JPMorgan Chase & Co (JPM) Ownership

315.04 ↓1.06 (-0.34%)

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 million shares. Combined, the top 29 institutional holders of JPM own 53.71% of the company with a total of 1.5 billion shares.

In the latest ownership report on June 30th 2025, the top 29 institutional holders decreased their combined ownership of JPM by 12 million shares. 5 institutions bought 10,786,927 total additional shares and increased their ownership by an average of 6.45%. However 15 institutions sold 22,739,466 total shares and decreased their ownership by an average of 3.88%.

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 -11,952,539 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	9.890%	-0.309%	271,954,190	-842,398	2025-06-30
BlackRock Inc	7.488%	-1.118%	205,887,833	-2,327,705	2025-06-30
State Street Corp	4.556%	-1.749%	125,287,735	-2,230,688	2025-06-30
Morgan Stanley - Brokerage Accounts	2.436%	-3.416%	66,985,321	-2,369,463	2025-06-30
Geode Capital Management, LLC	2.223%	0.493%	61,129,271	300,160	2025-06-30
Bank of America Corp	1.959%	13.213%	53,873,014	6,287,359	2025-06-30
FMR Inc	1.529%	-10.557%	42,043,115	-4,962,193	2025-06-30
NORGES BANK	1.292%	2.426%	35,511,741	841,162	2025-06-30
Northern Trust Corp	1.183%	-1.740%	32,541,931	-576,167	2025-06-30
T. Rowe Price Associates, Inc.	1.045%	-0.621%	28,727,851	-179,464	2025-06-30
Capital Research & Mgmt Co - Division 3	1.023%	-2.226%	28,137,573	-640,664	2025-06-30
Capital World Investors	0.882%	-3.659%	24,257,328	-921,241	2025-06-30
Wells Fargo & Co	0.860%	-1.455%	23,648,318	-349,112	2025-06-30
Capital Research Global Investors	0.855%	9.862%	23,505,294	2,109,979	2025-06-30
Bank of New York Mellon Corp	0.852%	-5.565%	23,420,985	-1,380,168	2025-06-30
Royal Bank of Canada	0.828%	-2.465%	22,766,452	-575,452	2025-06-30
Ameriprise Financial Inc	0.797%	-2.284%	21,907,008	-511,997	2025-06-30
Goldman Sachs Group Inc	0.769%	6.275%	21,140,249	1,248,267	2025-06-30
Wellington Management Company LLP	0.746%	-14.007%	20,522,665	-3,342,908	2025-06-30
UBS Group AG	0.743%	-6.965%	20,436,627	-1,529,846	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.890%	-0.309%	271,954,190	-842,398	2025-06-30
BlackRock Inc	7.488%	-1.118%	205,887,833	-2,327,705	2025-06-30
State Street Corporation	4.423%	0.551%	125,849,413	689,942	2024-03-31
State Street Corp	4.556%	-1.749%	125,287,735	-2,230,688	2025-06-30
Morgan Stanley - Brokerage Accounts	2.436%	-3.416%	66,985,321	-2,369,463	2025-06-30
Geode Capital Management, LLC	2.223%	0.493%	61,129,271	300,160	2025-06-30
OFI Invest Asset Management	1.929%	0.000%	56,046,201	56,046,201	2023-03-31
Bank of America Corp	1.959%	13.213%	53,873,014	6,287,359	2025-06-30
FMR Inc	1.529%	-10.557%	42,043,115	-4,962,193	2025-06-30
NORGES BANK	1.292%	2.426%	35,511,741	841,162	2025-06-30
Northern Trust Corp	1.183%	-1.740%	32,541,931	-576,167	2025-06-30
T. Rowe Price Associates, Inc.	1.045%	-0.621%	28,727,851	-179,464	2025-06-30
Capital Research & Mgmt Co - Division 3	1.023%	-2.226%	28,137,573	-640,664	2025-06-30
Capital World Investors	0.882%	-3.659%	24,257,328	-921,241	2025-06-30
Wells Fargo & Co	0.860%	-1.455%	23,648,318	-349,112	2025-06-30
GAMMA Investing LLC	0.848%	25,861.900%	23,556,011	23,465,278	2025-03-31
Capital Research Global Investors	0.855%	9.862%	23,505,294	2,109,979	2025-06-30
Bank of New York Mellon Corp	0.852%	-5.565%	23,420,985	-1,380,168	2025-06-30
Legal & General Group PLC	0.830%	-2.802%	23,204,943	-668,914	2024-09-30
Legal & General Group PLC USD	0.830%	-2.802%	23,204,943	-668,914	2024-09-30
Royal Bank of Canada	0.828%	-2.465%	22,766,452	-575,452	2025-06-30
Ameriprise Financial Inc	0.797%	-2.284%	21,907,008	-511,997	2025-06-30
Massachusetts Financial Services Company	0.786%	-12.469%	21,831,090	-3,109,822	2024-12-31
Goldman Sachs Group Inc	0.769%	6.275%	21,140,249	1,248,267	2025-06-30
Wellington Management Company LLP	0.746%	-14.007%	20,522,665	-3,342,908	2025-06-30
UBS Group AG	0.743%	-6.965%	20,436,627	-1,529,846	2025-06-30
Charles Schwab Investment Management Inc	0.711%	0.278%	20,226,537	56,138	2024-03-31
Dimensional Fund Advisors, Inc.	0.731%	-5.606%	20,098,773	-1,193,576	2025-03-31
Franklin Resources Inc	0.673%	21.072%	19,739,048	3,435,522	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 33 mutual fund holders of JPM own 29.28% of the company with a total of 818.9 million shares.

In the latest ownership report on August 31st 2025, the top 33 fund holders increased their combined ownership of JPM by 327 thousand shares. 1 funds bought 412,896 total additional shares and increased their ownership by an average of 1.25%. However 2 funds sold 85,544 total shares and decreased their ownership by an average of 0.23%.

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 327,352 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	1.221%	1.246%	33,560,778	412,896	2025-08-31
iShares Core S&P 500 ETF	1.216%	0.000%	33,441,282	0	2025-08-31
The Financial Select Sector SPDR® ETF	0.720%	-0.316%	19,789,576	-62,784	2025-08-31
State St S&P 500® Indx SL Cl III	0.540%	-0.153%	14,834,211	-22,760	2025-08-31

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	3.067%	-4.114%	84,322,713	-3,618,065	2025-07-31
Vanguard 500 Index Investor	2.415%	-14.409%	66,393,599	-11,177,556	2025-07-31
Fidelity 500 Index	1.281%	0.043%	35,227,830	15,124	2025-07-31
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
SPDR® S&P 500® ETF Trust	1.211%	-0.521%	33,858,532	-177,444	2025-03-31
SPDR® S&P 500® ETF	1.221%	1.246%	33,560,778	412,896	2025-08-31
iShares Core S&P 500 ETF	1.216%	0.000%	33,441,282	0	2025-08-31
Vanguard Value Index Inv	0.867%	-2.173%	23,831,132	-529,345	2025-07-31
The Financial Select Sector SPDR® ETF	0.720%	-0.316%	19,789,576	-62,784	2025-08-31
Financial Select Sector SPDR® ETF	0.681%	-0.653%	19,541,025	-128,466	2024-05-29
Vanguard Institutional Index I	0.611%	-1.100%	16,800,120	-186,916	2025-07-31
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%	0.195%	15,034,992	29,199	2025-07-31
State St S&P 500® Indx SL Cl III	0.540%	-0.153%	14,834,211	-22,760	2025-08-31
American Funds Washington Mutual A	0.415%	-3.649%	11,420,442	-432,483	2025-06-30
Capital Group Wash Mutual Invtrs Comp	0.415%	-3.649%	11,420,442	-432,483	2025-06-30
Vanguard High Dividend Yield ETF	0.388%	0.332%	10,673,379	35,353	2025-07-31
Blackrock Eq Idx Fund CF	0.382%	0.438%	10,506,445	45,786	2025-06-30
Blackrock Equity Index Non-Lendable	0.349%	0.000%	10,201,149	10,201,149	2022-06-30
Vanguard Institutional 500 Index Trust	0.365%	0.000%	10,041,316	10,041,316	2025-07-31
American Funds Income Fund of Amer A	0.345%	-20.880%	9,581,690	-2,528,602	2024-12-31
Capital Group American Mutual Comp	0.343%	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
Fidelity Contrafund	0.343%	-0.301%	9,421,541	-28,428	2025-07-31
MFS Large Cap Value Equity	0.330%	-3.302%	9,065,856	-309,606	2025-06-30
MFS Value A	0.328%	-0.581%	9,013,159	-52,697	2025-07-31
American Funds American Balanced A	0.326%	0.000%	8,958,023	0	2025-06-30
Vanguard Equity-Income Inv	0.321%	-18.183%	8,813,297	-1,958,595	2025-03-31
Blackrock Russ 1000 Eq Idx Composite	0.316%	-5.721%	8,692,299	-527,432	2025-06-30
Russell 1000 Index Fund	0.315%	-0.019%	8,670,225	-1,676	2025-07-31