JPMorgan Chase & Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 265.89 M | $83.87 B | -2.23% | 9.53% |
| BLACKROCK, INC. | 11/12/2025 | 209.19 M | $65.99 B | 1.60% | 7.50% |
| STATE STREET CORP | 11/14/2025 | 125.20 M | $39.49 B | -0.07% | 4.49% |
| MORGAN STANLEY | 11/14/2025 | 65.45 M | $20.64 B | -2.30% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 61.28 M | $19.26 B | 0.25% | 2.20% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 57.75 M | $18.22 B | 7.20% | 2.07% |
| FMR LLC | 11/13/2025 | 38.74 M | $12.22 B | -7.86% | 1.39% |
| NORTHERN TRUST CORP | 11/14/2025 | 32.36 M | $10.21 B | -0.56% | 1.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 29.02 M | $9.15 B | 1.01% | 1.04% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 28.14 M | $8.87 B | -0.01% | 1.01% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 24.10 M | $7.60 B | -0.67% | 0.86% |
| ROYAL BANK OF CANADA | 11/14/2025 | 23.96 M | $7.56 B | 5.23% | 0.86% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 23.23 M | $7.33 B | -1.79% | 0.83% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 23.01 M | $7.26 B | -2.09% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 22.23 M | $7.01 B | -5.09% | 0.80% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 22.17 M | $6.99 B | 4.85% | 0.79% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 20.95 M | $6.61 B | -4.36% | 0.75% |
| UBS GROUP AG | 11/13/2025 | 19.56 M | $6.17 B | -4.28% | 0.70% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 18.91 M | $5.96 B | 3.32% | 0.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 18.82 M | $5.94 B | -4.91% | 0.67% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 18.69 M | $5.90 B | -3.05% | 0.67% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 16.63 M | $5.25 B | -16.35% | 0.60% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 16.42 M | $5.18 B | -5.47% | 0.59% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 15.72 M | $4.96 B | 2.26% | 0.56% |
| NUVEEN, LLC | 11/12/2025 | 15.37 M | $4.85 B | -1.15% | 0.55% |
| INVESCO LTD. | 11/13/2025 | 14.66 M | $4.62 B | 2.25% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 14.45 M | $4.56 B | -0.57% | 0.52% |
| BARCLAYS PLC | 11/12/2025 | 14.06 M | $4.44 B | -3.17% | 0.50% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 13.82 M | $4.36 B | -32.68% | 0.50% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 12.60 M | $3.97 B | -3.22% | 0.45% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 9.89 M | $3.12 B | -0.61% | 0.35% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 8.77 M | $2.77 B | -3.08% | 0.31% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2025 | 7.87 M | $2.48 B | 4.64% | 0.28% |
| BOSTON PARTNERS | 11/13/2025 | 7.49 M | $2.36 B | 2.30% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 7.08 M | $2.23 B | -2.77% | 0.25% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 6.85 M | $2.16 B | 1.38% | 0.25% |
| HSBC HOLDINGS PLC | 11/13/2025 | 6.81 M | $2.15 B | -2.24% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 6.81 M | $2.15 B | 0.46% | 0.24% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 6.62 M | $2.09 B | 19.57% | 0.24% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 6.43 M | $2.03 B | 2.80% | 0.23% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 6.40 M | $2.02 B | -1.40% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 6.39 M | $2.01 B | 8.51% | 0.23% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 6.13 M | $1.93 B | 7.09% | 0.22% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 6.09 M | $1.92 B | 14.17% | 0.22% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 5.78 M | $1.82 B | 2.58% | 0.21% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 5.71 M | $1.80 B | 27.91% | 0.20% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/12/2025 | 5.63 M | $1.78 B | 3.60% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 5.52 M | $1.74 B | 7.79% | 0.20% |
| AMUNDI | 11/14/2025 | 5.48 M | $1.69 B | 1.14% | 0.20% |
| NATIONAL PENSION SERVICE | 11/04/2025 | 5.45 M | $1.72 B | 3.39% | 0.20% |
JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 6231 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 265.89 M
BlackRock, Inc.: 209.19 M
STATE STREET CORP: 125.2 M
MORGAN STANLEY: 65.45 M
GEODE CAPITAL MANAGEMENT, LLC: 61.28 M
BANK OF AMERICA CORP /DE/: 57.75 M
69.97% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 2.78 B shares in the last 24 months. This purchase volume represents approximately $863.27 B in transactions.