JPMorgan Chase Ownership | Who Owns JPMorgan Chase?
JPMorgan Chase Ownership Summary
JPMorgan Chase is owned by 49.38% institutional investors, 1.03% insiders, and 49.59% retail investors. Vanguard group is the largest institutional shareholder, holding 9.48% of JPM shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.24% of its assets in JPMorgan Chase shares.
JPM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | JPMorgan Chase | 49.38% | 1.03% | 49.59% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Diversified Banks Stocks | 29.77% | 0.99% | 69.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 272.38M | 9.48% | $65.29B |
| Blackrock funding, inc. /de | 206.69M | 7.19% | $49.55B |
| 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 | 59.22M | 2.06% | $14.16B |
| Fmr | 48.21M | 1.68% | $11.56B |
| Norges bank | 34.67M | 1.21% | $8.31B |
| Capital investors | 32.83M | 1.14% | $7.87B |
| Northern trust | 30.62M | 1.05% | $6.19B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Guidance point advisors | 400.95K | 27.02% | $96.11M |
| Freegulliver | 211.33K | 24.13% | $50.66M |
| Global frontier investments | 379.00K | 23.37% | $90.85M |
| Courant investment management | 94.90K | 19.25% | $22.75M |
| Tam capital management | 138.02K | 12.00% | $33.08M |
| Unisphere establishment | 5.33M | 11.13% | $1.28B |
| Community bank of raymore | 56.12K | 10.58% | $13.45M |
| Paralel advisors | 1.03M | 10.51% | $246.42M |
| Rwq financial management services | 101.37K | 9.51% | $24.30M |
| Ss&h financial advisors | 106.53K | 9.30% | $25.54M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 34.67M | 1.09% | 34.67M |
| Raymond james financial | 14.66M | 1.30% | 14.66M |
| Blackrock funding, inc. /de | 206.69M | 1.00% | 4.26M |
| Viking global investors lp | 7.47M | 5.79% | 3.77M |
| Proficio capital partners | 3.50M | 0.28% | 3.49M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 1.58M | 0.83% | -7.37M |
| Arrowstreet capital, limited partnership | 496.09K | 0.10% | -6.03M |
| Capital world investors | 28.87M | 1.05% | -5.49M |
| Legal & general group | 18.61M | 1.18% | -4.59M |
| Massachusetts financial services co /ma/ | 21.83M | 1.65% | -3.11M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 34.67M | 1.09% | 34.67M | $8.31B |
| Raymond james financial | 14.66M | 1.30% | 14.66M | $3.51B |
| Axiom investors llc /de | 930.28K | 1.64% | 930.28K | $223.00M |
| Leigh baldwin | 633.20K | 0.55% | 633.20K | $633.20M |
| Junto capital management lp | 501.64K | 2.33% | 501.64K | $120.25M |
Sold Out
| Holder | Change |
|---|---|
| Sugar maple asset management | -17.00 |
| Goodwin investment advisory | -18.00 |
| Thomas j. herzfeld advisors | -19.00 |
| Highmark wealth management | -25.00 |
| Wells financial advisors | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 3,645 | -14.76% | 1,419,186,841 | -29.02% | 49 | 1.01% | 1,729 | -9.33% | 1,547 | -15.60% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 90.14M | 3.24% | -815.23K |
| Vanguard Total Stock Mkt Idx Inv | 88.81M | 3.18% | 302.10K |
| Vanguard Institutional 500 Index Trust | 78.08M | 2.79% | 529.00K |
| Fidelity 500 Index | 35.26M | 1.26% | 157.02K |
| SPDR® S&P 500 ETF | 34.78M | 1.25% | -763.52K |
| iShares Core S&P 500 ETF | 34.11M | 1.22% | 98.82K |
| SPDR® S&P 500® ETF Trust | 33.86M | 1.21% | -177.44K |
| SPDR® S&P 500® ETF | 33.47M | 1.20% | -561.91K |
| Vanguard Value Index Inv | 24.31M | 0.87% | 151.00K |
| The Financial Select Sector SPDR® ETF | 20.72M | 0.74% | -43.87K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 14, 2025 | DIMON JAMES | Chairman & CEO | Sell | $31.50M |
| Mar 24, 2025 | Rohrbaugh Troy L | Co-CEO CIB | Sell | $6.18M |
| Mar 24, 2025 | Beer Lori A | Chief Information Officer | Sell | $506.70K |
| Mar 24, 2025 | Piepszak Jennifer | Chief Operating Officer | Sell | $1.06M |
| Mar 24, 2025 | Leopold Robin | Head of Human Resources | Sell | $308.65K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 24 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 11 |
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