S&P 500   4,467.71
DOW   35,123.36
QQQ   367.91
2 Tech Stocks to Buy and One to Avoid in August
His system isolated NVIDIA - Here's His Next Buy. (Ad)
3 Stocks to Buy No Matter Which Way Inflation Moves
3 Stocks to Buy After Heavy Insider Buying
His system isolated NVIDIA - Here's His Next Buy. (Ad)
2 Alternatives To Tesla (1 Safe, 1 More Risky)
The Rivian Market Is About To Shift Into A Higher Gear 
BREAKING: The truth about war with China (Ad)
7 Best Fintech ETFs to Buy Now
How major US stock indexes fared Wednesday, 8/9/2023
S&P 500   4,467.71
DOW   35,123.36
QQQ   367.91
2 Tech Stocks to Buy and One to Avoid in August
His system isolated NVIDIA - Here's His Next Buy. (Ad)
3 Stocks to Buy No Matter Which Way Inflation Moves
3 Stocks to Buy After Heavy Insider Buying
His system isolated NVIDIA - Here's His Next Buy. (Ad)
2 Alternatives To Tesla (1 Safe, 1 More Risky)
The Rivian Market Is About To Shift Into A Higher Gear 
BREAKING: The truth about war with China (Ad)
7 Best Fintech ETFs to Buy Now
How major US stock indexes fared Wednesday, 8/9/2023
S&P 500   4,467.71
DOW   35,123.36
QQQ   367.91
2 Tech Stocks to Buy and One to Avoid in August
His system isolated NVIDIA - Here's His Next Buy. (Ad)
3 Stocks to Buy No Matter Which Way Inflation Moves
3 Stocks to Buy After Heavy Insider Buying
His system isolated NVIDIA - Here's His Next Buy. (Ad)
2 Alternatives To Tesla (1 Safe, 1 More Risky)
The Rivian Market Is About To Shift Into A Higher Gear 
BREAKING: The truth about war with China (Ad)
7 Best Fintech ETFs to Buy Now
How major US stock indexes fared Wednesday, 8/9/2023
S&P 500   4,467.71
DOW   35,123.36
QQQ   367.91
2 Tech Stocks to Buy and One to Avoid in August
His system isolated NVIDIA - Here's His Next Buy. (Ad)
3 Stocks to Buy No Matter Which Way Inflation Moves
3 Stocks to Buy After Heavy Insider Buying
His system isolated NVIDIA - Here's His Next Buy. (Ad)
2 Alternatives To Tesla (1 Safe, 1 More Risky)
The Rivian Market Is About To Shift Into A Higher Gear 
BREAKING: The truth about war with China (Ad)
7 Best Fintech ETFs to Buy Now
How major US stock indexes fared Wednesday, 8/9/2023
NYSE:JPM

JPMorgan Chase & Co. (JPM) Institutional Ownership

$153.79
-2.09 (-1.34%)
(As of 08/9/2023 ET)
Compare
Today's Range
$153.47
▼
$155.52
50-Day Range
$137.57
▼
$158.00
52-Week Range
$101.28
▼
$159.38
Volume
6.19 million shs
Average Volume
11.94 million shs
Market Capitalization
$446.93 billion
P/E Ratio
9.90
Dividend Yield
2.60%
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)
2805
Total
Institutional Inflows
(last 12 months)
$338.46 B
Number of
Institutional Sellers
(last 12 months)
2238
Total
Institutional Outflows
(last 12 months)
$25.19 B
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Skip Chart & View Institutional Buying and Selling Data

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
8/9/2023Public Employees Retirement Association of Colorado1,589,212$231.14M1.1%-0.6%0.055%
8/9/2023Altfest L J & Co. Inc.23,170$3.37M0.5%-2.7%0.001%
8/9/2023Mckinley Capital Management LLC46,120$6.71M0.9%-3.3%0.002%
8/9/2023IPG Investment Advisors LLC12,721$1.85M0.4%+242.7%0.000%
8/9/2023TD Asset Management Inc3,721,043$541.19M0.6%-1.6%0.128%
8/9/2023Texas Capital Bank Wealth Management Services Inc.66,799$9.72M1.0%+0.6%0.002%
8/9/2023Spotlight Asset Group Inc.2,738$0.40M0.4%+22.4%0.000%
8/9/2023Texas Capital Bancshares Inc. TX11,287$1.64M0.9%-2.1%0.000%
8/9/2023Heritage Wealth Advisors17,529$2.55M0.1%+0.5%0.001%
8/9/2023Baltimore Washington Financial Advisors Inc.75,918$11.04M0.9%-30.2%0.003%
8/9/2023Canada Pension Plan Investment Board2,002,385$291.23M0.4%+15.7%0.069%
8/9/2023Intech Investment Management LLC227,364$33.07M0.3%-39.1%0.008%
8/9/2023Westbourne Investment Advisors Inc.8,778$1.28M0.6%+4.1%0.000%
8/9/2023Roundview Capital LLC51,353$7.47M0.7%+3.3%0.002%
8/9/2023Highland Capital Management LLC206,648$30.06M2.0%-2.5%0.007%
8/9/2023Montag A & Associates Inc.86,986$12.65M0.8%-2.7%0.003%
8/9/2023Ellevest Inc.2,497$0.36M0.0%+106.2%0.000%
8/9/2023Lokken Investment Group LLC1,509$0.22M0.1%N/A0.000%
8/9/2023Pine Ridge Advisers LLC21,500$3.13M0.7%-61.3%0.001%
8/9/2023Banque Cantonale Vaudoise114,467$16.65M0.8%-10.4%0.004%
8/9/20231ST Source Bank76,666$11.15M0.7%-0.7%0.003%
8/9/2023Institutional & Family Asset Management LLC45,219$6.58M1.1%-10.4%0.002%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS509,657$74.13M0.6%+2.5%0.018%
8/9/2023Rock Creek Group LP4,630$0.67M0.1%+27.3%0.000%
8/9/2023River Wealth Advisors LLC56,281$8.19M1.4%+3.3%0.002%
8/9/2023Coastal Investment Advisors Inc.19,223$2.80M0.6%+4.3%0.001%
8/9/2023Sheets Smith Wealth Management23,749$3.45M0.5%-20.3%0.001%
8/9/2023Winslow Asset Management Inc.78,457$11.41M2.5%-0.7%0.003%
8/9/2023California Public Employees Retirement System7,115,266$1.03B0.9%-9.9%0.245%
8/9/2023Andra AP fonden41,500$6.04M0.2%-12.3%0.001%
8/9/2023Avalon Trust Co4,610$0.67M0.1%+7.6%0.000%
8/9/2023Jones Financial Companies Lllp137,342$19.98M0.0%-5.9%0.005%
8/9/2023Financial Advisory Group3,614$0.53M0.1%-2.5%0.000%
8/9/2023Van Strum & Towne Inc.40,050$5.83M2.4%-0.2%0.001%
8/9/2023KLCM Advisors Inc.26,064$3.79M0.7%+2.5%0.001%
8/9/2023Sage Investment Advisers LLC18,154$2.64M3.5%-2.6%0.001%
8/9/2023Mitsubishi UFJ Kokusai Asset Management Co. Ltd.2,610,243$379.63M0.8%+7.2%0.090%
8/9/2023Sumitomo Mitsui Financial Group Inc.72,214$10.50M0.3%+2.9%0.002%
8/9/2023Soltis Investment Advisors LLC59,696$8.68M1.0%+7.3%0.002%
8/9/2023Concentric Wealth Management LLC42,582$6.19M2.0%-0.9%0.001%
8/9/2023Insight Inv LLC14,113$2.05M2.1%+12.0%0.000%
8/9/2023Essex Financial Services Inc.48,907$7.11M0.8%-6.3%0.002%
8/9/2023Operose Advisors LLC1,250$0.18M0.1%+34.6%0.000%
8/9/2023Rovin Capital UT ADV3,070$0.45M0.2%-3.0%0.000%
8/8/2023Fisher Asset Management LLC8,996,797$1.31B0.7%+6.9%0.308%
8/8/2023Sheaff Brock Investment Advisors LLC76,227$11.09M0.9%-26.9%0.003%
8/8/2023Rhumbline Advisers5,747,440$835.91M0.9%+2.5%0.197%
8/8/2023Virginia Wealth Management Group Inc.28,632$4.16M2.9%-1.5%0.001%
8/8/2023Archer Investment Corp20,376$2.96M1.1%-88.0%0.001%
8/8/2023Rational Advisors LLC7,518$1.09M0.1%+44.4%0.000%
8/8/2023Apriem Advisors57,079$8.30M1.2%-0.8%0.002%
8/8/2023Geneos Wealth Management Inc.50,991$7.42M0.4%+14.0%0.002%
8/8/2023Dillon & Associates Inc.16,139$2.34M0.4%+1.7%0.001%
8/8/2023BOK Financial Private Wealth Inc.30,302$4.41M0.4%-11.9%0.001%
8/8/2023Edge Capital Group LLC67,369$9.80M0.6%-36.4%0.002%
8/8/2023Resolute Wealth Strategies LLC15,433$2.25M1.7%+1.8%0.001%
8/8/20239258 Wealth Management LLC29,658$4.31M0.8%+2.5%0.001%
8/8/2023Jacobi Capital Management LLC46,548$6.77M0.8%+1.6%0.002%
8/8/2023Synovus Financial Corp395,767$57.56M0.6%+0.7%0.014%
8/8/2023Thornburg Investment Management Inc.1,774,872$258.14M4.2%-10.1%0.061%
8/8/2023Aveo Capital Partners LLC4,475$0.65M0.1%+6.8%0.000%
8/8/2023Lwmg LLC3,967$0.58M0.2%+1.8%0.000%
8/8/2023Balboa Wealth Partners7,163$1.04M0.4%+8.2%0.000%
8/8/2023Kestra Private Wealth Services LLC202,210$29.41M1.0%+11.9%0.007%
8/8/2023Rice Partnership LLC81,714$11.89M3.3%+0.4%0.003%
8/8/2023Wrapmanager Inc.12,650$1.84M0.6%-3.2%0.000%
8/8/2023Truepoint Inc.11,308$1.65M0.1%+1.9%0.000%
8/8/2023KLR Investment Advisors LLC5,371$0.78M0.6%-3.9%0.000%
8/8/2023Smithfield Trust Co26,939$3.91M0.2%-1.8%0.001%
8/8/2023Hyman Charles D184,830$26.88M1.7%+0.5%0.006%
8/8/2023Clearwater Capital Advisors LLC1,421$0.21M0.0%N/A0.000%
8/8/2023Nvwm LLC22,388$3.26M1.1%+0.6%0.001%
8/8/2023L.M. Kohn & Company15,213$2.21M0.8%+29.3%0.001%
8/8/2023Glassman Wealth Services6,762$0.98M0.2%-4.5%0.000%
8/8/2023Pekin Hardy Strauss Inc.13,271$1.93M0.2%+1.1%0.000%
8/8/2023Sequoia Financial Advisors LLC217,676$31.66M0.5%-6.8%0.007%
8/8/2023Lee Financial Co4,820$0.70M0.1%-3.5%0.000%
8/8/2023Advisor OS LLC19,470$2.83M0.5%+33.3%0.001%
8/8/2023Colonial River Wealth Management LLC2,651$0.39M0.3%-67.7%0.000%
8/8/2023Vise Technologies Inc.25,306$3.68M0.9%+5.1%0.001%
8/8/2023Winch Advisory Services LLC24,249$3.53M1.3%+1.2%0.001%
8/8/2023Fagan Associates Inc.62,615$9.11M2.2%-0.9%0.002%
8/8/2023FORVIS Wealth Advisors LLC83,758$12.18M0.4%+31.0%0.003%
8/8/2023Candriam S.C.A.530,085$77.10M0.6%+2.4%0.018%
8/8/2023Weil Company Inc.35,273$5.13M2.3%-3.6%0.001%
8/8/2023Kovitz Investment Group Partners LLC1,042,379$151.60M2.2%+3.2%0.036%
8/8/2023Gyroscope Capital Management Group LLC73,418$10.68M2.5%-0.6%0.003%
8/8/2023Fi3 FINANCIAL ADVISORS LLC5,846$0.85M0.4%-4.7%0.000%
8/8/2023Rollins Financial15,264$2.22M0.6%-0.9%0.001%
8/8/2023Blue Barn Wealth LLC1,758$0.26M0.2%-7.3%0.000%
8/8/2023Blue Bell Private Wealth Management LLC2,595$0.38M0.1%+23.9%0.000%
8/8/2023Bank of Marin4,962$0.72M0.7%-5.1%0.000%
8/8/2023Main Street Research LLC83,547$12.15M1.9%N/A0.003%
8/8/2023Ironwood Investment Counsel LLC24,144$3.51M0.8%+3.8%0.001%
8/8/2023TMD Wealth Management LLC1,862$0.27M0.1%+9.5%0.000%
8/8/2023Commerce Bank1,289,890$187.60M1.4%-0.5%0.044%
8/8/2023Interchange Capital Partners LLC1,881$0.27M0.2%-65.7%0.000%
8/8/2023Column Capital Advisors LLC7,380$1.07M0.2%-23.5%0.000%
8/8/2023United Fire Group Inc23,000$3.35M2.6%-42.5%0.001%
8/8/2023Hamel Associates Inc.13,817$2.01M0.7%-4.6%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, 4,035 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 ($6.80B).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 3,663 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. ($10.02M), Franklin Resources Inc. ($8.53M), and Morgan Stanley ($8.09M).

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

Institutional investors have bought a total of 2,533,435,024 shares in the last 24 months. This purchase volume represents approximately $364.27B in transactions.

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

Of the 2,962 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 ($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), and Arrowstreet Capital Limited Partnership ($7.46M).

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

Institutional investors have sold a total of 390,051,973 shares in the last 24 months. This volume of shares sold represents approximately $54.08B in transactions.


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This page (NYSE:JPM) was last updated on 8/10/2023 by MarketBeat.com Staff

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