JPMorgan Chase Ownership 2024 | Who Owns JPMorgan Chase Now?
Institutional Ownership
16.20%
Insider Ownership
0.45%
Retail Ownership
83.35%
Institutional Holders
2.78K
JPMorgan Chase Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.33% | 1.05% | 271,363,437 | 286,367 | 0.11% | 54,885,968,768 | Jun 30, 2024 |
| BLACKROCK INC. | 6.83% | 0.91% | 198,690,032 | 2,567,313 | 1.31% | 40,187,045,871 | Jun 30, 2024 |
| STATE STREET CORP | 4.33% | 1.11% | 125,887,597 | 38,184 | 0.03% | 25,462,025,369,000 | Jun 30, 2024 |
| MORGAN STANLEY | 2.35% | 1.07% | 68,208,898 | 1,479,531 | 2.22% | 13,795,932,537 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.99% | 1.02% | 57,838,356 | 928,574 | 1.63% | 11,667,463,145 | Jun 30, 2024 |
| FMR LLC | 1.83% | 0.69% | 53,105,266 | -2,259,555 | -4.08% | 10,741,071,107 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.77% | 0.92% | 51,423,097 | 401,348 | 0.79% | 10,400,835,456 | Jun 30, 2024 |
| NORGES BANK | 1.27% | 1.12% | 37,055,325 | 37,055,325 | 100.00% | 7,494,810,035 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 1.26% | 1.21% | 36,724,075 | 2,302,064 | 6.69% | 7,427,444,349 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.23% | 1.30% | 35,899,862 | -3,075,635 | -7.89% | 7,261,106,088 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.23% | 1.49% | 35,681,380 | -6,613,612 | -15.64% | 7,215,273,648 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.06% | 0.75% | 30,959,868 | -524,201 | -1.67% | 6,261,944,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.05% | 1.04% | 30,618,210 | -157,843 | -0.51% | 6,192,839,154,000 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.96% | 1.74% | 27,956,333 | -874,861 | -3.03% | 5,654,447,912 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.94% | 1.05% | 27,304,295 | -590,310 | -2.12% | 5,522,566,687 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.85% | 1.21% | 24,718,172 | -220,432 | -0.88% | 4,999,497,518 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.85% | 1.13% | 24,687,618 | -1,447,870 | -5.54% | 4,993,318,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.82% | 1.08% | 23,873,857 | -484,484 | -1.99% | 4,828,739,604 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.81% | 1.28% | 23,447,394 | -165,878 | -0.70% | 4,741,962,903 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.78% | 1.20% | 22,696,963 | 1,040,594 | 4.80% | 4,590,412,451 | Jun 30, 2024 |
JPMorgan Chase's largest institutional shareholder is VANGUARD GROUP INC, holding 9.33% of the company's total share outstanding, currently valued at $54.89B. The top 10 institutional shareholders own together 32.19% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 0.01% | 29.36% | 212,335 | 24 | 0.01% | 42,946,877 | Jun 30, 2024 | |
| GUIDANCE POINT ADVISORS, LLC | 0.01% | 25.37% | 401,743 | 8 | 0.00% | 81,256,477 | Jun 30, 2024 |
| GLOBAL FRONTIER INVESTMENTS LLC | 0.01% | 22.88% | 379,000 | - | - | 76,656,000 | Jun 30, 2024 |
| COURANT INVESTMENT MANAGEMENT LLC | 0.00% | 21.75% | 114,592 | - | - | 23,177,378 | Jun 30, 2024 |
| DISCIPLINA CAPITAL MANAGEMENT LLC | 0.03% | 19.13% | 972,392 | 971,708 | 142062.57% | 115,500,722 | Jun 30, 2024 |
| TAM CAPITAL MANAGEMENT INC. | 0.00% | 14.38% | 118,476 | 46,719 | 65.11% | 23,962,955 | Jun 30, 2024 |
| SEARLE & CO. | 0.01% | 13.32% | 280,942 | 18,975 | 7.24% | 56,823,310 | Jun 30, 2024 |
| UNISPHERE ESTABLISHMENT | 0.19% | 10.97% | 5,386,000 | -289,000 | -5.09% | 1,089,372,360 | Jun 30, 2024 |
| CINCINNATI CASUALTY CO | 0.00% | 10.30% | 93,000 | - | - | 18,810,180 | Jun 30, 2024 |
| PARALEL ADVISORS LLC | 0.04% | 9.95% | 1,028,000 | - | - | 207,923,280 | Jun 30, 2024 |
| COMMUNITY BANK OF RAYMORE | 0.00% | 9.69% | 61,688 | -12,360 | -16.69% | 12,477,015 | Jun 30, 2024 |
| NEW REPUBLIC CAPITAL, LLC | 0.00% | 9.43% | 92,846 | 73,871 | 389.31% | 18,779,015 | Jun 30, 2024 |
| GEMSSTOCK LTD. | 0.00% | 8.77% | 136,000 | 4,500 | 3.42% | 27,507,360 | Jun 30, 2024 |
| HI-LINE CAPITAL MANAGEMENT, LLC | 0.00% | 8.66% | 101,945 | -5,217 | -4.87% | 20,619,396 | Jun 30, 2024 |
| HARDY REED LLC | 0.01% | 8.14% | 400,801 | 18,252 | 4.77% | 81,066,011 | Jun 30, 2024 |
| BOYAR ASSET MANAGEMENT INC. | 0.00% | 7.78% | 56,044 | -2,039 | -3.51% | 11,335,473 | Jun 30, 2024 |
| VERDE SERVICOS INTERNACIONAIS S.A. | 0.00% | 7.61% | 81,574 | -9,737 | -10.66% | 16,499,000 | Jun 30, 2024 |
| MANITOU INVESTMENT MANAGEMENT LTD. | 0.01% | 7.61% | 168,210 | -36,937 | -18.01% | 34,022,155 | Jun 30, 2024 |
| JAMES HAMBRO & PARTNERS | 0.03% | 7.16% | 761,422 | 1,000 | 0.13% | 154,100,391 | Jun 30, 2024 |
| CONSULTA LTD | 0.02% | 6.89% | 500,000 | -100,000 | -16.67% | 101,130,000 | Jun 30, 2024 |
The largest JPMorgan Chase shareholder by % of total assets is . The company owns 212.34K shares of JPMorgan Chase (JPM), representing 29.36% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.27% | 1.12% | 37,055,325 | 37,055,325 | 100.00% | 7,494,810,035 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.51% | 0.86% | 14,782,327 | 3,162,536 | 27.22% | 2,989,873,460 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.10% | 2.34% | 3,009,822 | 3,009,822 | 100.00% | 608,766,598 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.69% | 0.89% | 19,960,723 | 2,760,599 | 16.05% | 4,037,253,507 | Jun 30, 2024 |
| BLACKROCK INC. | 6.83% | 0.91% | 198,690,032 | 2,567,313 | 1.31% | 40,187,045,871 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 1.26% | 1.21% | 36,724,075 | 2,302,064 | 6.69% | 7,427,444,349 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.63% | 0.63% | 18,289,931 | 1,916,582 | 11.71% | 3,699,321,509 | Jun 30, 2024 |
| MORGAN STANLEY | 2.35% | 1.07% | 68,208,898 | 1,479,531 | 2.22% | 13,795,932,537 | Jun 30, 2024 |
| GRANITE BAY WEALTH MANAGEMENT, LLC | 0.05% | 2.80% | 1,418,572 | 1,396,194 | 6239.14% | 277,456,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.65% | 0.94% | 18,831,629 | 1,235,685 | 7.02% | 3,808,885,284 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.78% | 1.20% | 22,696,963 | 1,040,594 | 4.80% | 4,590,412,451 | Jun 30, 2024 |
| GQG PARTNERS LLC | 0.04% | 0.32% | 1,059,069 | 1,016,684 | 2398.69% | 214,207,301 | Jun 30, 2024 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.05% | 2.00% | 1,579,898 | 974,886 | 161.13% | 319,550,169 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.07% | 0.77% | 1,931,215 | 972,813 | 101.50% | 390,599,315 | Jun 30, 2024 |
| DISCIPLINA CAPITAL MANAGEMENT LLC | 0.03% | 19.13% | 972,392 | 971,708 | 142062.57% | 115,500,722 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.99% | 1.02% | 57,838,356 | 928,574 | 1.63% | 11,667,463,145 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.06% | 1.18% | 1,729,171 | 914,311 | 112.20% | 349,742,000 | Jun 30, 2024 |
| AMUNDI | 0.20% | 0.47% | 5,832,728 | 844,683 | 16.93% | 1,217,231,116 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.79% | 711,658 | 711,658 | 100.00% | 143,939,947 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.03% | 0.05% | 856,400 | 680,000 | 385.49% | 173,309,668 | Jun 30, 2024 |
As of Jun 30 2024, JPMorgan Chase's largest institutional buyer is NORGES BANK. The company purchased 37.06M stocks of JPM, valued at $7.49B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 1.23% | 1.49% | 35,681,380 | -6,613,612 | -15.64% | 7,215,273,648 | Jun 30, 2024 |
| GREENHAVEN ASSOCIATES INC | 0.00% | 0.02% | 7,500 | -4,618,884 | -99.84% | 1,516,950 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.32% | 1.92% | 9,264,371 | -4,580,178 | -33.08% | 1,873,807,917 | Jun 30, 2024 |
| BLACKROCK INC. | - | - | - | -3,411,400 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.23% | 1.30% | 35,899,862 | -3,075,635 | -7.89% | 7,261,106,088 | Jun 30, 2024 |
| FMR LLC | 1.83% | 0.69% | 53,105,266 | -2,259,555 | -4.08% | 10,741,071,107 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.85% | 1.13% | 24,687,618 | -1,447,870 | -5.54% | 4,993,318,000 | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | 0.06% | 2.17% | 1,849,353 | -1,378,316 | -42.70% | 374,050,139 | Jun 30, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | 0.00% | 0.03% | 5,643 | -1,292,985 | -99.57% | 1,141,353 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.00% | 0.04% | 102,019 | -1,258,636 | -92.50% | 20,634,363 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.00% | 0.21% | 100,000 | -1,171,200 | -92.13% | 20,226,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.27% | 0.46% | 7,764,577 | -1,022,838 | -11.64% | 1,571,317,442 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.96% | 1.74% | 27,956,333 | -874,861 | -3.03% | 5,654,447,912 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.05% | 0.18% | 1,370,812 | -845,734 | -38.16% | 277,260,434 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.09% | 0.45% | 2,737,042 | -786,856 | -22.33% | 553,594,115 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -732,238 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.36% | 0.64% | 10,331,868 | -692,047 | -6.28% | 2,089,723,000 | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -633,000 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.08% | 0.11% | 2,253,500 | -609,600 | -21.29% | 455,792,910 | Jun 30, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -608,675 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, JPMorgan Chase's biggest institutional seller is CAPITAL INTERNATIONAL INVESTORS. The company sold -6.61M shares of JPM, valued at $7.22B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.27% | 1.12% | 37,055,325 | 37,055,325 | 100.00% | 7,494,810,035 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.10% | 2.34% | 3,009,822 | 3,009,822 | 100.00% | 608,766,598 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.79% | 711,658 | 711,658 | 100.00% | 143,939,947 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 1.04% | 457,314 | 457,314 | 100.00% | 92,496,000 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.02% | 0.06% | 451,442 | 451,442 | 100.00% | 91,308,659 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.01% | 0.99% | 433,384 | 433,384 | 100.00% | 87,656,248 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.16% | 328,330 | 328,330 | 100.00% | 66,408,026 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.99% | 221,413 | 221,413 | 100.00% | 44,782,993 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.01% | 0.17% | 199,626 | 199,626 | 100.00% | 40,376,355 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.01% | 1.02% | 146,500 | 146,500 | 100.00% | 29,631,090 | Jun 30, 2024 |
| DNCA FINANCE | 0.00% | 2.15% | 124,016 | 124,016 | 100.00% | 25,083,476 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.00% | 0.72% | 104,500 | 104,500 | 100.00% | 21,136,170 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | 0.04% | 95,100 | 95,100 | 100.00% | 19,234,925 | Jun 30, 2024 |
| TEMASEK HOLDINGS (PRIVATE) LTD | 0.00% | 0.08% | 87,431 | 87,431 | 100.00% | 17,683,794 | Jun 30, 2024 |
| 0.00% | 0.47% | 80,949 | 80,949 | 100.00% | 16,372,578 | Jun 30, 2024 | |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.00% | 1.89% | 72,868 | 72,868 | 100.00% | 14,970,758 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.00% | 0.49% | 71,050 | 71,050 | 100.00% | 14,370,573 | Jun 30, 2024 |
| SIENNA GESTION | 0.00% | 1.18% | 65,422 | 65,422 | 100.00% | 13,226,081 | Jun 30, 2024 |
| BECK BODE, LLC | 0.00% | 2.54% | 62,533 | 62,533 | 100.00% | 12,647,943 | Jun 30, 2024 |
| ELEMENT CAPITAL MANAGEMENT LLC | 0.00% | 0.85% | 54,115 | 54,115 | 100.00% | 10,945,300 | Jun 30, 2024 |
| 0.00% | 3.65% | 39,227 | 39,227 | 100.00% | 7,934,053 | Jun 30, 2024 | |
| 0.00% | 2.05% | 38,226 | 38,226 | 100.00% | 7,731,591 | Jun 30, 2024 | |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.00% | 0.31% | 32,505 | 32,505 | 100.00% | 6,574,461 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 1.35% | 32,116 | 32,116 | 100.00% | 6,495,854 | Jun 30, 2024 |
| 0.00% | 4.08% | 30,803 | 30,803 | 100.00% | 6,230,215 | Jun 30, 2024 | |
| LEUTHOLD GROUP, LLC | 0.00% | 0.70% | 30,159 | 30,159 | 100.00% | 6,099,959 | Jun 30, 2024 |
| WILLIAMS FINANCIAL, LLC | 0.00% | 1.45% | 29,466 | 29,466 | 100.00% | 5,748,485 | Jun 30, 2024 |
| SHELTER INS RETIREMENT PLAN | 0.00% | 1.39% | 29,000 | 29,000 | 100.00% | 5,865,540 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 1.99% | 28,557 | 28,557 | 100.00% | 5,775,903 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.07% | 27,952 | 27,952 | 100.00% | 5,653,572 | Jun 30, 2024 |
| CODEX CAPITAL ASSET MANAGEMENT L.L.C. | 0.00% | 2.46% | 26,000 | 26,000 | 100.00% | 5,258,760 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.38% | 24,362 | 24,362 | 100.00% | 4,928,000 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | 0.01% | 23,276 | 23,276 | 100.00% | 4,707,804 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.13% | 22,100 | 22,100 | 100.00% | 4,469,946 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.70% | 21,124 | 21,124 | 100.00% | 4,272,499 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.07% | 20,023 | 20,023 | 100.00% | 4,049,833 | Jun 30, 2024 |
| TORNO CAPITAL, LLC | 0.00% | 0.19% | 19,700 | 19,700 | 100.00% | 3,984,522 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.33% | 19,275 | 19,275 | 100.00% | 3,898,562 | Jun 30, 2024 |
| 0.00% | 0.42% | 17,128 | 17,128 | 100.00% | 3,338,183 | Jun 30, 2024 | |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 1.23% | 15,949 | 15,949 | 100.00% | 3,225,821 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 1.33% | 15,490 | 15,490 | 100.00% | 3,133,007 | Jun 30, 2024 |
| HAP TRADING, LLC | 0.00% | 0.29% | 11,883 | 11,883 | 100.00% | 2,403,456 | Jun 30, 2024 |
| AXIOM ADVISORY, LLC | 0.00% | 0.02% | 11,568 | 11,568 | 100.00% | 2,262,444 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.00% | 0.01% | 11,500 | 11,500 | 100.00% | 2,325,990 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.00% | 0.01% | 10,825 | 10,825 | 100.00% | 2,189,464 | Jun 30, 2024 |
| 0.00% | 0.12% | 10,297 | 10,297 | 100.00% | 2,082,671 | Jun 30, 2024 | |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 0.00% | 0.27% | 8,956 | 8,956 | 100.00% | 1,811,441 | Jun 30, 2024 |
| 0.00% | 1.08% | 8,913 | 8,913 | 100.00% | 1,802,743 | Jun 30, 2024 | |
| 0.00% | 1.60% | 8,679 | 8,679 | 100.00% | 1,755,415 | Jun 30, 2024 | |
| HUSSMAN STRATEGIC ADVISORS, INC. | 0.00% | 0.47% | 8,400 | 8,400 | 100.00% | 1,698,984 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.84% | 8,252 | 8,252 | 100.00% | 1,721,376 | Jun 30, 2024 |
| LIVE OAK INVESTMENT PARTNERS | 0.00% | 1.28% | 7,661 | 7,661 | 100.00% | 1,549,512 | Jun 30, 2024 |
| ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0.00% | 0.16% | 7,457 | 7,457 | 100.00% | 1,508,253 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.44% | 6,984 | 6,984 | 100.00% | 1,413,067 | Jun 30, 2024 |
| 0.00% | 0.90% | 6,813 | 6,813 | 100.00% | 1,377,997 | Jun 30, 2024 | |
| 0.00% | 1.16% | 6,575 | 6,575 | 100.00% | 1,349,060 | Jun 30, 2024 | |
| 0.00% | 1.25% | 6,570 | 6,570 | 100.00% | 1,403,474 | Jun 30, 2024 | |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.14% | 6,310 | 6,310 | 100.00% | 1,276,261 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.31% | 6,216 | 6,216 | 100.00% | 1,290,628 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.00% | 0.21% | 5,700 | 5,700 | 100.00% | 1,152,882 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.01% | 5,600 | 5,600 | 100.00% | 1,132,656 | Jun 30, 2024 |
| ELSER FINANCIAL PLANNING, INC | 0.00% | 0.18% | 5,374 | 5,374 | 100.00% | 1,086,957 | Jun 30, 2024 |
| 0.00% | 0.51% | 4,850 | 4,850 | 100.00% | 912,727 | Jun 30, 2024 | |
| LUTS & GREENLEIGH GROUP, INC | 0.00% | 0.96% | 4,541 | 4,541 | 100.00% | 918,397 | Jun 30, 2024 |
| ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.90% | 4,506 | 4,506 | 100.00% | 911,384 | Jun 30, 2024 |
| 0.00% | 0.76% | 4,417 | 4,417 | 100.00% | 893,480 | Jun 30, 2024 | |
| CENTER FOR ASSET MANAGEMENT LLC | 0.00% | 0.57% | 4,297 | 4,297 | 100.00% | 869,111 | Jun 30, 2024 |
| GGM FINANCIALS LLC | 0.00% | 0.77% | 4,160 | 4,160 | 100.00% | 841,375 | Jun 30, 2024 |
| MAIA WEALTH LLC | 0.00% | 0.26% | 4,088 | 4,088 | 100.00% | 858,717 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.14% | 3,854 | 3,854 | 100.00% | 779,510 | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | 0.00% | 2.16% | 3,700 | 3,700 | 100.00% | 748,000 | Jun 30, 2024 |
| 0.00% | 0.58% | 3,536 | 3,536 | 100.00% | 715,131 | Jun 30, 2024 | |
| WJ INTERESTS, LLC | 0.00% | 0.35% | 3,498 | 3,498 | 100.00% | 707,505 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.11% | 3,475 | 3,475 | 100.00% | 702,854 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 3,317 | 3,317 | 100.00% | 670,896 | Jun 30, 2024 |
| CABLE HILL PARTNERS, LLC | 0.00% | 0.07% | 3,195 | 3,195 | 100.00% | 646,144 | Jun 30, 2024 |
| BENDER ROBERT & ASSOCIATES | 0.00% | 0.14% | 3,122 | 3,122 | 100.00% | 631,456 | Jun 30, 2024 |
| 0.00% | 0.67% | 3,122 | 3,122 | 100.00% | 631,456 | Jun 30, 2024 | |
| WAYPOINT WEALTH PARTNERS INC. | 0.00% | 0.18% | 3,071 | 3,071 | 100.00% | 621,141 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.15% | 2,990 | 2,990 | 100.00% | 638,724 | Jun 30, 2024 |
| 0.00% | 0.44% | 2,936 | 2,936 | 100.00% | 593,835 | Jun 30, 2024 | |
| DHK FINANCIAL ADVISORS, INC. | 0.00% | 0.41% | 2,890 | 2,890 | 100.00% | 584,516 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.22% | 2,650 | 2,650 | 100.00% | 535,989 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.08% | 2,612 | 2,612 | 100.00% | 528,303 | Jun 30, 2024 |
| VIENNA ASSET MANAGEMENT LLC | 0.00% | 0.44% | 2,611 | 2,611 | 100.00% | 528,101 | Jun 30, 2024 |
| WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 0.61% | 2,543 | 2,543 | 100.00% | 514,347 | Jun 30, 2024 |
| CORUNDUM TRUST COMPANY, INC | 0.00% | 1.48% | 2,512 | 2,512 | 100.00% | 508,077 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.00% | 0.05% | 2,457 | 2,457 | 100.00% | 496,953 | Jun 30, 2024 |
| GENTRY PRIVATE WEALTH, LLC | 0.00% | 0.43% | 2,439 | 2,439 | 100.00% | 493,312 | Jun 30, 2024 |
| WILLIAMS & NOVAK, LLC | 0.00% | 0.45% | 2,409 | 2,409 | 100.00% | 487,244 | Jun 30, 2024 |
| REZNY WEALTH MANAGEMENT, INC. | 0.00% | 0.13% | 2,376 | 2,376 | 100.00% | 480,570 | Jun 30, 2024 |
| ICONIQ CAPITAL, LLC | 0.00% | 0.01% | 2,357 | 2,357 | 100.00% | 476,727 | Jun 30, 2024 |
| 0.00% | 0.48% | 2,288 | 2,288 | 100.00% | 462,821 | Jun 30, 2024 | |
| RPS ADVISORY SOLUTIONS LLC | 0.00% | 0.42% | 2,266 | 2,266 | 100.00% | 458,340 | Jun 30, 2024 |
| 0.00% | 0.29% | 2,238 | 2,238 | 100.00% | 452,658 | Jun 30, 2024 | |
| ECHO WEALTH MANAGEMENT, LLC | 0.00% | 0.34% | 2,222 | 2,222 | 100.00% | 449,422 | Jun 30, 2024 |
| KRAFT, DAVIS & ASSOCIATES, LLC | 0.00% | 0.14% | 2,148 | 2,148 | 100.00% | 455,938 | Jun 30, 2024 |
| SAGEWORTH TRUST CO | 0.00% | 0.03% | 2,074 | 2,074 | 100.00% | 419,487 | Jun 30, 2024 |
| BELVEDERE TRADING LLC | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 404,520 | Jun 30, 2024 |
| CALAMOS WEALTH MANAGEMENT LLC | 0.00% | 0.02% | 2,000 | 2,000 | 100.00% | 400,600 | Jun 30, 2024 |
JPMorgan Chase's largest new institutional shareholder by number of shares is NORGES BANK, purchased 37.06M shares, valued at $7.49B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | - | - | - | -3,411,400 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -732,238 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -633,000 | -100.00% | - | Jun 30, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -608,675 | -100.00% | - | Jun 30, 2024 |
| PORTFOLIO STRATEGIES, INC. | - | - | - | -382,549 | -100.00% | - | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | - | - | - | -347,742 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -310,642 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -256,000 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -230,000 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -214,197 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -167,237 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -154,974 | -100.00% | - | Jun 30, 2024 |
| NINETY ONE UK LTD | - | - | - | -154,666 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -126,217 | -100.00% | - | Jun 30, 2024 |
| WAFRA INC. | - | - | - | -124,924 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -116,604 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -115,243 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -94,332 | -100.00% | - | Jun 30, 2024 |
| BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -92,600 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -79,700 | -100.00% | - | Jun 30, 2024 |
| WARATAH CAPITAL ADVISORS LTD. | - | - | - | -70,958 | -100.00% | - | Jun 30, 2024 |
| NINETY ONE SA (PTY) LTD | - | - | - | -54,312 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -51,286 | -100.00% | - | Jun 30, 2024 |
| EXANE ASSET MANAGEMENT | - | - | - | -45,142 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -43,159 | -100.00% | - | Jun 30, 2024 |
| OPTIMAS CAPITAL LTD | - | - | - | -41,500 | -100.00% | - | Jun 30, 2024 |
| QUATTRO FINANCIAL ADVISORS LLC | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -38,300 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -33,300 | -100.00% | - | Jun 30, 2024 |
| ARETE WEALTH ADVISORS, LLC | - | - | - | -33,088 | -100.00% | - | Jun 30, 2024 |
| HOLOWESKO PARTNERS LTD. | - | - | - | -29,000 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -25,844 | -100.00% | - | Jun 30, 2024 |
| PETERSON FINANCIAL GROUP, INC. | - | - | - | -25,254 | -100.00% | - | Jun 30, 2024 |
| TORNO CAPITAL, LLC | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| ADVISOR RESOURCE COUNCIL | - | - | - | -21,571 | -100.00% | - | Jun 30, 2024 |
| WEITZ INVESTMENT MANAGEMENT, INC. | - | - | - | -20,500 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -19,240 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -17,686 | -100.00% | - | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | - | - | - | -16,250 | -100.00% | - | Jun 30, 2024 |
| ADVENT CAPITAL MANAGEMENT /DE/ | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| ALTMAN ADVISORS, INC. | - | - | - | -14,365 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -11,570 | -100.00% | - | Jun 30, 2024 |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | - | - | - | -10,882 | -100.00% | - | Jun 30, 2024 |
| ACCUVEST GLOBAL ADVISORS | - | - | - | -8,428 | -100.00% | - | Jun 30, 2024 |
| TROLUCE CAPITAL ADVISORS LLC | - | - | - | -8,400 | -100.00% | - | Jun 30, 2024 |
| QVR LLC | - | - | - | -8,173 | -100.00% | - | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | - | - | - | -8,021 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -6,922 | -100.00% | - | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -5,823 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -5,595 | -100.00% | - | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| BEVERLY HILLS PRIVATE WEALTH, LLC | - | - | - | -4,400 | -100.00% | - | Jun 30, 2024 |
| UNIGESTION HOLDING SA | - | - | - | -4,229 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -4,184 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -3,567 | -100.00% | - | Jun 30, 2024 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | - | - | - | -3,500 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -3,426 | -100.00% | - | Jun 30, 2024 |
| BULLTICK WEALTH MANAGEMENT, LLC | - | - | - | -3,409 | -100.00% | - | Jun 30, 2024 |
| BENDER ROBERT & ASSOCIATES | - | - | - | -3,381 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -3,193 | -100.00% | - | Jun 30, 2024 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| SHAY CAPITAL LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| MARATHON TRADING INVESTMENT MANAGEMENT LLC | - | - | - | -2,855 | -100.00% | - | Jun 30, 2024 |
| ROYAL FUND MANAGEMENT, LLC | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| BEAM WEALTH ADVISORS, INC. | - | - | - | -2,399 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -2,263 | -100.00% | - | Jun 30, 2024 |
| VERDAD ADVISERS, LP | - | - | - | -2,103 | -100.00% | - | Jun 30, 2024 |
| MEZZASALMA ADVISORS, LLC | - | - | - | -2,078 | -100.00% | - | Jun 30, 2024 |
| CONESTOGA CAPITAL ADVISORS, LLC | - | - | - | -2,066 | -100.00% | - | Jun 30, 2024 |
| AXIOM FINANCIAL STRATEGIES, LLC | - | - | - | -2,024 | -100.00% | - | Jun 30, 2024 |
| MAGNOLIA WEALTH MANAGEMENT, LLC | - | - | - | -1,898 | -100.00% | - | Jun 30, 2024 |
| NEW VERNON CAPITAL HOLDINGS II LLC | - | - | - | -1,887 | -100.00% | - | Jun 30, 2024 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | - | - | - | -1,846 | -100.00% | - | Jun 30, 2024 |
| BARON FINANCIAL GROUP, LLC | - | - | - | -1,680 | -100.00% | - | Jun 30, 2024 |
| HIRTLE CALLAGHAN & CO LLC | - | - | - | -1,614 | -100.00% | - | Jun 30, 2024 |
| FLOSSBACH VON STORCH AG | - | - | - | -1,611 | -100.00% | - | Jun 30, 2024 |
| BERKSHIRE MONEY MANAGEMENT, INC. | - | - | - | -1,510 | -100.00% | - | Jun 30, 2024 |
| BALANCED WEALTH GROUP LLC | - | - | - | -1,476 | -100.00% | - | Jun 30, 2024 |
| WEALTHSTAR ADVISORS, LLC | - | - | - | -1,460 | -100.00% | - | Jun 30, 2024 |
| PERISCOPE CAPITAL INC. | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| FLAHARTY ASSET MANAGEMENT, LLC | - | - | - | -1,232 | -100.00% | - | Jun 30, 2024 |
| ENVOI LLC | - | - | - | -1,201 | -100.00% | - | Jun 30, 2024 |
| XR SECURITIES LLC | - | - | - | -1,200 | -100.00% | - | Jun 30, 2024 |
| TREASURE COAST FINANCIAL PLANNING | - | - | - | -1,114 | -100.00% | - | Jun 30, 2024 |
| SPECTRUM INVESTMENT ADVISORS, INC. | - | - | - | -1,097 | -100.00% | - | Jun 30, 2024 |
| COHO PARTNERS, LTD. | - | - | - | -1,088 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| AMUSSEN HUNSAKER ASSOCIATES LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -787 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -511 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -509 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -415 | -100.00% | - | Jun 30, 2024 |
| PALOUSE CAPITAL MANAGEMENT, INC. | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| DAVIDSON CAPITAL MANAGEMENT INC. | - | - | - | -186 | -100.00% | - | Jun 30, 2024 |
| ARKADIOS WEALTH ADVISORS | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| TCG ADVISORY SERVICES, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
JPMorgan Chase's largest sold out institutional shareholder by shares sold is BLACKROCK INC., sold -3.41M shares, valued at -, as of undefined.
JPMorgan Chase Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FS Multi-Alternative Income Fund | 115.31% | 45,000 | - | - | Jul 31, 2021 |
| FS Multi-Alternative Income Fund | 69.18% | 27,000 | - | - | Jul 31, 2021 |
| HIGHLAND FUNDS II | 67.58% | 1,000,000 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 33.44% | 4,849,000,000 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 33.44% | 4,849,000,000 | - | - | Mar 28, 2024 |
| HIGHLAND FUNDS II | 30.41% | 450,000 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 15.33% | 8,000,000 | - | - | Mar 31, 2024 |
| Clough Funds Trust | 12.09% | 500,000 | - | - | Jan 31, 2023 |
| Clough Funds Trust | 12.09% | 500,000 | - | - | Jan 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 10.88% | 5,675,000 | - | - | Mar 31, 2024 |
| Clough Global Dividend & Income Fund | 10.47% | 1,100,000 | - | - | Jan 31, 2024 |
| Clough Global Dividend & Income Fund | 9.52% | 1,000,000 | - | - | Jan 31, 2024 |
| Clough Global Dividend & Income Fund | 9.52% | 1,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 9.49% | 4,950,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 9.34% | 4,875,000 | - | - | Mar 31, 2024 |
| Atlas U.S. Tactical Income Fund | 8.90% | 5,900,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 8.63% | 4,500,000 | - | - | Mar 31, 2024 |
| WISCONSIN CAPITAL FUNDS INC | 8.51% | 2,325,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 7.67% | 4,000,000 | - | - | Mar 31, 2024 |
| HSBC FUNDS | 7.59% | 245,000 | - | - | Jan 31, 2024 |
| Clough Global Opportunities Fund | 7.58% | 3,000,000 | - | - | Jan 31, 2024 |
| Clough Global Opportunities Fund | 7.58% | 3,000,000 | - | - | Jan 31, 2024 |
| Atlas U.S. Tactical Income Fund | 7.01% | 4,650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 6.75% | 3,521,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 6.71% | 3,500,000 | - | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 6.54% | 3,348,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 6.49% | 3,385,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 5.75% | 3,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 5.75% | 3,000,000 | - | - | Mar 31, 2024 |
| Clough Global Opportunities Fund | 5.68% | 2,250,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 5.66% | 2,955,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 5.56% | 2,900,000 | - | - | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 5.54% | 400,000 | - | - | Sep 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 5.22% | 2,725,000 | - | - | Mar 31, 2024 |
| Clough Global Dividend & Income Fund | 4.76% | 500,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 4.12% | 2,150,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 3.91% | 82,210,000 | - | - | Mar 31, 2024 |
| HSBC FUNDS | 3.87% | 125,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.86% | 2,015,089 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.83% | 2,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.83% | 2,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.83% | 2,000,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 3.34% | 70,254,000 | -2,514,000 | -3.45% | Mar 31, 2024 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3.33% | 5,711,694 | 372,222 | 6.97% | Jan 31, 2024 |
| Federated Hermes Short-Intermediate Duration Municipal Trust | 3.30% | 12,700,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.26% | 1,700,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.07% | 1,600,000 | - | - | Mar 31, 2024 |
| Uncommon Investment Funds Trust | 2.93% | 7,361 | -540 | -6.83% | Jun 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 2.88% | 1,500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.88% | 1,500,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 2.87% | 60,416,000 | -30,744,000 | -33.73% | Mar 31, 2024 |
| Stock Portfolio | 2.87% | 176,020 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.84% | 1,480,000 | - | - | Mar 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 2.74% | 200,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 2.73% | 2,250,000 | - | - | Dec 31, 2023 |
| Voya VARIABLE INSURANCE TRUST | 2.71% | 6,425,000 | - | - | Mar 31, 2024 |
| abrdn Funds | 2.65% | 37,500,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.64% | 1,375,000 | - | - | Mar 31, 2024 |
| Nuveen Dow 30sm Dynamic Overwrite Fund | 2.60% | 98,761 | -4,051 | -3.94% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.59% | 1,350,000 | - | - | Mar 31, 2024 |
| LEUTHOLD FUNDS INC | 2.56% | 5,070,000 | - | - | Mar 31, 2024 |
| Federated Hermes Fixed Income Securities, Inc. | 2.54% | 24,100,000 | 14,800,000 | 159.14% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 | 2.48% | 66,116,000 | -7,100,000 | -9.70% | Feb 29, 2024 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 2.41% | 1,216,261 | -224,979 | -15.61% | Mar 31, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 2.40% | 1,250,000 | - | - | Mar 31, 2024 |
| Tax-Managed Value Portfolio | 2.39% | 230,958 | - | - | Jan 31, 2024 |
| MATRIX ADVISORS VALUE FUND INC | 2.38% | 14,600 | -800 | -5.19% | Mar 31, 2024 |
| LMP CAPITAL & INCOME FUND INC. | 2.35% | 700,000 | - | - | Feb 29, 2024 |
| UBS Series Funds | 2.33% | 10,000,000 | - | - | Jan 31, 2024 |
| Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | 2.08% | 10,700,000 | - | - | Feb 29, 2024 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 2.06% | 236,291 | - | - | Jan 31, 2024 |
| Matrix Advisors Funds Trust | 2.02% | 11,050 | -150 | -1.34% | Mar 31, 2024 |
| New Age Alpha Trust | 2.02% | 7,017 | 2,946 | 72.37% | May 31, 2022 |
| FIRST TRUST ENHANCED EQUITY INCOME FUND | 2.00% | 76,000 | - | - | Mar 31, 2024 |
| Leader Funds Trust | 1.95% | 1,250,000 | - | - | Aug 31, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| CM ADVISORS FAMILY OF FUNDS | 1.84% | 450,000 | 450,000 | - | Feb 29, 2024 |
| ASSET MANAGEMENT FUND | 1.82% | 37,400 | - | - | Mar 28, 2024 |
| SARATOGA ADVANTAGE TRUST | 1.79% | 110,000 | - | - | Feb 29, 2024 |
| CONCORDE FUNDS INC | 1.79% | 225,000 | - | - | Mar 31, 2024 |
| CAPITAL MANAGEMENT INVESTMENT TRUST | 1.65% | 6,000 | 6,000 | - | Feb 29, 2024 |
| MASSACHUSETTS INVESTORS TRUST | 1.64% | 996,103 | -70,696 | -6.63% | Mar 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 1.63% | 850,000 | - | - | Jun 30, 2023 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 1.63% | 850,000 | - | - | Jun 30, 2023 |
| SARATOGA ADVANTAGE TRUST | 1.61% | 99,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| UBS Series Funds | 1.51% | 6,500,000 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 1.50% | 1,240,000 | - | - | Dec 31, 2023 |
| Angel Oak Financial Strategies Income Term Trust | 1.49% | 6,459,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.49% | 775,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.49% | 775,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 1.47% | 23,486,000 | - | - | Jan 31, 2024 |
| PIONEER FUND /MA/ | 1.40% | 1,880,800 | - | - | Mar 28, 2024 |
| MATTHEW 25 FUND | 1.40% | 73,500 | -6,500 | -8.13% | Mar 31, 2024 |
| CONCORDE FUNDS INC | 1.39% | 175,000 | - | - | Mar 31, 2024 |
| CHESTNUT STREET EXCHANGE FUND | 1.38% | 52,441 | -833 | -1.56% | Mar 31, 2024 |
JPMorgan Chase's largest mutual fund holder by % of total assets is "FS Multi-Alternative Income Fund", owning 45.00K shares, compromising 115.31% of its total assets.
JPMorgan Chase Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 2,780 | -32.90% |
| 31 Mar, 24 | 4,143 | 3.03% |
| 31 Dec, 23 | 4,021 | 6.97% |
| 30 Sep, 23 | 3,759 | 0.37% |
| 30 Jun, 23 | 3,745 | 1.68% |
| 31 Mar, 23 | 3,683 | -0.54% |
| 31 Dec, 22 | 3,703 | 6.47% |
| 30 Sep, 22 | 3,478 | -0.94% |
| 30 Jun, 22 | 3,511 | -2.34% |
| 31 Mar, 22 | 3,595 | -1.43% |
| 31 Dec, 21 | 3,647 | 9.98% |
| 30 Sep, 21 | 3,316 | -0.06% |
| 30 Jun, 21 | 3,318 | 0.97% |
| 31 Mar, 21 | 3,286 | 2.11% |
| 31 Dec, 20 | 3,218 | 10.17% |
| 30 Sep, 20 | 2,921 | -1.18% |
| 30 Jun, 20 | 2,956 | 3.36% |
| 31 Mar, 20 | 2,860 | -3.74% |
| 31 Dec, 19 | 2,971 | 10.20% |
| 30 Sep, 19 | 2,696 | -0.74% |
| 30 Jun, 19 | 2,716 | 1.42% |
| 31 Mar, 19 | 2,678 | -0.11% |
| 31 Dec, 18 | 2,681 | 5.93% |
| 30 Sep, 18 | 2,531 | 0.28% |
| 30 Jun, 18 | 2,524 | -0.20% |
| 31 Mar, 18 | 2,529 | 1.28% |
| 31 Dec, 17 | 2,497 | 9.18% |
| 30 Sep, 17 | 2,287 | -0.09% |
| 30 Jun, 17 | 2,289 | 1.91% |
| 31 Mar, 17 | 2,246 | 2.74% |
| 31 Dec, 16 | 2,186 | 9.41% |
| 30 Sep, 16 | 1,998 | 0.35% |
| 30 Jun, 16 | 1,991 | 0.35% |
| 31 Mar, 16 | 1,984 | -0.90% |
| 31 Dec, 15 | 2,002 | 5.59% |
| 30 Sep, 15 | 1,896 | -0.58% |
| 30 Jun, 15 | 1,907 | 1.49% |
| 31 Mar, 15 | 1,879 | -0.69% |
| 31 Dec, 14 | 1,892 | 6.65% |
| 30 Sep, 14 | 1,774 | -0.17% |
| 30 Jun, 14 | 1,777 | -0.89% |
| 31 Mar, 14 | 1,793 | -0.06% |
| 31 Dec, 13 | 1,794 | 8.46% |
| 30 Sep, 13 | 1,654 | 1.66% |
| 30 Jun, 13 | 1,627 | 121.66% |
| 31 Mar, 13 | 734 | 3.53% |
| 31 Dec, 12 | 709 | 9.41% |
| 30 Sep, 12 | 648 | 3.85% |
| 30 Jun, 12 | 624 | 0.65% |
| 31 Mar, 12 | 620 | 1.14% |
| 31 Dec, 11 | 613 | 12.89% |
| 30 Sep, 11 | 543 | 1.12% |
| 30 Jun, 11 | 537 | -0.37% |
| 31 Mar, 11 | 539 | 5.27% |
| 31 Dec, 10 | 512 | 13.27% |
| 30 Sep, 10 | 452 | 0.22% |
| 30 Jun, 10 | 451 | -2.38% |
| 31 Mar, 10 | 462 | 5.72% |
| 31 Dec, 09 | 437 | 3.31% |
| 30 Sep, 09 | 423 | 2.42% |
| 30 Jun, 09 | 413 | 5.63% |
| 31 Mar, 09 | 391 | 2.62% |
| 31 Dec, 08 | 381 | - |
| 30 Sep, 08 | 381 | 6.42% |
| 30 Jun, 08 | 358 | 0.28% |
| 31 Mar, 08 | 357 | 5.31% |
| 31 Dec, 07 | 339 | 8.31% |
| 30 Sep, 07 | 313 | -0.32% |
| 30 Jun, 07 | 314 | -0.63% |
| 31 Mar, 07 | 316 | 1.61% |
| 31 Dec, 06 | 311 | 6.51% |
| 30 Sep, 06 | 292 | -2.67% |
| 30 Jun, 06 | 300 | -2.60% |
| 31 Mar, 06 | 308 | 3.70% |
| 31 Dec, 05 | 297 | 7.61% |
| 30 Sep, 05 | 276 | 0.36% |
| 30 Jun, 05 | 275 | 6.18% |
| 31 Mar, 05 | 259 | -3.36% |
| 31 Dec, 04 | 268 | 16.52% |
| 30 Sep, 04 | 230 | 12.75% |
| 30 Jun, 04 | 204 | -5.12% |
| 31 Mar, 04 | 215 | 14.36% |
| 31 Dec, 03 | 188 | -1.05% |
| 30 Sep, 03 | 190 | 16.56% |
| 30 Jun, 03 | 163 | 13.99% |
| 31 Mar, 03 | 143 | 5.93% |
| 31 Dec, 02 | 135 | 2.27% |
| 30 Sep, 02 | 132 | -7.04% |
| 30 Jun, 02 | 142 | 9.23% |
| 31 Mar, 02 | 130 | 9.24% |
| 31 Dec, 01 | 119 | -7.75% |
| 30 Sep, 01 | 129 | 0.78% |
| 30 Jun, 01 | 128 | -6.57% |
| 31 Mar, 01 | 137 | 407.41% |
| 31 Dec, 00 | 27 | 2600.00% |
| 30 Sep, 00 | 1 | -50.00% |
| 30 Jun, 00 | 2 | 100.00% |
| 31 Mar, 00 | 1 | -50.00% |
| 31 Dec, 99 | 2 | - |
| 31 Mar, 87 | 1 | - |
As of 30 Jun 24, 2,780 institutions are holding JPMorgan Chase's shares, representing a decrease of -32.90% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 471,048,759 | -76.83% |
| 31 Mar, 24 | 2,032,672,326 | -1.42% |
| 31 Dec, 23 | 2,061,944,230 | 3.01% |
| 30 Sep, 23 | 2,001,691,960 | -0.07% |
| 30 Jun, 23 | 2,003,078,568 | -4.52% |
| 31 Mar, 23 | 2,097,917,707 | 1.52% |
| 31 Dec, 22 | 2,066,424,729 | 2.16% |
| 30 Sep, 22 | 2,022,769,982 | -0.02% |
| 30 Jun, 22 | 2,023,226,803 | -0.57% |
| 31 Mar, 22 | 2,034,881,310 | -1.91% |
| 31 Dec, 21 | 2,074,524,736 | -0.18% |
| 30 Sep, 21 | 2,078,259,281 | -1.35% |
| 30 Jun, 21 | 2,106,602,764 | -2.52% |
| 31 Mar, 21 | 2,161,053,029 | -0.62% |
| 31 Dec, 20 | 2,174,535,456 | 1.76% |
| 30 Sep, 20 | 2,136,975,007 | -0.32% |
| 30 Jun, 20 | 2,143,733,466 | -2.65% |
| 31 Mar, 20 | 2,202,042,631 | -3.02% |
| 31 Dec, 19 | 2,270,643,180 | -0.71% |
| 30 Sep, 19 | 2,286,795,540 | -1.79% |
| 30 Jun, 19 | 2,328,358,255 | -0.75% |
| 31 Mar, 19 | 2,345,905,034 | -2.10% |
| 31 Dec, 18 | 2,396,155,832 | -1.67% |
| 30 Sep, 18 | 2,436,790,139 | -0.71% |
| 30 Jun, 18 | 2,454,134,957 | -1.85% |
| 31 Mar, 18 | 2,500,427,951 | -2.35% |
| 31 Dec, 17 | 2,560,705,559 | -1.24% |
| 30 Sep, 17 | 2,592,921,833 | -6.50% |
| 30 Jun, 17 | 2,773,213,159 | 3.95% |
| 31 Mar, 17 | 2,667,825,117 | -0.96% |
| 31 Dec, 16 | 2,693,582,767 | 0.99% |
| 30 Sep, 16 | 2,667,221,068 | -0.64% |
| 30 Jun, 16 | 2,684,533,573 | -2.85% |
| 31 Mar, 16 | 2,763,177,204 | 0.48% |
| 31 Dec, 15 | 2,749,885,963 | -0.72% |
| 30 Sep, 15 | 2,769,851,145 | -0.55% |
| 30 Jun, 15 | 2,785,094,851 | 0.70% |
| 31 Mar, 15 | 2,765,802,031 | -1.16% |
| 31 Dec, 14 | 2,798,283,157 | 0.77% |
| 30 Sep, 14 | 2,776,799,031 | -0.14% |
| 30 Jun, 14 | 2,780,644,630 | 0.73% |
| 31 Mar, 14 | 2,760,628,103 | 1.48% |
| 31 Dec, 13 | 2,720,348,457 | 0.86% |
| 30 Sep, 13 | 2,697,165,415 | 3.77% |
| 30 Jun, 13 | 2,599,149,822 | -70.19% |
| 31 Mar, 13 | 8,717,791,372 | 79.13% |
| 31 Dec, 12 | 4,866,799,900 | 364.06% |
| 30 Sep, 12 | 1,048,739,499 | -10.86% |
| 30 Jun, 12 | 1,176,525,753 | 20.96% |
| 31 Mar, 12 | 972,659,276 | -17.08% |
| 31 Dec, 11 | 1,172,969,269 | 13.52% |
| 30 Sep, 11 | 1,033,276,682 | -17.21% |
| 30 Jun, 11 | 1,248,022,679 | -1.85% |
| 31 Mar, 11 | 1,271,532,332 | 24.23% |
| 31 Dec, 10 | 1,023,505,638 | -78.63% |
| 30 Sep, 10 | 4,788,421,665 | -2.11% |
| 30 Jun, 10 | 4,891,633,665 | 440.36% |
| 31 Mar, 10 | 905,254,031 | 2.17% |
| 31 Dec, 09 | 886,059,986 | -6.76% |
| 30 Sep, 09 | 950,304,725 | -79.61% |
| 30 Jun, 09 | 4,660,278,805 | 447.06% |
| 31 Mar, 09 | 851,880,865 | -9.76% |
| 31 Dec, 08 | 944,016,131 | 43.08% |
| 30 Sep, 08 | 659,794,227 | 42.16% |
| 30 Jun, 08 | 464,112,788 | -2.82% |
| 31 Mar, 08 | 477,575,739 | -87.79% |
| 31 Dec, 07 | 3,912,702,691 | 684.01% |
| 30 Sep, 07 | 499,060,281 | -5.37% |
| 30 Jun, 07 | 527,402,672 | 64.92% |
| 31 Mar, 07 | 319,796,733 | -40.06% |
| 31 Dec, 06 | 533,538,171 | -4.36% |
| 30 Sep, 06 | 557,859,705 | 6.29% |
| 30 Jun, 06 | 524,833,498 | 9.52% |
| 31 Mar, 06 | 479,208,746 | 9.20% |
| 31 Dec, 05 | 438,852,514 | -88.89% |
| 30 Sep, 05 | 3,951,105,976 | 773.88% |
| 30 Jun, 05 | 452,135,726 | -88.55% |
| 31 Mar, 05 | 3,947,129,588 | -0.15% |
| 31 Dec, 04 | 3,953,034,638 | 818.06% |
| 30 Sep, 04 | 430,585,943 | 71.23% |
| 30 Jun, 04 | 251,471,450 | 6.96% |
| 31 Mar, 04 | 235,114,606 | 33.15% |
| 31 Dec, 03 | 176,582,863 | -16.98% |
| 30 Sep, 03 | 212,701,830 | 54.24% |
| 30 Jun, 03 | 137,898,826 | -93.62% |
| 31 Mar, 03 | 2,162,259,142 | 1.42% |
| 31 Dec, 02 | 2,131,918,219 | 1580.51% |
| 30 Sep, 02 | 126,861,399 | -94.00% |
| 30 Jun, 02 | 2,114,887,715 | 1150.84% |
| 31 Mar, 02 | 169,077,926 | 53.55% |
| 31 Dec, 01 | 110,115,115 | -94.76% |
| 30 Sep, 01 | 2,100,295,557 | 795.40% |
| 30 Jun, 01 | 234,564,796 | 9.87% |
| 31 Mar, 01 | 213,485,250 | 2827.28% |
| 31 Dec, 00 | 7,292,955 | 241388.58% |
| 30 Sep, 00 | 3,020 | -93.81% |
| 30 Jun, 00 | 48,756 | 1514.44% |
| 31 Mar, 00 | 3,020 | -66.41% |
| 31 Dec, 99 | 8,991 | - |
| 31 Mar, 87 | 2,128 | - |
JPMorgan Chase (JPM) has 471.05M shares outstanding as of 30 Jun 24, down -76.83% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 16.20% | 0.33% |
| 31 Mar, 24 | 69.89% | 1.42% |
| 31 Dec, 23 | 70.17% | 1.50% |
| 30 Sep, 23 | 68.38% | 1.48% |
| 30 Jun, 23 | 68.04% | 1.36% |
| 31 Mar, 23 | 70.67% | 1.45% |
| 31 Dec, 22 | 69.74% | 1.49% |
| 30 Sep, 22 | 68.31% | 1.46% |
| 30 Jun, 22 | 68.30% | 1.46% |
| 31 Mar, 22 | 68.35% | 1.45% |
| 31 Dec, 21 | 68.66% | 1.43% |
| 30 Sep, 21 | 69.22% | 1.44% |
| 30 Jun, 21 | 69.27% | 1.41% |
| 31 Mar, 21 | 70.21% | 1.41% |
| 31 Dec, 20 | 70.55% | 1.47% |
| 30 Sep, 20 | 69.32% | 1.43% |
| 30 Jun, 20 | 69.58% | 1.38% |
| 31 Mar, 20 | 71.13% | 1.43% |
| 31 Dec, 19 | 70.48% | 1.39% |
| 30 Sep, 19 | 71.30% | 1.40% |
| 30 Jun, 19 | 71.43% | 1.42% |
| 31 Mar, 19 | 70.91% | 1.37% |
| 31 Dec, 18 | 71.83% | 1.39% |
| 30 Sep, 18 | 71.79% | 1.41% |
| 30 Jun, 18 | 71.45% | 1.38% |
| 31 Mar, 18 | 71.94% | 1.34% |
| 31 Dec, 17 | 73.15% | 1.38% |
| 30 Sep, 17 | 72.88% | 1.23% |
| 30 Jun, 17 | 77.06% | 1.42% |
| 31 Mar, 17 | 73.67% | 1.32% |
| 31 Dec, 16 | 74.70% | 1.41% |
| 30 Sep, 16 | 72.68% | 1.38% |
| 30 Jun, 16 | 72.64% | 1.33% |
| 31 Mar, 16 | 73.93% | 1.39% |
| 31 Dec, 15 | 72.87% | 1.32% |
| 30 Sep, 15 | 74.35% | 1.34% |
| 30 Jun, 15 | 74.40% | 1.37% |
| 31 Mar, 15 | 73.61% | 1.35% |
| 31 Dec, 14 | 73.73% | 1.37% |
| 30 Sep, 14 | 73.29% | 1.38% |
| 30 Jun, 14 | 72.93% | 1.40% |
| 31 Mar, 14 | 72.22% | 1.42% |
| 31 Dec, 13 | 71.31% | 1.39% |
| 30 Sep, 13 | 71.60% | 1.54% |
| 30 Jun, 13 | 68.17% | 0.13% |
| 31 Mar, 13 | 226.61% | 1.40% |
| 31 Dec, 12 | 127.37% | 16.75% |
| 30 Sep, 12 | 27.57% | 2.89% |
| 30 Jun, 12 | 30.89% | 4.76% |
| 31 Mar, 12 | 25.47% | 2.68% |
| 31 Dec, 11 | 30.85% | 4.30% |
| 30 Sep, 11 | 26.77% | 2.69% |
| 30 Jun, 11 | 31.53% | 3.09% |
| 31 Mar, 11 | 31.94% | 4.77% |
| 31 Dec, 10 | 25.87% | 0.18% |
| 30 Sep, 10 | 121.09% | 0.80% |
| 30 Jun, 10 | 122.80% | 23.62% |
| 31 Mar, 10 | 22.80% | 4.52% |
| 31 Dec, 09 | 22.45% | 3.86% |
| 30 Sep, 09 | 24.13% | 0.16% |
| 30 Jun, 09 | 122.27% | 23.77% |
| 31 Mar, 09 | 22.68% | 3.12% |
| 31 Dec, 08 | 26.96% | 7.21% |
| 30 Sep, 08 | 19.34% | 10.54% |
| 30 Jun, 08 | 13.55% | 6.85% |
| 31 Mar, 08 | 14.06% | 0.10% |
| 31 Dec, 07 | 116.21% | 53.18% |
| 30 Sep, 07 | 14.78% | 6.20% |
| 30 Jun, 07 | 15.44% | 18.04% |
| 31 Mar, 07 | 9.25% | 3.88% |
| 31 Dec, 06 | 15.44% | 5.97% |
| 30 Sep, 06 | 16.08% | 7.05% |
| 30 Jun, 06 | 15.11% | 7.93% |
| 31 Mar, 06 | 13.80% | 8.64% |
| 31 Dec, 05 | 12.64% | 0.10% |
| 30 Sep, 05 | 113.37% | 67.67% |
| 30 Jun, 05 | 12.94% | 0.10% |
| 31 Mar, 05 | 112.21% | 0.89% |
| 31 Dec, 04 | 112.38% | 74.83% |
| 30 Sep, 04 | 12.26% | 8.09% |
| 30 Jun, 04 | 12.31% | 9.19% |
| 31 Mar, 04 | 11.57% | 15.11% |
| 31 Dec, 03 | 8.75% | 7.83% |
| 30 Sep, 03 | 10.57% | 22.37% |
| 30 Jun, 03 | 6.87% | 0.06% |
| 31 Mar, 03 | 108.11% | 0.94% |
| 31 Dec, 02 | 107.46% | 263.35% |
| 30 Sep, 02 | 6.39% | 0.06% |
| 30 Jun, 02 | 106.67% | 146.02% |
| 31 Mar, 02 | 8.55% | 27.42% |
| 31 Dec, 01 | 5.58% | 0.05% |
| 30 Sep, 01 | 106.33% | 75.64% |
| 30 Jun, 01 | 11.86% | 10.06% |
| 31 Mar, 01 | 10.86% | 7244.85% |
| 31 Dec, 00 | 0.39% | 812160900.00% |
| 30 Sep, 00 | 0.00% | 1487.50% |
| 30 Jun, 00 | 0.00% | 8091400.00% |
| 31 Mar, 00 | 0.00% | 48871.43% |
| 31 Dec, 99 | 0.00% | - |
| 31 Mar, 87 | 0.00% | - |
As of 30 Jun 24, JPMorgan Chase is held by 16.20% institutional shareholders, representing a 0.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1,259 | -31.09% |
| 31 Mar, 24 | 1,827 | -7.49% |
| 31 Dec, 23 | 1,975 | 16.79% |
| 30 Sep, 23 | 1,691 | -5.64% |
| 30 Jun, 23 | 1,792 | -0.99% |
| 31 Mar, 23 | 1,810 | -6.02% |
| 31 Dec, 22 | 1,926 | 7.24% |
| 30 Sep, 22 | 1,796 | -5.22% |
| 30 Jun, 22 | 1,895 | -0.37% |
| 31 Mar, 22 | 1,902 | -7.94% |
| 31 Dec, 21 | 2,066 | 27.06% |
| 30 Sep, 21 | 1,626 | -0.31% |
| 30 Jun, 21 | 1,631 | 6.53% |
| 31 Mar, 21 | 1,531 | -11.96% |
| 31 Dec, 20 | 1,739 | 22.81% |
| 30 Sep, 20 | 1,416 | -12.75% |
| 30 Jun, 20 | 1,623 | 14.70% |
| 31 Mar, 20 | 1,415 | -1.46% |
| 31 Dec, 19 | 1,436 | 18.78% |
| 30 Sep, 19 | 1,209 | -8.06% |
| 30 Jun, 19 | 1,315 | 1.47% |
| 31 Mar, 19 | 1,296 | -2.56% |
| 31 Dec, 18 | 1,330 | 24.42% |
| 30 Sep, 18 | 1,069 | -6.80% |
| 30 Jun, 18 | 1,147 | 4.75% |
| 31 Mar, 18 | 1,095 | -6.33% |
| 31 Dec, 17 | 1,169 | 23.18% |
| 30 Sep, 17 | 949 | -13.02% |
| 30 Jun, 17 | 1,091 | 17.56% |
| 31 Mar, 17 | 928 | -0.54% |
| 31 Dec, 16 | 933 | 9.76% |
| 30 Sep, 16 | 850 | -4.49% |
| 30 Jun, 16 | 890 | -9.37% |
| 31 Mar, 16 | 982 | 2.29% |
| 31 Dec, 15 | 960 | 11.63% |
| 30 Sep, 15 | 860 | -3.37% |
| 30 Jun, 15 | 890 | 8.67% |
| 31 Mar, 15 | 819 | -4.43% |
| 31 Dec, 14 | 857 | 13.81% |
| 30 Sep, 14 | 753 | -1.18% |
| 30 Jun, 14 | 762 | -7.52% |
| 31 Mar, 14 | 824 | -4.63% |
| 31 Dec, 13 | 864 | 13.24% |
| 30 Sep, 13 | 763 | -36.89% |
| 30 Jun, 13 | 1,209 | 213.21% |
| 31 Mar, 13 | 386 | 5.46% |
| 31 Dec, 12 | 366 | 9.91% |
| 30 Sep, 12 | 333 | -10.72% |
| 30 Jun, 12 | 373 | 10.36% |
| 31 Mar, 12 | 338 | 7.30% |
| 31 Dec, 11 | 315 | 7.88% |
| 30 Sep, 11 | 292 | 2.10% |
| 30 Jun, 11 | 286 | -7.14% |
| 31 Mar, 11 | 308 | 0.65% |
| 31 Dec, 10 | 306 | 29.11% |
| 30 Sep, 10 | 237 | -5.58% |
| 30 Jun, 10 | 251 | -7.04% |
| 31 Mar, 10 | 270 | 7.14% |
| 31 Dec, 09 | 252 | 9.57% |
| 30 Sep, 09 | 230 | -2.95% |
| 30 Jun, 09 | 237 | 6.76% |
| 31 Mar, 09 | 222 | -0.45% |
| 31 Dec, 08 | 223 | - |
| 30 Sep, 08 | 223 | 7.73% |
| 30 Jun, 08 | 207 | 12.50% |
| 31 Mar, 08 | 184 | -1.60% |
| 31 Dec, 07 | 187 | 17.61% |
| 30 Sep, 07 | 159 | 6.71% |
| 30 Jun, 07 | 149 | -5.10% |
| 31 Mar, 07 | 157 | -7.10% |
| 31 Dec, 06 | 169 | 14.97% |
| 30 Sep, 06 | 147 | -8.13% |
| 30 Jun, 06 | 160 | -6.43% |
| 31 Mar, 06 | 171 | 5.56% |
| 31 Dec, 05 | 162 | 5.88% |
| 30 Sep, 05 | 153 | 6.25% |
| 30 Jun, 05 | 144 | -2.70% |
| 31 Mar, 05 | 148 | -9.76% |
| 31 Dec, 04 | 164 | -6.29% |
| 30 Sep, 04 | 175 | 50.86% |
| 30 Jun, 04 | 116 | -17.73% |
| 31 Mar, 04 | 141 | 45.36% |
| 31 Dec, 03 | 97 | -13.39% |
| 30 Sep, 03 | 112 | 31.76% |
| 30 Jun, 03 | 85 | 7.59% |
| 31 Mar, 03 | 79 | 5.33% |
| 31 Dec, 02 | 75 | 8.70% |
| 30 Sep, 02 | 69 | -10.39% |
| 30 Jun, 02 | 77 | -9.41% |
| 31 Mar, 02 | 85 | 14.86% |
| 31 Dec, 01 | 74 | 4.23% |
| 30 Sep, 01 | 71 | - |
| 30 Jun, 01 | 71 | -43.65% |
| 31 Mar, 01 | 126 | 384.62% |
| 31 Dec, 00 | 26 | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | -50.00% |
| 31 Dec, 99 | 2 | - |
| 31 Mar, 87 | 1 | - |
1,259 institutional shareholders have increased their position in JPM stock as of 30 Jun 24 compared to 1,827 in the previous quarter (a -31.09% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1,223 | -33.02% |
| 31 Mar, 24 | 1,826 | 12.58% |
| 31 Dec, 23 | 1,622 | 4.31% |
| 30 Sep, 23 | 1,555 | 3.87% |
| 30 Jun, 23 | 1,497 | 4.54% |
| 31 Mar, 23 | 1,432 | 6.39% |
| 31 Dec, 22 | 1,346 | 10.51% |
| 30 Sep, 22 | 1,218 | 2.18% |
| 30 Jun, 22 | 1,192 | -6.36% |
| 31 Mar, 22 | 1,273 | 10.89% |
| 31 Dec, 21 | 1,148 | -5.90% |
| 30 Sep, 21 | 1,220 | -4.54% |
| 30 Jun, 21 | 1,278 | -7.39% |
| 31 Mar, 21 | 1,380 | 19.07% |
| 31 Dec, 20 | 1,159 | 1.85% |
| 30 Sep, 20 | 1,138 | 13.23% |
| 30 Jun, 20 | 1,005 | -15.12% |
| 31 Mar, 20 | 1,184 | -1.25% |
| 31 Dec, 19 | 1,199 | 7.15% |
| 30 Sep, 19 | 1,119 | 8.33% |
| 30 Jun, 19 | 1,033 | -0.48% |
| 31 Mar, 19 | 1,038 | 1.17% |
| 31 Dec, 18 | 1,026 | -5.70% |
| 30 Sep, 18 | 1,088 | 8.04% |
| 30 Jun, 18 | 1,007 | -8.45% |
| 31 Mar, 18 | 1,100 | 8.80% |
| 31 Dec, 17 | 1,011 | 2.85% |
| 30 Sep, 17 | 983 | 15.11% |
| 30 Jun, 17 | 854 | -16.93% |
| 31 Mar, 17 | 1,028 | 4.79% |
| 31 Dec, 16 | 981 | 15.01% |
| 30 Sep, 16 | 853 | 6.49% |
| 30 Jun, 16 | 801 | 9.88% |
| 31 Mar, 16 | 729 | -3.70% |
| 31 Dec, 15 | 757 | 3.27% |
| 30 Sep, 15 | 733 | -0.27% |
| 30 Jun, 15 | 735 | -2.13% |
| 31 Mar, 15 | 751 | -0.13% |
| 31 Dec, 14 | 752 | 4.74% |
| 30 Sep, 14 | 718 | -2.84% |
| 30 Jun, 14 | 739 | 2.92% |
| 31 Mar, 14 | 718 | 3.31% |
| 31 Dec, 13 | 695 | 6.76% |
| 30 Sep, 13 | 651 | 129.23% |
| 30 Jun, 13 | 284 | 8.81% |
| 31 Mar, 13 | 261 | 3.98% |
| 31 Dec, 12 | 251 | 10.57% |
| 30 Sep, 12 | 227 | 22.70% |
| 30 Jun, 12 | 185 | -15.91% |
| 31 Mar, 12 | 220 | -5.98% |
| 31 Dec, 11 | 234 | 24.47% |
| 30 Sep, 11 | 188 | 10.59% |
| 30 Jun, 11 | 170 | 4.29% |
| 31 Mar, 11 | 163 | 7.95% |
| 31 Dec, 10 | 151 | -5.63% |
| 30 Sep, 10 | 160 | 3.90% |
| 30 Jun, 10 | 154 | 6.94% |
| 31 Mar, 10 | 144 | 2.13% |
| 31 Dec, 09 | 141 | -9.03% |
| 30 Sep, 09 | 155 | 10.71% |
| 30 Jun, 09 | 140 | 3.70% |
| 31 Mar, 09 | 135 | 5.47% |
| 31 Dec, 08 | 128 | 11.30% |
| 30 Sep, 08 | 115 | 6.48% |
| 30 Jun, 08 | 108 | -15.63% |
| 31 Mar, 08 | 128 | 9.40% |
| 31 Dec, 07 | 117 | 8.33% |
| 30 Sep, 07 | 108 | -6.09% |
| 30 Jun, 07 | 115 | -8.73% |
| 31 Mar, 07 | 126 | 26.00% |
| 31 Dec, 06 | 100 | -1.96% |
| 30 Sep, 06 | 102 | -4.67% |
| 30 Jun, 06 | 107 | 1.90% |
| 31 Mar, 06 | 105 | 7.14% |
| 31 Dec, 05 | 98 | 16.67% |
| 30 Sep, 05 | 84 | -13.40% |
| 30 Jun, 05 | 97 | 18.29% |
| 31 Mar, 05 | 82 | 7.89% |
| 31 Dec, 04 | 76 | 117.14% |
| 30 Sep, 04 | 35 | -46.15% |
| 30 Jun, 04 | 65 | 12.07% |
| 31 Mar, 04 | 58 | -13.43% |
| 31 Dec, 03 | 67 | 34.00% |
| 30 Sep, 03 | 50 | -9.09% |
| 30 Jun, 03 | 55 | 25.00% |
| 31 Mar, 03 | 44 | -2.22% |
| 31 Dec, 02 | 45 | -2.17% |
| 30 Sep, 02 | 46 | -9.80% |
| 30 Jun, 02 | 51 | 50.00% |
| 31 Mar, 02 | 34 | 6.25% |
| 31 Dec, 01 | 32 | -25.58% |
| 30 Sep, 01 | 43 | - |
| 30 Jun, 01 | 43 | 377.78% |
| 31 Mar, 01 | 9 | - |
| 31 Dec, 00 | - | - |
| 30 Sep, 00 | - | - |
| 30 Jun, 00 | - | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | - |
| 31 Mar, 87 | - | - |
1,223 institutional shareholders have reduced their position in JPM stock as of 30 Jun 24 compared to 1,826 in the previous quarter (a -33.02% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 2,780 | -32.90% | 471,048,759 | -76.83% | 16.20% | 0.33% | 1,259 | -31.09% | 1,223 | -33.02% |
| 31 Mar, 24 | 4,143 | 3.03% | 2,032,672,326 | -1.42% | 69.89% | 1.42% | 1,827 | -7.49% | 1,826 | 12.58% |
| 31 Dec, 23 | 4,021 | 6.97% | 2,061,944,230 | 3.01% | 70.17% | 1.50% | 1,975 | 16.79% | 1,622 | 4.31% |
| 30 Sep, 23 | 3,759 | 0.37% | 2,001,691,960 | -0.07% | 68.38% | 1.48% | 1,691 | -5.64% | 1,555 | 3.87% |
| 30 Jun, 23 | 3,745 | 1.68% | 2,003,078,568 | -4.52% | 68.04% | 1.36% | 1,792 | -0.99% | 1,497 | 4.54% |
| 31 Mar, 23 | 3,683 | -0.54% | 2,097,917,707 | 1.52% | 70.67% | 1.45% | 1,810 | -6.02% | 1,432 | 6.39% |
| 31 Dec, 22 | 3,703 | 6.47% | 2,066,424,729 | 2.16% | 69.74% | 1.49% | 1,926 | 7.24% | 1,346 | 10.51% |
| 30 Sep, 22 | 3,478 | -0.94% | 2,022,769,982 | -0.02% | 68.31% | 1.46% | 1,796 | -5.22% | 1,218 | 2.18% |
| 30 Jun, 22 | 3,511 | -2.34% | 2,023,226,803 | -0.57% | 68.30% | 1.46% | 1,895 | -0.37% | 1,192 | -6.36% |
| 31 Mar, 22 | 3,595 | -1.43% | 2,034,881,310 | -1.91% | 68.35% | 1.45% | 1,902 | -7.94% | 1,273 | 10.89% |
| 31 Dec, 21 | 3,647 | 9.98% | 2,074,524,736 | -0.18% | 68.66% | 1.43% | 2,066 | 27.06% | 1,148 | -5.90% |
| 30 Sep, 21 | 3,316 | -0.06% | 2,078,259,281 | -1.35% | 69.22% | 1.44% | 1,626 | -0.31% | 1,220 | -4.54% |
| 30 Jun, 21 | 3,318 | 0.97% | 2,106,602,764 | -2.52% | 69.27% | 1.41% | 1,631 | 6.53% | 1,278 | -7.39% |
| 31 Mar, 21 | 3,286 | 2.11% | 2,161,053,029 | -0.62% | 70.21% | 1.41% | 1,531 | -11.96% | 1,380 | 19.07% |
| 31 Dec, 20 | 3,218 | 10.17% | 2,174,535,456 | 1.76% | 70.55% | 1.47% | 1,739 | 22.81% | 1,159 | 1.85% |
| 30 Sep, 20 | 2,921 | -1.18% | 2,136,975,007 | -0.32% | 69.32% | 1.43% | 1,416 | -12.75% | 1,138 | 13.23% |
| 30 Jun, 20 | 2,956 | 3.36% | 2,143,733,466 | -2.65% | 69.58% | 1.38% | 1,623 | 14.70% | 1,005 | -15.12% |
| 31 Mar, 20 | 2,860 | -3.74% | 2,202,042,631 | -3.02% | 71.13% | 1.43% | 1,415 | -1.46% | 1,184 | -1.25% |
| 31 Dec, 19 | 2,971 | 10.20% | 2,270,643,180 | -0.71% | 70.48% | 1.39% | 1,436 | 18.78% | 1,199 | 7.15% |
| 30 Sep, 19 | 2,696 | -0.74% | 2,286,795,540 | -1.79% | 71.30% | 1.40% | 1,209 | -8.06% | 1,119 | 8.33% |
| 30 Jun, 19 | 2,716 | 1.42% | 2,328,358,255 | -0.75% | 71.43% | 1.42% | 1,315 | 1.47% | 1,033 | -0.48% |
| 31 Mar, 19 | 2,678 | -0.11% | 2,345,905,034 | -2.10% | 70.91% | 1.37% | 1,296 | -2.56% | 1,038 | 1.17% |
| 31 Dec, 18 | 2,681 | 5.93% | 2,396,155,832 | -1.67% | 71.83% | 1.39% | 1,330 | 24.42% | 1,026 | -5.70% |
| 30 Sep, 18 | 2,531 | 0.28% | 2,436,790,139 | -0.71% | 71.79% | 1.41% | 1,069 | -6.80% | 1,088 | 8.04% |
| 30 Jun, 18 | 2,524 | -0.20% | 2,454,134,957 | -1.85% | 71.45% | 1.38% | 1,147 | 4.75% | 1,007 | -8.45% |
| 31 Mar, 18 | 2,529 | 1.28% | 2,500,427,951 | -2.35% | 71.94% | 1.34% | 1,095 | -6.33% | 1,100 | 8.80% |
| 31 Dec, 17 | 2,497 | 9.18% | 2,560,705,559 | -1.24% | 73.15% | 1.38% | 1,169 | 23.18% | 1,011 | 2.85% |
| 30 Sep, 17 | 2,287 | -0.09% | 2,592,921,833 | -6.50% | 72.88% | 1.23% | 949 | -13.02% | 983 | 15.11% |
| 30 Jun, 17 | 2,289 | 1.91% | 2,773,213,159 | 3.95% | 77.06% | 1.42% | 1,091 | 17.56% | 854 | -16.93% |
| 31 Mar, 17 | 2,246 | 2.74% | 2,667,825,117 | -0.96% | 73.67% | 1.32% | 928 | -0.54% | 1,028 | 4.79% |
| 31 Dec, 16 | 2,186 | 9.41% | 2,693,582,767 | 0.99% | 74.70% | 1.41% | 933 | 9.76% | 981 | 15.01% |
| 30 Sep, 16 | 1,998 | 0.35% | 2,667,221,068 | -0.64% | 72.68% | 1.38% | 850 | -4.49% | 853 | 6.49% |
| 30 Jun, 16 | 1,991 | 0.35% | 2,684,533,573 | -2.85% | 72.64% | 1.33% | 890 | -9.37% | 801 | 9.88% |
| 31 Mar, 16 | 1,984 | -0.90% | 2,763,177,204 | 0.48% | 73.93% | 1.39% | 982 | 2.29% | 729 | -3.70% |
| 31 Dec, 15 | 2,002 | 5.59% | 2,749,885,963 | -0.72% | 72.87% | 1.32% | 960 | 11.63% | 757 | 3.27% |
| 30 Sep, 15 | 1,896 | -0.58% | 2,769,851,145 | -0.55% | 74.35% | 1.34% | 860 | -3.37% | 733 | -0.27% |
| 30 Jun, 15 | 1,907 | 1.49% | 2,785,094,851 | 0.70% | 74.40% | 1.37% | 890 | 8.67% | 735 | -2.13% |
| 31 Mar, 15 | 1,879 | -0.69% | 2,765,802,031 | -1.16% | 73.61% | 1.35% | 819 | -4.43% | 751 | -0.13% |
| 31 Dec, 14 | 1,892 | 6.65% | 2,798,283,157 | 0.77% | 73.73% | 1.37% | 857 | 13.81% | 752 | 4.74% |
| 30 Sep, 14 | 1,774 | -0.17% | 2,776,799,031 | -0.14% | 73.29% | 1.38% | 753 | -1.18% | 718 | -2.84% |
| 30 Jun, 14 | 1,777 | -0.89% | 2,780,644,630 | 0.73% | 72.93% | 1.40% | 762 | -7.52% | 739 | 2.92% |
| 31 Mar, 14 | 1,793 | -0.06% | 2,760,628,103 | 1.48% | 72.22% | 1.42% | 824 | -4.63% | 718 | 3.31% |
| 31 Dec, 13 | 1,794 | 8.46% | 2,720,348,457 | 0.86% | 71.31% | 1.39% | 864 | 13.24% | 695 | 6.76% |
| 30 Sep, 13 | 1,654 | 1.66% | 2,697,165,415 | 3.77% | 71.60% | 1.54% | 763 | -36.89% | 651 | 129.23% |
| 30 Jun, 13 | 1,627 | 121.66% | 2,599,149,822 | -70.19% | 68.17% | 0.13% | 1,209 | 213.21% | 284 | 8.81% |
| 31 Mar, 13 | 734 | 3.53% | 8,717,791,372 | 79.13% | 226.61% | 1.40% | 386 | 5.46% | 261 | 3.98% |
| 31 Dec, 12 | 709 | 9.41% | 4,866,799,900 | 364.06% | 127.37% | 16.75% | 366 | 9.91% | 251 | 10.57% |
| 30 Sep, 12 | 648 | 3.85% | 1,048,739,499 | -10.86% | 27.57% | 2.89% | 333 | -10.72% | 227 | 22.70% |
| 30 Jun, 12 | 624 | 0.65% | 1,176,525,753 | 20.96% | 30.89% | 4.76% | 373 | 10.36% | 185 | -15.91% |
| 31 Mar, 12 | 620 | 1.14% | 972,659,276 | -17.08% | 25.47% | 2.68% | 338 | 7.30% | 220 | -5.98% |
| 31 Dec, 11 | 613 | 12.89% | 1,172,969,269 | 13.52% | 30.85% | 4.30% | 315 | 7.88% | 234 | 24.47% |
| 30 Sep, 11 | 543 | 1.12% | 1,033,276,682 | -17.21% | 26.77% | 2.69% | 292 | 2.10% | 188 | 10.59% |
| 30 Jun, 11 | 537 | -0.37% | 1,248,022,679 | -1.85% | 31.53% | 3.09% | 286 | -7.14% | 170 | 4.29% |
| 31 Mar, 11 | 539 | 5.27% | 1,271,532,332 | 24.23% | 31.94% | 4.77% | 308 | 0.65% | 163 | 7.95% |
| 31 Dec, 10 | 512 | 13.27% | 1,023,505,638 | -78.63% | 25.87% | 0.18% | 306 | 29.11% | 151 | -5.63% |
| 30 Sep, 10 | 452 | 0.22% | 4,788,421,665 | -2.11% | 121.09% | 0.80% | 237 | -5.58% | 160 | 3.90% |
| 30 Jun, 10 | 451 | -2.38% | 4,891,633,665 | 440.36% | 122.80% | 23.62% | 251 | -7.04% | 154 | 6.94% |
| 31 Mar, 10 | 462 | 5.72% | 905,254,031 | 2.17% | 22.80% | 4.52% | 270 | 7.14% | 144 | 2.13% |
| 31 Dec, 09 | 437 | 3.31% | 886,059,986 | -6.76% | 22.45% | 3.86% | 252 | 9.57% | 141 | -9.03% |
| 30 Sep, 09 | 423 | 2.42% | 950,304,725 | -79.61% | 24.13% | 0.16% | 230 | -2.95% | 155 | 10.71% |
| 30 Jun, 09 | 413 | 5.63% | 4,660,278,805 | 447.06% | 122.27% | 23.77% | 237 | 6.76% | 140 | 3.70% |
| 31 Mar, 09 | 391 | 2.62% | 851,880,865 | -9.76% | 22.68% | 3.12% | 222 | -0.45% | 135 | 5.47% |
| 31 Dec, 08 | 381 | - | 944,016,131 | 43.08% | 26.96% | 7.21% | 223 | - | 128 | 11.30% |
| 30 Sep, 08 | 381 | 6.42% | 659,794,227 | 42.16% | 19.34% | 10.54% | 223 | 7.73% | 115 | 6.48% |
| 30 Jun, 08 | 358 | 0.28% | 464,112,788 | -2.82% | 13.55% | 6.85% | 207 | 12.50% | 108 | -15.63% |
| 31 Mar, 08 | 357 | 5.31% | 477,575,739 | -87.79% | 14.06% | 0.10% | 184 | -1.60% | 128 | 9.40% |
| 31 Dec, 07 | 339 | 8.31% | 3,912,702,691 | 684.01% | 116.21% | 53.18% | 187 | 17.61% | 117 | 8.33% |
| 30 Sep, 07 | 313 | -0.32% | 499,060,281 | -5.37% | 14.78% | 6.20% | 159 | 6.71% | 108 | -6.09% |
| 30 Jun, 07 | 314 | -0.63% | 527,402,672 | 64.92% | 15.44% | 18.04% | 149 | -5.10% | 115 | -8.73% |
| 31 Mar, 07 | 316 | 1.61% | 319,796,733 | -40.06% | 9.25% | 3.88% | 157 | -7.10% | 126 | 26.00% |
| 31 Dec, 06 | 311 | 6.51% | 533,538,171 | -4.36% | 15.44% | 5.97% | 169 | 14.97% | 100 | -1.96% |
| 30 Sep, 06 | 292 | -2.67% | 557,859,705 | 6.29% | 16.08% | 7.05% | 147 | -8.13% | 102 | -4.67% |
| 30 Jun, 06 | 300 | -2.60% | 524,833,498 | 9.52% | 15.11% | 7.93% | 160 | -6.43% | 107 | 1.90% |
| 31 Mar, 06 | 308 | 3.70% | 479,208,746 | 9.20% | 13.80% | 8.64% | 171 | 5.56% | 105 | 7.14% |
| 31 Dec, 05 | 297 | 7.61% | 438,852,514 | -88.89% | 12.64% | 0.10% | 162 | 5.88% | 98 | 16.67% |
| 30 Sep, 05 | 276 | 0.36% | 3,951,105,976 | 773.88% | 113.37% | 67.67% | 153 | 6.25% | 84 | -13.40% |
| 30 Jun, 05 | 275 | 6.18% | 452,135,726 | -88.55% | 12.94% | 0.10% | 144 | -2.70% | 97 | 18.29% |
| 31 Mar, 05 | 259 | -3.36% | 3,947,129,588 | -0.15% | 112.21% | 0.89% | 148 | -9.76% | 82 | 7.89% |
| 31 Dec, 04 | 268 | 16.52% | 3,953,034,638 | 818.06% | 112.38% | 74.83% | 164 | -6.29% | 76 | 117.14% |
| 30 Sep, 04 | 230 | 12.75% | 430,585,943 | 71.23% | 12.26% | 8.09% | 175 | 50.86% | 35 | -46.15% |
| 30 Jun, 04 | 204 | -5.12% | 251,471,450 | 6.96% | 12.31% | 9.19% | 116 | -17.73% | 65 | 12.07% |
| 31 Mar, 04 | 215 | 14.36% | 235,114,606 | 33.15% | 11.57% | 15.11% | 141 | 45.36% | 58 | -13.43% |
| 31 Dec, 03 | 188 | -1.05% | 176,582,863 | -16.98% | 8.75% | 7.83% | 97 | -13.39% | 67 | 34.00% |
| 30 Sep, 03 | 190 | 16.56% | 212,701,830 | 54.24% | 10.57% | 22.37% | 112 | 31.76% | 50 | -9.09% |
| 30 Jun, 03 | 163 | 13.99% | 137,898,826 | -93.62% | 6.87% | 0.06% | 85 | 7.59% | 55 | 25.00% |
| 31 Mar, 03 | 143 | 5.93% | 2,162,259,142 | 1.42% | 108.11% | 0.94% | 79 | 5.33% | 44 | -2.22% |
| 31 Dec, 02 | 135 | 2.27% | 2,131,918,219 | 1580.51% | 107.46% | 263.35% | 75 | 8.70% | 45 | -2.17% |
| 30 Sep, 02 | 132 | -7.04% | 126,861,399 | -94.00% | 6.39% | 0.06% | 69 | -10.39% | 46 | -9.80% |
| 30 Jun, 02 | 142 | 9.23% | 2,114,887,715 | 1150.84% | 106.67% | 146.02% | 77 | -9.41% | 51 | 50.00% |
| 31 Mar, 02 | 130 | 9.24% | 169,077,926 | 53.55% | 8.55% | 27.42% | 85 | 14.86% | 34 | 6.25% |
| 31 Dec, 01 | 119 | -7.75% | 110,115,115 | -94.76% | 5.58% | 0.05% | 74 | 4.23% | 32 | -25.58% |
| 30 Sep, 01 | 129 | 0.78% | 2,100,295,557 | 795.40% | 106.33% | 75.64% | 71 | - | 43 | - |
| 30 Jun, 01 | 128 | -6.57% | 234,564,796 | 9.87% | 11.86% | 10.06% | 71 | -43.65% | 43 | 377.78% |
| 31 Mar, 01 | 137 | 407.41% | 213,485,250 | 2827.28% | 10.86% | 7244.85% | 126 | 384.62% | 9 | - |
| 31 Dec, 00 | 27 | 2600.00% | 7,292,955 | 241388.58% | 0.39% | 812160900.00% | 26 | - | - | - |
| 30 Sep, 00 | 1 | -50.00% | 3,020 | -93.81% | 0.00% | 1487.50% | - | -100.00% | - | - |
| 30 Jun, 00 | 2 | 100.00% | 48,756 | 1514.44% | 0.00% | 8091400.00% | 1 | - | - | - |
| 31 Mar, 00 | 1 | -50.00% | 3,020 | -66.41% | 0.00% | 48871.43% | 1 | -50.00% | - | - |
| 31 Dec, 99 | 2 | - | 8,991 | - | 0.00% | - | 2 | - | - | - |
| 31 Mar, 87 | 1 | - | 2,128 | - | 0.00% | - | 1 | - | - | - |
JPMorgan Chase Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of JPMorgan Chase's stock was made by Leopold Robin on Jul 16 2024, selling 48 shares at - per share (valued at -).
JPMorgan Chase Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 5 | 14 | 35.71% |
| Q1 2024 | 82 | 95 | 86.32% |
| Q4 2023 | 9 | 7 | 128.57% |
| Q3 2023 | 7 | 4 | 175.00% |
| Q2 2023 | 8 | 13 | 61.54% |
| Q1 2023 | 83 | 74 | 112.16% |
| Q4 2022 | 9 | 16 | 56.25% |
| Q3 2022 | 6 | 1 | 600.00% |
| Q2 2022 | 7 | 2 | 350.00% |
| Q1 2022 | 88 | 71 | 123.94% |
| Q4 2021 | 10 | 14 | 71.43% |
| Q3 2021 | 8 | 3 | 266.67% |
| Q2 2021 | 8 | 14 | 57.14% |
| Q1 2021 | 88 | 88 | 100.00% |
| Q4 2020 | 13 | 17 | 76.47% |
| Q3 2020 | 6 | 1 | 600.00% |
| Q2 2020 | 10 | 5 | 200.00% |
| Q1 2020 | 82 | 76 | 107.89% |
| Q4 2019 | 27 | 43 | 62.79% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by JPMorgan Chase's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 11 | - |
| Q1 2024 | - | 26 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | - | 12 | - |
| Q1 2023 | 1 | 6 | 16.67% |
| Q4 2022 | - | 7 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 2 | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | - | 5 | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 1 | 8 | 12.50% |
| Q1 2021 | - | 10 | - |
| Q4 2020 | - | 3 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | 1 | 2 | 50.00% |
| Q1 2020 | 2 | 13 | 15.38% |
| Q4 2019 | 1 | 5 | 20.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of JPMorgan Chase's stocks.
JPM Ownership FAQ
Who Owns JPMorgan Chase?
JPMorgan Chase is owned by institutional shareholders (16.20%), insiders (0.45%), and public (83.35%). The largest institutional shareholder of JPMorgan Chase is VANGUARD GROUP INC (9.33% of total shares) and the top mutual fund owner is FS Multi-Alternative Income Fund (115.31% of total shares).
Who are the major institutional shareholders of JPMorgan Chase?
JPMorgan Chase's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, MORGAN STANLEY, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 24.83% of the company's share outstanding.
How many JPMorgan Chase shareholders are there?
As of Jun 2024, there are 2,780 institutional shareholders of JPMorgan Chase.
What percentage of JPMorgan Chase is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 271.36M shares of JPMorgan Chase, representing 9.33% of the company's total shares outstanding, valued at $54.89B (as of Jun 2024).
What percentage of JPMorgan Chase is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 198.69M shares of JPMorgan Chase (JPM), compromising 6.83% of the company, valued at $40.19B.
What percentage of JPMorgan Chase is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of JPMorgan Chase. The company owns 125.89M of the company's shares outstanding (worth $25.46T).