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JPMorgan Chase & Co. (JPM) Institutional Ownership

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$195.63
+3.88 (+2.02%)
(As of 05/8/2024 ET)
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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)
2706
Total
Institutional Inflows
(last 12 months)
$321.98B
Number of
Institutional Sellers
(last 12 months)
2321
Total
Institutional Outflows
(last 12 months)
$22.28B
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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
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.600,376$120.26M0.3%+16.4%0.021%
5/8/2024Entropy Technologies LP17,686$3.54M0.4%N/A0.001%
5/8/2024Barings LLC1,508$302K0.0%N/A0.000%
5/8/2024Berkshire Money Management Inc.1,510$302K0.0%N/A0.000%
5/8/2024Schneider Downs Wealth Management Advisors LP6,786$1.36M0.3%+238.5%0.000%
5/8/2024Camarda Financial Advisors LLC11,454$2.29M0.9%-2.2%0.000%
5/8/2024Taurus Asset Management LLC246,973$49.47M5.0%-2.7%0.009%
5/8/2024Edmond DE Rothschild Holding S.A.93,688$18.77M0.3%-31.8%0.003%
5/8/2024Bell Investment Advisors Inc1,601$321K0.1%-22.6%0.000%
5/8/2024Richard C. Young & CO. LTD.47,926$9.60M1.2%N/A0.002%
5/8/2024MAI Capital Management354,167$70.94M0.7%+7.7%0.012%
5/8/2024Baltimore Washington Financial Advisors Inc.107,506$21.53M1.3%+34.6%0.004%
5/8/2024Motley Fool Asset Management LLC83,331$16.69M0.6%+4.7%0.003%
5/8/2024Sheets Smith Wealth Management23,350$4.68M0.5%+0.6%0.001%
5/8/2024Ethos Financial Group LLC18,231$3.65M0.7%-1.8%0.001%
5/8/2024Paladin Advisory Group LLC2,802$557K0.4%-4.1%0.000%
5/8/2024Bleakley Financial Group LLC87,063$17.44M0.5%+1.4%0.003%
5/8/2024Winthrop Capital Management LLC13,066$2.62M1.2%+1.1%0.000%
5/8/2024Great Diamond Partners LLC5,382$1.08M0.2%-1.1%0.000%
5/8/2024Neumann Capital Management LLC13,672$2.74M1.0%+6.2%0.000%
5/8/2024Heritage Wealth Advisors12,522$2.51M0.1%-23.8%0.000%
5/8/2024Baron Wealth Management LLC4,998$1.00M0.5%+16.7%0.000%
5/8/2024Locust Wood Capital Advisers LLC296,653$59.42M2.1%-27.5%0.010%
5/8/2024ProShare Advisors LLC672,937$134.79M0.4%-9.9%0.023%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS634,661$127.12M0.9%+0.2%0.022%
5/8/2024Avantax Advisory Services Inc.195,655$39.19M0.3%+1.0%0.007%
5/8/2024Addison Capital Co31,650$6.34M3.1%+14.3%0.001%
5/8/2024Hohimer Wealth Management LLC39,728$7.96M1.9%+3.2%0.001%
5/8/2024Isthmus Partners LLC2,707$542K0.1%-10.7%0.000%
5/8/2024Russell Investments Group Ltd.1,861,761$372.81M0.6%+4.7%0.065%
5/8/2024 Washington Trust Advisors Inc.31,637$6.34M0.6%-1.6%0.001%
5/8/2024 Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.15,992$3.20M0.5%-59.8%0.001%
5/8/2024 Roffman Miller Associates Inc. PA281,399$56.36M3.8%-3.8%0.010%
5/8/2024 QRG Capital Management Inc.435,455$87.22M1.1%+5.5%0.015%
5/8/2024 O Dell Group LLC19,621$3.93M1.0%-1.4%0.001%
5/8/2024 Tranquility Partners LLC18,185$3.64M1.4%-2.2%0.001%
5/8/2024 Watershed Private Wealth LLC4,248$851K0.4%-2.8%0.000%
5/8/2024 Headlands Technologies LLC939$188K0.0%+442.8%0.000%
5/8/2024 AMJ Financial Wealth Management2,892$579K0.2%N/A0.000%
5/8/2024 Legacy Capital Group California Inc.8,041$1.61M0.6%-3.2%0.000%
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5/8/2024 New Republic Capital LLC18,975$3.80M2.4%+55.6%0.001%
5/8/2024 Ardent Capital Management Inc.10,997$2.20M1.1%-73.2%0.000%
5/8/2024 Williams Jones Wealth Management LLC.578,093$115.79M1.5%-1.2%0.020%
5/8/2024 Delta Financial Advisors LLC15,281$3.06M1.2%+1.1%0.001%
5/8/2024 Inspire Advisors LLC2,103$421K0.1%+2.6%0.000%
5/8/2024 Thoroughbred Financial Services LLC68,069$13.63M1.3%-31.5%0.002%
5/7/2024 Verus Capital Partners LLC13,579$2.72M0.3%+1.6%0.000%
5/7/2024 Capital Square LLC8,054$1.61M1.1%-1.5%0.000%
5/7/2024 Meeder Advisory Services Inc.49,850$9.99M1.0%+4.4%0.002%
5/7/2024 Meeder Asset Management Inc.9,058$1.81M0.1%+26.4%0.000%
5/7/2024 NorthRock Partners LLC38,560$7.72M0.7%+15.2%0.001%
5/7/2024 Choate Investment Advisors116,510$23.34M0.6%-7.1%0.004%
5/7/2024 Sfmg LLC16,546$3.31M0.3%+8.6%0.001%
5/7/2024 American Planning Services Inc.2,269$455K0.3%+9.7%0.000%
5/7/2024 Fiduciary Family Office LLC15,668$3.14M1.2%+7.3%0.001%
5/7/2024 WMG Financial Advisors LLC2,450$491K0.3%+39.0%0.000%
5/7/2024 WNY Asset Management LLC3,858$773K0.1%+6.1%0.000%
5/7/2024 Abbrea Capital LLC45,098$9.03M1.2%-1.2%0.002%
5/7/2024 Quantum Private Wealth LLC3,729$747K0.3%+2.1%0.000%
5/7/2024 Sei Investments Co.759,950$152.21M0.2%+2.7%0.026%
5/7/2024 Redmond Asset Management LLC46,708$9.36M3.0%-7.6%0.002%
5/7/2024 Bedel Financial Consulting Inc.31,341$6.28M1.0%+1.5%0.001%
5/7/2024 Chilton Capital Management LLC191,394$38.34M1.8%-0.9%0.007%
5/7/2024 Stonebrook Private Inc.32,527$6.52M1.9%+7.1%0.001%
5/7/2024 Nixon Peabody Trust Co.86,736$17.37M1.6%+3.9%0.003%
5/7/2024 Concurrent Investment Advisors LLC63,699$12.76M0.5%-6.6%0.002%
5/7/2024 Significant Wealth Partners LLC1,196$240K0.2%-16.0%0.000%
5/7/2024 Keudell Morrison Wealth Management11,070$2.22M0.7%-1.2%0.000%
5/7/2024 Anchor Capital Advisors LLC175,756$35.20M0.9%-11.3%0.006%
5/7/2024 Atomi Financial Group Inc.45,179$9.05M0.8%+14.9%0.002%
5/7/2024 Reynders McVeigh Capital Management LLC5,272$1.06M0.1%+4.3%0.000%
5/7/2024 Allegheny Financial Group LTD6,413$1.29M0.4%-11.3%0.000%
5/7/2024 Montag A & Associates Inc.86,191$17.26M0.9%-0.9%0.003%
5/7/2024 BCGM Wealth Management LLC19,061$3.82M1.4%+2.8%0.001%
5/7/2024Susquehanna Fundamental Investments LLC177,156$35.48M1.7%N/A0.006%
5/7/2024 WealthPLAN Partners LLC31,447$6.30M0.7%-5.3%0.001%
5/7/2024 Keating Investment Counselors Inc.2,925$586K0.2%-9.3%0.000%
5/7/2024 49 Wealth Management LLC2,094$417K0.1%N/A0.000%
5/7/2024 CarsonAllaria Wealth Management Ltd.2,073$415K0.3%-19.1%0.000%
5/7/2024Susquehanna Portfolio Strategies LLC33,300$6.67M0.2%-89.1%0.001%
5/7/2024 KCM Investment Advisors LLC175,691$35.19M1.3%+3.1%0.006%
5/7/2024 Tectonic Advisors LLC5,512$1.10M0.1%+5.9%0.000%
5/7/2024 Smithfield Trust Co27,754$5.55M0.3%-4.8%0.001%
5/7/2024 River Global Investors LLP20,126$4.03M1.0%-1.1%0.001%
5/7/2024 Facet Wealth Inc.2,085$400K0.0%-5.7%0.000%
5/7/2024 Bernardo Wealth Planning LLC2,603$521K0.1%+13.3%0.000%
5/7/2024 NTV Asset Management LLC33,690$6.75M1.0%+1.2%0.001%
5/7/2024 Forsta AP Fonden730,600$146.34M1.2%+9.3%0.025%
5/7/2024 Hyman Charles D186,171$37.29M2.1%-0.2%0.006%
5/7/2024 Avalon Trust Co5,047$1.01M0.1%+14.4%0.000%
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5/7/2024 Highland Capital Management LLC196,837$39.43M2.3%+0.7%0.007%
5/7/2024 Illinois Municipal Retirement Fund215,840$43.23M0.7%+3.7%0.008%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.26,000$5.21M2.6%+4.0%0.001%
5/7/2024 Lipe & Dalton1,800$361K0.2%+17.6%0.000%
5/7/2024 Zevenbergen Capital Investments LLC30,318$6.07M0.1%-0.2%0.001%
5/7/2024 Capital Wealth Planning LLC1,940,025$388.59M4.2%-29.4%0.068%
5/7/2024 Benedetti & Gucer Inc.4,774$956K0.5%-14.9%0.000%
5/7/2024 Nvwm LLC20,776$4.16M1.1%-3.3%0.001%
5/7/2024 OPTIMAS CAPITAL Ltd41,500$8.31M7.3%+262.4%0.001%
5/7/2024 Codex Capital L.L.C.21,000$4.21M2.0%+536.4%0.001%
(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, 4,201 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($46.34B), BlackRock Inc. ($20.68B), State Street Corp ($18.36B), Morgan Stanley ($9.13B), Geode Capital Management LLC ($7.74B), FMR LLC ($7.17B), and Capital International Investors ($7.06B).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 3,734 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), Price T Rowe Associates Inc. MD ($20.92M), Vanguard Group Inc. ($9.79M), International Assets Investment Management LLC ($8.02M), Franklin Resources Inc. ($6.80M), and Providence Capital Advisors LLC ($5.36M).

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

Institutional investors have bought a total of 2,363,889,251 shares in the last 24 months. This purchase volume represents approximately $341.73B in transactions.

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

Of the 3,026 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), Capital World Investors ($26.19M), Price T Rowe Associates Inc. MD ($13.84M), State Street Corp ($12.81M), Wellington Management Group LLP ($10.95M), FMR LLC ($5.85M), and Bank of New York Mellon Corp ($5.73M).

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

Institutional investors have sold a total of 301,308,724 shares in the last 24 months. This volume of shares sold represents approximately $41.10B in transactions.


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This page (NYSE:JPM) was last updated on 5/9/2024 by MarketBeat.com Staff

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