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MU   84.88 (-0.34%)
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GE   139.07 (+0.41%)
DIS   110.54 (+11.50%)
AMC   4.09 (+3.81%)
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AMD   169.35 (-0.93%)
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T   16.82 (-2.94%)
F   12.83 (+0.23%)
MU   84.88 (-0.34%)
CGC   4.11 (-4.86%)
GE   139.07 (+0.41%)
DIS   110.54 (+11.50%)
AMC   4.09 (+3.81%)
PFE   27.56 (+0.00%)
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JPMorgan Chase & Co. (JPM) Institutional Ownership

$174.80
-0.63 (-0.36%)
(As of 02/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Chase & Co. (NYSE:JPM)

Current
Institutional Ownership
Percentage
68.94%
Number of
Institutional Buyers
(last 12 months)
2801
Total
Institutional Inflows
(last 12 months)
$339.66 B
Number of
Institutional Sellers
(last 12 months)
2368
Total
Institutional Outflows
(last 12 months)
$24.11 B
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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
2/8/2024Second Half Financial Partners LLC21,127$3.59M1.8%-0.8%0.001%
2/8/2024Facet Wealth Inc.2,210$0.39M0.0%+17.2%0.000%
2/8/2024Janney Capital Management LLC191,321$32.54M2.2%-4.4%0.007%
2/8/2024Vanguard Personalized Indexing Management LLC234,299$39.85M1.0%+0.2%0.008%
2/8/2024Janney Montgomery Scott LLC1,763,717$300.01M1.0%+0.7%0.061%
2/8/2024Core Wealth Partners LLC5,807$0.99M0.8%+2.0%0.000%
2/8/2024D Orazio & Associates Inc.4,740$0.81M0.1%+12.5%0.000%
2/8/2024Goelzer Investment Management Inc.51,317$8.73M0.6%+3.3%0.002%
2/8/2024Altman Advisors Inc.14,079$2.40M1.3%-5.6%0.000%
2/8/2024Nicholas Investment Partners LP19,967$3.40M0.4%-37.4%0.001%
2/8/2024AAF Wealth Management LLC1,310$0.22M0.1%N/A0.000%
2/8/2024Lmcg Investments LLC192,998$32.83M2.0%-0.7%0.007%
2/8/2024Vise Technologies Inc.29,092$4.95M1.1%+9.1%0.001%
2/8/2024Oak Hill Wealth Advisors LLC11,628$1.98M0.7%-29.1%0.000%
2/8/2024Fagan Associates Inc.62,366$10.61M2.3%-0.5%0.002%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.2,981,381$510.80M0.9%+5.9%0.104%
2/8/2024M&G Investment Management Ltd.969,200$164.76M1.0%-9.6%0.034%
2/8/2024Sumitomo Mitsui Financial Group Inc.81,497$13.86M0.4%+7.3%0.003%
2/8/2024Mitsubishi UFJ Asset Management UK Ltd.25,000$4.25M2.3%+19.0%0.001%
2/8/2024Westpac Banking Corp51,259$8.72M0.7%-32.2%0.002%
2/8/2024Nvwm LLC21,484$3.66M1.1%-5.9%0.001%
2/8/2024Quotient Wealth Partners LLC7,971$1.36M0.1%N/A0.000%
2/8/2024Moran Wealth Management LLC193,072$32.84M1.2%+32.7%0.007%
2/8/2024RBA Wealth Management LLC3,670$0.62M0.3%-2.0%0.000%
2/8/2024Pinnacle Wealth Planning Services Inc.18,053$3.07M0.5%-0.8%0.001%
2/8/2024Ironwood Investment Counsel LLC28,111$4.78M0.9%+0.5%0.001%
2/8/2024First United Bank & Trust19,310$3.29M1.3%-1.1%0.001%
2/8/2024Essex Investment Management Co. LLC4,177$0.71M0.1%-63.9%0.000%
2/8/2024JNBA Financial Advisors10,762$1.83M0.2%-4.8%0.000%
2/8/2024Advisor OS LLC15,903$2.71M0.4%+5.6%0.001%
2/8/2024King Wealth Management Group77,334$13.15M2.5%-1.6%0.003%
2/8/2024Massachusetts Financial Services Co. MA29,498,573$5.02B1.6%-3.5%1.025%
2/8/20241ST Source Bank74,577$12.69M0.8%-2.3%0.003%
2/7/2024Partnership Wealth Management LLC207$36K0.0%N/A0.000%
2/7/2024Avantax Advisory Services Inc.193,746$32.96M0.3%+2.6%0.007%
2/7/2024Wambolt & Associates LLC13,994$2.38M0.4%-7.4%0.000%
2/7/2024Checchi Capital Advisers LLC38,231$6.50M0.5%+0.4%0.001%
2/7/2024Boston Partners9,093,169$1.55B2.1%-2.3%0.316%
2/7/2024McKinley Carter Wealth Services Inc.27,912$4.75M0.3%-4.6%0.001%
2/7/2024Gratus Capital LLC150,557$25.61M1.4%-1.4%0.005%
2/7/2024TI Trust Inc.8,641$1.47M1.3%-1.7%0.000%
2/7/2024Ieq Capital LLC242,630$41.27M0.7%+4.2%0.008%
2/7/2024Forum Financial Management LP91,865$15.63M0.3%+2.8%0.003%
2/7/2024Keating Investment Counselors Inc.3,225$0.55M0.2%-3.7%0.000%
2/7/2024Principal Financial Group Inc.6,099,267$1.04B0.7%-0.9%0.212%
2/7/2024USA Financial Formulas2,727$0.46M0.1%+8,163.6%0.000%
2/7/2024Private Portfolio Partners LLC8,807$1.50M0.3%-0.9%0.000%
2/7/2024Envestnet Portfolio Solutions Inc.324,830$55.25M0.2%+10.3%0.011%
2/7/2024One Capital Management LLC67,529$11.49M0.5%-1.3%0.002%
2/7/2024Formidable Asset Management LLC10,750$1.83M0.4%-2.2%0.000%
2/7/2024AlphaStar Capital Management LLC10,864$1.85M0.2%+41.0%0.000%
2/7/2024Dimensional Fund Advisors LP21,338,704$3.63B1.1%+3.4%0.742%
2/7/2024QRG Capital Management Inc.412,672$70.20M1.0%+5.1%0.014%
2/7/2024Invst LLC12,930$2.26M0.3%+1.1%0.000%
2/7/2024Schulhoff & Co. Inc.47,470$8.08M3.9%-0.1%0.002%
2/7/2024Jump Financial LLC4,429$0.75M0.0%-36.7%0.000%
2/7/2024JFS Wealth Advisors LLC5,599$0.95M0.1%-14.8%0.000%
2/7/2024Johnson Investment Counsel Inc.266,386$45.31M0.5%+13.0%0.009%
2/7/2024NBC Securities Inc.43,315$7.37M0.7%+5.6%0.002%
2/7/2024Polaris Capital Management LLC304,451$51.79M2.5%-1.3%0.011%
2/7/2024Seizert Capital Partners LLC364,466$62M3.1%-3.9%0.013%
2/7/2024Acorn Wealth Advisors LLC11,808$2.01M1.2%-1.2%0.000%
2/7/2024Gateway Advisory LLC11,523$1.96M0.4%+7.1%0.000%
2/7/2024Dana Investment Advisors Inc.102,580$17.45M0.8%+102.0%0.004%
2/7/2024Astoria Portfolio Advisors LLC.8,772$1.54M0.6%+98.4%0.000%
2/7/2024Evergreen Wealth Solutions LLC10,432$1.77M1.5%-2.8%0.000%
2/7/2024Integrity Financial Corp WA2,622$0.45M0.3%-9.3%0.000%
2/7/2024AGF Management Ltd.599,413$101.96M0.6%-0.6%0.021%
2/7/2024Valley Wealth Managers Inc.33,813$5.75M0.4%-3.1%0.001%
2/7/2024Marest Capital LLC16,483$2.80M2.9%N/A0.001%
2/7/2024Cary Street Partners Investment Advisory LLC102,238$17.39M0.8%-0.7%0.004%
2/7/2024Buckingham Capital Management Inc.28,340$4.82M0.6%-18.0%0.001%
2/7/2024Royal Capital Wealth Management LLC20,429$3.48M3.0%+0.4%0.001%
2/7/2024Teacher Retirement System of Texas837,016$142.38M1.0%-8.0%0.029%
2/7/2024Kinsale Capital Group Inc.23,873$4.06M2.0%+37.9%0.001%
2/7/2024Warther Private Wealth LLC4,087$0.70M0.4%-68.8%0.000%
2/7/2024First City Capital Management Inc.16,891$2.87M1.6%-0.7%0.001%
2/7/2024MPS Loria Financial Planners LLC1,735$0.30M0.1%-11.1%0.000%
2/7/2024Reynders McVeigh Capital Management LLC5,054$0.86M0.1%-16.0%0.000%
2/7/2024Lincluden Management Ltd.28,573$4.86M0.6%+189.8%0.001%
2/7/2024Mawer Investment Management Ltd.590,838$100.50M0.5%-10.3%0.021%
2/7/2024Stoneridge Investment Partners LLC13,585$2.31M1.0%+81.2%0.000%
2/7/2024VisionPoint Advisory Group LLC22,899$3.90M1.4%-6.5%0.001%
2/7/2024Northwest Financial Advisors5,286$0.90M0.8%N/A0.000%
2/7/2024Thompson Siegel & Walmsley LLC87,554$14.89M0.2%-15.9%0.003%
2/7/2024St. Johns Investment Management Company LLC11,135$1.89M1.0%-1.3%0.000%
2/7/2024Wharton Business Group LLC199,128$33.87M1.7%+0.1%0.007%
2/7/2024Access Investment Management LLC60,000$10.21M3.8%N/A0.002%
2/7/2024Calton & Associates Inc.10,193$1.73M0.7%+447.1%0.000%
2/7/2024Watershed Private Wealth LLC4,372$0.74M0.4%+31.8%0.000%
2/7/2024Baron Silver Stevens Financial Advisors LLC6,805$1.16M0.2%+7.5%0.000%
2/7/2024Lebenthal Global Advisors LLC7,319$1.25M0.3%+13.0%0.000%
2/7/2024Berger Financial Group Inc5,922$1.01M0.1%-4.1%0.000%
2/7/2024American Planning Services Inc.2,069$0.35M0.3%+10.7%0.000%
2/7/2024Schaper Benz & Wise Investment Counsel Inc. WI1,928$0.33M0.0%-3.7%0.000%
2/7/2024Kovitz Investment Group Partners LLC830,867$141.33M2.3%-1.3%0.029%
2/7/2024Iams Wealth Management LLC11,689$1.99M1.3%-6.4%0.000%
2/7/2024Principal Street Partners LLC35,486$6.04M1.5%-10.4%0.001%
2/7/2024Sonata Capital Group Inc.11,496$1.96M1.0%-4.2%0.000%
2/7/2024Mount Lucas Management LP17,143$2.92M0.8%N/A0.001%
(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, 4,146 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 3,741 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 ($54.89M), 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 2,522,830,069 shares in the last 24 months. This purchase volume represents approximately $362.19B in transactions.

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

Of the 3,051 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 352,786,210 shares in the last 24 months. This volume of shares sold represents approximately $47.74B in transactions.


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This page (NYSE:JPM) was last updated on 2/8/2024 by MarketBeat.com Staff

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