JPMorgan Chase & Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.81 M | $541.66 K | 0.00% | 6.52% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 1.20 M | $35.77 M | 11.09% | 4.31% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 431.54 K | $12.91 M | -15.12% | 1.55% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 146.18 K | $4.37 M | -12.14% | 0.53% |
| RISK PARADIGM GROUP, LLC | 02/17/2026 | 101.07 K | $3.02 M | 100.00% | 0.36% |
| MORGAN STANLEY | 02/13/2026 | 54.92 K | $1.64 M | -3.70% | 0.20% |
| HANCOCK WHITNEY CORP | 02/17/2026 | 48.02 K | $1.44 M | -2.30% | 0.17% |
| 01/27/2026 | 45.04 K | $1.35 M | 100.00% | 0.16% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 40.57 K | $1.21 M | 27.92% | 0.15% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 3.47 M | $103.77 M | -1.05% | 0.13% |
| IFP ADVISORS, INC | 02/06/2026 | 34.68 K | $1.04 M | -1.42% | 0.12% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 34.35 K | $1.03 M | -7.51% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 28.10 K | $840.47 K | 0.00% | 0.10% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.35 M | $70.14 M | 16.67% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 19.61 K | $586.42 K | -14.84% | 0.07% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 16.68 K | $498.75 K | -9.90% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 13.35 K | $399.24 K | 100.00% | 0.05% |
| NORTH CAPITAL, INC. | 02/18/2026 | 12.81 K | $383.09 K | 58.50% | 0.05% |
| PACIFIC CENTER FOR FINANCIAL SERVICES | 02/17/2026 | 12.56 K | $370.79 K | 0.00% | 0.05% |
| 01/21/2026 | 8.45 K | $252.71 K | 100.00% | 0.03% | |
| PRIVATE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 7.85 K | $234.85 K | 1.03% | 0.03% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 648.35 K | $19.39 M | 0.92% | 0.02% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 5.06 K | $151.35 K | 100.00% | 0.02% |
| LPL FINANCIAL LLC | 02/11/2026 | 501.99 K | $15.01 M | 2.43% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.41 K | $131.87 K | -53.38% | 0.02% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 01/27/2026 | 368.63 K | $11.03 M | -1.77% | 0.01% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 327.94 K | $9.81 M | -3.33% | 0.01% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 280.03 K | $8.38 M | -2.69% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.75 K | $82.37 K | 1,925.00% | 0.01% |
| NICOLET ADVISORY SERVICES, LLC | 02/13/2026 | 211.76 K | $6.55 M | -57.00% | 0.01% |
| FF ADVISORS,LLC | 02/13/2026 | 176.10 K | $5.27 M | 11.42% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 173.48 K | $5.19 M | -6.05% | 0.01% |
| NOESIS CAPITAL MANGEMENT CORP | 02/05/2026 | 157.74 K | $4.72 M | 100.00% | 0.01% |
| LAKE STREET FINANCIAL LLC | 01/07/2026 | 144.81 K | $4.33 M | 8.42% | 0.01% |
| NICOLET BANKSHARES INC | 02/09/2026 | 143.29 K | $4.29 M | -26.51% | 0.01% |
| EVERETT HARRIS & CO /CA/ | 02/11/2026 | 100.89 K | $3.02 M | -2.16% | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 02/04/2026 | 943 | $28.21 K | 0.00% | 0.00% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 01/23/2026 | 92.08 K | $2.75 M | -2.97% | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 02/17/2026 | 92.00 K | $2.75 M | 0.00% | 0.00% |
| ARGYLE CAPITAL PARTNERS, LLC | 02/17/2026 | 73.86 K | $2.21 M | 4.29% | 0.00% |
| AMERICANA PARTNERS, LLC | 02/06/2026 | 68.55 K | $2.05 M | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 627 | $19.00 K | 351.08% | 0.00% |
| MY PERSONAL CFO, LLC | 01/15/2026 | 62.12 K | $1.86 M | 100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 468 | $14.00 K | 100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 46.12 K | $1.38 M | -2.82% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 02/13/2026 | 41.82 K | $1.25 M | -19.69% | 0.00% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 38.63 K | $1.16 M | 0.80% | 0.00% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 02/11/2026 | 37.70 K | $1.13 M | 0.00% | 0.00% |
| COMMERCE BANK | 02/13/2026 | 32.11 K | $960.41 K | -5.09% | 0.00% |
| CURA WEALTH ADVISORS, LLC | 01/23/2026 | 31.64 K | $946.44 K | 100.00% | 0.00% |
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JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
KEYBANK NATIONAL ASSOCIATION/OH: 594,755
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 367,952
FF Advisors,LLC: 198,481
NOESIS CAPITAL MANGEMENT CORP: 156,522
LAKE STREET FINANCIAL LLC: 147,010
Smallwood Wealth Investment Management, LLC: 91,902
0.51% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 14.87 M shares in the last 24 months. This purchase volume represents approximately $511.10 M in transactions.