JPMorgan Chase & Co (JPM) Ownership

242.85 ↓5.27 (-2.12%)

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 29.93% of the company with a total of 847.7 million shares.

In the latest ownership report on February 28th 2025, the top 29 fund holders increased their combined ownership of JPM by 215 thousand shares. 2 funds bought 35,275 total additional shares and increased their ownership by an average of 0.10%. However 2 funds sold 250,042 total shares and decreased their ownership by an average of 0.36%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding JPMorgan Chase & Co decreased by a net total of -214,767 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	1.245%	-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
The Financial Select Sector SPDR® ETF	0.754%	0.119%	21,069,858	25,075	2025-02-28
State St S&P 500® Indx SL Cl III	0.487%	0.075%	13,615,547	10,200	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	3.165%	0.271%	88,505,066	239,003	2025-01-31
Vanguard Institutional 500 Index Trust	2.774%	1.713%	77,549,615	1,306,322	2025-01-31
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	0.864%	0.706%	24,154,726	169,412	2025-01-31
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	0.632%	-0.598%	17,661,653	-106,227	2025-01-31
MFS Large Cap Value (SMA)	0.561%	37,910,100.000%	16,301,403	16,301,360	2023-06-30
Vanguard Dividend Appreciation ETF	0.552%	-0.625%	15,441,419	-97,139	2025-01-31
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
Vanguard High Dividend Yield ETF	0.419%	-0.353%	11,704,098	-41,427	2025-01-31
MFS Large Cap Value Equity	0.415%	-10.610%	11,609,948	-1,378,029	2024-12-31
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