JPMorgan Chase & Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 208.22 M | $61.25 B | -1.60% | 7.47% |
| 05/15/2026 | 165.28 M | $48.62 B | 100.00% | 5.93% | |
| STATE STREET CORP | 05/15/2026 | 124.28 M | $36.56 B | -0.85% | 4.46% |
| MORGAN STANLEY | 05/15/2026 | 68.54 M | $20.16 B | 3.25% | 2.46% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 65.66 M | $19.31 B | 15.76% | 2.35% |
| 05/08/2026 | 65.58 M | $19.29 B | 100.00% | 2.35% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 62.55 M | $18.34 B | 2.09% | 2.24% |
| FMR LLC | 05/15/2026 | 31.43 M | $9.25 B | -11.95% | 1.13% |
| NORTHERN TRUST CORP | 05/14/2026 | 31.22 M | $9.18 B | -1.43% | 1.12% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 27.49 M | $8.09 B | -1.63% | 0.99% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 27.41 M | $8.06 B | 25.00% | 0.98% |
| ROYAL BANK OF CANADA | 05/15/2026 | 23.89 M | $7.03 B | -0.76% | 0.86% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 23.45 M | $6.90 B | 7.67% | 0.84% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 23.00 M | $6.77 B | -0.37% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 21.10 M | $6.21 B | -9.91% | 0.76% |
| UBS GROUP AG | 05/05/2026 | 19.11 M | $5.62 B | 1.14% | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 19.10 M | $5.62 B | 1.88% | 0.68% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 18.97 M | $5.58 B | 3.31% | 0.68% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 18.85 M | $5.54 B | -0.91% | 0.68% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 18.70 M | $5.50 B | 14.00% | 0.67% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 17.10 M | $5.03 B | -11.62% | 0.61% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 17.02 M | $5.01 B | 6.25% | 0.61% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 15.60 M | $4.59 B | 150.88% | 0.56% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 15.42 M | $4.54 B | -14.99% | 0.55% |
| NUVEEN, LLC | 04/30/2026 | 15.07 M | $4.43 B | 1.96% | 0.54% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 15.03 M | $4.42 B | 20.97% | 0.54% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 14.66 M | $4.33 B | -5.52% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 14.48 M | $4.25 B | 0.24% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 14.10 M | $4.15 B | 100.00% | 0.51% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 12.61 M | $3.70 B | -52.66% | 0.45% |
| BARCLAYS PLC | 05/15/2026 | 12.41 M | $3.65 B | 27.30% | 0.45% |
| INVESCO LTD. | 05/12/2026 | 12.35 M | $3.63 B | -14.54% | 0.44% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 8.31 M | $2.44 B | -18.44% | 0.30% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 7.89 M | $2.32 B | -3.99% | 0.28% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 05/15/2026 | 7.56 M | $2.23 B | -17.17% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 7.19 M | $2.12 B | 6.08% | 0.26% |
| BOSTON PARTNERS | 05/11/2026 | 7.05 M | $2.08 B | -2.47% | 0.25% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 7.04 M | $2.07 B | -11.03% | 0.25% |
| AMUNDI | 05/18/2026 | 6.97 M | $2.05 B | 3.22% | 0.25% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 6.94 M | $2.04 B | 31.47% | 0.25% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 6.69 M | $1.97 B | 1.69% | 0.24% |
| HSBC HOLDINGS PLC | 04/30/2026 | 6.68 M | $1.96 B | -11.76% | 0.24% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 6.66 M | $1.96 B | -1.27% | 0.24% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 6.54 M | $1.86 B | -1.11% | 0.23% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 6.52 M | $1.92 B | 17.06% | 0.23% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/06/2026 | 6.31 M | $1.86 B | -6.70% | 0.23% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 6.23 M | $1.83 B | 6.26% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 6.12 M | $1.80 B | 25.57% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 6.11 M | $1.80 B | -5.63% | 0.22% |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.70 M | $1.68 B | 4.91% | 0.20% |
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JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 6301 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
BlackRock, Inc.: 208.22 M
STATE STREET CORP: 124.28 M
MORGAN STANLEY: 68.54 M
BANK OF AMERICA CORP /DE/: 65.66 M
GEODE CAPITAL MANAGEMENT, LLC: 62.55 M
FMR LLC: 31.43 M
69.86% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 2.81 B shares in the last 24 months. This purchase volume represents approximately $813.23 B in transactions.