JPMorgan Chase & Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 206.29 M | $67.53 B | -0.93% | 7.40% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 161.59 M | $52.89 B | -2.23% | 5.79% |
| STATE STREET CORP | 08/07/2026 | 125.21 M | $40.98 B | 0.75% | 4.49% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 69.67 M | $22.80 B | 6.10% | 2.50% |
| MORGAN STANLEY | 08/13/2026 | 67.09 M | $21.96 B | -2.12% | 2.41% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 65.82 M | $21.54 B | 0.36% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 61.71 M | $20.13 B | -1.35% | 2.21% |
| NORGES BANK | 08/12/2026 | 36.12 M | $11.82 B | 100.00% | 1.30% |
| NORTHERN TRUST CORP | 08/13/2026 | 30.68 M | $10.04 B | -1.74% | 1.10% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 27.75 M | $9.08 B | 1.21% | 1.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 27.69 M | $9.06 B | 0.72% | 0.99% |
| FMR LLC | 08/13/2026 | 26.30 M | $8.61 B | -16.34% | 0.94% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 25.30 M | $8.28 B | 7.90% | 0.91% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 23.35 M | $7.64 B | 1.52% | 0.84% |
| ROYAL BANK OF CANADA | 08/14/2026 | 22.76 M | $7.45 B | -4.72% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 21.64 M | $7.08 B | 2.56% | 0.78% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 19.42 M | $6.36 B | 2.37% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 19.19 M | $6.28 B | 0.45% | 0.69% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 19.19 M | $6.28 B | 100.00% | 0.69% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 18.83 M | $6.16 B | 0.72% | 0.68% |
| UBS GROUP AG | 08/13/2026 | 18.81 M | $6.16 B | -1.59% | 0.67% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 17.90 M | $5.86 B | -5.05% | 0.64% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 17.43 M | $5.70 B | 2.39% | 0.62% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 17.32 M | $5.68 B | 1.29% | 0.62% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 15.01 M | $4.91 B | -0.14% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 14.78 M | $4.84 B | 2.08% | 0.53% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 14.47 M | $4.74 B | -6.15% | 0.52% |
| NUVEEN, LLC | 08/11/2026 | 14.32 M | $4.69 B | -4.91% | 0.51% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 13.97 M | $4.57 B | -0.96% | 0.50% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 13.15 M | $4.30 B | -15.70% | 0.47% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 12.66 M | $4.15 B | 0.46% | 0.45% |
| INVESCO LTD. | 08/14/2026 | 12.50 M | $4.09 B | 1.25% | 0.45% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 12.27 M | $4.03 B | -16.31% | 0.44% |
| BARCLAYS PLC | 08/14/2026 | 9.61 M | $3.14 B | -22.59% | 0.34% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 8.07 M | $2.64 B | 14.61% | 0.29% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 8.02 M | $2.63 B | 22.94% | 0.29% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 7.98 M | $2.61 B | 1.13% | 0.29% |
| AMUNDI | 08/11/2026 | 7.97 M | $2.61 B | 14.31% | 0.29% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 7.91 M | $2.59 B | -4.83% | 0.28% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2026 | 7.77 M | $2.54 B | 2.66% | 0.28% |
| BOSTON PARTNERS | 08/04/2026 | 7.36 M | $2.42 B | 4.36% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 7.27 M | $2.38 B | 1.15% | 0.26% |
| HSBC HOLDINGS PLC | 08/14/2026 | 7.25 M | $2.38 B | 8.65% | 0.26% |
| UBS GROUP AG | 08/13/2026 | 6.94 M | $2.27 B | 808.84% | 0.25% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 6.81 M | $2.23 B | 1.77% | 0.24% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 6.65 M | $2.18 B | 6.58% | 0.24% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 6.57 M | $2.15 B | 0.42% | 0.24% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 6.51 M | $2.13 B | -2.30% | 0.23% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 5.91 M | $1.93 B | -3.32% | 0.21% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 5.81 M | $1.90 B | 4.60% | 0.21% |
JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 6931 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
BlackRock, Inc.: 206.29 M
VANGUARD CAPITAL MANAGEMENT LLC: 161.59 M
STATE STREET CORP: 125.21 M
BANK OF AMERICA CORP /DE/: 69.67 M
MORGAN STANLEY: 67.09 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 65.82 M
71.31% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 3.07 B shares in the last 24 months. This purchase volume represents approximately $890.79 B in transactions.