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JPMorgan Chase & Co. (JPM) Institutional Ownership

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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)
2714
Total
Institutional Inflows
(last 12 months)
$322.20B
Number of
Institutional Sellers
(last 12 months)
2322
Total
Institutional Outflows
(last 12 months)
$21.61B
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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
4/27/2024James Hambro & Partners760,422$152.29M7.1%-0.2%0.026%
4/27/2024White Pine Investment CO36,681$7.35M2.2%-2.8%0.001%
4/27/2024Vigilare Wealth Management4,451$892K0.4%+2.1%0.000%
4/27/2024Phoenix Wealth Advisors19,836$3.97M2.4%-7.6%0.001%
4/27/2024Hourglass Capital LLC3,710$743K0.2%+2.7%0.000%
4/27/2024Nadler Financial Group Inc.4,605$922K0.1%+8.5%0.000%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC20,741$4.15M1.0%+0.6%0.001%
4/27/2024Treasure Coast Financial Planning1,114$223K0.1%N/A0.000%
4/27/2024Conning Inc.221,718$44.33M1.5%-4.6%0.008%
4/27/2024Finer Wealth Management Inc.21,252$4.26M2.8%+10.3%0.001%
4/27/2024Foster Victor Wealth Advisors LLC7,635$1.49M0.1%+1.0%0.000%
4/27/2024Signature Wealth Management Partners LLC13,814$2.77M2.3%-31.8%0.000%
4/27/2024K.J. Harrison & Partners Inc47,794$9.57M1.5%+14.9%0.002%
4/27/2024Capital Performance Advisors LLP1,917$384K0.1%+9.7%0.000%
4/26/2024Pinnacle Associates Ltd.471,798$94.50M1.5%-1.4%0.016%
4/26/2024Trueblood Wealth Management LLC54,544$10.93M6.3%-3.7%0.002%
4/26/2024Sterling Investment Counsel LLC14,810$2.97M1.4%+43.3%0.001%
4/26/2024Securian Asset Management Inc.170,279$34.11M1.0%-7.0%0.006%
4/26/2024Aspen Investment Management Inc18,433$3.69M1.9%-0.4%0.001%
4/26/2024Triasima Portfolio Management inc.20,477$4.10M0.3%-12.1%0.001%
4/26/2024Harrington Investments INC2,812$563K0.3%-3.5%0.000%
4/26/2024BLB&B Advisors LLC127,926$25.62M1.4%+0.3%0.004%
4/26/2024Pavion Blue Capital LLC23,255$4.66M2.3%-0.3%0.001%
4/26/2024Acorn Wealth Advisors LLC11,579$2.32M1.2%-1.9%0.000%
4/26/2024UMB Bank n.a.497,181$99.59M1.6%-2.0%0.017%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC12,999$2.51M1.1%-1.1%0.000%
4/26/2024Advisors Management Group Inc. ADV21,784$4.36M1.1%-5.1%0.001%
4/26/2024Narwhal Capital Management137,976$27.64M2.7%+7.1%0.005%
4/26/2024MBA Advisors LLC11,742$2.35M1.2%-0.7%0.000%
4/26/2024LifeSteps Financial Inc.10,021$2.01M1.5%-2.1%0.000%
4/26/2024Cottonwood Capital Advisors LLC4,109$751K0.6%-3.9%0.000%
4/26/2024Arcataur Capital Management LLC11,151$2.23M0.8%+106.4%0.000%
4/26/2024Highview Capital Management LLC DE 10,188$2.04M0.9%-10.9%0.000%
4/26/2024Prestige Wealth Management Group LLC15,211$3.05M0.7%-35.6%0.001%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.32,074$6.42M4.8%-91.7%0.001%
4/26/2024Bellevue Asset Management LLC5,391$1.08M0.6%-1.0%0.000%
4/26/2024Crestone Asset Management LLC1,823$365K0.1%-4.1%0.000%
4/26/2024Northwest Bancshares Inc.45,620$9.14M1.4%+1.5%0.002%
4/26/2024JNBA Financial Advisors10,403$2.08M0.2%-3.3%0.000%
4/26/2024Yousif Capital Management LLC430,551$86.24M1.0%-1.0%0.015%
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4/26/2024Schmidt P J Investment Management Inc.35,128$7.04M1.3%-1.7%0.001%
4/26/2024Augustine Asset Management Inc.34,928$7.00M2.9%-0.6%0.001%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA20,975$4.20M1.7%-12.5%0.001%
4/26/2024YHB Investment Advisors Inc.39,232$7.86M0.7%+4.2%0.001%
4/26/2024SlateStone Wealth LLC68,104$13.64M1.4%+55.3%0.002%
4/26/2024ZWJ Investment Counsel Inc.251,138$50.30M2.3%-0.5%0.009%
4/26/2024Coastline Trust Co31,544$6.32M0.8%+37.0%0.001%
4/26/2024Opus Capital Group LLC2,476$496K0.1%+70.2%0.000%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.169,543$33.96M2.1%-3.4%0.006%
4/26/2024First National Trust Co201,712$40.40M1.6%-10.2%0.007%
4/26/2024McKinley Carter Wealth Services Inc.24,694$4.95M0.3%-11.5%0.001%
4/26/2024Bond & Devick Financial Network Inc.2,735$548K0.3%-5.8%0.000%
4/26/2024Guardian Investment Management20,174$4.04M3.1%-10.1%0.001%
4/26/2024Clear Creek Financial Management LLC20,100$4.03M0.5%-13.1%0.001%
4/26/2024Quantum Financial Advisors LLC5,980$1.20M0.2%+32.8%0.000%
4/26/2024Members Trust Co8,271$1.66M0.0%-8.2%0.000%
4/26/2024SYSTM Wealth Solutions LLC23,830$4.77M0.6%-11.3%0.001%
4/26/2024Sumitomo Life Insurance Co.52,257$10.47M0.3%-3.1%0.002%
4/26/2024First Personal Financial Services36,954$7.40M1.7%-0.8%0.001%
4/26/2024Pioneer Trust Bank N A OR56,176$11.25M3.1%+0.3%0.002%
4/26/2024Chicago Partners Investment Group LLC79,828$15.34M0.6%+1.3%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.328,343$65.77M1.5%N/A0.011%
4/26/2024Patrick M Sweeney & Associates Inc.24,008$4.81M4.0%+0.3%0.001%
4/26/2024Carr Financial Group Corp6,358$1.27M0.4%+50.6%0.000%
4/26/2024Virginia Wealth Management Group Inc.22,111$4.43M3.6%-3.5%0.001%
4/26/2024MONECO Advisors LLC18,715$3.75M0.6%+43.5%0.001%
4/26/2024LifePro Asset Management6,455$1.29M0.9%+4.8%0.000%
4/26/2024TI Trust Inc.9,159$1.84M1.3%+6.0%0.000%
4/26/2024Sigma Investment Counselors Inc.56,315$11.28M0.6%-0.9%0.002%
4/26/2024KG&L Capital Management LLC52,523$10.46M4.2%-0.9%0.002%
4/26/2024Verdence Capital Advisors LLC89,736$17.97M1.6%-2.6%0.003%
4/26/2024Robinson Smith Wealth Advisors LLC3,176$636K0.6%-21.7%0.000%
4/26/2024Davies Financial Advisors Inc.2,859$573K0.6%N/A0.000%
4/26/2024Emerald Advisors LLC3,612$724K0.1%+14.2%0.000%
4/26/2024Financial Insights Inc.11,586$2.32M0.7%+1.6%0.000%
4/26/2024Triton Wealth Management PLLC1,047$200K0.1%N/A0.000%
4/26/2024Checchi Capital Advisers LLC38,519$7.72M0.6%+0.8%0.001%
4/26/2024Latitude Advisors LLC5,005$1.00M0.6%+7.8%0.000%
4/26/2024Tritonpoint Wealth LLC96,972$19.42M1.9%-3.6%0.003%
4/26/2024Oakwell Private Wealth Management LLC5,811$1.16M0.4%+9.0%0.000%
4/26/2024Bogart Wealth LLC44,529$8.92M0.5%+17.6%0.002%
4/25/2024Allworth Financial LP85,772$17.18M0.1%+2.5%0.003%
4/25/2024Alta Capital Management LLC27,646$5.54M0.3%+3.3%0.001%
4/25/2024Jacobsen Capital Management4,075$816K0.4%-4.5%0.000%
4/25/2024Lindbrook Capital LLC35,052$7.02M0.7%-2.8%0.001%
4/25/2024New York State Teachers Retirement System2,836,790$568.21M1.2%-3.0%0.099%
4/25/2024Cardinal Strategic Wealth Guidance4,107$823K0.3%-11.1%0.000%
4/25/2024WCM Investment Management LLC1,428$286K0.0%-13.9%0.000%
4/25/2024One Day In July LLC1,908$382K0.1%-3.3%0.000%
4/25/2024Lodestar Private Asset Management LLC5,574$1.12M0.2%-4.6%0.000%
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4/25/2024Mendota Financial Group LLC1,119$224K0.1%-28.3%0.000%
4/25/2024Center for Financial Planning Inc.18,017$3.61M0.5%+3.0%0.001%
4/25/2024Inlet Private Wealth LLC54,371$10.89M3.0%-2.2%0.002%
4/25/2024TRUE Private Wealth Advisors30,792$6.17M0.7%-17.5%0.001%
4/25/2024Adell Harriman & Carpenter Inc.112,267$22.49M1.9%-0.6%0.004%
4/25/2024Bank of New York Mellon Corp27,894,605$5.59B1.1%-3.2%0.971%
4/25/2024Villere ST Denis J & Co. LLC230,892$46.25M3.7%-1.3%0.008%
4/25/2024Carmel Capital Partners LLC3,333$668K0.3%+34.0%0.000%
4/25/2024Strategy Asset Managers LLC71,238$14.27M3.1%-2.0%0.002%
4/25/2024Borer Denton & Associates Inc.4,304$862K0.3%+26.0%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, 4,187 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 3,725 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 2,366,334,509 shares in the last 24 months. This purchase volume represents approximately $341.90B in transactions.

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

Of the 3,029 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 302,998,797 shares in the last 24 months. This volume of shares sold represents approximately $41.02B in transactions.


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This page (NYSE:JPM) was last updated on 4/27/2024 by MarketBeat.com Staff

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