JPMorgan Chase Ownership | Who Owns JPMorgan Chase?

Overview Forecast RevenueFinancials Chart Transcripts

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	43.55%	12.63%	43.82%
Industry	Diversified Banks Stocks	37.79%	1.27%	60.95%

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	34.50M	1.23%	-13.76K
iShares Core S&P 500 ETF	31.67M	1.13%	48.75K
Vanguard Value Index Inv	24.15M	0.86%	81.06K
The Financial Select Sector SPDR® ETF	19.68M	0.70%	43.09K
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 37.79%, 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools