JPMorgan Chase & Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 265.76 M | $85.63 B | -0.05% | 9.53% |
| BLACKROCK, INC. | 02/12/2026 | 211.60 M | $68.18 B | 1.15% | 7.59% |
| STATE STREET CORP | 02/13/2026 | 125.34 M | $40.39 B | 0.12% | 4.49% |
| MORGAN STANLEY | 02/13/2026 | 66.39 M | $21.39 B | 1.44% | 2.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 61.27 M | $19.67 B | -0.02% | 2.20% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 56.72 M | $18.28 B | -1.79% | 2.03% |
| FMR LLC | 02/17/2026 | 35.70 M | $11.50 B | -7.84% | 1.28% |
| NORGES BANK | 02/10/2026 | 35.37 M | $11.40 B | 100.00% | 1.27% |
| NORTHERN TRUST CORP | 02/17/2026 | 31.67 M | $10.21 B | -2.12% | 1.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 27.94 M | $9.00 B | -3.71% | 1.00% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 26.63 M | $8.58 B | -5.36% | 0.95% |
| ROYAL BANK OF CANADA | 02/17/2026 | 24.08 M | $7.76 B | 0.50% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 23.42 M | $7.55 B | 5.37% | 0.84% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 23.09 M | $7.44 B | -0.60% | 0.83% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 21.93 M | $7.07 B | -4.71% | 0.79% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 21.76 M | $7.01 B | -1.84% | 0.78% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 19.35 M | $6.23 B | -7.63% | 0.69% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 19.02 M | $6.13 B | 0.58% | 0.68% |
| UBS GROUP AG | 01/29/2026 | 18.90 M | $6.09 B | -3.40% | 0.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 18.75 M | $6.04 B | -0.37% | 0.67% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 18.36 M | $5.92 B | -1.77% | 0.66% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 18.14 M | $5.85 B | -24.71% | 0.65% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 16.40 M | $5.29 B | -1.40% | 0.59% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 16.02 M | $5.16 B | 1.88% | 0.57% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 15.52 M | $5.00 B | -5.46% | 0.56% |
| NUVEEN, LLC | 02/12/2026 | 14.78 M | $4.76 B | -3.88% | 0.53% |
| INVESCO LTD. | 02/19/2026 | 14.45 M | $4.66 B | -1.41% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 14.45 M | $4.66 B | 0.02% | 0.52% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 12.42 M | $4.00 B | -1.40% | 0.45% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 10.39 M | $3.35 B | -24.79% | 0.37% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 10.19 M | $3.28 B | 3.00% | 0.37% |
| BARCLAYS PLC | 02/13/2026 | 9.75 M | $3.14 B | -30.67% | 0.35% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 9.52 M | $1.03 B | 197.90% | 0.34% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 02/17/2026 | 9.13 M | $2.94 B | 15.99% | 0.33% |
| ACTIAM N.V. | 02/13/2026 | 8.67 M | $279.48 M | 889.32% | 0.31% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 8.21 M | $2.65 B | -6.33% | 0.29% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 7.91 M | $2.55 B | 29.92% | 0.28% |
| BOSTON PARTNERS | 02/13/2026 | 7.23 M | $2.33 B | -3.48% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 6.78 M | $2.18 B | -4.24% | 0.24% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 6.76 M | $2.18 B | 2.20% | 0.24% |
| AMUNDI | 02/17/2026 | 6.75 M | $2.18 B | 23.16% | 0.24% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 6.74 M | $2.17 B | -1.52% | 0.24% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 6.61 M | $2.13 B | 3.37% | 0.24% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 6.58 M | $2.12 B | 2.22% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 6.47 M | $2.09 B | -4.91% | 0.23% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 6.22 M | $2.00 B | 223,495.97% | 0.22% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 5.87 M | $1.91 B | 4.21% | 0.21% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 5.83 M | $1.88 B | -4.90% | 0.21% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 5.57 M | $1.80 B | -2.43% | 0.20% |
| LPL FINANCIAL LLC | 02/11/2026 | 5.46 M | $1.76 B | 4.64% | 0.20% |
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JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 6260 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 265.76 M
BlackRock, Inc.: 211.6 M
STATE STREET CORP: 125.34 M
MORGAN STANLEY: 66.39 M
GEODE CAPITAL MANAGEMENT, LLC: 61.27 M
BANK OF AMERICA CORP /DE/: 56.72 M
71.35% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 2.79 B shares in the last 24 months. This purchase volume represents approximately $822.96 B in transactions.