JPMorgan Chase Ownership | Who Owns JPMorgan Chase?

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JPMorgan Chase Ownership Summary

JPMorgan Chase is owned by 69.76% institutional investors, 0.46% insiders, and 29.78% retail investors. Vanguard group is the largest institutional shareholder, holding 9.33% of JPM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.19% of its assets in JPMorgan Chase shares.

JPM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	JPMorgan Chase	69.76%	0.46%	29.78%
Sector	Financial Services Stocks	49.80%	13.92%	36.27%
Industry	Diversified Banks Stocks	38.46%	1.12%	60.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	271.36M	9.33%	$54.89B
Blackrock	198.69M	6.83%	$40.19B
State street	125.89M	4.33%	$25.46B
Morgan stanley	68.21M	2.35%	$13.80B
Geode capital management	57.84M	1.99%	$11.67B
Fmr	53.11M	1.83%	$10.74B
Norges bank	37.06M	1.27%	$7.49B
Capital world investors	36.72M	1.26%	$7.43B
Wellington management group llp	35.90M	1.23%	$7.26B
Capital investors	35.68M	1.23%	$7.22B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Freegulliver	212.34K	29.36%	$42.95M
Guidance point advisors	401.74K	25.37%	$81.26M
Global frontier investments	379.00K	22.88%	$76.66M
Courant investment management	114.59K	21.75%	$23.18M
Disciplina capital management	972.39K	19.13%	$115.50M
Tam capital management	118.48K	14.38%	$23.96M
Searle	280.94K	13.32%	$56.82M
Unisphere establishment	5.39M	10.97%	$1.09B
Cincinnati casualty	93.00K	10.30%	$18.81M
Paralel advisors	1.03M	9.95%	$207.92M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	37.06M	1.12%	37.06M
Ubs asset management americas	14.78M	0.86%	3.16M
Viking global investors lp	3.01M	2.34%	3.01M
Capital research global investors	19.96M	0.89%	2.76M
Blackrock	198.69M	0.91%	2.57M

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	35.68M	1.49%	-6.61M
Greenhaven associates	7.50K	0.02%	-4.62M
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main	9.26M	1.92%	-4.58M
Wellington management group llp	35.90M	1.30%	-3.08M
Citadel advisors	1.01M	0.04%	-2.31M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	37.06M	1.12%	37.06M	$7.49B
Viking global investors lp	3.01M	2.34%	3.01M	$608.77M
Corebridge financial	711.66K	0.79%	711.66K	$143.94M
Fjarde ap-fonden (the fourth swedish national pensionfund)	457.31K	1.04%	457.31K	$92.50M
Manning & napier advisors	433.38K	0.99%	433.38K	$87.66M

Sold Out

Holder	Change
Entrypoint capital	-1.00
Goodwin investment advisory	-18.00
Thomas j. herzfeld advisors	-19.00
Elequin securities	-45.00
Bank of nova scotia	-45.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	4,205	-0.57%	1,995,503,059	-2.93%	69	1.38%	1,878	-0.11%	1,796	-0.83%
Jun 30, 2024	4,155	-0.53%	2,051,913,563	0.89%	70	1.44%	1,847	0.05%	1,783	-2.89%
Mar 31, 2024	4,177	3.31%	2,033,758,831	-1.42%	69	1.42%	1,846	-7.38%	1,836	12.92%
Dec 31, 2023	4,043	7.18%	2,062,998,801	3.01%	70	1.50%	1,993	17.17%	1,626	4.36%
Sep 30, 2023	3,772	0.35%	2,002,708,959	-1.81%	68	1.42%	1,701	-5.29%	1,558	3.52%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	89.83M	3.19%	-315.65K
Vanguard Institutional 500 Index Trust	75.41M	2.68%	881.59K
Fidelity 500 Index	34.98M	1.24%	-402.68K
SPDR® S&P 500® ETF Trust	34.93M	1.24%	-194.30K
iShares Core S&P 500 ETF	32.11M	1.14%	99.30K
Vanguard Value Index Inv	24.15M	0.86%	81.06K
The Financial Select Sector SPDR® ETF	21.16M	0.75%	17.46K
Vanguard Institutional Index I	18.08M	0.64%	-7.55K
Vanguard Dividend Appreciation ETF	15.39M	0.55%	37.43K
Capital Group Wash Mutual Invtrs Comp	14.08M	0.50%	-494.41K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 20, 2024	Friedman Stacey	General Counsel	Sell	$872.31K
Jun 10, 2024	BACON ASHLEY	Chief Risk Officer	Sell	$1.01M
May 20, 2024	Beer Lori A	Chief Information Officer	Sell	$1.06M
May 20, 2024	Friedman Stacey	General Counsel	Sell	$885.86K
May 14, 2024	Lake Marianne	CEO CCB	Sell	$2.35M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	11
2024 Q1	-	26
2023 Q4	-	1

JPM Ownership FAQ

Who Owns JPMorgan Chase?

JPMorgan Chase shareholders are primarily institutional investors at 69.76%, followed by 0.46% insiders and 29.78% retail investors. The average institutional ownership in JPMorgan Chase's industry, Diversified Banks Stocks, is 38.46%, which JPMorgan Chase exceeds.

Who owns the most shares of JPMorgan Chase?

JPMorgan Chase’s largest shareholders are Vanguard group (271.36M shares, 9.33%), Blackrock (198.69M shares, 6.83%), and State street (125.89M shares, 4.33%). Together, they hold 20.49% of JPMorgan Chase’s total shares outstanding.

Does Blackrock own JPMorgan Chase?

Yes, BlackRock owns 6.83% of JPMorgan Chase, totaling 198.69M shares as of Jun 2024. This represents 0.91% of BlackRock's total assets, with a market value of 40.19B$. In the last quarter, BlackRock increased its holdings by 2.57M shares, a 1.31% change.

Who is JPMorgan Chase’s biggest shareholder by percentage of total assets invested?

Freegulliver is JPMorgan Chase’s biggest shareholder by percentage of total assets invested, with 29.36% of its assets in 212.34K JPMorgan Chase shares, valued at 42.95M$.

Who is the top mutual fund holder of JPMorgan Chase shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of JPMorgan Chase shares, with 3.19% of its total shares outstanding invested in 89.83M JPMorgan Chase shares.

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