Also trades as: 0Q1F.L (LSE) · $vol 9M · JPM-PC (NYSE) · $vol 3M · JPM-PD (NYSE) · $vol 2M · JPM-PL (NYSE) · $vol 2M · JPM-PM (NYSE) · $vol 2M · JPM-PK (NYSE) · $vol 2M · JPM-PJ (NYSE) · $vol 1M · JPM.NE (NEO) · $vol 1M · CMC.DE (XETRA) · $vol 1M
JPM NYSE
JPMorgan Chase & Co.
1W: +1.0%
1M: -3.2%
3M: -2.5%
YTD: -6.5%
1Y: +15.2%
3Y: +139.2%
5Y: +107.6%
$306.38
+3.38 (+1.12%)
Weekly Expected Move ±2.9%
$281
$289
$298
$306
$315
Overview
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Chart
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Income Statement
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Balance Sheet
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Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — JPM
5,241
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
$502B
Total Invested
192
New Positions
1988
Increased
2626
Reduced
546
Closed
1.17
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5442 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 330,557,466 | $101.3B | — | +0.0% | 1Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 265,758,185 | $81.4B | -136,410 | -0.1% | 12Q | SEC ↗ |
| 3 | BlackRock, Inc. | 208,220,293 | $63.8B | -3,376,439 | -1.6% | 7Q | SEC ↗ |
| 4 | STATE STREET CORP | 124,276,661 | $38.1B | -1,065,474 | -0.9% | 13Q | SEC ↗ |
| 5 | MORGAN STANLEY | 66,385,268 | $20.3B | +939,421 | +1.4% | 12Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 65,660,460 | $20.1B | +8,941,351 | +15.8% | 13Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 65,580,826 | $20.1B | — | +0.0% | 1Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 62,550,814 | $19.2B | +1,282,126 | +2.1% | 13Q | SEC ↗ |
| 9 | NORGES BANK NEW | 35,368,681 | $10.8B | — | +0.0% | 1Q | SEC ↗ |
| 10 | FMR LLC | 31,433,969 | $9.6B | -4,266,750 | -12.0% | 13Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 31,221,042 | $9.6B | -451,720 | -1.4% | 13Q | SEC ↗ |
| 12 | PRICE T ROWE ASSOCIATES INC /MD | 27,487,323 | $8.4B | -455,026 | -1.6% | 13Q | SEC ↗ |
| 13 | Capital Research Global Investors | 27,413,395 | $8.4B | +5,483,088 | +25.0% | 13Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 23,892,148 | $7.3B | -183,240 | -0.8% | 13Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 23,448,974 | $7.2B | -20,086,403 | -46.1% | 13Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 23,085,900 | $7.1B | -140,040 | -0.6% | 12Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 21,102,442 | $6.5B | -2,322,040 | -9.9% | 13Q | SEC ↗ |
| 18 | UBS Group AG | 19,111,750 | $5.9B | +216,115 | +1.1% | 13Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 19,101,113 | $5.9B | +353,294 | +1.9% | 13Q | SEC ↗ |
| 20 | DIMENSIONAL FUND ADVISORS LP | 18,968,884 | $5.8B | +607,288 | +3.3% | 13Q | SEC ↗ |
| 21 | Legal & General Group Plc | 18,847,278 | $5.8B | -172,286 | -0.9% | 13Q | SEC ↗ |
| 22 | UBS AM, a distinct business unit of UB | 18,698,779 | $5.7B | +2,296,908 | +14.0% | 13Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 17,103,080 | $5.2B | -2,249,514 | -11.6% | 13Q | SEC ↗ |
| 24 | Fisher Asset Management, LLC | 17,020,065 | $5.2B | +1,001,409 | +6.3% | 13Q | SEC ↗ |
| 25 | SG Americas Securities, LLC | 15,599,956 | $4.8B | +9,381,752 | +150.9% | 13Q | SEC ↗ |
| 26 | Capital World Investors | 15,421,463 | $4.7B | -2,719,609 | -15.0% | 13Q | SEC ↗ |
| 27 | Nuveen, LLC | 15,065,123 | $4.6B | +289,721 | +2.0% | 5Q | SEC ↗ |
| 28 | FRANKLIN RESOURCES INC | 15,025,584 | $4.6B | +2,605,054 | +21.0% | 13Q | SEC ↗ |
| 29 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 14,662,099 | $4.5B | -857,306 | -5.5% | 13Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 14,483,337 | $4.4B | +34,894 | +0.2% | 6Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO NEW | 14,102,375 | $4.3B | — | +0.0% | 1Q | SEC ↗ |
| 32 | Capital International Investors | 12,605,169 | $3.9B | -14,020,856 | -52.7% | 13Q | SEC ↗ |
| 33 | BARCLAYS PLC | 12,411,127 | $3.8B | +2,661,354 | +27.3% | 13Q | SEC ↗ |
| 34 | Invesco Ltd. | 12,348,261 | $3.8B | -2,100,636 | -14.5% | 13Q | SEC ↗ |
| 35 | JANUS HENDERSON GROUP PLC | 8,350,276 | $2.6B | +4,156,665 | +99.1% | 13Q | SEC ↗ |
| 36 | DEUTSCHE BANK AG | 8,311,386 | $2.5B | -1,879,208 | -18.4% | 13Q | SEC ↗ |
| 37 | NEUBERGER BERMAN GROUP LLC | 7,886,541 | $2.4B | -327,973 | -4.0% | 13Q | SEC ↗ |
| 38 | DZ BANK AG Deutsche Zentral Genossensc | 7,564,432 | $2.3B | -1,567,668 | -17.2% | 13Q | SEC ↗ |
| 39 | Boston Partners | 7,231,996 | $2.2B | -260,767 | -3.5% | 12Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 7,190,378 | $2.2B | +411,820 | +6.1% | 13Q | SEC ↗ |
| 41 | BNP PARIBAS FINANCIAL MARKETS | 7,041,516 | $2.2B | -873,271 | -11.0% | 13Q | SEC ↗ |
| 42 | Amundi | 6,968,496 | $2.1B | +217,543 | +3.2% | 13Q | SEC ↗ |
| 43 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 6,944,004 | $2.1B | +1,662,250 | +31.5% | 13Q | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 6,687,348 | $2.0B | +111,187 | +1.7% | 13Q | SEC ↗ |
| 45 | HSBC HOLDINGS PLC | 6,675,235 | $2.0B | -8,454,235 | -55.9% | 13Q | SEC ↗ |
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 6,659,286 | $2.0B | -85,681 | -1.3% | 13Q | SEC ↗ |
| 47 | SCHRODER INVESTMENT MANAGEMENT GROUP | 6,540,446 | $2.0B | -73,502 | -1.1% | 13Q | SEC ↗ |
| 48 | California Public Employees Retirement | 6,308,333 | $1.9B | -452,986 | -6.7% | 13Q | SEC ↗ |
| 49 | Mitsubishi UFJ Asset Management Co., L | 6,234,859 | $1.9B | +367,275 | +6.3% | 13Q | SEC ↗ |
| 50 | Sumitomo Mitsui Trust Group, Inc. | 6,110,549 | $1.9B | -364,413 | -5.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 330,557,466 | $101.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 65,580,826 | $20.1B |
| NORGES BANK | 35,368,681 | $10.8B |
| VANGUARD FIDUCIARY TRUST CO | 14,102,375 | $4.3B |
| Vanguard Global Advisers, LLC | 5,460,327 | $1.7B |
| VANGUARD ASSET MANAGEMENT, Ltd | 4,809,904 | $1.5B |
| CIBC Bancorp USA Inc. | 4,378,303 | $1.3B |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1,437,136 | $$440M |
| CIBC WORLD MARKETS CORP | 1,434,989 | $$440M |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1,261,880 | $$387M |
| SEB Asset Management AB | 1,210,826 | $$371M |
| Vanguard Investments Australia, Ltd | 1,195,181 | $$366M |
| GLENMEDE TRUST CO NA | 1,161,741 | $$356M |
| AXA Investment Managers S.A. | 1,048,217 | $$321M |
| AG Campbell Advisory, LLC | 1,001,202 | $$307M |
| Capitolis Liquid Global Markets LLC | 944,735 | $$289M |
| EFG International AG | 542,828 | $$166M |
| Davis Asset Management, L.P. | 468,786 | $$144M |
| Ursa Fund Management, LLC | 370,000 | $$113M |
| TUDOR INVESTMENT CORP ET AL | 300,524 | $$92M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Advisors, LLC | 1,458,300 | $$447M |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 353,632 | $$108M |
| Junto Capital Management LP | 315,892 | $$97M |
| MUTUAL OF AMERICA CAPITAL MANAGEMEN | 312,428 | $$96M |
| Clear Street Group Inc. | 251,776 | $$77M |
| MOORE CAPITAL MANAGEMENT, LP | 223,360 | $$68M |
| TEXAS PERMANENT SCHOOL FUND CORP | 218,590 | $$67M |
| Pacer Advisors, Inc. | 212,777 | $$65M |
| Senator Investment Group LP | 175,000 | $$54M |
| Nearwater Capital Markets, Ltd | 170,000 | $$52M |
| ODDO BHF ASSET MANAGEMENT SAS | 139,209 | $$43M |
| TAM Capital Management Inc. | 114,518 | $$35M |
| Railway Pension Investments Ltd | 81,164 | $$25M |
| LOGAN CAPITAL MANAGEMENT INC | 70,963 | $$22M |
| BRIGHTON JONES LLC | 63,816 | $$20M |
| CTC LLC | 61,419 | $$19M |
| Alyeska Investment Group, L.P. | 61,048 | $$19M |
| Forge First Asset Management Inc. | 51,350 | $$16M |
| Bridgewater Associates, LP | 51,287 | $$16M |
| Temasek Holdings (Private) Ltd | 49,870 | $$15M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SG Americas Securities, LLC | +9,381,752 | +150.9% | 15,599,956 |
| BANK OF AMERICA CORP /DE | +8,941,351 | +15.8% | 65,660,460 |
| Capital Research Global Investors | +5,483,088 | +25.0% | 27,413,395 |
| JANUS HENDERSON GROUP PLC | +4,156,665 | +99.1% | 8,350,276 |
| BARCLAYS PLC | +2,661,354 | +27.3% | 12,411,127 |
| FRANKLIN RESOURCES INC | +2,605,054 | +21.0% | 15,025,584 |
| UBS AM, a distinct business unit of | +2,296,908 | +14.0% | 18,698,779 |
| T. Rowe Price Investment Management | +2,274,920 | +519.7% | 2,712,640 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +1,662,250 | +31.5% | 6,944,004 |
| Qube Research & Technologies Ltd | +1,311,294 | +113.4% | 2,467,644 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,282,126 | +2.1% | 62,550,814 |
| Artisan Partners Limited Partnershi | +1,170,733 | +2443.2% | 1,218,651 |
| FIFTH THIRD BANCORP | +1,053,505 | +46.7% | 3,307,677 |
| Fisher Asset Management, LLC | +1,001,409 | +6.3% | 17,020,065 |
| DIAMANT ASSET MANAGEMENT, INC. | +989,901 | +31099.6% | 993,084 |
| BRADLEY FOSTER & SARGENT INC/CT | +947,438 | +96.8% | 1,926,310 |
| MORGAN STANLEY | +939,421 | +1.4% | 66,385,268 |
| NATIONAL BANK OF CANADA /FI | +915,264 | +32.9% | 3,696,591 |
| BANK OF NOVA SCOTIA | +897,081 | +45.5% | 2,870,768 |
| TD Waterhouse Canada Inc. | +893,874 | +91.4% | 1,871,825 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -20,086,403 | -46.1% | 23,448,974 |
| Capital International Investors | -14,020,856 | -52.7% | 12,605,169 |
| Corient Private Wealth LLC | -9,845,011 | -75.7% | 3,156,561 |
| HSBC HOLDINGS PLC | -8,454,235 | -55.9% | 6,675,235 |
| Cardano Risk Management B.V. | -7,785,472 | -89.8% | 888,058 |
| WELLINGTON MANAGEMENT GROUP LLP | -6,565,981 | -63.2% | 3,825,728 |
| Swedbank AB | -4,843,255 | -51.2% | 4,607,397 |
| FMR LLC | -4,266,750 | -12.0% | 31,433,969 |
| Rockefeller Capital Management L.P. | -4,147,098 | -63.3% | 2,409,554 |
| BlackRock, Inc. | -3,376,439 | -1.6% | 208,220,293 |
| Rathbones Group PLC | -2,759,742 | -50.4% | 2,715,472 |
| Capital World Investors | -2,719,609 | -15.0% | 15,421,463 |
| Bank of New York Mellon Corp | -2,322,040 | -9.9% | 21,102,442 |
| AMERIPRISE FINANCIAL INC | -2,249,514 | -11.6% | 17,103,080 |
| Invesco Ltd. | -2,100,636 | -14.5% | 12,348,261 |
| CITIGROUP INC | -2,092,673 | -41.2% | 2,992,017 |
| DEUTSCHE BANK AG | -1,879,208 | -18.4% | 8,311,386 |
| DZ BANK AG Deutsche Zentral Genosse | -1,567,668 | -17.2% | 7,564,432 |
| AXXCESS WEALTH MANAGEMENT, LLC | -1,403,089 | -91.5% | 130,075 |
| STATE STREET CORP | -1,065,474 | -0.9% | 124,276,661 |