JPMorgan Chase & Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/12/2026 | 3.71 M | $128.15 M | 100.00% | 13.35% | |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.16 M | $75.79 M | -7.85% | 7.78% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.81 M | $626.05 K | 0.00% | 6.52% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 1.28 M | $38.33 M | 7.15% | 4.62% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 594.76 K | $20.56 M | -8.27% | 2.14% |
| LPL FINANCIAL LLC | 05/06/2026 | 509.23 K | $17.60 M | 1.44% | 1.83% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 04/27/2026 | 367.95 K | $12.72 M | -0.18% | 1.33% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 353.74 K | $12.23 M | -18.03% | 1.27% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 342.17 K | $11.83 M | 4.34% | 1.23% |
| NICOLET BANKSHARES INC | 05/14/2026 | 330.38 K | $11.32 M | 130.56% | 1.19% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 267.87 K | $9.26 M | -4.34% | 0.96% |
| FF ADVISORS,LLC | 04/27/2026 | 198.48 K | $6.78 M | 12.71% | 0.71% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 194.12 K | $6.71 M | 32.79% | 0.70% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 171.54 K | $5.93 M | -1.12% | 0.62% |
| NOESIS CAPITAL MANGEMENT CORP | 05/05/2026 | 156.52 K | $5.41 M | -0.77% | 0.56% |
| LAKE STREET FINANCIAL LLC | 04/13/2026 | 147.01 K | $5.08 M | 1.52% | 0.53% |
| RPG FAMILY WEALTH ADVISORY, LLC | 05/14/2026 | 120.58 K | $4.17 M | 100.00% | 0.43% |
| RISK PARADIGM GROUP, LLC | 05/14/2026 | 112.15 K | $3.88 M | 10.96% | 0.40% |
| EVERETT HARRIS & CO /CA/ | 05/11/2026 | 98.75 K | $3.41 M | -2.13% | 0.36% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 05/15/2026 | 92.00 K | $3.18 M | 0.00% | 0.33% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 04/22/2026 | 91.90 K | $3.18 M | -0.19% | 0.33% |
| AMERICANA PARTNERS, LLC | 05/12/2026 | 70.98 K | $2.45 M | 3.55% | 0.26% |
| ARGYLE CAPITAL PARTNERS, LLC | 05/07/2026 | 70.60 K | $2.44 M | -4.40% | 0.25% |
| MY PERSONAL CFO, LLC | 04/22/2026 | 62.12 K | $2.15 M | 0.00% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 61.70 K | $2.13 M | 13,083.76% | 0.22% |
| MORGAN STANLEY | 05/15/2026 | 55.14 K | $1.91 M | 0.40% | 0.20% |
| 04/22/2026 | 48.75 K | $1.69 M | 8.25% | 0.18% | |
| HANCOCK WHITNEY CORP | 05/15/2026 | 47.01 K | $1.70 M | -2.11% | 0.17% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 46.78 K | $1.62 M | 1.42% | 0.17% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 40.32 K | $1.39 M | 4.40% | 0.15% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 05/15/2026 | 37.22 K | $1.29 M | -1.26% | 0.13% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 34.84 K | $1.20 M | 1.41% | 0.13% |
| IFP ADVISORS, INC | 04/13/2026 | 34.68 K | $1.20 M | 0.00% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 34.31 K | $1.19 M | 22.11% | 0.12% |
| CURA WEALTH ADVISORS, LLC | 05/08/2026 | 31.64 K | $1.09 M | 0.00% | 0.11% |
| 04/14/2026 | 28.50 K | $985.08 K | 100.00% | 0.10% | |
| PARKSIDE FINANCIAL BANK & TRUST | 05/13/2026 | 27.88 K | $963.95 K | -33.33% | 0.10% |
| 04/16/2026 | 27.20 K | $940.37 K | 25.68% | 0.10% | |
| COMMERCE BANK | 05/11/2026 | 25.62 K | $885.68 K | -20.21% | 0.09% |
| CREATIVE PLANNING | 05/12/2026 | 24.58 K | $849.56 K | -17.58% | 0.09% |
| EVOKE WEALTH, LLC | 05/15/2026 | 21.84 K | $755.05 K | 0.48% | 0.08% |
| PACIFIC CENTER FOR FINANCIAL SERVICES | 05/12/2026 | 19.79 K | $684.13 K | 57.56% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 18.31 K | $633.12 K | -6.59% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 17.38 K | $600.86 K | 4.23% | 0.06% |
| CRESTWOOD ADVISORS GROUP LLC | 05/05/2026 | 14.91 K | $515.54 K | -48.97% | 0.05% |
| EAGLE GLOBAL ADVISORS LLC | 05/15/2026 | 14.77 K | $510.60 K | 0.00% | 0.05% |
| NORTH CAPITAL, INC. | 04/30/2026 | 12.77 K | $441.53 K | -0.28% | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 12.59 K | $435.21 K | 0.66% | 0.05% |
| COVENANT ASSET MANAGEMENT, LLC | 04/14/2026 | 10.96 K | $378.72 K | 0.00% | 0.04% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 9.95 K | $344.00 K | -2.78% | 0.04% |
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JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 79 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
JPMORGAN CHASE & CO: 2.16 M
BANK OF AMERICA CORP /DE/: 1.81 M
Equitable Holdings, Inc.: 1.28 M
KEYBANK NATIONAL ASSOCIATION/OH: 594,755
LPL Financial LLC: 509,228
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 367,952
51.00% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 14.74 M shares in the last 24 months. This purchase volume represents approximately $506.33 M in transactions.