JPMorgan Chase & Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CIBC BANCORP USA INC. | 08/13/2026 | 3.98 M | $137.30 M | 7.45% | 14.67% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.91 M | $65.70 M | -11.75% | 7.02% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.81 M | $624.60 K | 0.00% | 6.67% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 1.38 M | $47.61 M | 7.72% | 5.08% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/28/2026 | 599.63 K | $20.68 M | 0.82% | 2.21% |
| LPL FINANCIAL LLC | 08/07/2026 | 530.49 K | $18.30 M | 4.18% | 1.95% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 08/04/2026 | 364.72 K | $12.58 M | -0.88% | 1.34% |
| NICOLET BANKSHARES INC | 08/11/2026 | 322.37 K | $11.05 M | -2.42% | 1.19% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 319.59 K | $11.02 M | -9.65% | 1.18% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 311.78 K | $10.75 M | -8.88% | 1.15% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 271.65 K | $9.37 M | 1.41% | 1.00% |
| FF ADVISORS,LLC | 07/29/2026 | 203.10 K | $7.00 M | 2.33% | 0.75% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 189.49 K | $6.54 M | 10.47% | 0.70% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 167.12 K | $5.76 M | -13.91% | 0.62% |
| RPG FAMILY WEALTH ADVISORY, LLC | 08/05/2026 | 165.64 K | $5.71 M | 37.37% | 0.61% |
| NOESIS CAPITAL MANGEMENT CORP | 08/04/2026 | 157.50 K | $5.43 M | 0.62% | 0.58% |
| RISK PARADIGM GROUP, LLC | 08/05/2026 | 150.36 K | $5.19 M | 34.07% | 0.55% |
| LAKE STREET FINANCIAL LLC | 08/10/2026 | 142.80 K | $4.93 M | -2.87% | 0.53% |
| EVERETT HARRIS & CO /CA/ | 08/03/2026 | 99.31 K | $3.43 M | 0.57% | 0.37% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 07/23/2026 | 93.33 K | $3.22 M | 1.55% | 0.34% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 08/17/2026 | 92.00 K | $3.17 M | 0.00% | 0.34% |
| ARGYLE CAPITAL PARTNERS, LLC | 08/07/2026 | 74.70 K | $2.58 M | 5.80% | 0.28% |
| AMERICANA PARTNERS, LLC | 08/05/2026 | 73.67 K | $2.54 M | 3.78% | 0.27% |
| MORGAN STANLEY | 08/13/2026 | 63.57 K | $2.19 M | 15.28% | 0.23% |
| MY PERSONAL CFO, LLC | 07/22/2026 | 62.08 K | $2.14 M | -0.06% | 0.23% |
| UBS GROUP AG | 08/13/2026 | 61.85 K | $2.13 M | 0.24% | 0.23% |
| BENCHMARK FINANCIAL, LLC | 07/22/2026 | 48.65 K | $1.68 M | -0.20% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 42.21 K | $1.46 M | 100.00% | 0.16% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 41.86 K | $1.44 M | 3.80% | 0.15% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 41.21 K | $1.42 M | -11.89% | 0.15% |
| HANCOCK WHITNEY CORP | 08/14/2026 | 40.93 K | $1.41 M | -12.93% | 0.15% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 07/20/2026 | 37.22 K | $1.28 M | 0.00% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 35.04 K | $1.21 M | 2.13% | 0.13% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 34.71 K | $1.20 M | -0.37% | 0.13% |
| IFP ADVISORS, INC | 07/20/2026 | 34.38 K | $1.19 M | -0.87% | 0.13% |
| CURA WEALTH ADVISORS, LLC | 08/06/2026 | 31.14 K | $1.07 M | -1.58% | 0.11% |
| PARKSIDE FINANCIAL BANK & TRUST | 09/04/2026 | 26.67 K | $919.81 K | -4.36% | 0.10% |
| WAYSTONE ADVISORS LLC | 07/16/2026 | 26.42 K | $911.16 K | -2.88% | 0.10% |
| CREATIVE PLANNING | 08/13/2026 | 24.58 K | $847.59 K | 0.00% | 0.09% |
| COMMERCE BANK | 08/12/2026 | 20.55 K | $708.67 K | -19.80% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 20.36 K | $702.05 K | 236.17% | 0.07% |
| PACIFIC CENTER FOR FINANCIAL SERVICES | 08/05/2026 | 20.06 K | $691.83 K | 1.36% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 18.26 K | $629.72 K | -0.31% | 0.07% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 17.65 K | $608.68 K | 1.54% | 0.07% |
| EAGLE GLOBAL ADVISORS LLC | 07/30/2026 | 14.77 K | $509.42 K | 0.00% | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 14.00 K | $482.83 K | 11.20% | 0.05% |
| NORTH CAPITAL, INC. | 07/14/2026 | 12.58 K | $433.95 K | -1.49% | 0.05% |
| STONEBRIDGE FINANCIAL GROUP, LLC/CA | 08/13/2026 | 12.11 K | $417.00 K | 100.00% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 11.65 K | $402.00 K | 100.00% | 0.04% |
| COVENANT ASSET MANAGEMENT, LLC | 07/20/2026 | 10.96 K | $377.84 K | 0.00% | 0.04% |
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JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
CIBC Bancorp USA Inc.: 3.98 M
JPMORGAN CHASE & CO: 1.91 M
BANK OF AMERICA CORP /DE/: 1.81 M
Equitable Holdings, Inc.: 1.38 M
KEYBANK NATIONAL ASSOCIATION/OH: 599,629
LPL Financial LLC: 530,493
52.81% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 18.73 M shares in the last 24 months. This purchase volume represents approximately $643.61 M in transactions.