-0.1%0.008%
7/7/2025 Aletheian Wealth Advisors LLC3,053$885K0.4%-4.1%0.000%
7/7/2025 Centurion Wealth Management LLC5,437$1.58M0.5%-1.0%0.000%
7/7/2025 Douglas Lane & Associates LLC701,037$203.24M2.9%-6.1%0.025%
7/7/2025 TruWealth Advisors LLC116,534$33.78M1.9%+3.6%0.004%
7/7/2025 RB Capital Management LLC27,396$7.94M1.8%+2.0%0.001%
7/7/2025 Wilson & Boucher Capital Management LLC2,051$595K0.4%-4.0%0.000%
7/7/2025 RDA Financial Network31,315$9.08M2.5%+2.6%0.001%
7/3/2025 Arvest Investments Inc.29,690$8.61M1.3%-2.3%0.001%
7/3/2025 Whitcomb & Hess Inc.1,094$317K0.1%-15.2%0.000%
7/3/2025 TrueWealth Advisors LLC4,869$1.41M0.4%-1.0%0.000%
7/3/2025 Garde Capital Inc.4,992$1.45M0.1%-0.7%0.000%
7/3/2025 Collective Family Office LLC3,431$995K0.3%-12.7%0.000%
7/3/2025 McLean Asset Management Corp7,394$2.16M0.6%+2.3%0.000%
7/3/2025 Sage Capital Advisors llc2,175$631K0.2%+7.4%0.000%
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7/3/2025 Trust Co of the South6,232$1.81M0.3%-1.0%0.000%
7/3/2025 Fiduciary Financial Group LLC3,969$1.15M0.2%+4.1%0.000%
7/3/2025 City Center Advisors LLC1,015$294K0.3%+15.7%0.000%
7/2/2025 Norway Savings Bank21,920$6.36M3.3%-0.8%0.001%
7/2/2025 Capital Market Strategies LLC1,170$339K0.2%+7.0%0.000%
7/2/2025 InvesTrust21,739$6.30M2.4%-47.6%0.001%
7/2/2025 HBW Advisory Services LLC7,647$2.22M0.3%+6.1%0.000%
7/2/2025 Helen Stephens Group LLC4,801$1.39M0.3%+4.5%0.000%
7/2/2025 Crumly & Associates Inc.6,040$1.75M0.4%-2.0%0.000%
7/2/2025 Howard Financial Services LTD.6,064$1.76M0.2%-26.5%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, 4,877 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($66.92B), 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 ($8.12B).Learn more on JPMorgan Chase & Co.'s institutional investors.

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

71.55% of JPMorgan Chase & Co.'s stock is owned by institutional investors. Learn more on JPM's institutional investor holdings.

Which institutional investors have been buying JPMorgan Chase & Co.'s stock?

Of the 4,169 institutional investors that purchased JPMorgan Chase & Co.'s 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), GAMMA Investing LLC ($23.56M), Nuveen LLC ($16.20M), International Assets Investment Management LLC ($15.55M), Fisher Asset Management LLC ($6.16M), and Northern Trust Corp ($5.39M).

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

Institutional investors have bought a total of 200,765,041 shares in the last 24 months. This purchase volume represents approximately $46.97B in transactions.

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

Of the 2,852 institutional investors that sold JPMorgan Chase & Co.'s stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($12.03M), Massachusetts Financial Services Co. MA ($10.63M), International Assets Investment Management LLC ($7.37M), Arrowstreet Capital Limited Partnership ($6.03M), Capital World Investors ($5.49M), Legal & General Group Plc ($5.08M), and FMR LLC ($4.90M).

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

Institutional investors have sold a total of 129,677,187 shares in the last 24 months. This volume of shares sold represents approximately $29.80B in transactions.


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This page (NYSE:JPM) was last updated on 7/9/2025 by MarketBeat.com Staff
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