JPMorgan Chase Ownership | Who Owns JPMorgan Chase?
JPMorgan Chase Ownership Summary
JPMorgan Chase is owned by 43.92% institutional investors, 0.39% insiders, and 55.69% 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 | 43.92% | 0.39% | 55.69% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Diversified Banks Stocks | 21.49% | 0.75% | 77.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 265.76M | 9.53% | $85.63B |
| Blackrock funding, inc. /de | 211.60M | 7.59% | $68.18T |
| Blackrock | 198.69M | 6.83% | $40.19B |
| State street | 125.34M | 4.49% | $40.39T |
| Morgan stanley | 66.39M | 2.38% | $21.39B |
| Geode capital management | 61.27M | 2.20% | $19.67B |
| Fmr | 38.74M | 1.39% | $12.22B |
| Norges bank | 35.37M | 1.27% | $11.40B |
| 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 | 401.00K | 29.96% | $129.21M |
| Global frontier investments | 379.00K | 26.20% | $109.88M |
| Courant investment management | 83.70K | 24.38% | $26.97M |
| Freegulliver | 160.28K | 19.01% | $51.64M |
| Paralel advisors | 1.03M | 12.87% | $331.24M |
| Community bank of raymore | 54.36K | 11.91% | $17.51M |
| Unisphere establishment | 4.80M | 11.87% | $1.51B |
| Dkrt investments | 125.00K | 11.40% | $40.28M |
| Ss&h financial advisors | 105.29K | 9.90% | $33.93M |
| Boyar asset management | 46.66K | 9.53% | $15.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 35.37M | 1.22% | 35.37M |
| Actiam | 8.67M | 2.83% | 7.80M |
| Sg americas securities | 6.22M | 2.56% | 6.22M |
| Blackrock | 198.69M | 0.91% | 2.57M |
| Blackrock funding, inc. /de | 211.60M | 1.15% | 2.40M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 13.82M | 0.76% | -6.71M |
| Capital world investors | 18.14M | 0.80% | -5.95M |
| Barclays | 9.75M | 0.75% | -4.31M |
| Fmr | 38.74M | 0.64% | -3.31M |
| Citadel advisors | 1.01M | 0.04% | -2.31M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 35.37M | 1.22% | 35.37M | $11.40B |
| Cibc world markets | 1.43M | 2.23% | 1.43M | $462.38M |
| Axa investment managers | 1.05M | 0.89% | 1.05M | $330.64M |
| 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 |
| Pmv capital advisers | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 4,005 | -17.58% | 1,224,902,242 | -37.39% | 43 | 0.89% | 1,879 | -11.87% | 1,722 | -18.19% |
| 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% |
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 | 81.95M | 3.04% | 38.42K |
| Vanguard 500 Index Investor | 66.28M | 2.46% | 255.99K |
| iShares Core S&P 500 ETF | 34.67M | 1.29% | 4.63M |
| Fidelity 500 Index | 34.43M | 1.28% | -300.07K |
| SPDR® S&P 500 ETF | 34.78M | 1.25% | -763.52K |
| SPDR® S&P 500® ETF | 33.56M | 1.22% | 412.90K |
| SPDR® S&P 500® ETF Trust | 33.86M | 1.21% | -177.44K |
| State Street® SPDR® S&P 500® ETF | 32.14M | 1.19% | -57.10K |
| Vanguard Value Index Inv | 24.11M | 0.89% | 48.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 19, 2026 | Leopold Robin | Head of Human Resources | Sell | $132.68K |
| Feb 19, 2026 | Rohrbaugh Troy L | Co-CEO CIB | Sell | $15.36M |
| Feb 19, 2026 | DIMON JAMES | Chairman & CEO | Sell | $1.54M |
| Feb 19, 2026 | DIMON JAMES | Chairman & CEO | Sell | $1.54M |
| Feb 19, 2026 | DIMON JAMES | Chairman & CEO | Sell | $1.54M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 22 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 14 |
| 2025 Q1 | - | 24 |
JPM Ownership FAQ
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