JPMorgan Chase Ownership | Who Owns JPMorgan Chase?
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 3.16% 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 | 86.48% | 14.02% | -0.50% |
| 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 | 94.90K | 19.25% | $22.75M |
| 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 |
| Community bank of raymore | 56.12K | 10.58% | $13.45M |
| Cincinnati casualty | 93.00K | 10.30% | $18.81M |
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 |
| Friedenthal financial | -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 | 88.27M | 3.16% | -1.17M |
| Vanguard Institutional 500 Index Trust | 76.24M | 2.73% | -254.56K |
| SPDR® S&P 500® ETF Trust | 35.25M | 1.25% | 264.96K |
| Fidelity 500 Index | 35.16M | 1.25% | 238.88K |
| iShares Core S&P 500 ETF | 33.06M | 1.17% | 23.24K |
| Vanguard Value Index Inv | 23.99M | 0.86% | -350.41K |
| The Financial Select Sector SPDR® ETF | 20.00M | 0.71% | 25.07K |
| Vanguard Institutional Index I | 17.77M | 0.64% | -241.72K |
| Vanguard Dividend Appreciation ETF | 15.54M | 0.56% | 58.27K |
| State St S&P 500® Indx SL Cl III | 13.52M | 0.48% | -263.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 16, 2025 | Lake Marianne | CEO CCB | Sell | $1.08M |
| Jan 16, 2025 | Petno Douglas B | Co-CEO CIB | Sell | $886.57K |
| Jan 16, 2025 | Friedman Stacey | General Counsel | Sell | $838.78K |
| Jan 16, 2025 | Erdoes Mary E. | CEO Asset & Wealth Management | Sell | $1.34M |
| Jan 16, 2025 | BACON ASHLEY | Chief Risk Officer | Sell | $1.81M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 11 |
| 2024 Q1 | - | 26 |
| 2023 Q4 | - | 1 |
JPM Ownership FAQ
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