JPMorgan Chase & Co. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 05/09/2025 | 272.80 M | $66.92 B | 0.15% | 9.68% |
BLACKROCK, INC. | 05/02/2025 | 208.22 M | $51.08 B | 0.74% | 7.39% |
STATE STREET CORP | 05/15/2025 | 127.52 M | $31.28 B | 0.18% | 4.52% |
MORGAN STANLEY | 05/15/2025 | 69.35 M | $17.01 B | 0.74% | 2.46% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 60.83 M | $14.87 B | 2.72% | 2.16% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 47.59 M | $11.67 B | -3.66% | 1.69% |
FMR LLC | 05/12/2025 | 47.01 M | $11.53 B | -2.50% | 1.67% |
NORTHERN TRUST CORP | 05/13/2025 | 33.12 M | $8.12 B | -2.15% | 1.17% |
PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 28.91 M | $7.09 B | -2.65% | 1.03% |
CAPITAL INTERNATIONAL INVESTORS | 05/12/2025 | 28.78 M | $7.06 B | -12.35% | 1.02% |
CAPITAL WORLD INVESTORS | 05/12/2025 | 25.18 M | $6.18 B | -12.80% | 0.89% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 24.80 M | $6.08 B | 1.87% | 0.88% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 24.00 M | $5.89 B | -0.99% | 0.85% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 23.87 M | $5.85 B | -18.63% | 0.85% |
ROYAL BANK OF CANADA | 05/15/2025 | 23.34 M | $5.73 B | 1.34% | 0.83% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 22.42 M | $5.50 B | -0.56% | 0.80% |
UBS GROUP AG | 05/13/2025 | 21.97 M | $5.39 B | 10.05% | 0.78% |
CAPITAL RESEARCH GLOBAL INVESTORS | 05/12/2025 | 21.40 M | $5.25 B | -6.33% | 0.76% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 20.10 M | $4.93 B | -5.61% | 0.71% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 19.89 M | $4.88 B | -2.11% | 0.71% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 19.85 M | $4.87 B | -1.28% | 0.70% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 18.95 M | $4.65 B | 1.82% | 0.67% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 18.44 M | $4.52 B | 5.07% | 0.65% |
FISHER ASSET MANAGEMENT, LLC | 05/14/2025 | 18.37 M | $4.51 B | 5.56% | 0.65% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 18.20 M | $4.46 B | -16.65% | 0.65% |
05/12/2025 | 16.20 M | $3.97 B | 100.00% | 0.57% | |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 14.62 M | $3.59 B | -0.25% | 0.52% |
INVESCO LTD. | 05/12/2025 | 13.75 M | $3.37 B | 4.14% | 0.49% |
FRANKLIN RESOURCES INC | 05/13/2025 | 13.25 M | $3.25 B | -3.16% | 0.47% |
BARCLAYS PLC | 05/15/2025 | 12.06 M | $2.96 B | 50.60% | 0.43% |
DEUTSCHE BANK AG\ | 05/09/2025 | 10.94 M | $2.68 B | -12.57% | 0.39% |
NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 8.84 M | $2.17 B | -2.93% | 0.31% |
SANDERS CAPITAL, LLC | 05/14/2025 | 7.77 M | $1.90 B | -5.87% | 0.28% |
HSBC HOLDINGS PLC | 05/14/2025 | 7.49 M | $1.83 B | 2.88% | 0.27% |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 05/15/2025 | 7.45 M | $1.83 B | -30.30% | 0.26% |
BOSTON PARTNERS | 05/13/2025 | 7.35 M | $1.80 B | -12.08% | 0.26% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 7.08 M | $1.74 B | -0.08% | 0.25% |
PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 6.79 M | $1.67 B | -0.65% | 0.24% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 6.72 M | $1.65 B | -1.12% | 0.24% |
CLEARBRIDGE INVESTMENTS, LLC | 05/13/2025 | 6.27 M | $1.54 B | -6.58% | 0.22% |
BAIRD FINANCIAL GROUP, INC. | 05/15/2025 | 6.11 M | $1.50 B | 2.34% | 0.22% |
BANK OF MONTREAL /CAN/ | 05/13/2025 | 6.10 M | $1.50 B | -11.33% | 0.22% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/13/2025 | 5.94 M | $1.46 B | -4.86% | 0.21% |
SCHRODER INVESTMENT MANAGEMENT GROUP | 05/13/2025 | 5.90 M | $1.43 B | -3.83% | 0.21% |
AMUNDI | 05/15/2025 | 5.77 M | $1.32 B | 8.52% | 0.20% |
ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 5.50 M | $1.35 B | -10.05% | 0.19% |
BESSEMER GROUP INC | 04/23/2025 | 5.44 M | $1.33 B | -6.55% | 0.19% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 5.42 M | $1.33 B | -15.02% | 0.19% |
PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 5.42 M | $1.33 B | -2.87% | 0.19% |
CITIGROUP INC | 05/12/2025 | 5.33 M | $1.31 B | 22.08% | 0.19% |
JPMorgan Chase & Co. institutional Ownership - FAQ's
During the previous two years, 5500 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
FIRST HAWAIIAN BANK: 0
VANGUARD GROUP INC: 272.8 M
BlackRock, Inc.: 208.22 M
STATE STREET CORP: 127.52 M
MORGAN STANLEY: 69.35 M
GEODE CAPITAL MANAGEMENT, LLC: 60.83 M
70.08% of JPMorgan Chase & Co. stock is owned by institutional investors.
Institutional investors have bought a total of 2.77 B shares in the last 24 months. This purchase volume represents approximately $819.36 B in transactions.