JPMorgan Chase & Co (JPM) Ownership

199.52 ↑3.79 (1.94%)
As of March 27, 2024, 3:59pm EST.

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 25 institutional holders of JPM own 46.89% of the company with a total of 1.4 billion shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders increased their combined ownership of JPM by 34.8 million shares. 14 institutions bought 45,034,262 total additional shares and increased their ownership by an average of 12.53%. However 7 institutions sold 10,237,353 total shares and decreased their ownership by an average of 3.76%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of JPMorgan Chase & Co increased by a net total of 34,796,909 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.458%0.028%272,426,00474,9402023-12-31
BlackRock Inc6.657%1.200%191,756,5662,274,3032023-12-31
State Street Corporation4.345%2.617%125,159,4713,192,3752023-12-31
Morgan Stanley - Brokerage Accounts2.251%3.019%64,841,1971,899,8542023-12-31
Geode Capital Management, LLC1.921%1.837%55,324,255998,0632023-12-31
FMR Inc1.826%6.450%52,605,0823,187,4432023-12-31
Bank of America Corp1.773%-3.606%51,065,459-1,910,1552023-12-31
Capital Research & Mgmt Co - Division 31.441%5.404%41,516,6952,128,4782023-12-31
Wellington Management Company LLP1.375%-6.613%39,616,318-2,805,3932023-12-31
Goldman Sachs Group Inc1.258%98.983%36,224,63418,019,7532023-12-31
NORGES BANK1.228%21.795%35,372,5956,329,7442023-12-31
Capital World Investors1.190%-8.036%34,271,199-2,994,5542023-12-31
T. Rowe Price Associates, Inc.1.115%2.503%32,103,099783,8112023-12-31
Northern Trust Corp1.110%-3.413%31,959,947-1,129,3632023-12-31
Massachusetts Financial Services Company1.024%-3.515%29,498,573-1,074,6402023-12-31
Bank of New York Mellon Corp1.000%-1.071%28,813,913-311,9042023-12-31
Wells Fargo & Co0.867%0.750%24,965,329185,9292023-12-31
Ameriprise Financial Inc0.823%-0.048%23,713,332-11,3442023-12-31
Legal & General Group PLC0.813%24.856%23,406,2864,659,6512023-12-31
Royal Bank of Canada0.805%2.676%23,193,345604,4162023-12-31
Dimensional Fund Advisors, Inc.0.741%3.369%21,338,704695,5022023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.458%0.028%272,426,00474,9402023-12-31
BlackRock Inc6.657%1.200%191,756,5662,274,3032023-12-31
State Street Corporation4.345%2.617%125,159,4713,192,3752023-12-31
Morgan Stanley - Brokerage Accounts2.251%3.019%64,841,1971,899,8542023-12-31
OFI Invest Asset Management1.929%0.000%56,046,20156,046,2012023-03-31
Geode Capital Management, LLC1.921%1.837%55,324,255998,0632023-12-31
FMR Inc1.826%6.450%52,605,0823,187,4432023-12-31
Bank of America Corp1.773%-3.606%51,065,459-1,910,1552023-12-31
Capital Research & Mgmt Co - Division 31.441%5.404%41,516,6952,128,4782023-12-31
Wellington Management Company LLP1.375%-6.613%39,616,318-2,805,3932023-12-31
Goldman Sachs Group Inc1.258%98.983%36,224,63418,019,7532023-12-31
NORGES BANK1.228%21.795%35,372,5956,329,7442023-12-31
Capital World Investors1.190%-8.036%34,271,199-2,994,5542023-12-31
T. Rowe Price Associates, Inc.1.115%2.503%32,103,099783,8112023-12-31
Northern Trust Corp1.110%-3.413%31,959,947-1,129,3632023-12-31
Massachusetts Financial Services Company1.024%-3.515%29,498,573-1,074,6402023-12-31
Bank of New York Mellon Corp1.000%-1.071%28,813,913-311,9042023-12-31
Wells Fargo & Co0.867%0.750%24,965,329185,9292023-12-31
Ameriprise Financial Inc0.823%-0.048%23,713,332-11,3442023-12-31
Legal & General Group PLC0.813%24.856%23,406,2864,659,6512023-12-31
Royal Bank of Canada0.805%2.676%23,193,345604,4162023-12-31
Dimensional Fund Advisors, Inc.0.741%3.369%21,338,704695,5022023-12-31
Charles Schwab Investment Management Inc0.695%-0.458%20,015,973-92,0222023-09-30
Franklin Resources Inc0.673%21.072%19,739,0483,435,5222022-06-30
UBS Group AG0.574%-2.894%16,845,994-502,1272022-06-30

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 26 mutual fund holders of JPM own 24.97% of the company with a total of 720.3 million shares.

In the latest ownership report on February 29th 2024, the top 26 fund holders increased their combined ownership of JPM by 1.2 million shares. 7 funds bought 1,297,627 total additional shares and increased their ownership by an average of 0.49%. However 2 funds sold 108,755 total shares and decreased their ownership by an average of 0.28%.

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 1,188,872 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Institutional 500 Index Trust2.506%1.030%72,180,795735,5712024-02-29
SPDR® S&P 500 ETF Trust1.177%0.631%33,908,465212,6602024-02-29
iShares Core S&P 500 ETF1.044%0.305%30,077,30691,3192024-02-29
Vanguard Value Index Inv0.838%0.372%24,148,50089,5502024-02-29
Financial Select Sector SPDR® ETF0.669%-0.169%19,271,063-32,5192024-02-29
Vanguard Institutional Index I0.661%-0.399%19,044,919-76,2362024-02-29
Vanguard Dividend Appreciation ETF0.579%0.627%16,678,899103,8932024-02-29
State St S&P 500® Indx SL Cl III0.486%0.362%13,988,79650,4002024-02-29
Vanguard High Dividend Yield ETF0.447%0.111%12,882,69614,2342024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.152%2.156%91,127,6271,922,9462023-03-31
Vanguard Total Stock Mkt Idx Inv3.154%0.148%90,849,833134,5472024-01-31
Vanguard Institutional 500 Index Trust2.506%1.030%72,180,795735,5712024-02-29
Vanguard 500 Index Investor2.422%0.564%70,378,740394,6632023-08-31
Fidelity 500 Index1.192%1.034%34,324,252351,2832024-01-31
SPDR® S&P 500 ETF Trust1.177%0.631%33,908,465212,6602024-02-29
Fidelity® 500 Index1.177%0.640%33,864,051215,5012023-11-30
iShares Core S&P 500 ETF1.044%0.305%30,077,30691,3192024-02-29
Vanguard Value Index Inv0.838%0.372%24,148,50089,5502024-02-29
Financial Select Sector SPDR® ETF0.669%-0.169%19,271,063-32,5192024-02-29
Vanguard Institutional Index I0.661%-0.399%19,044,919-76,2362024-02-29
Vanguard Dividend Appreciation ETF0.579%0.627%16,678,899103,8932024-02-29
MFS Large Cap Value (SMA)0.561%37,910,100.000%16,301,40316,301,3602023-06-30
American Funds Washington Mutual A0.537%1.080%15,458,506165,2322023-12-31
Capital Group Wash Mutual Invtrs Comp0.537%1.080%15,458,506165,2322023-12-31
MFS Large Cap Value Equity0.529%-4.093%15,221,380-649,5672023-12-31
MFS Value A0.522%-1.169%15,043,402-177,9782024-01-31
American Funds American Balanced A0.500%0.318%14,401,71845,6062023-12-31
State St S&P 500® Indx SL Cl III0.486%0.362%13,988,79650,4002024-02-29
American Funds Income Fund of Amer A0.464%-3.908%13,350,192-542,8742023-12-31
Vanguard High Dividend Yield ETF0.447%0.111%12,882,69614,2342024-02-29
Vanguard Equity-Income Inv0.442%-1.543%12,733,861-199,5202023-12-31
Blackrock Eq Idx Fund CF0.359%0.215%10,334,86922,1502023-12-31
Blackrock Equity Index Non-Lendable0.349%0.000%10,201,14910,201,1492022-06-30
Capital Group American Mutual Comp0.331%0.700%9,527,11866,2242023-12-31
American Funds American Mutual A0.331%0.700%9,527,11866,2242023-12-31

Discussions

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beardedstocks

$JPM the future is so bright .. I gotta wear shades..

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leahmccourt

$JPM Markets about as efficient as a retirement home

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im_drank

$JPM what’s next bulls

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