JPMorgan Chase Ownership | Who Owns JPMorgan Chase?
JPMorgan Chase Ownership Summary
JPMorgan Chase is owned by 72.22% institutional investors, 0.47% insiders, and 27.32% retail investors. Vanguard group is the largest institutional shareholder, holding 9.48% 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 | 72.22% | 0.47% | 27.32% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Diversified Banks Stocks | 39.43% | 0.80% | 59.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 272.38M | 9.48% | $65.29B |
| Blackrock funding, inc. /de | 205.89M | 7.38% | $59.69B |
| Blackrock | 198.69M | 6.83% | $40.19B |
| State street | 125.89M | 4.33% | $25.46B |
| Morgan stanley | 68.21M | 2.35% | $13.80B |
| Geode capital management | 59.22M | 2.06% | $14.16B |
| Fmr | 48.21M | 1.68% | $11.56B |
| Norges bank | 34.67M | 1.21% | $8.31B |
| Northern trust | 30.62M | 1.05% | $6.19B |
| Price t rowe associates inc /md/ | 29.69M | 1.03% | $7.12B |
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 |
| Freegulliver | 211.33K | 24.13% | $50.66M |
| Tam capital management | 114.52K | 23.23% | $29.52M |
| Courant investment management | 94.90K | 19.25% | $22.75M |
| Community bank of raymore | 54.39K | 11.87% | $17.16M |
| Unisphere establishment | 4.83M | 11.27% | $1.40B |
| Paralel advisors | 1.03M | 10.51% | $246.42M |
| Ss&h financial advisors | 105.54K | 10.12% | $33.29M |
| Summerhill capital management lnc. | 30.74K | 10.00% | $8.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 34.67M | 1.09% | 34.67M |
| Blackrock | 198.69M | 0.91% | 2.57M |
| Ubs asset management americas | 17.55M | 0.98% | 2.47M |
| Apg asset management | 2.73M | 1.76% | 2.24M |
| Capital research global investors | 23.51M | 1.36% | 2.11M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Legal & general group | 18.61M | 1.18% | -4.59M |
| Sanders capital | 4.54M | 1.77% | -3.22M |
| Fisher asset management | 15.38M | 1.77% | -2.99M |
| Blackrock funding, inc. /de | 205.89M | 1.14% | -2.33M |
| Citadel advisors | 1.01M | 0.04% | -2.31M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 34.67M | 1.09% | 34.67M | $8.31B |
| Montrusco bolton investments | 1.72M | 5.39% | 1.72M | $485.80M |
| Alphinity investment management pty | 1.65M | 4.11% | 1.65M | $479.72M |
| Glenmede investment management, lp | 1.17M | 1.72% | 1.17M | $339.74M |
| Leigh baldwin | 633.20K | 0.55% | 633.20K | $633.20M |
Sold Out
| Holder | Change |
|---|---|
| Caitlin john | -16.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 4,155 | -0.53% | 2,051,913,563 | 0.89% | 70 | 1.44% | 1,847 | 0.05% | 1,783 | -2.89% |
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 |
|---|---|---|---|---|
| Sep 02, 2025 | BAMMANN LINDA | - | Sell | $2.83M |
| Jun 12, 2025 | BACON ASHLEY | Chief Risk Officer | Sell | $1.39M |
| Jun 05, 2025 | Piepszak Jennifer | Chief Operating Officer | Sell | $1.61M |
| May 20, 2025 | Friedman Stacey | General Counsel | Sell | $1.76M |
| May 20, 2025 | Friedman Stacey | General Counsel | Sell | $749.58K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 14 |
| 2025 Q1 | - | 24 |
| 2024 Q4 | - | - |
JPM Ownership FAQ
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