S&P 500   4,464.05
DOW   35,281.40
QQQ   366.24
Biden and House Democrats hope to make curbing 'junk fees' a winning issue in 2024
Laser breakthrough could send stock soaring 2,467% (Ad)
Yes, inflation is down. No, the Inflation Reduction Act doesn't deserve the credit
Stock market today: Asia follows Wall Street lower after US data revive fears about rate hike
Laser breakthrough could send stock soaring 2,467% (Ad)
Illinois governor signs ban on firearms advertising allegedly marketed to kids and militants
Don't expect quick fixes in 'red-teaming' of AI models. Security was an afterthought
Why 2023 Could Kick Off a "Cash Frenzy" in Stocks (Ad)
US Steel rejects a $7.3 billion offer from rival Cleveland-Cliffs; considers alternatives
Don't expect quick fixes in 'red-teaming' of AI models. Security was an afterthought
S&P 500   4,464.05
DOW   35,281.40
QQQ   366.24
Biden and House Democrats hope to make curbing 'junk fees' a winning issue in 2024
Laser breakthrough could send stock soaring 2,467% (Ad)
Yes, inflation is down. No, the Inflation Reduction Act doesn't deserve the credit
Stock market today: Asia follows Wall Street lower after US data revive fears about rate hike
Laser breakthrough could send stock soaring 2,467% (Ad)
Illinois governor signs ban on firearms advertising allegedly marketed to kids and militants
Don't expect quick fixes in 'red-teaming' of AI models. Security was an afterthought
Why 2023 Could Kick Off a "Cash Frenzy" in Stocks (Ad)
US Steel rejects a $7.3 billion offer from rival Cleveland-Cliffs; considers alternatives
Don't expect quick fixes in 'red-teaming' of AI models. Security was an afterthought
S&P 500   4,464.05
DOW   35,281.40
QQQ   366.24
Biden and House Democrats hope to make curbing 'junk fees' a winning issue in 2024
Laser breakthrough could send stock soaring 2,467% (Ad)
Yes, inflation is down. No, the Inflation Reduction Act doesn't deserve the credit
Stock market today: Asia follows Wall Street lower after US data revive fears about rate hike
Laser breakthrough could send stock soaring 2,467% (Ad)
Illinois governor signs ban on firearms advertising allegedly marketed to kids and militants
Don't expect quick fixes in 'red-teaming' of AI models. Security was an afterthought
Why 2023 Could Kick Off a "Cash Frenzy" in Stocks (Ad)
US Steel rejects a $7.3 billion offer from rival Cleveland-Cliffs; considers alternatives
Don't expect quick fixes in 'red-teaming' of AI models. Security was an afterthought
S&P 500   4,464.05
DOW   35,281.40
QQQ   366.24
Biden and House Democrats hope to make curbing 'junk fees' a winning issue in 2024
Laser breakthrough could send stock soaring 2,467% (Ad)
Yes, inflation is down. No, the Inflation Reduction Act doesn't deserve the credit
Stock market today: Asia follows Wall Street lower after US data revive fears about rate hike
Laser breakthrough could send stock soaring 2,467% (Ad)
Illinois governor signs ban on firearms advertising allegedly marketed to kids and militants
Don't expect quick fixes in 'red-teaming' of AI models. Security was an afterthought
Why 2023 Could Kick Off a "Cash Frenzy" in Stocks (Ad)
US Steel rejects a $7.3 billion offer from rival Cleveland-Cliffs; considers alternatives
Don't expect quick fixes in 'red-teaming' of AI models. Security was an afterthought
NYSE:JPM

JPMorgan Chase & Co. (JPM) Institutional Ownership

$154.45
+0.89 (+0.58%)
(As of 08/11/2023 08:48 PM ET)
Compare
Today's Range
$152.63
▼
$154.52
50-Day Range
$138.60
▼
$158.00
52-Week Range
$101.28
▼
$159.38
Volume
5.18 million shs
Average Volume
11.86 million shs
Market Capitalization
$448.84 billion
P/E Ratio
9.94
Dividend Yield
2.59%
Price Target
$164.39
ProfileAnalyst RatingsChartCompetitorsDividendEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesOptions ChainSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
70.10%
Number of
Institutional Buyers
(last 12 months)
2798
Total
Institutional Inflows
(last 12 months)
$338.18 B
Number of
Institutional Sellers
(last 12 months)
2245
Total
Institutional Outflows
(last 12 months)
$25.45 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
8/11/2023SageView Advisory Group LLC33,262$4.84M0.3%+9.2%0.001%
8/11/2023BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp265,161$38.57M0.4%+1.1%0.009%
8/11/2023German American Bancorp Inc.75,520$10.98M1.5%+0.4%0.003%
8/11/2023Horizon Family Wealth Inc.1,943$0.28M0.3%-6.1%0.000%
8/11/2023Genus Capital Management Inc.69,995$10.18M1.5%N/A0.002%
8/11/2023FLC Capital Advisors23,202$3.37M1.0%-0.4%0.001%
8/11/2023Bryn Mawr Capital Management LLC109,833$15.97M1.5%-12.3%0.004%
8/11/2023Shepherd Financial Partners LLC41,944$6.10M0.9%+2.6%0.001%
8/11/2023Kidder Stephen W11,567$1.68M0.6%+7.4%0.000%
8/11/2023Tiemann Investment Advisors LLC19,534$2.84M1.4%+0.4%0.001%
8/11/2023Kayne Anderson Rudnick Investment Management LLC11,100$1.61M0.0%+0.8%0.000%
8/11/2023Act Two Investors LLC27,773$4.04M1.1%+0.5%0.001%
8/11/2023Childress Capital Advisors LLC2,179$0.32M0.1%-38.3%0.000%
8/11/2023Robertson Stephens Wealth Management LLC34,212$4.98M0.4%+19.4%0.001%
8/11/2023Frisch Financial Group Inc.44,700$6.50M3.1%-12.8%0.002%
8/11/2023Regal Investment Advisors LLC21,816$3.17M0.3%+6.2%0.001%
8/11/2023Jag Capital Management LLC4,325$0.63M0.1%-4.7%0.000%
8/11/2023Healthcare of Ontario Pension Plan Trust Fund1,866,767$271.50M1.2%+68.5%0.064%
8/11/2023Overbrook Management Corp91,464$13.30M3.2%-1.5%0.003%
8/11/2023Pinebridge Investments L.P.801,161$116.52M1.3%-14.7%0.028%
8/11/2023Epoch Investment Partners Inc.1,573,192$228.81M1.3%-3.6%0.054%
8/11/2023Ontario Teachers Pension Plan Board3,856,515$560.89M5.9%+3.8%0.133%
8/11/2023Westwood Holdings Group Inc.847,660$123.28M1.1%-34.2%0.029%
8/11/2023Ossiam45,897$6.68M0.1%-87.7%0.002%
8/11/2023Natixis265,900$38.67M0.3%-75.5%0.009%
8/11/2023Baird Financial Group Inc.5,197,209$755.88M2.0%-19.1%0.179%
8/11/2023Security Financial Services INC.6,741$0.98M0.3%+6.2%0.000%
8/11/2023Goodman Advisory Group LLC749$0.11M0.0%-98.2%0.000%
8/11/2023Royal Capital Wealth Management LLC20,984$3.05M2.9%+0.4%0.001%
8/11/2023WorthPointe LLC2,020$0.29M0.2%+26.7%0.000%
8/11/2023Ameritas Investment Partners Inc.38,740$5.63M0.2%-2.6%0.001%
8/11/2023Harvest Investment Services LLC1,619$0.24M0.1%N/A0.000%
8/11/2023Cooper Haims Advisors LLC2,758$0.40M0.3%+4.5%0.000%
8/11/2023Panagora Asset Management Inc.1,188,961$172.92M1.0%+2.7%0.041%
8/11/2023South Street Advisors LLC9,424$1.37M0.3%-6.0%0.000%
8/11/2023Cornerstone Advisors LLC270,800$39.39M1.9%-14.6%0.009%
8/11/2023Citizens & Northern Corp26,570$3.86M1.5%-13.0%0.001%
8/11/2023BRYN MAWR TRUST Co238,374$34.67M1.4%-0.6%0.008%
8/11/2023iSAM Funds UK Ltd3,221$0.47M0.4%+7.7%0.000%
8/11/2023Summit Financial LLC34,789$5.06M0.4%+23.2%0.001%
8/11/2023Buckingham Strategic Wealth LLC63,062$9.17M0.1%+3.0%0.002%
8/11/2023Greytown Advisors Inc.13,857$2.02M1.1%-29.4%0.000%
8/11/2023Visionary Wealth Advisors64,828$9.43M0.8%-1.4%0.002%
8/11/2023Founders Financial Securities LLC16,849$2.45M0.3%-6.4%0.001%
8/11/2023Select Asset Management & Trust10,490$1.53M0.9%+25.5%0.000%
8/11/2023L2 Asset Management LLC30,216$4.41M2.2%+92.5%0.001%
8/11/2023Evergreen Wealth Solutions LLC11,597$1.69M1.7%-0.9%0.000%
8/11/2023Missouri Trust & Investment Co16,035$2.33M1.3%+6.9%0.001%
8/11/2023Front Barnett Associates LLC192,604$28.01M3.2%-4.3%0.007%
8/11/2023Smith Moore & CO.18,910$2.75M0.4%+5.1%0.001%
8/11/2023Heritage Trust Co73,200$10.65M1.6%+7.1%0.003%
8/11/2023AXQ Capital LP4,500$0.65M0.8%N/A0.000%
8/11/2023Kestra Advisory Services LLC450,182$65.47M0.7%+7.4%0.015%
8/11/2023B. Metzler seel. Sohn & Co. AG274,094$39.86M0.5%-0.3%0.009%
8/11/2023LaSalle St. Investment Advisors LLC2,685$0.39M0.2%+29.1%0.000%
8/11/2023State Board of Administration of Florida Retirement System3,070,362$446.55M1.0%-2.4%0.106%
8/11/2023Krane Funds Advisors LLC5,838$0.85M0.0%-4.3%0.000%
8/11/2023The Manufacturers Life Insurance Company 4,310,851$626.97M0.3%-4.6%0.148%
8/11/2023Landscape Capital Management L.L.C.10,324$1.50M0.2%N/A0.000%
8/11/2023Quinn Opportunity Partners LLC3,000$0.44M0.1%N/A0.000%
8/11/2023Brandywine Global Investment Management LLC2,203,563$320.49M2.7%-15.0%0.076%
8/11/2023Beacon Harbor Wealth Advisors Inc.30,322$4.41M1.4%N/A0.001%
8/11/2023Stableford Capital II LLC13,258$2.04M0.9%N/A0.000%
8/11/2023OLD Point Trust & Financial Services N A1,227$0.18M0.1%N/A0.000%
8/11/2023Fairhaven Wealth Management LLC30,303$4.41M1.7%N/A0.001%
8/11/2023Shakespeare Wealth Management Inc.6,210$0.90M0.3%+1.9%0.000%
8/11/2023Clearbridge Investments LLC7,926,898$1.15B1.0%-3.8%0.273%
8/11/2023Inceptionr LLC4,654$0.68M0.4%N/A0.000%
8/11/2023O Shaughnessy Asset Management LLC210,005$30.54M0.5%+9.1%0.007%
8/11/2023Financial Engines Advisors L.L.C.2,872$0.42M0.0%+12.6%0.000%
8/11/2023V Wealth Advisors LLC34,709$5.05M0.8%+0.3%0.001%
8/11/2023Franklin Resources Inc.14,241,610$2.07B1.0%+0.7%0.490%
8/11/2023Schroder Investment Management Group4,553,068$662.20M0.9%+0.9%0.157%
8/11/2023Miramar Capital LLC125,842$18.30M4.6%-0.9%0.004%
8/11/2023Delta Capital Management LLC27,930$4.06M2.8%-0.9%0.001%
8/11/2023Capital World Investors38,362,149$5.58B1.1%-5.4%1.320%
8/11/2023Capital Research Global Investors14,775,677$2.15B0.6%-1.6%0.508%
8/11/2023Capital International Sarl222,867$32.41M1.5%+5.6%0.008%
8/11/2023Capital International Ltd. CA161,411$23.48M1.3%-0.2%0.006%
8/11/2023Capital International Inc. CA 433,317$63.02M1.1%+12.0%0.015%
8/11/2023Capital International Investors41,082,210$5.97B1.4%+0.1%1.414%
8/11/2023Capital Group Private Client Services Inc.1,098,899$159.82M1.9%-0.2%0.038%
8/11/2023Schwarz Dygos Wheeler Investment Advisors LLC18,043$2.62M0.9%+4.9%0.001%
8/11/2023Mystic Asset Management Inc.24,476$3.56M1.9%-0.9%0.001%
8/11/2023Guggenheim Capital LLC320,380$46.60M0.4%-11.1%0.011%
8/11/2023RBO & Co. LLC135,936$19.77M3.4%-0.1%0.005%
8/11/2023Geode Capital Management LLC53,367,497$7.74B0.9%+2.0%1.836%
8/11/2023TRUE Private Wealth Advisors38,385$5.58M0.8%+0.9%0.001%
8/11/2023Copperleaf Capital LLC1,577$0.23M0.2%N/A0.000%
8/11/2023Sei Investments Co.717,888$104.41M0.2%+0.6%0.025%
8/11/2023Covestor Ltd1,266$0.18M0.1%-24.8%0.000%
8/11/2023Korea Investment CORP2,898,790$421.60M1.2%+0.8%0.100%
8/11/2023E Fund Management Co. Ltd.4,881$0.71M0.1%-10.7%0.000%
8/11/2023Deuterium Capital Management LLC5,595$0.81M1.1%N/A0.000%
8/11/2023Employees Retirement System of Texas743,770$108.17M1.5%-4.7%0.026%
8/11/2023D.A. Davidson & CO.381,735$55.52M0.6%-0.4%0.013%
8/11/2023Elgethun Capital Management4,358$0.63M0.2%-80.9%0.000%
8/11/2023Richard Bernstein Advisors LLC28,786$4.19M0.1%-63.0%0.001%
8/11/2023OPTIMAS CAPITAL Ltd35,800$5.21M6.0%N/A0.001%
8/11/2023FSB Premier Wealth Management Inc.7,341$1.07M0.6%-3.3%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, 4,017 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Quilter Plc ($791.43B), Aspire Private Capital LLC ($54.39B), Vanguard Group Inc. ($28.48B), BlackRock Inc. ($20.68B), State Street Corp ($16.14B), Morgan Stanley ($7.92B), and Geode Capital Management LLC ($7.74B).Learn more on JPM's institutional investors.

What percentage of JPMorgan Chase & Co. stock is owned by institutional investors?

70.10% 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 3,640 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), Franklin Resources Inc. ($8.63M), and Morgan Stanley ($8.09M).

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

Institutional investors have bought a total of 2,521,322,782 shares in the last 24 months. This purchase volume represents approximately $362.35B in transactions.

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

Of the 2,942 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 ($18.84M), Price T Rowe Associates Inc. MD ($13.84M), Wellington Management Group LLP ($8.45M), Capital Research Global Investors ($7.48M), and Arrowstreet Capital Limited Partnership ($7.46M).

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

Institutional investors have sold a total of 376,988,734 shares in the last 24 months. This volume of shares sold represents approximately $51.95B in transactions.


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This page (NYSE:JPM) was last updated on 8/14/2023 by MarketBeat.com Staff

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