JPMorgan Chase & Co. (JPM) Institutional Ownership

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(As of 06/18/2024 ET)

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Current Institutional Ownership Percentage: 71.55%
Number of Institutional Buyers (last 12 months): 2641
Total Institutional Inflows (last 12 months): $321.91B

Number of Institutional Sellers (last 12 months): 2269
Total Institutional Outflows (last 12 months): $20.87B

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JPM Institutional Buying and Selling by Quarter

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[Urgent] Protect your money before November

Those who listened to his warnings could have kept their money safe and even made substantial profits during each crisis. In fact, the Wall Street Journal reported that his work was more accurate … and more profitable than that of … Deutsche Bank … Merrill Lynch … JPMorgan Chase … Goldman Sachs … and every other firm reviewed.

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JPMorgan Chase & Co. Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/17/2024	Chelsea Counsel Co.	2,092	$419K	0.2%	+3.6%	0.000%
6/14/2024	SRN Advisors LLC	8,386	$1.68M	1.3%	+9.8%	0.000%
6/13/2024	NBW Capital LLC	52,315	$10.48M	2.1%	+2.7%	0.002%
6/13/2024	Keynote Financial Services LLC	6,534	$1.31M	1.1%	N/A	0.000%
6/13/2024	Mosaic Family Wealth Partners LLC	6,832	$1.37M	0.2%	+11.9%	0.000%
6/11/2024	American Trust	42,592	$8.53M	0.8%	-5.7%	0.001%
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6/11/2024	Cypress Asset Management Inc. TX	60,661	$12.41M	3.4%	-1.8%	0.002%
6/11/2024	OMC Financial Services LTD	2,860	$573K	0.3%	N/A	0.000%
6/11/2024	EverSource Wealth Advisors LLC	28,489	$5.46M	0.4%	+11.7%	0.001%
6/10/2024	Clear Rock Advisors LLC	15,929	$3.19M	1.4%	+0.6%	0.001%
6/10/2024	Hamilton Wealth LLC	3,299	$661K	0.2%	+13.8%	0.000%
6/7/2024	Railway Pension Investments Ltd	120,500	$24.14M	0.2%	N/A	0.004%
6/5/2024	Objective Capital Management LLC	7,441	$1.49M	1.0%	+10.0%	0.000%
6/4/2024	DekaBank Deutsche Girozentrale	3,429,115	$686.75M	1.3%	+1.0%	0.119%
6/4/2024	Tactive Advisors LLC	3,386	$678K	0.4%	N/A	0.000%
5/31/2024	Granite Group Advisors LLC	14,658	$2.94M	2.0%	-3.2%	0.001%
5/31/2024	Maxwell Wealth Strategies Inc.	26,785	$5.34M	2.7%	+17.2%	0.001%
5/30/2024	Cambridge Trust Co.	311,570	$62.41M	2.4%	+0.3%	0.011%
5/30/2024	EULAV Asset Management	22,000	$4.41M	0.1%	-24.1%	0.001%
5/29/2024	Pathway Financial Advisers LLC	34,638	$6.94M	2.5%	N/A	0.001%
5/29/2024	Birmingham Capital Management Co. Inc. AL	14,569	$2.92M	1.1%	-3.8%	0.001%
5/29/2024	Instrumental Wealth LLC	1,054	$210K	0.1%	N/A	0.000%
5/29/2024	Soltis Investment Advisors LLC	38,712	$7.75M	0.9%	-13.4%	0.001%
5/29/2024	Alexander Labrunerie & CO. Inc.	33,713	$6.75M	3.8%	N/A	0.001%
5/29/2024	Clean Yield Group	1,718	$344K	0.1%	-17.3%	0.000%
5/29/2024	Garde Capital Inc.	4,003	$801K	0.1%	-11.7%	0.000%
5/28/2024	Boston Partners	9,057,827	$1.81B	2.2%	-0.4%	0.315%
5/28/2024	Teachers Retirement System of The State of Kentucky	503,125	$100.78M	0.9%	-7.6%	0.018%
5/24/2024	Cetera Advisor Networks LLC	382,523	$76.62M	0.4%	+2.4%	0.013%
5/24/2024	Cetera Advisors LLC	455,164	$91.17M	0.7%	+82.4%	0.016%
5/24/2024	Cetera Investment Advisers	976,108	$195.51M	0.5%	+202.3%	0.034%
5/24/2024	Invst LLC	13,215	$2.63M	0.3%	+2.2%	0.000%
5/24/2024	Dodds Wealth LLC	1,283	$257K	0.1%	+6.4%	0.000%
5/24/2024	PGGM Investments	277,276	$55.54M	0.8%	+14.1%	0.010%
5/24/2024	Northwest Bank & Trust Co	15,337	$2.94M	2.6%	-1.9%	0.001%
5/23/2024	Dock Street Asset Management Inc.	2,638	$528K	0.1%	+2.6%	0.000%
5/23/2024	Community Trust & Investment Co.	172,006	$34.45M	2.4%	-3.6%	0.006%
5/23/2024	Raelipskie Partnership	18,874	$3.78M	2.2%	-3.3%	0.001%
5/23/2024	FSA Advisors Inc.	3,248	$651K	0.7%	+8.3%	0.000%
5/22/2024	Burney Co.	19,674	$3.94M	0.2%	-43.9%	0.001%
[Urgent] Protect your money before November (Ad) Those who listened to his warnings could have kept their money safe and even made substantial profits during each crisis. In fact, the Wall Street Journal reported that his work was more accurate … and more profitable than that of … Deutsche Bank … Merrill Lynch … JPMorgan Chase … Goldman Sachs … and every other firm reviewed. Click here to watch now.
5/22/2024	First City Capital Management Inc.	16,740	$3.35M	1.9%	-0.9%	0.001%
5/22/2024	Orleans Capital Management Corp LA	14,188	$2.84M	1.9%	-1.5%	0.000%
5/22/2024	Second Line Capital LLC	19,653	$3.94M	1.3%	+7.8%	0.001%
5/22/2024	BigSur Wealth Management LLC	30,134	$6.04M	1.9%	N/A	0.001%
5/21/2024	Atria Investments Inc	268,340	$53.74M	0.7%	-3.1%	0.009%
5/21/2024	Swedbank AB	3,994,659	$800.13M	1.1%	N/A	0.139%
5/21/2024	Sanibel Captiva Trust Company Inc.	240,633	$48.20M	1.6%	+1.7%	0.008%
5/21/2024	Delphi Management Inc. MA	8,908	$1.78M	1.4%	-3.8%	0.000%
5/21/2024	LRI Investments LLC	9,990	$2.00M	0.3%	N/A	0.000%
5/21/2024	Arrow Financial Corp	42,141	$8.44M	0.8%	-5.8%	0.001%
5/20/2024	Independent Wealth Network Inc.	1,545	$309K	0.1%	+9.0%	0.000%
5/20/2024	Virtu Financial LLC	2,976	$596K	0.0%	-38.1%	0.000%
5/20/2024	Strategic Wealth Partners Ltd.	54,404	$10.90M	1.2%	+5.2%	0.002%
5/17/2024	Citizens Financial Group Inc. RI	179,672	$35.99M	1.2%	+0.7%	0.006%
5/17/2024	Rokos Capital Management LLP	218,431	$43.76M	0.2%	N/A	0.008%
5/17/2024	Advisory Resource Group	1,157	$232K	0.1%	N/A	0.000%
5/17/2024	Heartland Bank & Trust Co	19,085	$3.82M	2.2%	-3.1%	0.001%
5/17/2024	Kozak & Associates Inc.	8,061	$1.63M	0.4%	-2.2%	0.000%
5/17/2024	Montchanin Asset Management LLC	26,872	$5.38M	5.3%	N/A	0.001%
5/17/2024	New Covenant Trust Company N.A.	6,019	$1.21M	1.2%	N/A	0.000%
5/17/2024	Plato Investment Management Ltd	53,383	$10.69M	1.1%	+1,211.6%	0.002%
5/17/2024	XML Financial LLC	50,976	$10.21M	1.0%	-13.8%	0.002%
5/17/2024	iA Global Asset Management Inc.	849,283	$170.11M	2.0%	-4.9%	0.030%
5/17/2024	WealthPlan Investment Management LLC	23,525	$4.71M	0.7%	+2.8%	0.001%
5/17/2024	KLCM Advisors Inc.	14,093	$2.82M	0.4%	-46.0%	0.000%
5/17/2024	Brown Shipley& Co Ltd	60,513	$12.04M	3.8%	+10.4%	0.002%
5/17/2024	Vista Investment Partners LLC	10,616	$2.13M	0.7%	+1.1%	0.000%
5/17/2024	LBP AM SA	218,611	$43.79M	1.7%	-4.5%	0.008%
5/17/2024	Tandem Capital Management Corp ADV	18,115	$3.63M	2.1%	-0.7%	0.001%
5/17/2024	First Western Trust Bank	55,976	$11.21M	0.5%	-4.0%	0.002%
5/17/2024	Jaffetilchin Investment Partners LLC	40,440	$8.10M	0.7%	+4.1%	0.001%
5/17/2024	Beacon Capital Management LLC	2,536	$508K	0.1%	+21.3%	0.000%
5/17/2024	TAM Capital Management Inc.	71,757	$14.37M	13.6%	-51.1%	0.002%
5/17/2024	Semmax Financial Advisors Inc.	33,230	$6.60M	2.2%	-16.6%	0.001%
5/17/2024	Pineridge Advisors LLC	415	$83K	0.0%	-52.1%	0.000%
5/17/2024	Hancock Whitney Corp	248,381	$49.75M	1.7%	+2.5%	0.009%
5/17/2024	Comerica Bank	1,257,855	$251.95M	1.1%	-1.2%	0.044%
5/17/2024	Adalta Capital Management LLC	48,989	$9.81M	5.4%	+1.6%	0.002%
5/17/2024	Coppell Advisory Solutions Corp.	77,837	$15.59M	2.9%	N/A	0.003%
5/17/2024	DCM Advisors LLC	34,060	$6.82M	2.8%	-22.1%	0.001%
5/17/2024	Creekmur Asset Management LLC	1,349	$270K	0.1%	+13.6%	0.000%
5/17/2024	Wiser Advisor Group LLC	6,814	$1.37M	2.1%	-3.4%	0.000%
5/17/2024	Motley Fool Asset Management LLC	85,099	$17.05M	1.1%	+6.9%	0.003%
5/16/2024	Redwood Investment Management LLC	1,616	$324K	0.0%	-81.3%	0.000%
5/16/2024	California State Teachers Retirement System	4,676,602	$936.72M	1.2%	+0.2%	0.163%
5/16/2024	Global Financial Private Client LLC	7,232	$1.44M	0.6%	+10.6%	0.000%
5/16/2024	Slagle Financial LLC	17,725	$3.55M	1.9%	-64.7%	0.001%
5/16/2024	Meiji Yasuda Life Insurance Co	137,702	$27.58M	0.6%	+11.1%	0.005%
5/16/2024	Innova Wealth Partners	1,060	$212K	0.2%	N/A	0.000%
5/16/2024	Mango Five Family Inc.	7,680	$1.54M	0.5%	-15.8%	0.000%
[Urgent] Protect your money before November (Ad) Those who listened to his warnings could have kept their money safe and even made substantial profits during each crisis. In fact, the Wall Street Journal reported that his work was more accurate … and more profitable than that of … Deutsche Bank … Merrill Lynch … JPMorgan Chase … Goldman Sachs … and every other firm reviewed. Click here to watch now.
5/16/2024	Levin Capital Strategies L.P.	182,336	$36.52M	3.6%	+3.2%	0.006%
5/16/2024	FSA Wealth Management LLC	1,774	$355K	0.2%	-7.7%	0.000%
5/16/2024	B. Riley Wealth Advisors Inc.	162,967	$32.64M	0.8%	+9.8%	0.006%
5/16/2024	Ancora Advisors LLC	303,966	$60.88M	1.4%	+1.2%	0.011%
5/16/2024	Dynasty Wealth Management LLC	22,261	$4.46M	0.1%	N/A	0.001%
5/16/2024	Virtus Investment Advisers Inc.	940	$188K	0.1%	-9.6%	0.000%
5/16/2024	Vawter Financial Ltd.	2,721	$545K	0.4%	-4.3%	0.000%
5/16/2024	High Falls Advisors Inc	5,743	$1.15M	0.3%	+3.0%	0.000%
5/16/2024	Sweeney & Michel LLC	21,436	$4.32M	1.9%	N/A	0.001%
5/16/2024	WPWealth LLP	1,251	$251K	0.1%	N/A	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, 4,192 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Vanguard Group Inc. ($54.30B), BlackRock Inc. ($20.68B), State Street Corp ($18.36B), Morgan Stanley ($9.13B), Capital International Investors ($8.47B), Geode Capital Management LLC ($7.74B), and FMR LLC ($7.17B).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 3,721 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), International Assets Investment Management LLC ($8.02M), Franklin Resources Inc. ($6.80M), Providence Capital Advisors LLC ($5.36M), and Wellington Management Group LLP ($4.60M).

How much institutional buying is happening at JPMorgan Chase & Co.?: Institutional investors have bought a total of 2,358,658,916 shares in the last 24 months. This purchase volume represents approximately $342.00B in transactions.
Which JPMorgan Chase & Co. major shareholders have been selling company stock?: Of the 3,000 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), Price T Rowe Associates Inc. MD ($14.46M), State Street Corp ($11.85M), FMR LLC ($5.85M), Wellington Management Group LLP ($5.64M), Capital World Investors ($5.17M), and Altshuler Shaham Ltd ($5.08M).
How much institutional selling is happening at JPMorgan Chase & Co.?: Institutional investors have sold a total of 250,877,834 shares in the last 24 months. This volume of shares sold represents approximately $34.60B in transactions.