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JPMorgan Chase & Co. (JPM) Institutional Ownership

JPMorgan Chase & Co. logo
$244.77 +3.89 (+1.61%)
As of 04/24/2025 03:59 PM Eastern
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)
3077
Total
Institutional Inflows
(last 12 months)
$41.25B
Number of
Institutional Sellers
(last 12 months)
2649
Total
Institutional Outflows
(last 12 months)
$24.89B
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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
4/24/2025Barnes Pettey Financial Advisors LLC5,766$1.41M1.1%-1.0%0.000%
4/24/2025J. L. Bainbridge & Co. Inc.3,140$770K0.1%+1.4%0.000%
4/24/2025Overbrook Management Corp30,395$7.46M1.8%-3.6%0.001%
4/24/2025 Capitol Family Office Inc.2,108$517K0.7%N/A0.000%
4/24/2025Patron Partners LLC5,484$1.35M0.7%+8.1%0.000%
4/24/2025Mendel Capital Management LLC9,197$2.26M1.4%+1.2%0.000%
4/24/2025Confluence Wealth Services Inc.49,779$11.99M0.7%+13.0%0.002%
4/24/2025CWC Advisors LLC.1,599$392K0.2%N/A0.000%
4/24/2025Bordeaux Wealth Advisors LLC8,817$2.16M0.4%-5.6%0.000%
4/24/2025Jeppson Wealth Management LLC13,371$3.28M1.2%-6.3%0.000%
4/24/2025Hoertkorn Richard Charles53,297$13.07M6.0%-2.8%0.002%
4/24/2025Decker Retirement Planning Inc.151$37K0.0%-63.9%0.000%
4/24/2025Villere ST Denis J & Co. LLC212,738$52.19M5.0%-1.8%0.008%
4/24/2025Sunbelt Securities Inc.25,566$6.27M0.6%-12.9%0.001%
4/24/2025Crescent Grove Advisors LLC10,819$2.65M0.3%+2.3%0.000%
4/24/2025Tsfg LLC3,895$956K0.2%+7.1%0.000%
4/24/2025Allspring Global Investments Holdings LLC697,771$170.02M0.3%-11.1%0.025%
4/24/2025Highland Capital Management LLC163,798$40.18M2.4%-5.8%0.006%
4/24/2025Mcdaniel Terry & Co.6,166$1.51M0.1%-0.7%0.000%
4/24/2025Matisse Capital4,631$1.14M0.6%+1.1%0.000%
4/24/2025BSW Wealth Partners12,004$2.94M0.4%+5.4%0.000%
4/24/2025TCV Trust & Wealth Management Inc.89,076$21.85M2.0%-3.1%0.003%
4/24/2025Elevated Capital Advisors LLC5,481$1.34M0.4%-7.5%0.000%
4/24/2025Copeland Capital Management LLC67,462$16.55M0.3%-2.0%0.002%
4/24/2025Gold Investment Management Ltd.19,123$4.69M2.0%+1.3%0.001%
4/24/20253Chopt Investment Partners LLC18,068$4.43M1.2%+3.7%0.001%
4/24/2025Sims Investment Management LLC983$241K0.1%N/A0.000%
4/24/2025U S Global Investors Inc.5,500$1.35M0.2%N/A0.000%
4/24/2025Centerline Wealth Advisors LLC2,556$627K0.4%-2.2%0.000%
4/24/2025Mirae Asset Global Investments Co. Ltd.741,719$177.23M0.5%+6.4%0.027%
4/24/2025Lafayette Investments Inc.14,219$3.49M0.7%+1.1%0.001%
4/24/2025Cavalier Investments LLC34,415$8.44M2.9%+632.5%0.001%
4/24/2025Oakworth Capital Inc.198,827$48.77M3.4%-0.6%0.007%
4/24/2025Reston Wealth Management LLC2,287$561K0.2%-6.0%0.000%
4/24/2025Money Concepts Capital Corp10,974$2.69M0.2%+7.9%0.000%
4/24/2025Achmea Investment Management B.V.371,715$91.18M1.3%+21.6%0.013%
4/24/2025Philip James Wealth Mangement LLC6,105$1.50M0.2%-2.7%0.000%
4/24/2025Waverton Investment Management Ltd421,031$103.26M1.6%+4.0%0.015%
4/24/2025Quilter Plc723,995$177.60M3.7%-1.5%0.026%
4/24/2025Bull Street Advisors LLC16,946$4.16M2.0%-0.4%0.001%
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4/24/2025Jaffetilchin Investment Partners LLC44,058$10.81M0.8%+2.6%0.002%
4/24/2025Hicks Capital Management LLC14,990$3.68M4.9%N/A0.001%
4/24/2025Legacy CG LLC22,470$5.51M1.8%-4.4%0.001%
4/24/2025Artemis Investment Management LLP59,405$14.57M0.2%-13.6%0.002%
4/24/2025Canvas Wealth Advisors LLC12,302$2.90M0.7%+2.2%0.000%
4/24/2025Hunter Perkins Capital Management LLC22,549$5.53M1.3%-5.4%0.001%
4/24/2025Bartlett & CO. Wealth Management LLC755,340$185.28M2.7%-0.8%0.027%
4/24/2025Pacific Global Investment Management Co.9,462$2.32M3.3%-6.2%0.000%
4/24/2025Illinois Municipal Retirement Fund206,906$50.75M0.7%+7.9%0.007%
4/24/2025Old North State Wealth Management LLC3,011$741K0.4%-4.0%0.000%
4/24/2025Scott & Selber Inc.25,858$6.34M2.0%-0.6%0.001%
4/24/2025Cornerstone Enterprises LLC15,107$3.71M2.3%N/A0.001%
4/24/2025Transcend Capital Advisors LLC68,546$16.81M1.2%-1.7%0.002%
4/24/2025Trust Co. of Vermont212,167$52.05M2.6%-1.0%0.008%
4/24/2025Loring Wolcott & Coolidge Fiduciary Advisors LLP MA76,989$18.55M0.2%-2.1%0.003%
4/24/2025Corundum Trust Company INC2,505$614K1.8%+2.0%0.000%
4/24/2025Victrix Investment Advisors11,474$2.77M1.5%+20.7%0.000%
4/24/2025Family Investment Center Inc.1,079$265K0.1%-52.8%0.000%
4/24/2025Park Place Capital Corp14,928$3.66M1.0%+24.8%0.001%
4/24/2025Etesian Wealth Advisors Inc.13,177$3.23M1.4%-1.5%0.000%
4/24/2025Diversified Trust Co75,631$18.55M0.5%+1.3%0.003%
4/24/2025Alta Wealth Advisors LLC13,502$3.31M1.5%+56.5%0.000%
4/24/2025Beacon Financial Advisory LLC9,887$2.43M0.7%+2.4%0.000%
4/24/2025Hidden Cove Wealth Management LLC2,758$677K0.5%+4.2%0.000%
4/24/2025Tanager Wealth Management LLP3,810$935K0.1%-27.3%0.000%
4/24/2025TFC Financial Management Inc.6,624$1.63M0.2%-1.2%0.000%
4/24/2025Stone Summit Wealth LLC30,767$7.55M2.6%-1.1%0.001%
4/24/2025Falcon Wealth Planning13,283$3.26M0.4%+3.1%0.000%
4/24/2025Tranquility Partners LLC19,083$4.68M1.8%+1.4%0.001%
4/24/2025CNB Bank16,462$4.04M2.0%-5.6%0.001%
4/24/2025Perpetual Ltd12,130$2.98M0.0%+14.6%0.000%
4/24/2025Nadler Financial Group Inc.5,860$1.44M0.2%+2.4%0.000%
4/24/2025Hibernia Wealth Partners LLC1,055$259K0.2%-70.5%0.000%
4/24/2025PDS Planning Inc47,659$11.69M1.0%+2.4%0.002%
4/24/2025Bank of Stockton23,255$5.70M1.8%-0.4%0.001%
4/23/2025 Austin Asset Management Co Inc1,085$266K0.1%+24.7%0.000%
4/23/2025 Beech Hill Advisors Inc.14,553$3.57M1.4%-1.7%0.001%
4/23/2025 GenTrust LLC7,877$1.93M0.1%+10.4%0.000%
4/23/2025 SFG Wealth Management LLC.2,165$531K0.3%-19.1%0.000%
4/23/2025 Chung Wu Investment Group LLC15,317$3.76M4.5%-1.0%0.001%
4/23/2025 Virtus Wealth Solutions LLC12,409$3.04M0.9%-1.7%0.000%
4/23/2025 TI Trust Inc.7,879$1.93M1.3%-7.0%0.000%
4/23/2025 KG&L Capital Management LLC52,576$12.78M4.1%+1.2%0.002%
4/23/2025 DLK Investment Management LLC30,615$7.51M3.1%-20.1%0.001%
4/23/2025 Baugh & Associates LLC35,256$8.42M4.3%-0.3%0.001%
4/23/2025 Cottonwood Capital Advisors LLC3,802$933K0.7%-11.4%0.000%
4/23/2025 Balefire LLC7,401$1.82M0.6%+15.4%0.000%
4/23/2025 Western Financial Corp CA2,604$639K0.4%+11.4%0.000%
4/23/2025 KPP Advisory Services LLC17,017$4.17M0.8%+27.5%0.001%
4/23/2025 Goldstein Advisors LLC4,113$1.01M0.1%-7.4%0.000%
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4/23/2025 LifeSteps Financial Inc.9,989$2.45M2.0%-0.7%0.000%
4/23/2025 Oak Hill Wealth Advisors LLC10,960$2.69M0.6%+6.1%0.000%
4/23/2025 Penobscot Investment Management Company Inc.137,175$33.65M3.2%+2.2%0.005%
4/23/2025 AMI Asset Management Corp8,202$2.01M0.1%-1.8%0.000%
4/23/2025 Flavin Financial Services Inc.15,389$3.78M3.5%+3.2%0.001%
4/23/2025 Boyar Asset Management Inc.50,968$12.50M9.1%-6.7%0.002%
4/23/2025 Sabal Trust CO211,479$51.88M2.9%-5.5%0.008%
4/23/2025 Western Wealth Management LLC36,278$8.90M0.6%+3.1%0.001%
4/23/2025 Nova R Wealth Inc.1,705$418K0.2%+17.1%0.000%
4/23/2025 Robeco Institutional Asset Management B.V.3,469,165$850.99M1.7%-2.1%0.125%
(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, 4,811 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 4,123 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), GAMMA Investing LLC ($23.56M), International Assets Investment Management LLC ($15.55M), Fisher Asset Management LLC ($6.45M), Northern Trust Corp ($5.39M), and Providence Capital Advisors LLC ($5.36M).

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

Institutional investors have bought a total of 2,387,411,716 shares in the last 24 months. This purchase volume represents approximately $363.53B in transactions.

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

Of the 3,406 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 257,062,778 shares in the last 24 months. This volume of shares sold represents approximately $46.26B in transactions.


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This page (NYSE:JPM) was last updated on 4/25/2025 by MarketBeat.com Staff
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