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NYSE:JPM

JPMorgan Chase & Co. (JPM) Institutional Ownership

$139.50
+1.05 (+0.76%)
(As of 05/18/2023 ET)
Compare
Today's Range
$137.76
▼
$139.73
50-Day Range
$124.91
▼
$141.40
52-Week Range
$101.28
▼
$144.34
Volume
10.47 million shs
Average Volume
13.00 million shs
Market Capitalization
$407.66 billion
P/E Ratio
10.30
Dividend Yield
2.87%
Price Target
$157.06
ProfileAnalyst RatingsChartCompetitorsDividendEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesOptions ChainSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
67.89%
Number of
Institutional Buyers
(last 12 months)
2831
Total
Institutional Inflows
(last 12 months)
$39.66 B
Number of
Institutional Sellers
(last 12 months)
2167
Total
Institutional Outflows
(last 12 months)
$20.31 B
Skip Chart & View Institutional Buying and Selling Data

JPM Institutional Buying and Selling by Quarter

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JPMorgan Chase & Co. Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2023Manitou Investment Management Ltd.209,053$27.24M6.7%-2.2%0.007%
5/18/2023Harvest Portfolios Group Inc.164,576$21.45M1.1%+4.4%0.006%
5/18/2023Centaurus Financial Inc.39,101$5.10M0.4%+13.4%0.001%
5/17/2023B. Riley Wealth Advisors Inc.166,424$21.69M0.6%+5.5%0.006%
5/17/2023Westside Investment Management Inc.5,229$0.68M0.2%+1.9%0.000%
5/17/2023Advisory Services Network LLC114,266$14.89M0.4%-2.2%0.004%
5/17/2023Financial Council Asset Management Inc6,206$0.81M0.7%-6.8%0.000%
5/17/2023Rockefeller Capital Management L.P.1,608,377$209.59M0.9%-6.3%0.055%
5/17/2023Providence Capital Advisors LLC5,395,818$41.41M0.7%+13,205.6%0.185%
5/17/2023Chevy Chase Trust Holdings LLC2,453,627$319.73M1.3%+1.0%0.084%
5/17/2023Apexium Financial LP9,186$1.20M0.1%-9.8%0.000%
5/17/2023Headinvest LLC30,950$4.03M0.9%-0.7%0.001%
5/17/2023Harvey Capital Management Inc.56,652$7.38M2.9%-1.0%0.002%
5/17/2023Ilmarinen Mutual Pension Insurance Co325,869$42.46M0.6%+31.5%0.011%
5/17/2023Thrivent Financial for Lutherans2,104,699$274.20M0.7%-4.5%0.072%
5/17/2023Sunbelt Securities Inc.28,087$3.62M0.6%+9.5%0.001%
5/17/2023Physicians Financial Services Inc.7,862$1.02M0.4%+3.8%0.000%
5/17/2023KB Financial Partners LLC1,372$0.18M0.1%N/A0.000%
5/16/2023Chilton Capital Management LLC200,027$26.07M1.5%-5.4%0.007%
5/16/2023Mercer Global Advisors Inc. ADV342,755$44.66M0.2%+1.9%0.012%
5/16/2023EWA LLC1,499$0.20M0.1%N/A0.000%
5/16/2023Pacific Center for Financial Services3,946$0.51M0.2%N/A0.000%
5/16/2023Red Tortoise LLC304$40K0.0%-45.1%0.000%
5/16/2023MidWestOne Financial Group Inc.35,600$4.64M1.0%+6.8%0.001%
5/16/2023Waverly Advisors LLC39,879$5.20M0.3%+158.9%0.001%
5/16/2023Front Street Capital Management Inc.2,401$0.31M0.1%-5.5%0.000%
5/16/2023M Holdings Securities Inc.29,602$3.86M0.4%-25.8%0.001%
5/16/2023IMA Wealth Inc.27,541$3.59M0.9%+13.9%0.001%
5/16/2023Blue Edge Capital LLC22,866$2.98M0.6%+38.6%0.001%
5/16/2023Carolinas Wealth Consulting LLC8,234$1.07M0.2%+2.9%0.000%
5/16/2023Ancora Advisors LLC302,050$39.36M1.1%-4.9%0.010%
5/16/2023Roof Eidam & Maycock ADV15,657$2.04M0.8%+3.9%0.001%
5/16/2023Alaethes Wealth LLC16,484$2.15M1.3%+7.5%0.001%
5/16/2023Hudson Bay Capital Management LP100,000$13.03M0.1%+5.3%0.003%
5/16/2023Hancock Whitney Corp191,960$25.01M1.0%-4.7%0.007%
5/16/2023Kayne Anderson Rudnick Investment Management LLC11,008$1.43M0.0%-0.9%0.000%
5/16/2023PCA Investment Advisory Services Inc.6,285$0.82M0.6%N/A0.000%
5/16/2023Milestone Investment Advisors LLC3,308$0.43M0.1%N/A0.000%
5/16/2023Aspen Investment Management Inc18,436$2.40M1.5%+5.2%0.001%
5/16/2023Hollencrest Capital Management27,844$3.63M0.4%+65.3%0.001%
5/16/2023Fort Pitt Capital Group LLC199,032$25.94M1.0%+9.1%0.007%
5/16/2023SRS Capital Advisors Inc.7,018$0.92M0.1%-2.5%0.000%
5/16/2023Doheny Asset Management CA5,905$0.77M0.7%+43.9%0.000%
5/16/2023Quilter Plc812,096$806.41B3.1%-3.0%0.028%
5/16/2023Cim Investment Management Inc.13,838$1.80M0.7%+5.1%0.000%
5/16/2023Adalta Capital Management LLC48,710$6.35M4.4%+0.2%0.002%
5/16/2023TCM Advisors LLC7,700$1M0.2%+26.2%0.000%
5/16/2023Colony Group LLC567,980$74.01M1.1%-8.3%0.019%
5/16/2023Investmark Advisory Group LLC4,122$0.54M0.4%-4.4%0.000%
5/16/2023Sentinus LLC8,963$1.17M0.4%N/A0.000%
5/16/2023Apollon Wealth Management LLC78,487$10.23M0.6%+11.3%0.003%
5/16/2023Kiwi Wealth Investments Limited Partnership160,033$20.85M1.4%+29.3%0.005%
5/16/2023Chevy Chase Trust Holdings LLC52,456$6.84M0.9%-97.8%0.002%
5/16/2023Castleview Partners LLC9,026$1.18M1.0%+75.8%0.000%
5/16/2023Jane Street Group LLC1,023,473$133.37M0.1%+182.2%0.035%
5/16/2023Spotlight Asset Group Inc.2,237$0.27M0.3%N/A0.000%
5/16/2023Ruggaard & Associates LLC3,635$0.47M0.3%N/A0.000%
5/16/2023Samlyn Capital LLC440,288$57.37M1.0%N/A0.015%
5/16/2023Segall Bryant & Hamill LLC661,480$86.20M0.9%-2.2%0.023%
5/16/2023Sherbrooke Park Advisers LLC2,400$0.31M0.5%N/A0.000%
5/16/2023Silvercrest Asset Management Group LLC180,551$23.53M0.2%-2.1%0.006%
5/16/2023Simon Quick Advisors LLC19,414$2.53M0.3%+29.9%0.001%
5/16/2023State Street Corp123,859,046$16.14B0.9%-4.5%4.238%
5/16/2023Stock Yards Bank & Trust Co.434,578$56.63M2.2%+0.8%0.015%
5/16/2023Siemens Fonds Invest GmbH70,342$9.17M1.0%-5.1%0.002%
5/16/2023Snowden Capital Advisors LLC140,472$18.31M0.7%+3.2%0.005%
5/16/2023Socorro Asset Management LP78,875$10.28M4.5%-6.9%0.003%
5/16/2023South Street Advisors LLC10,024$1.31M0.3%+8.7%0.000%
5/16/2023Spears Abacus Advisors LLC219,832$28.65M2.6%+0.4%0.008%
5/16/2023Steward Partners Investment Advisory LLC461,808$60.18M1.0%+0.6%0.016%
5/16/2023Strategic Global Advisors LLC88,352$11.51M1.8%+33.6%0.003%
5/16/2023Strategic Investment Solutions Inc. IL2,173$0.28M0.1%-10.3%0.000%
5/16/2023First Manhattan CO. LLC.274,482$35.60M0.1%-0.9%0.009%
5/16/2023First Trust Advisors LP2,101,215$273.81M0.3%-5.1%0.072%
5/16/2023Fred Alger Management LLC918,292$119.66M0.6%+837.5%0.031%
5/16/2023Family Management Corp33,629$4.38M1.0%-2.9%0.001%
5/16/2023Fiduciary Group LLC102,732$13.78M1.8%-1.3%0.004%
5/16/2023First Horizon Advisors Inc.229,214$29.87M1.1%+4.3%0.008%
5/16/2023First Western Trust Bank58,822$7.67M0.4%+3.9%0.002%
5/16/2023Fortis Capital Advisors LLC4,496$0.59M0.3%-6.5%0.000%
5/16/2023Front Row Advisors LLC1,510$0.12M0.6%-87.0%0.000%
5/16/2023Fullerton Fund Management Co Ltd.44,453$5.79M0.4%-78.5%0.002%
5/16/2023Geode Capital Management LLC52,310,456$6.80B0.9%+2.1%1.790%
5/16/2023Gilder Gagnon Howe & Co. LLC22,601$2.95M0.0%+42.5%0.001%
5/16/2023Gluskin Sheff & Assoc Inc.101,905$13.28M0.7%-6.7%0.003%
5/16/2023Grand Jean Capital Management Inc.83,594$10.89M4.2%+24.8%0.003%
5/16/2023Grayhawk Investment Strategies Inc.222$39K0.0%-99.7%0.000%
5/16/2023Greenwood Gearhart Inc.89,645$11.68M1.5%+3.8%0.003%
5/16/2023GSB Wealth Management LLC16,494$2.15M0.8%-8.3%0.001%
5/16/2023Gallagher Fiduciary Advisors LLC7,333$0.96M0.1%N/A0.000%
5/16/2023Game Creek Capital LP16,000$2.09M1.2%-3.8%0.001%
5/16/2023Garner Asset Management Corp2,606$0.34M0.2%+8.4%0.000%
5/16/2023Goodman Advisory Group LLC40,847$5.32M2.9%+26.5%0.001%
5/16/2023Graham Capital Management L.P.35,342$4.61M0.1%+263.4%0.001%
5/16/2023Graves Light Lenhart Wealth Inc.67,864$8.84M1.4%-0.8%0.002%
5/16/2023Greenline Partners LLC32,887$4.29M0.8%-9.0%0.001%
5/16/2023Harbour Investments Inc.41,700$5.43M0.3%+5.1%0.001%
5/16/2023Harvest Volatility Management LLC6,720$0.87M0.2%-9.6%0.000%
5/16/2023HBK Sorce Advisory LLC466,296$91.72M1.4%-2.2%0.016%
5/16/2023Howe & Rusling Inc.193,223$25.18M3.0%+11.1%0.007%
(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, 4,016 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were Arete Wealth Advisors LLC ($4,978.08B), Quilter Plc ($806.41B), Aspire Private Capital LLC ($54.39B), Vanguard Group Inc. ($28.48B), BlackRock Inc. ($20.68B), State Street Corp ($16.14B), and Morgan Stanley ($7.92B).Learn more on JPM's institutional investors.

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

67.89% 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: Moneta Group Investment Advisors LLC ($97.97M), Norges Bank ($54.89M), Price T Rowe Associates Inc. MD ($20.92M), Vanguard Group Inc. ($10.02M), Franklin Resources Inc. ($8.53M), Morgan Stanley ($8.09M), and Renaissance Technologies LLC ($6.37M).

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

Institutional investors have bought a total of 474,082,603 shares in the last 24 months. This purchase volume represents approximately $64.84B in transactions.

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

Of the 2,895 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: Capital World Investors ($29.14M), State Street Corp ($18.84M), Price T Rowe Associates Inc. MD ($13.84M), Wellington Management Group LLP ($8.45M), Franklin Resources Inc. ($7.82M), Arrowstreet Capital Limited Partnership ($7.46M), and Capital Research Global Investors ($7.24M).

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

Institutional investors have sold a total of 338,773,030 shares in the last 24 months. This volume of shares sold represents approximately $46.76B in transactions.


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This page (NYSE:JPM) was last updated on 5/18/2023 by MarketBeat.com Staff

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