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JPMorgan Chase & Co. (JPM) Institutional Ownership

$197.00
+2.02 (+1.04%)
(As of 06/18/2024 ET)

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

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

JPMorgan Chase & Co. Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/17/2024 Chelsea Counsel Co.2,092$419K0.2%+3.6%0.000%
6/14/2024 SRN Advisors LLC8,386$1.68M1.3%+9.8%0.000%
6/13/2024 NBW Capital LLC52,315$10.48M2.1%+2.7%0.002%
6/13/2024 Keynote Financial Services LLC6,534$1.31M1.1%N/A0.000%
6/13/2024 Mosaic Family Wealth Partners LLC6,832$1.37M0.2%+11.9%0.000%
6/11/2024American Trust42,592$8.53M0.8%-5.7%0.001%
6/11/2024 Cypress Asset Management Inc. TX60,661$12.41M3.4%-1.8%0.002%
6/11/2024 OMC Financial Services LTD2,860$573K0.3%N/A0.000%
6/11/2024 EverSource Wealth Advisors LLC28,489$5.46M0.4%+11.7%0.001%
6/10/2024 Clear Rock Advisors LLC15,929$3.19M1.4%+0.6%0.001%
6/10/2024 Hamilton Wealth LLC3,299$661K0.2%+13.8%0.000%
6/7/2024 Railway Pension Investments Ltd120,500$24.14M0.2%N/A0.004%
6/5/2024 Objective Capital Management LLC7,441$1.49M1.0%+10.0%0.000%
6/4/2024 DekaBank Deutsche Girozentrale3,429,115$686.75M1.3%+1.0%0.119%
6/4/2024 Tactive Advisors LLC3,386$678K0.4%N/A0.000%
5/31/2024 Granite Group Advisors LLC14,658$2.94M2.0%-3.2%0.001%
5/31/2024 Maxwell Wealth Strategies Inc.26,785$5.34M2.7%+17.2%0.001%
5/30/2024 Cambridge Trust Co.311,570$62.41M2.4%+0.3%0.011%
5/30/2024 EULAV Asset Management22,000$4.41M0.1%-24.1%0.001%
5/29/2024 Pathway Financial Advisers LLC34,638$6.94M2.5%N/A0.001%
5/29/2024 Birmingham Capital Management Co. Inc. AL14,569$2.92M1.1%-3.8%0.001%
5/29/2024 Instrumental Wealth LLC1,054$210K0.1%N/A0.000%
5/29/2024 Soltis Investment Advisors LLC38,712$7.75M0.9%-13.4%0.001%
5/29/2024 Alexander Labrunerie & CO. Inc.33,713$6.75M3.8%N/A0.001%
5/29/2024 Clean Yield Group1,718$344K0.1%-17.3%0.000%
5/29/2024 Garde Capital Inc.4,003$801K0.1%-11.7%0.000%
5/28/2024 Boston Partners9,057,827$1.81B2.2%-0.4%0.315%
5/28/2024 Teachers Retirement System of The State of Kentucky503,125$100.78M0.9%-7.6%0.018%
5/24/2024 Cetera Advisor Networks LLC382,523$76.62M0.4%+2.4%0.013%
5/24/2024 Cetera Advisors LLC455,164$91.17M0.7%+82.4%0.016%
5/24/2024 Cetera Investment Advisers976,108$195.51M0.5%+202.3%0.034%
5/24/2024 Invst LLC13,215$2.63M0.3%+2.2%0.000%
5/24/2024 Dodds Wealth LLC1,283$257K0.1%+6.4%0.000%
5/24/2024 PGGM Investments277,276$55.54M0.8%+14.1%0.010%
5/24/2024 Northwest Bank & Trust Co15,337$2.94M2.6%-1.9%0.001%
5/23/2024 Dock Street Asset Management Inc.2,638$528K0.1%+2.6%0.000%
5/23/2024 Community Trust & Investment Co.172,006$34.45M2.4%-3.6%0.006%
5/23/2024 Raelipskie Partnership18,874$3.78M2.2%-3.3%0.001%
5/23/2024 FSA Advisors Inc.3,248$651K0.7%+8.3%0.000%
5/22/2024 Burney Co.19,674$3.94M0.2%-43.9%0.001%
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5/22/2024 First City Capital Management Inc.16,740$3.35M1.9%-0.9%0.001%
5/22/2024 Orleans Capital Management Corp LA14,188$2.84M1.9%-1.5%0.000%
5/22/2024 Second Line Capital LLC19,653$3.94M1.3%+7.8%0.001%
5/22/2024 BigSur Wealth Management LLC30,134$6.04M1.9%N/A0.001%
5/21/2024 Atria Investments Inc268,340$53.74M0.7%-3.1%0.009%
5/21/2024 Swedbank AB3,994,659$800.13M1.1%N/A0.139%
5/21/2024Sanibel Captiva Trust Company Inc.240,633$48.20M1.6%+1.7%0.008%
5/21/2024 Delphi Management Inc. MA8,908$1.78M1.4%-3.8%0.000%
5/21/2024 LRI Investments LLC9,990$2.00M0.3%N/A0.000%
5/21/2024 Arrow Financial Corp42,141$8.44M0.8%-5.8%0.001%
5/20/2024 Independent Wealth Network Inc.1,545$309K0.1%+9.0%0.000%
5/20/2024 Virtu Financial LLC2,976$596K0.0%-38.1%0.000%
5/20/2024Strategic Wealth Partners Ltd.54,404$10.90M1.2%+5.2%0.002%
5/17/2024 Citizens Financial Group Inc. RI179,672$35.99M1.2%+0.7%0.006%
5/17/2024 Rokos Capital Management LLP218,431$43.76M0.2%N/A0.008%
5/17/2024 Advisory Resource Group1,157$232K0.1%N/A0.000%
5/17/2024 Heartland Bank & Trust Co19,085$3.82M2.2%-3.1%0.001%
5/17/2024 Kozak & Associates Inc.8,061$1.63M0.4%-2.2%0.000%
5/17/2024 Montchanin Asset Management LLC26,872$5.38M5.3%N/A0.001%
5/17/2024 New Covenant Trust Company N.A.6,019$1.21M1.2%N/A0.000%
5/17/2024 Plato Investment Management Ltd53,383$10.69M1.1%+1,211.6%0.002%
5/17/2024 XML Financial LLC50,976$10.21M1.0%-13.8%0.002%
5/17/2024 iA Global Asset Management Inc.849,283$170.11M2.0%-4.9%0.030%
5/17/2024 WealthPlan Investment Management LLC23,525$4.71M0.7%+2.8%0.001%
5/17/2024 KLCM Advisors Inc.14,093$2.82M0.4%-46.0%0.000%
5/17/2024 Brown Shipley& Co Ltd60,513$12.04M3.8%+10.4%0.002%
5/17/2024 Vista Investment Partners LLC10,616$2.13M0.7%+1.1%0.000%
5/17/2024 LBP AM SA218,611$43.79M1.7%-4.5%0.008%
5/17/2024 Tandem Capital Management Corp ADV18,115$3.63M2.1%-0.7%0.001%
5/17/2024 First Western Trust Bank55,976$11.21M0.5%-4.0%0.002%
5/17/2024 Jaffetilchin Investment Partners LLC40,440$8.10M0.7%+4.1%0.001%
5/17/2024 Beacon Capital Management LLC2,536$508K0.1%+21.3%0.000%
5/17/2024 TAM Capital Management Inc.71,757$14.37M13.6%-51.1%0.002%
5/17/2024 Semmax Financial Advisors Inc.33,230$6.60M2.2%-16.6%0.001%
5/17/2024 Pineridge Advisors LLC415$83K0.0%-52.1%0.000%
5/17/2024 Hancock Whitney Corp248,381$49.75M1.7%+2.5%0.009%
5/17/2024 Comerica Bank1,257,855$251.95M1.1%-1.2%0.044%
5/17/2024 Adalta Capital Management LLC48,989$9.81M5.4%+1.6%0.002%
5/17/2024 Coppell Advisory Solutions Corp.77,837$15.59M2.9%N/A0.003%
5/17/2024 DCM Advisors LLC34,060$6.82M2.8%-22.1%0.001%
5/17/2024 Creekmur Asset Management LLC1,349$270K0.1%+13.6%0.000%
5/17/2024 Wiser Advisor Group LLC6,814$1.37M2.1%-3.4%0.000%
5/17/2024 Motley Fool Asset Management LLC85,099$17.05M1.1%+6.9%0.003%
5/16/2024 Redwood Investment Management LLC1,616$324K0.0%-81.3%0.000%
5/16/2024 California State Teachers Retirement System4,676,602$936.72M1.2%+0.2%0.163%
5/16/2024 Global Financial Private Client LLC7,232$1.44M0.6%+10.6%0.000%
5/16/2024 Slagle Financial LLC17,725$3.55M1.9%-64.7%0.001%
5/16/2024 Meiji Yasuda Life Insurance Co137,702$27.58M0.6%+11.1%0.005%
5/16/2024 Innova Wealth Partners1,060$212K0.2%N/A0.000%
5/16/2024 Mango Five Family Inc.7,680$1.54M0.5%-15.8%0.000%
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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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5/16/2024 Levin Capital Strategies L.P.182,336$36.52M3.6%+3.2%0.006%
5/16/2024 FSA Wealth Management LLC1,774$355K0.2%-7.7%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.162,967$32.64M0.8%+9.8%0.006%
5/16/2024 Ancora Advisors LLC303,966$60.88M1.4%+1.2%0.011%
5/16/2024 Dynasty Wealth Management LLC22,261$4.46M0.1%N/A0.001%
5/16/2024 Virtus Investment Advisers Inc.940$188K0.1%-9.6%0.000%
5/16/2024 Vawter Financial Ltd.2,721$545K0.4%-4.3%0.000%
5/16/2024 High Falls Advisors Inc5,743$1.15M0.3%+3.0%0.000%
5/16/2024 Sweeney & Michel LLC21,436$4.32M1.9%N/A0.001%
5/16/2024 WPWealth LLP1,251$251K0.1%N/A0.000%
(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.


This page (NYSE:JPM) was last updated on 6/19/2024 by MarketBeat.com Staff

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