S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app

JPMorgan Chase & Co. (JPM) Institutional Ownership

$175.01
+0.21 (+0.12%)
(As of 02/9/2024 08:56 PM ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
68.94%
Number of
Institutional Buyers
(last 12 months)
2768
Total
Institutional Inflows
(last 12 months)
$343.71 B
Number of
Institutional Sellers
(last 12 months)
2346
Total
Institutional Outflows
(last 12 months)
$24.16 B
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
2/10/2024Linscomb & Williams Inc.112,817$19.19M1.1%-5.8%0.004%
2/9/2024Intech Investment Management LLC304,465$51.79M0.8%-3.5%0.011%
2/9/2024Nations Financial Group Inc. IA ADV50,128$8.53M0.8%-5.7%0.002%
2/9/2024Primecap Management Co. CA4,524,046$769.54M0.6%-15.4%0.157%
2/9/2024Johnson Financial Group Inc.34,286$5.83M0.3%-1.7%0.001%
2/9/2024Nomura Asset Management Co. Ltd.1,135,550$193.16M0.8%-1.2%0.039%
2/9/2024Nixon Peabody Trust Co.83,499$14.20M1.6%+475.3%0.003%
2/9/2024Sepio Capital LP2,750$0.47M0.0%+15.3%0.000%
2/9/2024Skopos Labs Inc.17,123$2.91M1.4%N/A0.001%
2/9/2024Eagle Global Advisors LLC186,811$31.78M1.9%-1.9%0.006%
2/9/2024Congress Wealth Management LLC DE 167,056$28.42M0.5%-6.1%0.006%
2/9/2024Advisory Services Network LLC123,260$20.97M0.5%-1.9%0.004%
2/9/2024Hoylecohen LLC85,883$14.61M1.2%-0.6%0.003%
2/9/2024HCR Wealth Advisors28,861$4.91M0.8%+49.6%0.001%
2/9/2024ProVise Management Group LLC122,148$20.78M1.8%+1.4%0.004%
2/9/2024Orion Portfolio Solutions LLC224,517$38.62M0.4%-6.9%0.008%
2/9/2024Halter Ferguson Financial Inc.1,771$0.30M0.2%N/A0.000%
2/9/2024TBH Global Asset Management LLC10,630$1.81M0.4%-9.0%0.000%
2/9/2024Team Hewins LLC26,392$4.49M0.7%+5.8%0.001%
2/9/2024Weil Company Inc.31,381$5.34M2.3%-16.6%0.001%
2/9/2024Cypress Asset Management Inc. TX61,764$10.51M3.2%N/A0.002%
2/9/2024Avantax Planning Partners Inc.58,073$9.88M0.4%+23.9%0.002%
2/9/2024BayBridge Capital Group LLC6,486$1.10M1.0%N/A0.000%
2/9/2024TCW Group Inc.490,714$83.48M0.9%+4.6%0.017%
2/9/2024SageView Advisory Group LLC42,994$7.58M0.2%+30.6%0.001%
2/9/2024AXS Investments LLC4,710$0.80M0.2%-8.9%0.000%
2/9/2024Citizens & Northern Corp25,368$4.32M1.5%-2.5%0.001%
2/9/2024FineMark National Bank & Trust149,491$25.43M1.0%-1.0%0.005%
2/9/2024Commerce Bank1,231,959$209.56M1.5%-0.9%0.043%
2/9/2024Hohimer Wealth Management LLC38,502$6.55M1.7%-2.3%0.001%
2/9/2024Cambridge Investment Research Advisors Inc.602,650$102.51M0.4%-5.3%0.021%
2/9/2024Oak Harbor Wealth Partners LLC17,992$3.06M1.0%-6.6%0.001%
2/9/2024BlackDiamond Wealth Management LLC11,348$1.98M1.5%+12.8%0.000%
2/9/2024Moreno Evelyn V23,205$3.95M1.9%-61.9%0.001%
2/9/2024Allstate Corp9,278$1.58M0.1%-9.4%0.000%
2/9/2024Balboa Wealth Partners6,887$1.17M0.4%-8.1%0.000%
2/9/2024Rosenbaum Jay D.3,117$0.53M1.4%-56.0%0.000%
2/9/20241620 Investment Advisors Inc.12,246$2.08M2.1%-3.4%0.000%
2/9/2024Banco de Sabadell S.A20,030$3.41M2.6%-4.5%0.001%
2/9/2024Annis Gardner Whiting Capital Advisors LLC5,167$0.88M0.4%+10.7%0.000%
2/9/2024Enterprise Financial Services Corp17,881$3.04M1.9%-1.0%0.001%
2/9/2024Frazier Financial Advisors LLC7,101$1.21M1.0%N/A0.000%
2/9/2024Tidemark LLC329$56K0.0%N/A0.000%
2/9/2024Union Savings Bank13,429$2.28M1.3%-1.1%0.000%
2/9/2024Beaton Management Co. Inc.22,079$3.76M2.2%-1.5%0.001%
2/9/2024Sand Hill Global Advisors LLC91,849$15.62M0.8%-0.4%0.003%
2/9/2024Richwood Investment Advisors LLC2,268$0.39M0.4%+9.9%0.000%
2/9/2024Financial Advisors Network Inc.1,810$0.31M0.1%-16.6%0.000%
2/9/2024Pzena Investment Management LLC1,768,274$300.78M1.1%-0.8%0.061%
2/9/2024JPL Wealth Management LLC8,774$1.49M1.1%N/A0.000%
2/9/2024Central Valley Advisors LLC23,011$3.91M2.3%N/A0.001%
2/9/2024Affinity Investment Advisors LLC27,678$4.71M3.2%+8.7%0.001%
2/9/2024King Luther Capital Management Corp2,164,908$368.25M1.8%-4.3%0.075%
2/9/2024InterOcean Capital Group LLC525,125$89.32M2.4%+3.6%0.018%
2/9/2024Giverny Capital Inc.36,773$6.26M0.3%+0.5%0.001%
2/9/2024EverSource Wealth Advisors LLC25,512$4.34M0.4%-4.6%0.001%
2/9/2024Abbot Financial Management Inc.31,426$5.35M3.2%-0.6%0.001%
2/9/2024Edgar Lomax Co. VA343,788$58.48M3.8%-3.9%0.012%
2/9/2024Cassaday & Co Wealth Management LLC20,525$3.49M0.1%+0.4%0.001%
2/9/2024Capital Management Associates NY4,902$0.83M1.1%-1.8%0.000%
2/9/2024Seven Mile Advisory8,994$1.53M1.3%+7.3%0.000%
2/9/2024Davis R M Inc.351,355$59.77M1.4%-1.3%0.012%
2/9/2024Hanlon Investment Management Inc.1,238$0.21M0.1%-12.9%0.000%
2/9/2024Cardano Asset Management N.V.622,006$105.80M4.2%N/A0.022%
2/9/2024Dai ichi Life Insurance Company Ltd165,758$28.20M0.6%-16.6%0.006%
2/9/2024Wealth Dimensions Group Ltd.5,743$0.98M0.3%-6.3%0.000%
2/9/2024Nemes Rush Group LLC123,016$20.93M3.4%+0.9%0.004%
2/9/2024Certified Advisory Corp22,712$3.86M0.6%-58.7%0.001%
2/9/2024Journey Strategic Wealth LLC9,405$1.60M0.1%+6.0%0.000%
2/9/2024Aigen Investment Management LP1,178$0.20M0.0%-90.2%0.000%
2/9/2024Western Pacific Wealth Management LP1,356$0.23M0.2%-19.6%0.000%
2/9/2024Keystone Financial Group18,814$3.20M0.6%+1.4%0.001%
2/9/2024Franklin Resources Inc.12,626,508$2.15B1.0%-9.2%0.439%
2/9/2024Bard Financial Services Inc.59,025$10.04M1.1%+0.5%0.002%
2/9/2024Brandes Investment Partners LP500,332$85.11M1.3%+3.9%0.017%
2/9/2024Assetmark Inc.156,988$26.70M0.1%+25.8%0.005%
2/9/2024CreativeOne Wealth LLC14,542$2.47M0.2%-41.7%0.001%
2/9/2024GW&K Investment Management LLC2,653$0.45M0.0%+2.7%0.000%
2/9/2024L.M. Kohn & Company16,249$2.76M0.9%+7.3%0.001%
2/9/2024Renaissance Group LLC5,414$0.92M0.0%-17.3%0.000%
2/9/2024Quest Partners LLC6,596$1.12M0.2%N/A0.000%
2/9/2024O Neil Global Advisors Inc.8,200$1.40M0.8%N/A0.000%
2/9/2024Trexquant Investment LP166,261$28.28M0.6%N/A0.006%
2/9/2024Corient Private Wealth LLC3,532,454$600.87M1.1%+18.8%0.123%
2/9/2024D.A. Davidson & CO.395,604$67.29M0.7%+2.1%0.014%
2/9/2024Sachetta LLC5,011$0.85M0.4%N/A0.000%
2/9/2024Clearbridge Investments LLC7,717,238$1.31B1.1%-1.3%0.268%
2/9/2024Philadelphia Trust Co.36,354$6.18M0.6%-4.7%0.001%
2/9/2024Balentine LLC11,811$2.01M0.1%-25.5%0.000%
2/9/2024Associated Banc Corp398,398$67.77M2.4%-0.2%0.014%
2/9/2024Thoroughbred Financial Services LLC99,339$16.90M1.4%+3.7%0.003%
2/9/2024Coldstream Capital Management Inc.82,695$14.07M0.4%+3.3%0.003%
2/9/2024Paragon Private Wealth Management LLC1,844$0.31M0.2%N/A0.000%
2/9/2024Gladstone Institutional Advisory LLC130,581$22.21M1.2%+9.4%0.005%
2/9/2024Schneider Downs Wealth Management Advisors LP2,005$0.34M0.1%N/A0.000%
2/9/2024Hillsdale Investment Management Inc.2,180$0.37M0.0%+22.5%0.000%
2/9/2024Motco109,451$18.62M1.2%-6.6%0.004%
2/9/2024Cornerstone Advisors LLC166,200$28.27M1.2%-14.2%0.006%
2/9/2024Brady Family Wealth LLC15,108$2.57M0.9%+1.5%0.001%
2/9/2024MainStreet Investment Advisors LLC98,030$16.68M1.9%-5.3%0.003%
(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, 4,135 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($39.50B), BlackRock Inc. ($20.68B), State Street Corp ($18.36B), Morgan Stanley ($9.13B), Geode Capital Management LLC ($7.74B), FMR LLC ($7.17B), and Wellington Management Group LLP ($6.15B).Learn more on JPM's institutional investors.

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

68.94% 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 3,719 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), Moneta Group Investment Advisors LLC ($97.97M), Norges Bank ($90.26M), Price T Rowe Associates Inc. MD ($20.92M), Vanguard Group Inc. ($9.71M), Morgan Stanley ($8.29M), and International Assets Investment Management LLC ($7.74M).

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

Institutional investors have bought a total of 2,549,589,983 shares in the last 24 months. This purchase volume represents approximately $366.87B in transactions.

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

Of the 3,034 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 ($31.32M), State Street Corp ($18.69M), Price T Rowe Associates Inc. MD ($13.84M), Wellington Management Group LLP ($8.14M), Arrowstreet Capital Limited Partnership ($7.46M), and Capital International Investors ($6.23M).

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

Institutional investors have sold a total of 342,788,551 shares in the last 24 months. This volume of shares sold represents approximately $46.20B in transactions.


Related Companies:
This page (NYSE:JPM) was last updated on 2/12/2024 by MarketBeat.com Staff

My Account -