JPMorgan Chase Ownership | Who Owns JPMorgan Chase?
JPMorgan Chase Ownership Summary
JPMorgan Chase is owned by 36.51% institutional investors, 0.47% insiders, and 63.03% retail investors. Vanguard group is the largest institutional shareholder, holding 9.53% of JPM shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.24% of its assets in JPMorgan Chase shares.
JPM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | JPMorgan Chase | 36.51% | 0.47% | 63.03% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Diversified Banks Stocks | 23.85% | 0.77% | 75.38% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 265.89M | 9.53% | $83.87B |
| Blackrock funding, inc. /de | 209.19M | 7.50% | $65.99B |
| Blackrock | 198.69M | 6.83% | $40.19B |
| State street | 125.20M | 4.49% | $39.49B |
| Morgan stanley | 65.45M | 2.35% | $20.64B |
| Geode capital management | 61.28M | 2.20% | $19.26B |
| Fmr | 38.74M | 1.39% | $12.22B |
| Norges bank | 34.67M | 1.21% | $8.31B |
| Northern trust | 32.36M | 1.16% | $10.21B |
| Price t rowe associates inc /md/ | 29.02M | 1.04% | $9.15B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Guidance point advisors | 401.14K | 30.51% | $126.54M |
| Global frontier investments | 379.00K | 26.20% | $109.88M |
| Courant investment management | 94.90K | 23.66% | $29.93M |
| Freegulliver | 161.90K | 22.76% | $51.07M |
| Paralel advisors | 1.03M | 12.63% | $324.26M |
| Community bank of raymore | 54.39K | 11.87% | $17.16M |
| Unisphere establishment | 4.80M | 11.87% | $1.51B |
| Exane asset management | 91.87K | 11.48% | $34.05M |
| Ss&h financial advisors | 105.54K | 10.12% | $33.29M |
| Summerhill capital management lnc. | 30.69K | 10.05% | $9.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 34.67M | 1.09% | 34.67M |
| Sg americas securities | 6.22M | 2.56% | 6.22M |
| Blackrock funding, inc. /de | 209.19M | 1.16% | 3.30M |
| Blackrock | 198.69M | 0.91% | 2.57M |
| Two sigma advisers, lp | 2.44M | 1.54% | 2.11M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Laurel wealth advisors | 56.93K | 2.51% | -16.73M |
| Wellington management group llp | 13.82M | 0.76% | -6.71M |
| Vanguard group | 265.89M | 1.26% | -6.06M |
| Fmr | 38.74M | 0.64% | -3.31M |
| Ubs asset management americas | 16.63M | 1.14% | -3.25M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 34.67M | 1.09% | 34.67M | $8.31B |
| Axa investment managers | 1.05M | 0.89% | 1.05M | $330.64M |
| Clear street group | 582.05K | 0.63% | 582.05K | $183.60M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 457.31K | 1.04% | 457.31K | $92.50M |
| Global frontier investments | 379.00K | 26.20% | 379.00K | $109.88M |
Sold Out
| Holder | Change |
|---|---|
| Sellwood consulting | -13.00 |
| Sugar maple asset management | -17.00 |
| Goodwin investment advisory | -18.00 |
| Thomas j. herzfeld advisors | -19.00 |
| Family cfo | -21.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 3,638 | -24.37% | 1,018,085,273 | -46.83% | 36 | 0.77% | 1,636 | -27.61% | 1,587 | -19.85% |
| Jun 30, 2025 | 4,749 | 0.40% | 2,013,924,938 | 1.80% | 72 | 1.47% | 2,223 | 8.81% | 1,956 | -7.74% |
| Mar 31, 2025 | 16 | -99.66% | 2,598,724 | -99.87% | - | 0.00% | 3 | -99.87% | 5 | -99.74% |
| Dec 31, 2024 | 3,645 | -14.76% | 1,419,186,841 | -29.02% | 49 | 1.01% | 1,729 | -9.33% | 1,547 | -15.60% |
| Sep 30, 2024 | 4,205 | -0.57% | 1,995,503,059 | -2.93% | 69 | 1.38% | 1,878 | -0.11% | 1,796 | -0.83% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 90.14M | 3.24% | -815.23K |
| Vanguard Total Stock Mkt Idx Inv | 84.32M | 3.07% | -3.62M |
| Vanguard 500 Index Investor | 66.39M | 2.41% | -11.18M |
| Fidelity 500 Index | 35.23M | 1.28% | 15.12K |
| SPDR® S&P 500 ETF | 34.78M | 1.25% | -763.52K |
| SPDR® S&P 500® ETF | 33.56M | 1.22% | 412.90K |
| iShares Core S&P 500 ETF | 33.44M | 1.22% | - |
| SPDR® S&P 500® ETF Trust | 33.86M | 1.21% | -177.44K |
| Vanguard Value Index Inv | 23.83M | 0.87% | -529.35K |
| The Financial Select Sector SPDR® ETF | 19.79M | 0.72% | -62.78K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 16, 2026 | Piepszak Jennifer | Chief Operating Officer | Sell | $2.68M |
| Jan 16, 2026 | Petno Douglas B | Co-CEO CIB | Sell | $1.09M |
| Jan 16, 2026 | Lake Marianne | CEO CCB | Sell | $1.22M |
| Jan 16, 2026 | Friedman Stacey | General Counsel | Sell | $1.06M |
| Jan 16, 2026 | Erdoes Mary E. | CEO Asset & Wealth Management | Sell | $1.79M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 8 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 14 |
| 2025 Q1 | - | 24 |
JPM Ownership FAQ
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