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JPMorgan Chase & Co. (JPM) Institutional Ownership

$170.10
-0.20 (-0.12%)
(As of 12/29/2023 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)
2744
Total
Institutional Inflows
(last 12 months)
$337.98 B
Number of
Institutional Sellers
(last 12 months)
2334
Total
Institutional Outflows
(last 12 months)
$23.36 B
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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
12/27/2023RNC Capital Management LLC403,652$58.54M3.6%-5.2%0.014%
12/20/2023Vawter Financial Ltd.2,374$0.34M0.4%+80.7%0.000%
12/18/2023West Paces Advisors Inc.8,720$1.27M0.4%-8.6%0.000%
12/18/2023Vanguard Group Inc.272,351,064$39.50B1.0%-0.4%9.421%
12/14/2023WNY Asset Management LLC3,572$0.52M0.1%+11.9%0.000%
12/13/2023Teachers Retirement System of The State of Kentucky557,874$80.90M0.8%+6.7%0.019%
12/13/2023Birmingham Capital Management Co. Inc. AL15,702$2.28M0.9%+32.4%0.001%
12/11/2023Wesbanco Bank Inc.339,065$49.17M2.1%-0.6%0.012%
12/11/2023Sunbelt Securities Inc.29,143$4.23M0.6%+4.8%0.001%
12/8/2023Raleigh Capital Management Inc.8,426$1.22M0.6%+4.2%0.000%
12/7/2023Dagco Inc.2,132$0.31M0.1%-84.6%0.000%
12/7/2023Financial Advisory Group3,255$0.47M0.1%-9.9%0.000%
12/7/2023Hudson Bay Capital Management LP40,000$5.80M0.0%-60.0%0.001%
12/7/2023Financial Insights Inc.11,101$1.54M0.6%N/A0.000%
12/6/2023VisionPoint Advisory Group LLC24,489$3.55M1.5%+8.8%0.001%
12/6/2023David R. Rahn & Associates Inc.1,576$0.23M0.1%N/A0.000%
12/6/2023Grant Street Asset Management Inc.5,514$0.80M0.3%-3.1%0.000%
12/6/2023Raleigh Capital Management Inc.8,151$1.18M0.6%+0.8%0.000%
12/6/2023Fragasso Group Inc.14,848$2.15M0.2%-1.2%0.001%
12/4/2023WT Wealth Management12,471$1.81M0.8%+7.4%0.000%
12/1/2023Dimension Capital Management LLC3,944$0.57M0.1%+9.5%0.000%
12/1/2023B. Riley Wealth Advisors Inc.162,967$23.63M0.6%+2.4%0.006%
12/1/2023Fortis Group Advisors LLC3,647$0.53M0.2%+9.0%0.000%
12/1/2023Wellington Management Group LLP42,421,711$6.15B1.2%+12.2%1.467%
12/1/2023PFS Partners LLC1,098$0.16M0.1%-12.4%0.000%
11/30/2023American Century Companies Inc.4,458,124$646.52M0.5%-1.0%0.154%
11/30/2023Fidelity D & D Bancorp Inc.7,019$1.02M1.0%N/A0.000%
11/30/2023Modera Wealth Management LLC260,705$37.81M0.6%-3.3%0.009%
11/29/2023Quantum Financial Advisors LLC5,953$0.86M0.3%+35.6%0.000%
11/28/2023ASB Consultores LLC8,144$1.18M0.5%-30.3%0.000%
11/28/2023IMA Wealth Inc.27,018$3.92M1.0%-1.8%0.001%
11/28/2023Bar Harbor Wealth Management86,241$12.51M1.0%-1.9%0.003%
11/28/2023Dakota Community Bank & Trust NA3,236$0.47M3.0%+2.9%0.000%
11/27/2023Trust Co. of Vermont197,763$28.68M1.9%+0.8%0.007%
11/27/2023Banque Pictet & Cie SA39,731$5.76M0.1%-70.0%0.001%
11/24/2023Deutsche Bank AG13,325,406$1.93B1.2%-12.0%0.461%
11/24/2023EP Wealth Advisors LLC624,712$90.60M1.4%+108.2%0.022%
11/22/2023Polar Capital Holdings Plc261,277$37.89M0.3%-0.4%0.009%
11/22/2023Public Sector Pension Investment Board824,949$119.63M0.9%+4.0%0.029%
11/22/2023Connors Investor Services Inc.77,345$11.22M1.4%+0.5%0.003%
11/22/2023Graham Capital Management L.P.117,610$17.06M0.4%+450.5%0.004%
11/21/2023Invst LLC12,785$1.85M0.3%+8.2%0.000%
11/21/2023GUNN & Co INVESTMENT MANAGEMENT INC.29,663$4.30M3.8%N/A0.001%
11/21/2023Allen Mooney & Barnes Investment Advisors LLC84,520$12.26M2.6%N/A0.003%
11/21/2023Comerica Bank1,267,455$183.81M1.0%+3,025.7%0.044%
11/21/2023Braun Stacey Associates Inc.208,740$30.27M1.4%+1.2%0.007%
11/21/2023Spears Abacus Advisors LLC219,808$31.88M2.7%-0.4%0.008%
11/21/2023Rooted Wealth Advisors Inc.2,048$0.31M0.2%-6.0%0.000%
11/21/2023Carlson Capital Management5,765$0.84M0.0%+4.7%0.000%
11/21/2023Brown Shipley& Co Ltd54,927$7.97M4.4%+10.1%0.002%
11/21/2023Hohimer Wealth Management LLC39,393$5.71M1.6%-1.7%0.001%
11/21/2023Tompkins Financial Corp74,682$10.83M1.7%+9.1%0.003%
11/20/2023Silver Oak Securities Incorporated4,871$0.71M0.1%-14.6%0.000%
11/20/2023Willow Creek Wealth Management Inc.2,261$0.33M0.0%-23.7%0.000%
11/20/2023Kampmann Melissa S.18,322$2.66M2.6%N/A0.001%
11/20/2023Savoie Capital LLC9,084$1.32M0.3%N/A0.000%
11/17/2023Granite Harbor Advisors Inc.4,352$0.63M0.5%+2.4%0.000%
11/17/2023Diversified Trust Co84,353$12.23M0.5%-26.8%0.003%
11/17/2023OLD National Bancorp IN207,728$30.13M0.9%-2.5%0.007%
11/17/2023Garde Capital Inc.4,655$0.68M0.1%-34.9%0.000%
11/17/2023Spartan Planning & Wealth Management1,058$0.15M0.2%N/A0.000%
11/17/2023Seelaus Asset Management LLC2,029$0.29M0.3%-53.5%0.000%
11/17/2023SkyView Investment Advisors LLC548$79K0.0%-96.6%0.000%
11/17/2023Jacobs Levy Equity Management Inc.4,557$0.66M0.0%+20.0%0.000%
11/16/2023Resources Management Corp CT ADV137,907$20M3.3%-1.4%0.005%
11/16/2023CM Wealth Advisors LLC3,765$0.56M0.3%-45.0%0.000%
11/16/2023Integrated Advisors Network LLC81,994$11.89M0.7%-1.9%0.003%
11/16/2023Mezzasalma Advisors LLC2,151$0.31M0.2%+3.3%0.000%
11/16/2023Creative Planning1,147,696$166.44M0.2%+14.2%0.040%
11/16/2023Chesapeake Wealth Management11,871$1.72M0.7%-4.0%0.000%
11/16/2023Strait & Sound Wealth Management LLC10,114$1.47M1.3%+40.4%0.000%
11/16/2023RB Capital Management LLC23,632$3.43M1.1%+0.6%0.001%
11/16/2023Orion Capital Management LLC9,714$1.41M0.9%-12.0%0.000%
11/16/2023Monograph Wealth Advisors LLC17,040$2.47M0.5%N/A0.001%
11/16/2023Exchange Bank13,720$1.99M1.9%+2.8%0.000%
11/16/2023Camarda Financial Advisors LLC11,414$1.66M1.1%N/A0.000%
11/16/2023Westside Investment Management Inc.5,529$0.80M0.2%+5.7%0.000%
11/16/2023Blueprint Investment Partners LLC15,706$2.28M0.7%+3.9%0.001%
11/16/2023VitalStone Financial LLC253$37K0.0%-45.5%0.000%
11/16/2023Brooks Moore & Associates Inc.32,287$4.68M3.5%-1.4%0.001%
11/16/2023Cravens & Co Advisors LLC6,057$0.88M0.8%+2.7%0.000%
11/16/2023BRYN MAWR TRUST Co238,184$34.54M1.5%-0.1%0.008%
11/16/2023Owen LaRue LLC25,189$3.65M4.0%+70.7%0.001%
11/16/2023Mine & Arao Wealth Creation & Management LLC.20,111$2.92M1.8%+0.8%0.001%
11/16/2023Obsidian Personal Planning Solutions LLC1,994$0.29M0.4%N/A0.000%
11/16/2023Harbour Investments Inc.43,360$6.29M0.3%+2.3%0.001%
11/16/2023High Falls Advisors Inc5,560$0.81M0.2%+1.9%0.000%
11/16/2023Belpointe Asset Management LLC31,582$4.58M0.5%-3.4%0.001%
11/16/2023First Foundation Advisors158,508$22.99M1.1%-8.3%0.005%
11/16/2023Public Employees Retirement System of Ohio1,509,143$218.86M1.0%-6.4%0.052%
11/16/2023Greenwood Gearhart Inc.94,551$13.71M1.6%+1.4%0.003%
11/16/2023Maripau Wealth Management LLC1,546$0.22M0.2%N/A0.000%
11/16/2023Elmwood Wealth Management Inc.11,465$1.66M0.8%-3.2%0.000%
11/16/2023Studio Investment Management LLC23,977$3.48M1.0%+5.3%0.001%
11/16/2023American Trust44,873$6.51M0.5%-8.6%0.002%
11/16/2023Pacific Center for Financial Services3,274$0.48M0.2%-17.1%0.000%
11/16/2023FineMark National Bank & Trust150,952$21.89M0.9%-1.1%0.005%
11/16/2023Fairfield Bush & CO.31,597$4.58M3.0%-36.0%0.001%
11/16/2023Advisors Capital Management LLC380,185$55.14M1.4%+1.2%0.013%
11/16/2023Morgan Stanley62,941,343$9.13B0.9%+0.3%2.177%
(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, 4,049 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Aspire Private Capital LLC ($54.39B), Vanguard Group Inc. ($39.50B), BlackRock Inc. ($20.68B), State Street Corp ($18.36B), Morgan Stanley ($9.13B), 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?

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 3,665 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 Franklin Resources Inc. ($6.80M).

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

Institutional investors have bought a total of 2,514,189,707 shares in the last 24 months. This purchase volume represents approximately $360.58B in transactions.

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

Of the 2,999 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 353,060,298 shares in the last 24 months. This volume of shares sold represents approximately $47.69B in transactions.


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This page (NYSE:JPM) was last updated on 12/31/2023 by MarketBeat.com Staff

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