JPMorgan Chase & Co (JPM) Ownership

240.78 ↑0.00 (0.00%)

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 271.4 million shares. Combined, the top 26 institutional holders of JPM own 54.91% of the company with a total of 1.6 billion shares.

In the latest ownership report on June 30th 2024, the top 26 institutional holders decreased their combined ownership of JPM by 4.2 million shares. 9 institutions bought 12,206,236 total additional shares and increased their ownership by an average of 2.48%. However 11 institutions sold 16,414,681 total shares and decreased their ownership by an average of 4%.

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 -4,208,445 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	9.639%	0.106%	271,363,437	286,367	2024-06-30
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
Geode Capital Management, LLC	2.054%	1.632%	57,838,356	928,574	2024-06-30
FMR Inc	1.886%	-4.081%	53,105,266	-2,259,555	2024-06-30
Bank of America Corp	1.827%	0.787%	51,423,097	401,348	2024-06-30
NORGES BANK	1.316%	4.757%	37,055,325	1,682,730	2024-06-30
Capital World Investors	1.304%	6.688%	36,724,075	2,302,064	2024-06-30
Wellington Management Company LLP	1.275%	-7.891%	35,899,862	-3,075,635	2024-06-30
Capital Research & Mgmt Co - Division 3	1.267%	-15.637%	35,681,380	-6,613,612	2024-06-30
T. Rowe Price Associates, Inc.	1.100%	-1.665%	30,959,868	-524,201	2024-06-30
Northern Trust Corp	1.088%	-0.513%	30,618,210	-157,843	2024-06-30
Massachusetts Financial Services Company	0.993%	-3.034%	27,956,333	-874,861	2024-06-30
Bank of New York Mellon Corp	0.970%	-2.116%	27,304,295	-590,310	2024-06-30
Wells Fargo & Co	0.878%	-0.884%	24,718,172	-220,432	2024-06-30
Royal Bank of Canada	0.877%	-5.540%	24,687,618	-1,447,870	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.	0.806%	4.805%	22,696,963	1,040,594	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.639%	0.106%	271,363,437	286,367	2024-06-30
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
FMR Inc	1.886%	-4.081%	53,105,266	-2,259,555	2024-06-30
Bank of America Corp	1.827%	0.787%	51,423,097	401,348	2024-06-30
NORGES BANK	1.316%	4.757%	37,055,325	1,682,730	2024-06-30
Capital World Investors	1.304%	6.688%	36,724,075	2,302,064	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 Research & Mgmt Co - Division 3	1.267%	-15.637%	35,681,380	-6,613,612	2024-06-30
T. Rowe Price Associates, Inc.	1.100%	-1.665%	30,959,868	-524,201	2024-06-30
Northern Trust Corp	1.088%	-0.513%	30,618,210	-157,843	2024-06-30
Massachusetts Financial Services Company	0.993%	-3.034%	27,956,333	-874,861	2024-06-30
Bank of New York Mellon Corp	0.970%	-2.116%	27,304,295	-590,310	2024-06-30
Wells Fargo & Co	0.878%	-0.884%	24,718,172	-220,432	2024-06-30
Royal Bank of Canada	0.877%	-5.540%	24,687,618	-1,447,870	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.	0.806%	4.805%	22,696,963	1,040,594	2024-06-30
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 30.10% of the company with a total of 855.6 million shares.

In the latest ownership report on October 31st 2024, the top 29 fund holders increased their combined ownership of JPM by 101 thousand shares. 3 funds bought 244,264 total additional shares and increased their ownership by an average of 0.30%. However 1 funds sold 143,640 total shares and decreased their ownership by an average of 0.73%.

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 100,624 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
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
The Financial Select Sector SPDR® ETF	0.692%	-0.732%	19,488,555	-143,640	2024-10-31
State St S&P 500® Indx SL Cl III	0.490%	0.291%	13,792,944	40,000	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	3.202%	-0.896%	90,141,548	-815,234	2024-09-30
Vanguard Institutional 500 Index Trust	2.647%	-0.784%	74,528,418	-588,967	2024-09-30
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	0.855%	1.129%	24,067,619	268,780	2024-09-30
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	0.643%	-1.882%	18,088,753	-346,900	2024-09-30
MFS Large Cap Value (SMA)	0.561%	37,910,100.000%	16,301,403	16,301,360	2023-06-30
Vanguard Dividend Appreciation ETF	0.545%	-1.330%	15,354,913	-206,995	2024-09-30
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	0.418%	0.646%	11,763,138	75,497	2024-09-30
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