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JPMorgan Chase & Co. (JPM) Institutional Ownership

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$210.09 -17.20 (-7.57%)
Closing price 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)
3040
Total
Institutional Inflows
(last 12 months)
$35.33B
Number of
Institutional Sellers
(last 12 months)
2569
Total
Institutional Outflows
(last 12 months)
$24.46B
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JPM Institutional Buying and Selling by Quarter

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JPMorgan Chase & Co. Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/4/2025Farmers Trust Co.79,537$19.51M3.7%-6.1%0.003%
4/4/2025Sage Capital Advisors llc2,026$497K0.1%+4.4%0.000%
4/4/2025Moody National Bank Trust Division32,217$7.90M0.8%-1.4%0.001%
4/4/2025Agate Pass Investment Management LLC27,599$6.77M2.9%+9.2%0.001%
4/4/2025Legacy Private Trust Co.67,182$16.48M1.1%-7.0%0.002%
4/4/2025Capital Market Strategies LLC1,093$268K0.2%-50.8%0.000%
4/4/2025Cadinha & Co. LLC59,682$14.64M3.1%-51.9%0.002%
4/3/2025 Central Pacific Bank Trust Division16,754$4.11M0.6%-0.6%0.001%
4/3/2025 Versant Capital Management Inc7,310$1.79M0.3%+92.5%0.000%
4/3/2025 First Hawaiian Bank43,473$10.66M0.7%-9.4%0.002%
4/3/2025 Adirondack Trust Co.22,267$5.46M2.1%-0.6%0.001%
4/3/2025 Collective Family Office LLC3,929$964K0.3%-6.3%0.000%
4/3/2025 First Citizens Financial Corp10,741$2.64M1.5%-1.0%0.000%
4/3/2025 jvl associates llc2,058$505K0.2%-11.8%0.000%
4/3/2025 Insight Wealth Strategies LLC12,042$2.95M0.4%-2.3%0.000%
4/3/2025 Legacy Wealth Management LLC MS13,043$3.20M1.0%+1.2%0.000%
4/2/2025 Lederer & Associates Investment Counsel CA9,418$2.31M1.7%-2.1%0.000%
4/2/2025 Park National Corp OH367,814$90.23M3.3%-3.0%0.013%
4/2/2025 Waller Financial Planning Group Inc.3,243$795K0.2%+13.7%0.000%
4/2/2025 Marotta Asset Management2,579$633K0.1%+11.9%0.000%
4/2/2025 Kera Capital Partners Inc.19,854$4.87M1.4%+1.3%0.001%
4/2/2025 Marcum Wealth LLC26,761$6.56M0.6%-23.9%0.001%
4/2/2025 Global Wealth Strategies & Associates1,263$310K0.1%+11.2%0.000%
4/2/2025 Rempart Asset Management Inc.104,138$25.55M5.3%-11.4%0.004%
4/1/2025 Centre Asset Management LLC22,560$5.53M1.4%N/A0.001%
4/1/2025 Cullen Investment Group LTD.101,694$24.95M3.8%+0.2%0.004%
4/1/2025 Trust Co of the South6,293$1.54M0.3%+10.2%0.000%
4/1/2025 Modus Advisors LLC27,046$6.63M2.2%+1.4%0.001%
4/1/2025 Neville Rodie & Shaw Inc.134,722$33.05M2.6%-4.6%0.005%
4/1/2025 MassMutual Private Wealth & Trust FSB298,529$73.23M2.1%-4.9%0.011%
4/1/2025 Emprise Bank9,319$2.29M1.2%-2.0%0.000%
4/1/2025 First Financial Bank Trust Division76,276$18.71M1.8%-9.8%0.003%
3/27/2025Milestone Asset Management Group LLC848$203K0.2%N/A0.000%
3/25/2025Higgins & Schmidt Wealth Strategies LLC904$217K0.1%N/A0.000%
3/24/2025Fire Capital Management LLC20,119$4.82M3.6%N/A0.001%
3/24/2025Fulcrum Equity Management1,578$378K0.4%-49.6%0.000%
3/24/2025Mascagni Wealth Management Inc.338$81K0.1%N/A0.000%
3/21/2025Prostatis Group LLC3,682$883K0.3%+8.9%0.000%
3/19/2025M1 Capital Management LLC2,217$531K0.3%N/A0.000%
3/19/2025DSG Capital Advisors LLC66,838$16.02M2.9%N/A0.002%
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3/19/2025Chancellor Financial Group WB LP8,030$1.93M1.6%N/A0.000%
3/18/2025Objective Capital Management LLC6,590$1.58M1.1%-14.4%0.000%
3/18/2025Triton Wealth Management PLLC2,314$571K0.3%+12.1%0.000%
3/18/2025Thoma Capital Management LLC3,010$721K0.5%N/A0.000%
3/17/2025NorthCrest Asset Manangement LLC230,095$55.16M1.6%-0.5%0.008%
3/17/2025Members Wealth LLC848$203K0.2%N/A0.000%
3/14/2025Tableaux LLC2,167$519K0.4%N/A0.000%
3/14/2025Lansforsakringar Fondforvaltning AB publ 982,594$235.54M2.8%N/A0.035%
3/13/2025Silver Oak Wealth Advisors Services LLC520$125K0.1%N/A0.000%
3/12/2025Northstar Financial Companies Inc.3,099$743K0.7%N/A0.000%
3/12/2025Centaurus Financial Inc.50,019$11.99M0.7%+19.3%0.002%
3/12/2025Wealthedge Investment Advisors LLC2,992$717K0.3%N/A0.000%
3/12/2025Palogic Value Management L.P.6,624$1.59M0.0%-2.9%0.000%
3/11/2025Campbell Deegan Wealth Management LLC892$214K0.3%N/A0.000%
3/11/2025Lighthouse Financial LLC1,449$347K0.3%N/A0.000%
3/11/2025Anchor Pointe Wealth Management LLC1,382$331K0.4%N/A0.000%
3/10/2025Old North State Trust LLC4,219$1.01M0.6%+5.0%0.000%
3/10/2025Capstone Triton Financial Group LLC5,520$1.32M0.8%+7.3%0.000%
3/10/2025Mattson Financial Services LLC16,451$3.94M1.2%-10.4%0.001%
3/6/2025Copia Wealth Management334$80K0.1%N/A0.000%
3/6/2025IronOak Wealth LLC.3,380$810K0.9%N/A0.000%
3/6/2025Wood Tarver Financial Group LLC421$100K0.0%N/A0.000%
3/6/2025TFR Capital LLC.3,836$920K0.5%N/A0.000%
3/6/2025Plotkin Financial Advisors LLC1,365$327K0.2%+4.8%0.000%
3/5/2025Castle Rock Wealth Management LLC11,516$2.76M0.7%-1.9%0.000%
3/5/2025Financial Insights Inc.2,603$624K0.2%-59.6%0.000%
3/5/2025Probity Advisors Inc.5,437$1.30M0.3%+8.6%0.000%
3/4/2025Comprehensive Money Management Services LLC947$227K0.2%N/A0.000%
3/4/2025Birmingham Capital Management Co. Inc. AL12,602$3.02M1.1%-7.5%0.000%
3/4/2025Dogwood Wealth Management LLC5,711$1.37M0.7%+16.3%0.000%
3/4/2025Smith Shellnut Wilson LLC ADV2,011$482K0.2%+9.8%0.000%
3/4/2025Audent Global Asset Management LLC12,256$2.94M1.9%+91.9%0.000%
3/4/2025Siemens Fonds Invest GmbH5,808$1.39M0.1%-92.3%0.000%
3/3/2025American Investment Services Inc.10,884$2.61M0.5%-5.7%0.000%
2/28/2025BridgePort Financial Solutions LLC3,363$871K0.4%N/A0.000%
2/28/2025Park Square Financial Group LLC2,024$485K0.3%N/A0.000%
2/28/2025Total Wealth Planning & Management Inc.6,940$1.66M1.5%N/A0.000%
2/28/2025Menard Financial Group LLC6,076$1.46M0.9%+1.4%0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH1,894,131$454.04M0.9%N/A0.068%
2/27/2025Fidelity D & D Bancorp Inc.6,475$1.55M1.0%+10.2%0.000%
2/27/2025Skyline Advisors Inc.1,413$339K0.1%-23.0%0.000%
2/27/2025Brucke Financial Inc.7,158$1.72M1.5%N/A0.000%
2/27/2025REAP Financial Group LLC552$132K0.0%+15.7%0.000%
2/27/2025Bernard Wealth Management Corp.8,631$2.07M1.0%N/A0.000%
2/27/2025XY Planning Network Inc.1,958$469K0.4%N/A0.000%
2/27/2025HWG Holdings LP28,367$6.80M2.2%+8.6%0.001%
2/27/2025Pinnacle Wealth Planning Services Inc.14,964$3.59M0.5%-16.2%0.001%
2/27/2025Carolinas Wealth Consulting LLC5,458$1.31M0.2%-7.4%0.000%
2/26/2025Bristol John W & Co. Inc. NY934,568$224.03M3.7%-2.2%0.033%
2/26/2025Yoffe Investment Management LLC5,543$1.33M1.9%N/A0.000%
Warning: “DOGE Collapse” imminent (Ad)

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Click here to see what they’re predicting now.
2/26/2025LifeWealth Investments LLC1,722$413K0.3%N/A0.000%
2/26/2025Capital A Wealth Management LLC267$64K0.1%N/A0.000%
2/26/2025Financial Advisory Corp1,174$282K0.0%N/A0.000%
2/26/2025Discipline Wealth Solutions LLC4,097$982K0.5%+10.8%0.000%
2/26/2025LM Advisors LLC9,902$2.37M0.4%-34.7%0.000%
2/26/2025Lakeshore Capital Group Inc.4,763$1.14M1.7%N/A0.000%
2/26/2025Virtue Capital Management LLC8,749$2.10M0.4%-0.7%0.000%
2/26/2025Sculati Wealth Management LLC19,375$4.64M1.8%-1.9%0.001%
2/25/2025Heck Capital Advisors LLC14,611$3.50M0.2%N/A0.001%
2/25/2025Leigh Baldwin & CO. LLC2,877$690K0.4%N/A0.000%
(Data available from 1/1/2016 forward)

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JPM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPM shares?

During the previous two years, 4,792 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 4,096 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 2,364,549,393 shares in the last 24 months. This purchase volume represents approximately $357.58B in transactions.

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

Of the 3,324 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 260,316,668 shares in the last 24 months. This volume of shares sold represents approximately $46.33B in transactions.


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