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JPMorgan Chase & Co. (JPM) Institutional Ownership

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$204.79
+2.32 (+1.15%)
(As of 05/17/2024 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)
2633
Total
Institutional Inflows
(last 12 months)
$321.78B
Number of
Institutional Sellers
(last 12 months)
2270
Total
Institutional Outflows
(last 12 months)
$20.88B
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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
5/17/2024Kozak & Associates Inc.8,061$1.63M0.4%-2.2%0.000%
5/17/2024Montchanin 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%
5/17/2024WealthPlan Investment Management LLC23,525$4.71M0.7%+2.8%0.001%
5/17/2024KLCM 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%
5/17/2024Vista Investment Partners LLC10,616$2.13M0.7%+1.1%0.000%
5/17/2024LBP AM SA218,611$43.79M1.7%-4.5%0.008%
5/17/2024Tandem Capital Management Corp ADV18,115$3.63M2.1%-0.7%0.001%
5/17/2024First Western Trust Bank55,976$11.21M0.5%-4.0%0.002%
5/17/2024Jaffetilchin Investment Partners LLC40,440$8.10M0.7%+4.1%0.001%
5/17/2024Beacon Capital Management LLC2,536$508K0.1%+21.3%0.000%
5/17/2024TAM Capital Management Inc.71,757$14.37M13.6%-51.1%0.002%
5/17/2024Semmax Financial Advisors Inc.33,230$6.60M2.2%-16.6%0.001%
5/17/2024Pineridge Advisors LLC415$83K0.0%-52.1%0.000%
5/17/2024Hancock Whitney Corp248,381$49.75M1.7%+2.5%0.009%
5/17/2024Comerica Bank1,257,855$251.95M1.1%-1.2%0.044%
5/17/2024Adalta Capital Management LLC48,989$9.81M5.4%+1.6%0.002%
5/17/2024Coppell Advisory Solutions Corp.77,837$15.59M2.9%N/A0.003%
5/17/2024DCM Advisors LLC34,060$6.82M2.8%-22.1%0.001%
5/17/2024Creekmur Asset Management LLC1,349$270K0.1%+13.6%0.000%
5/17/2024Wiser 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%
5/16/2024Redwood Investment Management LLC1,616$324K0.0%-81.3%0.000%
5/16/2024California State Teachers Retirement System4,676,602$936.72M1.2%+0.2%0.163%
5/16/2024Global Financial Private Client LLC7,232$1.44M0.6%+10.6%0.000%
5/16/2024Slagle Financial LLC17,725$3.55M1.9%-64.7%0.001%
5/16/2024Meiji Yasuda Life Insurance Co137,702$27.58M0.6%+11.1%0.005%
5/16/2024Innova Wealth Partners1,060$212K0.2%N/A0.000%
5/16/2024Mango Five Family Inc.7,680$1.54M0.5%-15.8%0.000%
5/16/2024Levin Capital Strategies L.P.182,336$36.52M3.6%+3.2%0.006%
5/16/2024FSA Wealth Management LLC1,774$355K0.2%-7.7%0.000%
5/16/2024B. Riley Wealth Advisors Inc.162,967$32.64M0.8%+9.8%0.006%
5/16/2024Ancora Advisors LLC303,966$60.88M1.4%+1.2%0.011%
5/16/2024Dynasty Wealth Management LLC22,261$4.46M0.1%N/A0.001%
5/16/2024Virtus Investment Advisers Inc.940$188K0.1%-9.6%0.000%
5/16/2024Vawter Financial Ltd.2,721$545K0.4%-4.3%0.000%
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5/16/2024High Falls Advisors Inc5,743$1.15M0.3%+3.0%0.000%
5/16/2024Sweeney & Michel LLC21,436$4.32M1.9%N/A0.001%
5/16/2024WPWealth LLP1,251$251K0.1%N/A0.000%
5/16/2024Oxford Wealth Group LLC6,902$1.38M1.3%N/A0.000%
5/16/2024 Elkhorn Partners Limited Partnership3,000$601K0.4%N/A0.000%
5/16/2024 Icon Wealth Advisors LLC21,994$4.41M0.4%+93.3%0.001%
5/16/2024 Industrial Alliance Investment Management Inc.5,473$1.10M0.5%+3.3%0.000%
5/16/2024 IronBridge Private Wealth LLC1,740$348K0.1%-3.0%0.000%
5/16/2024 Jacobs Levy Equity Management Inc.6,374$1.28M0.0%+32.7%0.000%
5/16/2024 Janus Henderson Group PLC7,026,491$1.41B0.8%-10.6%0.245%
5/16/2024 Bridgeway Capital Management LLC228,489$45.77M0.9%-0.1%0.008%
5/16/2024 Bayesian Capital Management LP2,400$481K0.0%-62.5%0.000%
5/16/2024Benchmark Investment Advisors LLC5,853$1.17M0.9%+34.4%0.000%
5/16/2024 Waverly Advisors LLC78,232$15.67M0.4%+71.4%0.003%
5/16/2024 Kinloch Capital LLC1,993$399K0.2%+4.5%0.000%
5/16/2024 Captrust Financial Advisors721,792$144.58M0.5%-12.7%0.025%
5/16/2024 Zurich Insurance Group Ltd FI1,103,098$220.95M2.0%+90.9%0.038%
5/16/2024 Lavaca Capital LLC1,007$202K0.1%N/A0.000%
5/15/2024 Ascent Group LLC48,564$9.73M0.9%+2.4%0.002%
5/15/2024 Earnest Partners LLC48,576$9.73M0.0%-44.4%0.002%
5/15/2024 SVB Wealth LLC251,626$50.40M1.1%-5.3%0.009%
5/15/2024 Wick Capital Partners LLC1,561$313K0.3%+11.1%0.000%
5/15/2024 Torno Capital LLC25,000$5.01M0.3%N/A0.001%
5/15/2024 QVR LLC8,173$1.64M0.3%N/A0.000%
5/15/2024 Transcendent Capital Group LLC525$105K0.1%+68.3%0.000%
5/15/2024 Mount Yale Investment Advisors LLC36,123$7.24M0.6%+136.1%0.001%
5/15/2024 Evergreen Wealth Solutions LLC8,689$1.74M1.3%-16.7%0.000%
5/15/2024 Perritt Capital Management Inc.4,419$885K0.5%-4.7%0.000%
5/15/2024 Beaird Harris Wealth Management LLC1,668$334K0.0%+9.7%0.000%
5/15/2024 Public Employees Retirement System of Ohio1,408,017$282.03M1.1%-6.9%0.049%
5/15/2024 Blue Edge Capital LLC23,737$4.75M0.8%+1.6%0.001%
5/15/2024 London & Capital Asset Management Ltd10,882$2.18M0.2%+6.1%0.000%
5/15/2024 Public Employees Retirement Association of Colorado1,479,653$296.37M1.3%-2.6%0.052%
5/15/2024 Ceeto Capital Group LLC19,263$3.86M1.6%+0.6%0.001%
5/15/2024 Manhattan West Asset Management LLC36,893$7.39M1.8%+12.8%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund95,405$19.11M1.3%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems219,552$43.98M1.3%-5.1%0.008%
5/15/2024 Fairview Capital Investment Management LLC5,948$1.19M0.1%+10.0%0.000%
5/15/2024 CoreFirst Bank & Trust10,391$2.08M1.3%-2.7%0.000%
5/15/2024 Price T Rowe Associates Inc. MD31,484,069$6.31B0.8%-1.9%1.096%
5/15/2024 BOKF NA303,709$60.42M1.1%+16.2%0.011%
5/15/2024 Kestra Advisory Services LLC517,671$103.69M0.7%+7.0%0.018%
5/15/2024 Beck Capital Management LLC13,096$2.62M0.8%+1.5%0.000%
5/15/2024 Steel Grove Capital Advisors LLC30,456$6.10M0.2%-4.2%0.001%
5/15/2024 Lazard Asset Management LLC306,146$61.32M0.1%-2.0%0.011%
5/15/2024 Bank of Nova Scotia Trust Co.73,483$14.72M1.6%-1.2%0.003%
5/15/2024 Epoch Investment Partners Inc.1,524,742$305.41M1.4%+8.1%0.053%
5/15/2024 LRI Investments LLC10,122$2.01M0.3%N/A0.000%
5/15/2024 1832 Asset Management L.P.3,523,898$705.84M0.4%+5.5%0.123%
5/15/2024 Elkhorn Partners Limited Partnership3,000$601K0.5%N/A0.000%
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5/15/2024 Linscomb Wealth Inc.110,551$22.14M1.1%-2.0%0.004%
5/15/2024 Truvestments Capital LLC2,224$446K0.2%-6.9%0.000%
5/15/2024 Guardian Capital Advisors LP102,048$20.44M2.2%-4.4%0.004%
5/15/2024 Gabelli Funds LLC438,222$87.78M0.6%-0.2%0.015%
5/15/2024 Gamco Investors INC. ET AL251,126$50.30M0.5%-2.1%0.009%
5/15/2024 Stonebridge Capital Advisors LLC157,800$31.61M2.8%+1.8%0.005%
5/15/2024 Envoi LLC1,201$241K0.6%N/A0.000%
5/14/2024 Canada Pension Plan Investment Board3,106,563$622.25M0.7%+6.6%0.108%
5/14/2024 Guardian Capital LP14,004$2.81M0.1%-11.8%0.000%
5/14/2024 Biltmore Family Office LLC11,542$2.31M0.5%+4.5%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, 4,191 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 3,719 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 Capital Research Global Investors ($4.84M).

How much institutional buying is happening at JPMorgan Chase & Co.?

Institutional investors have bought a total of 2,358,244,726 shares in the last 24 months. This purchase volume represents approximately $341.61B in transactions.

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

Of the 3,004 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 ($14.46M), State Street Corp ($11.85M), FMR LLC ($5.85M), Wellington Management Group LLP ($5.64M), and Altshuler Shaham Ltd ($5.08M).

How much institutional selling is happening at JPMorgan Chase & Co.?

Institutional investors have sold a total of 277,597,859 shares in the last 24 months. This volume of shares sold represents approximately $38.24B in transactions.


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This page (NYSE:JPM) was last updated on 5/18/2024 by MarketBeat.com Staff

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