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JPMorgan Chase & Co. (JPM) Institutional Ownership

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(As of 05/3/2024 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)
2699
Total
Institutional Inflows
(last 12 months)
$321.99B
Number of
Institutional Sellers
(last 12 months)
2320
Total
Institutional Outflows
(last 12 months)
$21.99B
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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
5/4/2024Hemington Wealth Management9,202$1.84M0.7%-12.5%0.000%
5/4/2024Blue Square Asset Management LLC11,096$2.22M1.5%-4.9%0.000%
5/4/2024Financial Connections Group Inc.197$40K0.0%-84.0%0.000%
5/4/2024Chapman Investment Management LLC13,181$2.64M1.9%-4.0%0.000%
5/4/2024Howland Capital Management LLC38,456$7.70M0.4%-2.5%0.001%
5/4/2024SPC Financial Inc.35,219$7.05M0.7%-6.4%0.001%
5/4/2024Disciplined Equity Management Inc.4,863$974K0.6%-39.1%0.000%
5/4/2024McClarren Financial Advisors Inc.1,202$241K0.1%+14.0%0.000%
5/4/2024Keener Financial Planning LLC1,652$331K0.2%+9.6%0.000%
5/4/2024Noesis Capital Mangement Corp125,066$25.05M5.6%-3.2%0.004%
5/4/2024Vista Capital Partners Inc.3,052$611K0.1%-21.0%0.000%
5/4/2024Geneos Wealth Management Inc.47,220$9.46M0.4%-0.4%0.002%
5/4/2024Essex LLC37,988$7.61M1.8%-1.2%0.001%
5/4/2024DAVENPORT & Co LLC1,183,552$236.70M1.5%-1.9%0.041%
5/4/20249258 Wealth Management LLC30,560$6.12M1.0%+1.3%0.001%
5/4/2024Valley Wealth Managers Inc.30,123$6.03M0.5%-10.9%0.001%
5/4/2024Buck Wealth Strategies LLC3,111$623K0.2%-93.4%0.000%
5/4/2024Team Hewins LLC26,573$5.32M0.7%+0.7%0.001%
5/4/2024Affinity Investment Advisors LLC27,376$5.48M4.0%-1.1%0.001%
5/4/2024Commonwealth Retirement Investments LLC49,564$9.93M4.7%-2.2%0.002%
5/4/2024Paulson Wealth Management Inc.10,000$2.00M0.6%-0.9%0.000%
5/4/2024Richardson Financial Services Inc.5,436$1.09M0.8%+10.6%0.000%
5/4/2024Capital Management Associates NY10,671$2.14M2.5%+117.7%0.000%
5/3/2024Signaturefd LLC71,829$14.39M0.3%+2.9%0.003%
5/3/2024FDx Advisors Inc.12,312$2.47M0.4%-22.5%0.000%
5/3/2024Essex Investment Management Co. LLC3,912$784K0.2%-6.3%0.000%
5/3/2024Integris Wealth Management LLC2,532$507K0.1%-8.9%0.000%
5/3/2024Embree Financial Group46,353$9.29M1.8%-3.7%0.002%
5/3/2024VeraBank N.A.21,491$4.31M1.3%-0.6%0.001%
5/3/2024STAR Financial Bank8,201$1.64M1.4%-3.4%0.000%
5/3/2024Catalina Capital Group LLC9,416$1.89M0.8%+152.8%0.000%
5/3/2024Avidian Wealth Solutions LLC17,084$3.42M0.2%+40.3%0.001%
5/3/2024Southern Capital Advisors LLC1,437$288K0.2%-44.4%0.000%
5/3/2024TFB Advisors LLC4,742$910K0.3%+146.0%0.000%
5/3/2024Mediolanum International Funds Ltd220,510$44.00M0.7%N/A0.008%
5/3/2024Smithbridge Asset Management Inc. DE50,236$10.06M2.1%-1.3%0.002%
5/3/2024RIA Advisory Group LLC23,329$4.67M1.9%N/A0.001%
5/3/2024Pzena Investment Management LLC1,314,755$263.35M0.9%-25.6%0.046%
5/3/2024Larson Financial Group LLC20,876$4.18M0.3%-5.5%0.001%
5/3/2024Callan Capital LLC7,918$1.59M0.1%+25.2%0.000%
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5/3/2024MRA Advisory Group4,746$951K0.6%-16.2%0.000%
5/3/2024Mcdonald Capital Investors Inc. CA246,417$49.36M3.1%-1.6%0.009%
5/3/2024WealthTrust Asset Management LLC3,775$756K0.6%-36.6%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,232$1.25M0.1%+67.6%0.000%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC18,648$3.74M1.0%+3.2%0.001%
5/3/2024Westchester Capital Management Inc.93,704$18.77M4.7%+0.5%0.003%
5/3/2024Rehmann Capital Advisory Group27,297$5.47M0.4%+2.7%0.001%
5/3/2024Chevy Chase Trust Holdings LLC2,342,481$469.20M1.5%-1.1%0.082%
5/3/2024Commerce Bank1,218,296$244.03M1.6%-1.1%0.042%
5/3/2024Wellington Shields Capital Management LLC66,087$13.24M2.5%-3.2%0.002%
5/3/2024Easterly Investment Partners LLC129,299$25.90M2.0%-16.8%0.005%
5/3/2024AA Financial Advisors LLC9,190$1.84M0.7%N/A0.000%
5/3/2024BI Asset Management Fondsmaeglerselskab A S398,236$79.77M1.5%+10.1%0.014%
5/3/2024Pictet North America Advisors SA76,983$15.42M1.7%-4.1%0.003%
5/3/2024United Community Bank12,610$2.53M1.0%-4.2%0.000%
5/3/2024Proficio Capital Partners LLC13,877$2.78M0.3%+4.1%0.000%
5/3/2024Comprehensive Financial Consultants Institutional Inc.31,736$6.36M2.6%-1.9%0.001%
5/3/2024Liberty Wealth Management LLC4,394$880K0.2%-4.0%0.000%
5/3/2024Lorne Steinberg Wealth Management Inc.39,031$7.82M2.4%+0.2%0.001%
5/3/2024Central Pacific Bank Trust Division17,881$3.56M0.4%N/A0.001%
5/3/2024Smith Salley Wealth Management174,704$34.99M2.7%-21.4%0.006%
5/3/2024Meridian Management Co.4,409$883K0.2%-2.1%0.000%
5/3/2024Wulff Hansen & CO.13,993$2.80M2.8%-0.7%0.000%
5/3/2024Whittier Trust Co. of Nevada Inc.310,363$62.17M1.8%+2.8%0.011%
5/3/2024Patron Partners LLC4,492$900K0.5%+25.9%0.000%
5/3/2024Whittier Trust Co.630,167$126.22M1.8%+0.5%0.022%
5/3/2024Integrity Financial Corp WA3,097$620K0.4%+18.1%0.000%
5/3/2024Hoertkorn Richard Charles60,403$12.10M5.2%-3.1%0.002%
5/2/2024Mutual Advisors LLC103,422$20.72M0.7%-0.1%0.004%
5/2/2024Diversified LLC9,738$1.95M0.3%+7.3%0.000%
5/2/2024Salomon & Ludwin LLC6,175$1.24M0.1%+2.7%0.000%
5/2/2024RiverFront Investment Group LLC60,955$12.21M0.3%+12.0%0.002%
5/2/2024Pegasus Asset Management Inc.31,967$6.40M2.5%+0.6%0.001%
5/2/2024First Command Advisory Services Inc.8,004$1.60M0.0%+7.0%0.000%
5/2/2024USAdvisors Wealth Management LLC1,721$343K0.1%+11.3%0.000%
5/2/2024Blume Capital Management Inc.23,612$4.73M1.1%-4.1%0.001%
5/2/2024Financial Counselors Inc.457,110$91.56M1.5%-3.7%0.016%
5/2/2024Shoker Investment Counsel Inc.25,721$5.12M1.8%-0.4%0.001%
5/2/2024Farrow Financial Inc.10,827$2.17M1.5%-16.7%0.000%
5/2/2024Jennison Associates LLC2,216,546$443.97M0.3%-1.9%0.077%
5/2/2024Mutual of America Capital Management LLC397,696$79.66M0.9%-1.6%0.014%
5/2/2024Hudock Inc.22,690$4.55M1.0%-19.3%0.001%
5/2/2024AAFMAA Wealth Management & Trust LLC25,000$5.01M2.7%-8.2%0.001%
5/2/2024Centerpoint Advisors LLC6,618$1.33M0.5%+6.5%0.000%
5/2/2024Magnolia Capital Advisors LLC22,293$4.14M3.4%+16.6%0.001%
5/2/2024Baron Silver Stevens Financial Advisors LLC8,115$1.63M0.3%+19.3%0.000%
5/2/2024FinTrust Capital Advisors LLC12,386$2.48M0.5%-0.7%0.000%
5/2/2024Lionsbridge Wealth Management LLC7,031$1.41M1.1%-3.0%0.000%
5/2/2024Wright Investors Service Inc.49,047$9.82M2.5%-2.0%0.002%
5/2/2024Daiwa Securities Group Inc.370,120$74.14M0.4%+6.6%0.013%
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5/2/2024Graypoint LLC44,340$8.88M0.6%+1.8%0.002%
5/2/2024Hardy Reed LLC382,549$76.63M9.5%0.0%0.013%
5/2/2024Lwmg LLC3,995$800K0.2%-3.1%0.000%
5/2/2024Haverford Trust Co1,521,671$304.79M3.2%-5.8%0.053%
5/2/2024Pittenger & Anderson Inc.53,531$10.72M0.4%-0.2%0.002%
5/2/2024Consolidated Planning Corp53,248$10.67M1.8%+4.3%0.002%
5/2/2024GSB Wealth Management LLC16,067$3.22M0.9%-1.4%0.001%
5/2/2024Quent Capital LLC12,448$2.49M0.3%+16.2%0.000%
5/2/2024Gilbert & Cook Inc.11,491$2.30M0.3%+1.2%0.000%
5/2/2024Nordea Investment Management AB2,618,180$522.62M0.6%-2.7%0.091%
(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 3,722 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 2,364,642,763 shares in the last 24 months. This purchase volume represents approximately $341.78B in transactions.

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

Of the 3,022 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 300,611,479 shares in the last 24 months. This volume of shares sold represents approximately $40.87B in transactions.


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

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