JPMorgan Chase & Co (JPM) Ownership

245.30 ↑2.45 (1.01%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of JPMorgan Chase & Co (JPM), owning a total of 272.4 million shares. Combined, the top 28 institutional holders of JPM own 53.48% of the company with a total of 1.5 billion shares.

In the latest ownership report on December 31st 2024, the top 28 institutional holders decreased their combined ownership of JPM by 4.2 million shares. 6 institutions bought 13,009,849 total additional shares and increased their ownership by an average of 4.87%. However 14 institutions sold 17,160,137 total shares and decreased their ownership by an average of 4.01%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of JPMorgan Chase & Co decreased by a net total of -4,150,288 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.742%	0.086%	272,384,047	233,647	2024-12-31
BlackRock Inc	7.392%	2.107%	206,688,240	4,264,493	2024-12-31
State Street Corp	4.552%	0.957%	127,285,458	1,206,096	2024-12-31
Morgan Stanley - Brokerage Accounts	2.462%	-0.538%	68,844,649	-372,239	2024-12-31
Geode Capital Management, LLC	2.118%	1.502%	59,220,603	876,417	2024-12-31
Bank of America Corp	1.767%	-1.311%	49,393,655	-656,285	2024-12-31
FMR Inc	1.724%	-0.250%	48,208,266	-121,021	2024-12-31
NORGES BANK	1.240%	-6.436%	34,670,579	-2,384,746	2024-12-31
Northern Trust Corp	1.211%	15.394%	33,845,676	4,515,147	2024-12-31
Capital Research & Mgmt Co - Division 3	1.174%	-2.779%	32,833,483	-938,440	2024-12-31
T. Rowe Price Associates, Inc.	1.062%	-1.355%	29,693,944	-407,825	2024-12-31
Wellington Management Company LLP	1.049%	-1.574%	29,330,608	-468,913	2024-12-31
Capital World Investors	1.033%	-15.978%	28,873,932	-5,490,743	2024-12-31
Bank of New York Mellon Corp	0.871%	-3.231%	24,346,927	-813,015	2024-12-31
Wells Fargo & Co	0.867%	-1.006%	24,236,810	-246,233	2024-12-31
Royal Bank of Canada	0.824%	-4.561%	23,033,823	-1,100,864	2024-12-31
Capital Research Global Investors	0.817%	9.146%	22,841,033	1,914,049	2024-12-31
Ameriprise Financial Inc	0.806%	-2.125%	22,544,716	-489,459	2024-12-31
Massachusetts Financial Services Company	0.781%	-12.469%	21,831,090	-3,109,822	2024-12-31
Dimensional Fund Advisors, Inc.	0.762%	-2.565%	21,292,349	-560,532	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.742%	0.086%	272,384,047	233,647	2024-12-31
BlackRock Inc	7.392%	2.107%	206,688,240	4,264,493	2024-12-31
State Street Corp	4.552%	0.957%	127,285,458	1,206,096	2024-12-31
State Street Corporation	4.423%	0.551%	125,849,413	689,942	2024-03-31
Morgan Stanley - Brokerage Accounts	2.462%	-0.538%	68,844,649	-372,239	2024-12-31
Geode Capital Management, LLC	2.118%	1.502%	59,220,603	876,417	2024-12-31
OFI Invest Asset Management	1.929%	0.000%	56,046,201	56,046,201	2023-03-31
Bank of America Corp	1.767%	-1.311%	49,393,655	-656,285	2024-12-31
FMR Inc	1.724%	-0.250%	48,208,266	-121,021	2024-12-31
Goldman Sachs Group Inc	1.261%	98.983%	36,224,634	18,019,753	2023-12-31
NORGES BANK	1.240%	-6.436%	34,670,579	-2,384,746	2024-12-31
Northern Trust Corp	1.211%	15.394%	33,845,676	4,515,147	2024-12-31
Capital Research & Mgmt Co - Division 3	1.174%	-2.779%	32,833,483	-938,440	2024-12-31
T. Rowe Price Associates, Inc.	1.062%	-1.355%	29,693,944	-407,825	2024-12-31
Wellington Management Company LLP	1.049%	-1.574%	29,330,608	-468,913	2024-12-31
Capital World Investors	1.033%	-15.978%	28,873,932	-5,490,743	2024-12-31
Bank of New York Mellon Corp	0.871%	-3.231%	24,346,927	-813,015	2024-12-31
Wells Fargo & Co	0.867%	-1.006%	24,236,810	-246,233	2024-12-31
Legal & General Group PLC USD	0.830%	-2.802%	23,204,943	-668,914	2024-09-30
Legal & General Group PLC	0.830%	-2.802%	23,204,943	-668,914	2024-09-30
Royal Bank of Canada	0.824%	-4.561%	23,033,823	-1,100,864	2024-12-31
Capital Research Global Investors	0.817%	9.146%	22,841,033	1,914,049	2024-12-31
Ameriprise Financial Inc	0.806%	-2.125%	22,544,716	-489,459	2024-12-31
Massachusetts Financial Services Company	0.781%	-12.469%	21,831,090	-3,109,822	2024-12-31
Dimensional Fund Advisors, Inc.	0.762%	-2.565%	21,292,349	-560,532	2024-12-31
Charles Schwab Investment Management Inc	0.711%	0.278%	20,226,537	56,138	2024-03-31
Franklin Resources Inc	0.673%	21.072%	19,739,048	3,435,522	2022-06-30
UBS Group AG	0.574%	-2.894%	16,845,994	-502,127	2022-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of JPMorgan Chase & Co (JPM), owning a total of 91.1 million shares. Combined, the top 29 mutual fund holders of JPM own 29.96% of the company with a total of 848.4 million shares.

In the latest ownership report on February 28th 2025, the top 29 fund holders increased their combined ownership of JPM by 533 thousand shares. 6 funds bought 1,092,842 total additional shares and increased their ownership by an average of 0.39%. However 4 funds sold 559,856 total shares and decreased their ownership by an average of 0.69%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding JPMorgan Chase & Co increased by a net total of 532,986 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.176%	0.341%	88,807,168	302,102	2025-02-28
Vanguard Institutional 500 Index Trust	2.792%	0.682%	78,078,617	529,002	2025-02-28
SPDR® S&P 500® ETF Trust	1.245%	-0.709%	34,805,643	-248,380	2025-02-28
iShares Core S&P 500 ETF	1.183%	-0.005%	33,069,154	-1,662	2025-02-28
Vanguard Value Index Inv	0.869%	0.625%	24,305,722	150,996	2025-02-28
The Financial Select Sector SPDR® ETF	0.754%	0.119%	21,069,858	25,075	2025-02-28
Vanguard Institutional Index I	0.624%	-1.166%	17,455,781	-205,872	2025-02-28
Vanguard Dividend Appreciation ETF	0.555%	0.489%	15,516,886	75,467	2025-02-28
State St S&P 500® Indx SL Cl III	0.487%	0.075%	13,615,547	10,200	2025-02-28
Vanguard High Dividend Yield ETF	0.415%	-0.888%	11,600,156	-103,942	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.152%	2.156%	91,127,627	1,922,946	2023-03-31
Performer (AFRIS)	3.202%	0.000%	91,097,350	91,097,350	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.176%	0.341%	88,807,168	302,102	2025-02-28
Vanguard Institutional 500 Index Trust	2.792%	0.682%	78,078,617	529,002	2025-02-28
Vanguard 500 Index Investor	2.422%	0.564%	70,378,740	394,663	2023-08-31
Fidelity 500 Index	1.255%	0.443%	35,103,369	154,895	2025-01-31
SPDR® S&P 500® ETF Trust	1.245%	-0.709%	34,805,643	-248,380	2025-02-28
SPDR® S&P 500 ETF Trust	1.194%	0.085%	34,294,029	29,155	2024-05-29
Fidelity® 500 Index	1.177%	0.640%	33,864,051	215,501	2023-11-30
iShares Core S&P 500 ETF	1.183%	-0.005%	33,069,154	-1,662	2025-02-28
Vanguard Value Index Inv	0.869%	0.625%	24,305,722	150,996	2025-02-28
The Financial Select Sector SPDR® ETF	0.754%	0.119%	21,069,858	25,075	2025-02-28
Financial Select Sector SPDR® ETF	0.681%	-0.653%	19,541,025	-128,466	2024-05-29
Vanguard Institutional Index I	0.624%	-1.166%	17,455,781	-205,872	2025-02-28
MFS Large Cap Value (SMA)	0.561%	37,910,100.000%	16,301,403	16,301,360	2023-06-30
Vanguard Dividend Appreciation ETF	0.555%	0.489%	15,516,886	75,467	2025-02-28
State St S&P 500® Indx SL Cl III	0.487%	0.075%	13,615,547	10,200	2025-02-28
Capital Group Wash Mutual Invtrs Comp	0.451%	-10.503%	12,604,498	-1,479,183	2024-12-31
American Funds Washington Mutual A	0.451%	-10.503%	12,604,498	-1,479,183	2024-12-31
MFS Large Cap Value Equity	0.415%	-10.610%	11,609,948	-1,378,029	2024-12-31
Vanguard High Dividend Yield ETF	0.415%	-0.888%	11,600,156	-103,942	2025-02-28
American Funds American Balanced A	0.412%	-11.278%	11,527,051	-1,465,288	2024-12-31
Vanguard Equity-Income Inv	0.385%	0.577%	10,771,892	61,780	2024-12-31
Blackrock Eq Idx Fund CF	0.378%	-1.799%	10,567,373	-193,555	2024-12-31
Blackrock Equity Index Non-Lendable	0.349%	0.000%	10,201,149	10,201,149	2022-06-30
MFS Value A	0.351%	-15.404%	9,821,605	-1,788,343	2025-01-31
American Funds Income Fund of Amer A	0.343%	-20.880%	9,581,690	-2,528,602	2024-12-31
Capital Group American Mutual Comp	0.341%	0.000%	9,544,460	0	2024-12-31
American Funds American Mutual A	0.341%	0.000%	9,544,460	0	2024-12-31