JPMorgan Chase & Co. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 272.38 M | $65.29 B | 0.09% | 9.48% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 206.69 M | $49.55 B | 2.11% | 7.19% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 59.22 M | $14.16 B | 1.50% | 2.06% |
FMR LLC | 02/13/2025 | 48.21 M | $11.56 B | -0.25% | 1.68% |
NORGES BANK | 02/12/2025 | 34.67 M | $8.31 B | 100.00% | 1.21% |
CAPITAL INTERNATIONAL INVESTORS | 02/13/2025 | 32.83 M | $7.87 B | -2.78% | 1.14% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 29.69 M | $7.12 B | -1.35% | 1.03% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 29.33 M | $7.03 B | -1.57% | 1.02% |
CAPITAL WORLD INVESTORS | 02/13/2025 | 28.87 M | $6.92 B | -15.98% | 1.00% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 24.35 M | $5.84 B | -3.23% | 0.85% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 24.24 M | $5.81 B | -1.01% | 0.84% |
ROYAL BANK OF CANADA | 02/14/2025 | 23.03 M | $5.52 B | -4.56% | 0.80% |
CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 22.84 M | $5.48 B | 9.15% | 0.79% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 22.54 M | $5.41 B | -2.12% | 0.78% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 21.83 M | $5.23 B | -12.47% | 0.76% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 21.29 M | $5.10 B | -2.57% | 0.74% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 20.32 M | $4.87 B | 7.47% | 0.71% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 20.10 M | $4.82 B | 0.36% | 0.70% |
UBS GROUP AG | 02/14/2025 | 19.96 M | $4.78 B | 4.46% | 0.69% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 18.61 M | $4.46 B | -19.80% | 0.65% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 17.55 M | $4.21 B | 16.34% | 0.61% |
FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 17.40 M | $4.17 B | 3.68% | 0.61% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 15.97 M | $3.83 B | -2.10% | 0.56% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 14.66 M | $3.51 B | 100.00% | 0.51% |
FRANKLIN RESOURCES INC | 02/12/2025 | 13.68 M | $3.28 B | -9.21% | 0.48% |
INVESCO LTD. | 02/13/2025 | 13.21 M | $3.17 B | -1.77% | 0.46% |
DEUTSCHE BANK AG\ | 02/14/2025 | 12.51 M | $3.00 B | -0.36% | 0.44% |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 02/14/2025 | 10.68 M | $2.56 B | 31.38% | 0.37% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 9.11 M | $2.18 B | -5.64% | 0.32% |
BOSTON PARTNERS | 02/11/2025 | 8.36 M | $2.01 B | -3.42% | 0.29% |
SANDERS CAPITAL, LLC | 02/13/2025 | 8.25 M | $1.98 B | 0.68% | 0.29% |
BARCLAYS PLC | 02/13/2025 | 8.01 M | $1.92 B | -11.97% | 0.28% |
VIKING GLOBAL INVESTORS LP | 02/14/2025 | 7.47 M | $1.79 B | 101.98% | 0.26% |
HSBC HOLDINGS PLC | 02/14/2025 | 7.28 M | $1.75 B | -10.15% | 0.25% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 7.08 M | $1.70 B | 0.96% | 0.25% |
BANK OF MONTREAL /CAN/ | 02/13/2025 | 6.88 M | $1.65 B | -17.41% | 0.24% |
PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 6.83 M | $1.64 B | -0.86% | 0.24% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 6.80 M | $1.63 B | -3.12% | 0.24% |
CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 6.71 M | $1.61 B | -7.65% | 0.23% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 6.38 M | $1.53 B | -5.74% | 0.22% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 6.24 M | $1.50 B | -3.53% | 0.22% |
SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 6.14 M | $1.47 B | 6.79% | 0.21% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 6.11 M | $1.46 B | 2.14% | 0.21% |
BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 5.97 M | $1.43 B | 1.74% | 0.21% |
BESSEMER GROUP INC | 02/13/2025 | 5.82 M | $1.40 B | -1.43% | 0.20% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 5.58 M | $1.34 B | -4.22% | 0.19% |
UNISPHERE ESTABLISHMENT | 02/14/2025 | 5.33 M | $1.28 B | -0.43% | 0.19% |
PRIMECAP MANAGEMENT CO/CA/ | 02/10/2025 | 5.32 M | $1.28 B | -5.80% | 0.19% |
AMUNDI | 02/07/2025 | 5.31 M | $1.29 B | -15.42% | 0.18% |
RHUMBLINE ADVISERS | 01/30/2025 | 5.17 M | $1.24 B | -2.46% | 0.18% |
JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 5476 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 272.38 M
BlackRock Funding, Inc. /DE: 206.69 M
GEODE CAPITAL MANAGEMENT, LLC: 59.22 M
FMR LLC: 48.21 M
NORGES BANK: 34.67 M
Capital International Investors: 32.83 M
70.85% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 2.66 B shares in the last 24 months. This purchase volume represents approximately $639.72 B in transactions.