JPMorgan Chase & Co (JPM) Ownership

248.55 ↑3.79 (1.55%)

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 272.2 million shares. Combined, the top 26 institutional holders of JPM own 54.43% of the company with a total of 1.5 billion shares.

In the latest ownership report on September 30th 2024, the top 26 institutional holders decreased their combined ownership of JPM by 13.4 million shares. 1 institutions bought 786,963 total additional shares and increased their ownership by an average of 0.29%. However 6 institutions sold 14,192,020 total shares and decreased their ownership by an average of 6.58%.

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 -13,405,057 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	9.667%	0.290%	272,150,400	786,963	2024-09-30
FMR Inc	1.717%	-8.993%	48,329,287	-4,775,979	2024-09-30
Capital World Investors	1.221%	-6.425%	34,364,675	-2,359,400	2024-09-30
Capital Research & Mgmt Co - Division 3	1.200%	-5.351%	33,771,923	-1,909,457	2024-09-30
Northern Trust Corp	1.042%	-4.206%	29,330,529	-1,287,681	2024-09-30
Massachusetts Financial Services Company	0.886%	-10.786%	24,940,912	-3,015,421	2024-09-30
Dimensional Fund Advisors, Inc.	0.776%	-3.719%	21,852,881	-844,082	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.667%	0.290%	272,150,400	786,963	2024-09-30
BlackRock Inc	7.057%	1.309%	198,690,032	2,567,313	2024-06-30
Morgan Stanley - Brokerage Accounts	4.846%	2.217%	136,417,796	2,959,062	2024-06-30
State Street Corp	4.472%	0.030%	125,887,597	38,184	2024-06-30
State Street Corporation	4.423%	0.551%	125,849,413	689,942	2024-03-31
Geode Capital Management, LLC	2.054%	1.632%	57,838,356	928,574	2024-06-30
OFI Invest Asset Management	1.929%	0.000%	56,046,201	56,046,201	2023-03-31
Bank of America Corp	1.827%	0.787%	51,423,097	401,348	2024-06-30
FMR Inc	1.717%	-8.993%	48,329,287	-4,775,979	2024-09-30
NORGES BANK	1.316%	4.757%	37,055,325	1,682,730	2024-06-30
Goldman Sachs Group Inc	1.261%	98.983%	36,224,634	18,019,753	2023-12-31
Wellington Management Company LLP	1.275%	-7.891%	35,899,862	-3,075,635	2024-06-30
Capital World Investors	1.221%	-6.425%	34,364,675	-2,359,400	2024-09-30
Capital Research & Mgmt Co - Division 3	1.200%	-5.351%	33,771,923	-1,909,457	2024-09-30
T. Rowe Price Associates, Inc.	1.100%	-1.665%	30,959,868	-524,201	2024-06-30
Northern Trust Corp	1.042%	-4.206%	29,330,529	-1,287,681	2024-09-30
Bank of New York Mellon Corp	0.970%	-2.116%	27,304,295	-590,310	2024-06-30
Massachusetts Financial Services Company	0.886%	-10.786%	24,940,912	-3,015,421	2024-09-30
Wells Fargo & Co	0.878%	-0.884%	24,718,172	-220,432	2024-06-30
Royal Bank of Canada	0.873%	-6.000%	24,567,361	-1,568,127	2024-06-30
Legal & General Group PLC	0.848%	-1.989%	23,873,857	-484,484	2024-06-30
Ameriprise Financial Inc	0.833%	-0.703%	23,447,394	-165,878	2024-06-30
Dimensional Fund Advisors, Inc.	0.776%	-3.719%	21,852,881	-844,082	2024-09-30
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 30.12% of the company with a total of 856.3 million shares.

In the latest ownership report on October 31st 2024, the top 29 fund holders increased their combined ownership of JPM by 816 thousand shares. 7 funds bought 1,283,299 total additional shares and increased their ownership by an average of 0.43%. However 3 funds sold 466,842 total shares and decreased their ownership by an average of 0.37%.

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 816,457 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	3.191%	-0.350%	89,825,899	-315,649	2024-10-31
Vanguard Institutional 500 Index Trust	2.679%	1.183%	75,410,005	881,587	2024-10-31
SPDR® S&P 500® ETF Trust	1.231%	0.451%	34,665,182	155,515	2024-10-31
iShares Core S&P 500 ETF	1.125%	0.154%	31,674,898	48,749	2024-10-31
Vanguard Value Index Inv	0.858%	0.337%	24,148,675	81,056	2024-10-31
The Financial Select Sector SPDR® ETF	0.692%	-0.732%	19,488,555	-143,640	2024-10-31
Vanguard Institutional Index I	0.642%	-0.042%	18,081,200	-7,553	2024-10-31
Vanguard Dividend Appreciation ETF	0.547%	0.244%	15,392,344	37,431	2024-10-31
State St S&P 500® Indx SL Cl III	0.490%	0.291%	13,792,944	40,000	2024-10-31
Vanguard High Dividend Yield ETF	0.419%	0.331%	11,802,099	38,961	2024-10-31

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	3.191%	-0.350%	89,825,899	-315,649	2024-10-31
Vanguard Institutional 500 Index Trust	2.679%	1.183%	75,410,005	881,587	2024-10-31
Vanguard 500 Index Investor	2.422%	0.564%	70,378,740	394,663	2023-08-31
Fidelity 500 Index	1.242%	-1.138%	34,975,793	-402,676	2024-09-30
SPDR® S&P 500® ETF Trust	1.231%	0.451%	34,665,182	155,515	2024-10-31
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	1.125%	0.154%	31,674,898	48,749	2024-10-31
Vanguard Value Index Inv	0.858%	0.337%	24,148,675	81,056	2024-10-31
Financial Select Sector SPDR® ETF	0.681%	-0.653%	19,541,025	-128,466	2024-05-29
The Financial Select Sector SPDR® ETF	0.692%	-0.732%	19,488,555	-143,640	2024-10-31
Vanguard Institutional Index I	0.642%	-0.042%	18,081,200	-7,553	2024-10-31
MFS Large Cap Value (SMA)	0.561%	37,910,100.000%	16,301,403	16,301,360	2023-06-30
Vanguard Dividend Appreciation ETF	0.547%	0.244%	15,392,344	37,431	2024-10-31
Capital Group Wash Mutual Invtrs Comp	0.500%	-3.392%	14,083,681	-494,413	2024-09-30
American Funds Washington Mutual A	0.500%	-3.392%	14,083,681	-494,413	2024-09-30
State St S&P 500® Indx SL Cl III	0.490%	0.291%	13,792,944	40,000	2024-10-31
American Funds American Balanced A	0.462%	-7.045%	12,992,339	-984,684	2024-09-30
MFS Large Cap Value Equity	0.461%	-10.657%	12,987,977	-1,549,266	2024-09-30
MFS Value A	0.461%	-0.711%	12,987,977	-92,995	2024-09-30
American Funds Income Fund of Amer A	0.430%	-9.768%	12,110,292	-1,311,000	2024-09-30
Vanguard High Dividend Yield ETF	0.419%	0.331%	11,802,099	38,961	2024-10-31
Blackrock Eq Idx Fund CF	0.382%	5.904%	10,760,928	599,893	2024-09-30
Vanguard Equity-Income Inv	0.380%	-1.825%	10,710,112	-199,043	2024-09-30
Blackrock Equity Index Non-Lendable	0.349%	0.000%	10,201,149	10,201,149	2022-06-30
American Funds American Mutual A	0.351%	-0.503%	9,992,938	-50,504	2024-06-30
Capital Group American Mutual Comp	0.339%	-4.488%	9,544,460	-448,478	2024-09-30