JPMorgan Chase & Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 3.51 M | $103.50 M | 1.54% | 0.13% |
| 11/12/2025 | 3.49 M | $103.14 M | 100.00% | 0.13% | |
| JPMORGAN CHASE & CO | 11/26/2025 | 2.01 M | $59.34 M | 6.91% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.81 M | $534.60 K | -0.04% | 0.06% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 1.08 M | $31.78 M | 12.75% | 0.04% |
| KEYBANK NATIONAL ASSOCIATION/OH | 11/04/2025 | 642.46 K | $18.97 M | -2.83% | 0.02% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 508.44 K | $15.01 M | -3.42% | 0.02% |
| NICOLET ADVISORY SERVICES, LLC | 11/13/2025 | 492.46 K | $14.29 M | 2.97% | 0.02% |
| LPL FINANCIAL LLC | 11/12/2025 | 490.09 K | $14.47 M | 9.21% | 0.02% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10/30/2025 | 375.27 K | $11.08 M | -1.08% | 0.01% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 339.22 K | $10.01 M | -21.09% | 0.01% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 287.79 K | $8.50 M | 9.16% | 0.01% |
| NICOLET BANKSHARES INC | 11/13/2025 | 194.98 K | $5.76 M | 1.03% | 0.01% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 184.64 K | $5.45 M | -1.73% | 0.01% |
| VIDENT ADVISORY, LLC | 11/14/2025 | 166.37 K | $4.91 M | -11.91% | 0.01% |
| FF ADVISORS,LLC | 11/13/2025 | 158.05 K | $4.67 M | -1.36% | 0.01% |
| LAKE STREET FINANCIAL LLC | 11/10/2025 | 133.56 K | $3.94 M | 31.61% | 0.00% |
| EVERETT HARRIS & CO /CA/ | 11/03/2025 | 103.12 K | $3.04 M | -4.44% | 0.00% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 10/17/2025 | 94.90 K | $2.80 M | 5.31% | 0.00% |
| NEW ENGLAND ASSET MANAGEMENT INC | 11/14/2025 | 92.75 K | $2.74 M | 0.00% | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11/14/2025 | 92.00 K | $2.72 M | 0.00% | 0.00% |
| ARGYLE CAPITAL PARTNERS, LLC | 11/14/2025 | 70.82 K | $2.09 M | 100.00% | 0.00% |
| MORGAN STANLEY | 11/14/2025 | 57.03 K | $1.68 M | -79.15% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 10/30/2025 | 52.08 K | $1.54 M | -13.59% | 0.00% |
| CRESTWOOD ADVISORS GROUP LLC | 11/07/2025 | 49.32 K | $1.46 M | -15.06% | 0.00% |
| HANCOCK WHITNEY CORP | 11/17/2025 | 49.15 K | $1.45 M | -0.31% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 47.46 K | $1.40 M | -5.46% | 0.00% |
| BECKERMAN INSTITUTIONAL, LLC | 11/06/2025 | 38.32 K | $1.13 M | 2.34% | 0.00% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 11/13/2025 | 37.70 K | $1.11 M | 0.00% | 0.00% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 37.42 K | $1.10 M | 100.00% | 0.00% |
| REGAL INVESTMENT ADVISORS LLC | 11/13/2025 | 37.14 K | $1.10 M | 0.12% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 35.18 K | $1.04 M | 2.39% | 0.00% |
| COMMERCE BANK | 11/12/2025 | 33.83 K | $998.75 K | -5.13% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 31.71 K | $936.20 K | -38.82% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 28.10 K | $829.51 K | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 23.02 K | $679.64 K | 4.37% | 0.00% |
| EVOKE WEALTH, LLC | 11/14/2025 | 21.61 K | $637.88 K | 0.59% | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 20.95 K | $607.73 K | -3.11% | 0.00% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 18.51 K | $546.38 K | 60.49% | 0.00% |
| CREATIVE PLANNING | 11/14/2025 | 14.68 K | $433.47 K | -10.46% | 0.00% |
| VESTGEN ADVISORS, LLC | 11/14/2025 | 13.76 K | $406.14 K | 4.03% | 0.00% |
| EAGLE GLOBAL ADVISORS LLC | 10/28/2025 | 13.68 K | $403.83 K | -7.25% | 0.00% |
| PACIFIC CENTER FOR FINANCIAL SERVICES | 11/13/2025 | 12.56 K | $370.79 K | 38.01% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 12.51 K | $369.21 K | -0.80% | 0.00% |
| COVENANT ASSET MANAGEMENT, LLC | 10/30/2025 | 10.79 K | $318.49 K | 0.00% | 0.00% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 10.63 K | $314.00 K | 6.73% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 9.46 K | $280.33 K | 3.95% | 0.00% |
| CRESSET ASSET MANAGEMENT, LLC | 01/22/2026 | 8.79 K | $259.33 K | 0.00% | 0.00% |
| MARINER, LLC | 11/14/2025 | 8.60 K | $253.72 K | -8.86% | 0.00% |
| NORTH CAPITAL, INC. | 10/09/2025 | 8.08 K | $238.55 K | -1.43% | 0.00% |
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JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
KEYBANK NATIONAL ASSOCIATION/OH: 648,345
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 368,629
LAKE STREET FINANCIAL LLC: 144,810
My Personal CFO, LLC: 62,124
Crestwood Advisors Group LLC: 29,224
EAGLE GLOBAL ADVISORS LLC: 14,770
0.61% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 14.09 M shares in the last 24 months. This purchase volume represents approximately $463.31 M in transactions.