Also trades as: 0Q1F.L (LSE) · $vol 20M · JPM-PM (NYSE) · $vol 4M · JPM-PL (NYSE) · $vol 4M · JPM-PD (NYSE) · $vol 4M · JPM-PK (NYSE) · $vol 4M · JPM-PJ (NYSE) · $vol 2M · JPM.NE (NEO) · $vol 1M · JPM.TO (TSX) · $vol 1M · CMC.DE (XETRA) · $vol 0M
JPM Institutional Ownership
JPMorgan Chase & Co.
1W: -3.1%
1M: -6.7%
3M: -1.6%
YTD: +2.6%
1Y: +7.5%
3Y: +140.1%
5Y: +127.8%
$332.38
-0.80 (-0.24%)
Weekly Expected Move ±2.6%
$315
$324
$332
$341
$349
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Institutional Ownership — JPM
5,225
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$628B
Total Invested
240
New Positions
2250
Increased
2201
Reduced
113
Closed
1.28
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5389 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 206,290,537 | $68.6B | -1,929,756 | -0.9% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 161,586,023 | $53.7B | -3,692,710 | -2.2% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 125,209,293 | $41.6B | +932,632 | +0.8% | 46Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 69,666,753 | $23.2B | +4,006,293 | +6.1% | 15Q | SEC ↗ |
| 5 | MORGAN STANLEY | 67,092,426 | $22.3B | -1,452,016 | -2.1% | 60Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 65,819,503 | $21.9B | +238,677 | +0.4% | 2Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 61,707,794 | $20.5B | -843,020 | -1.3% | 92Q | SEC ↗ |
| 8 | NORGES BANK NEW | 36,122,327 | $12.0B | — | +0.0% | 1Q | SEC ↗ |
| 9 | NORTHERN TRUST CORP | 30,677,237 | $10.2B | -543,805 | -1.7% | 102Q | SEC ↗ |
| 10 | Capital Research Global Investors | 27,746,323 | $9.2B | +332,928 | +1.2% | 75Q | SEC ↗ |
| 11 | PRICE T ROWE ASSOCIATES INC /MD | 27,686,080 | $9.2B | +198,757 | +0.7% | 16Q | SEC ↗ |
| 12 | FMR LLC | 26,296,276 | $8.7B | -5,137,693 | -16.3% | 102Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 25,300,855 | $8.4B | +1,851,881 | +7.9% | 15Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 23,350,060 | $7.8B | +349,429 | +1.5% | 102Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 22,764,634 | $7.6B | -1,127,514 | -4.7% | 87Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 21,642,804 | $7.2B | +540,362 | +2.6% | 76Q | SEC ↗ |
| 17 | DIMENSIONAL FUND ADVISORS LP | 19,418,112 | $6.5B | +449,228 | +2.4% | 102Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 19,187,267 | $6.4B | +86,154 | +0.5% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 19,187,267 | $6.4B | — | +0.0% | 1Q | SEC ↗ |
| 20 | UBS AM, a distinct business unit of UB | 18,833,413 | $6.3B | +134,634 | +0.7% | 63Q | SEC ↗ |
| 21 | UBS Group AG | 18,807,767 | $6.3B | -303,983 | -1.6% | 47Q | SEC ↗ |
| 22 | Legal & General Group Plc | 17,895,549 | $5.9B | -951,729 | -5.0% | 27Q | SEC ↗ |
| 23 | Fisher Asset Management, LLC | 17,427,412 | $5.8B | +407,347 | +2.4% | 100Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 17,323,113 | $5.8B | +220,033 | +1.3% | 16Q | SEC ↗ |
| 25 | FRANKLIN RESOURCES INC | 15,005,188 | $5.0B | -20,396 | -0.1% | 22Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 14,783,980 | $4.9B | +300,643 | +2.1% | 7Q | SEC ↗ |
| 27 | Capital World Investors | 14,473,602 | $4.8B | -947,861 | -6.1% | 75Q | SEC ↗ |
| 28 | Nuveen, LLC | 14,324,700 | $4.8B | -740,423 | -4.9% | 6Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 13,967,087 | $4.6B | -135,288 | -1.0% | 2Q | SEC ↗ |
| 30 | SG Americas Securities, LLC | 13,150,448 | $4.4B | -2,449,508 | -15.7% | 87Q | SEC ↗ |
| 31 | Capital International Investors | 12,663,449 | $4.2B | +58,280 | +0.5% | 56Q | SEC ↗ |
| 32 | Invesco Ltd. | 12,502,439 | $4.2B | +154,178 | +1.2% | 87Q | SEC ↗ |
| 33 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 12,270,986 | $4.1B | -2,391,113 | -16.3% | 102Q | SEC ↗ |
| 34 | BARCLAYS PLC | 9,607,550 | $3.2B | -2,803,577 | -22.6% | 67Q | SEC ↗ |
| 35 | BNP PARIBAS FINANCIAL MARKETS | 8,070,258 | $2.7B | +1,028,742 | +14.6% | 99Q | SEC ↗ |
| 36 | CANADA PENSION PLAN INVESTMENT BOARD | 8,020,990 | $2.7B | +1,496,676 | +22.9% | 79Q | SEC ↗ |
| 37 | NEUBERGER BERMAN GROUP LLC | 7,975,997 | $2.7B | +89,456 | +1.1% | 69Q | SEC ↗ |
| 38 | Amundi | 7,965,928 | $2.6B | +997,432 | +14.3% | 21Q | SEC ↗ |
| 39 | DEUTSCHE BANK AG | 7,909,780 | $2.6B | -401,606 | -4.8% | 52Q | SEC ↗ |
| 40 | DZ BANK AG Deutsche Zentral Genossensc | 7,765,901 | $2.6B | +201,469 | +2.7% | 39Q | SEC ↗ |
| 41 | Boston Partners | 7,360,355 | $2.4B | +307,335 | +4.4% | 78Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 7,273,067 | $2.4B | +82,689 | +1.1% | 79Q | SEC ↗ |
| 43 | HSBC HOLDINGS PLC | 7,252,675 | $2.4B | +577,440 | +8.7% | 102Q | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 6,806,039 | $2.3B | +118,691 | +1.8% | 45Q | SEC ↗ |
| 45 | Mitsubishi UFJ Asset Management Co., L | 6,645,272 | $2.2B | +410,413 | +6.6% | 69Q | SEC ↗ |
| 46 | SCHRODER INVESTMENT MANAGEMENT GROUP | 6,567,996 | $2.2B | +27,550 | +0.4% | 102Q | SEC ↗ |
| 47 | PNC Financial Services Group, Inc. | 6,506,150 | $2.2B | -153,136 | -2.3% | 15Q | SEC ↗ |
| 48 | Sumitomo Mitsui Trust Group, Inc. | 5,907,580 | $2.0B | -202,969 | -3.3% | 61Q | SEC ↗ |
| 49 | BANK OF MONTREAL /CAN | 5,811,029 | $1.9B | +255,311 | +4.6% | 53Q | SEC ↗ |
| 50 | California Public Employees Retirement | 5,652,111 | $1.9B | -656,222 | -10.4% | 82Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 36,122,327 | $12.0B |
| Sixth Street Partners Management Co | 19,187,267 | $6.4B |
| Jupiter Topco LLC | 3,892,479 | $1.3B |
| Nykredit A/S | 709,840 | $236M |
| Altshuler Shaham Ltd | 360,000 | $120M |
| Evelyn Partners Group Ltd | 357,839 | $119M |
| MUTUAL OF AMERICA CAPITAL MANAGEMEN | 303,176 | $101M |
| IMC-Chicago, LLC | 279,599 | $93M |
| Longaeva Partners L.P. | 254,986 | $85M |
| Point72 Asset Management, L.P. | 239,772 | $80M |
| TRUST CO OF VERMONT | 215,608 | $72M |
| Harding Loevner LP | 181,377 | $60M |
| Global Retirement Partners, LLC | 127,872 | $43M |
| SS&H Financial Advisors, Inc. | 104,790 | $35M |
| Thomasville National Bank | 101,633 | $34M |
| BSN CAPITAL PARTNERS Ltd | 100,000 | $33M |
| CANANDAIGUA NATIONAL CORP | 82,359 | $27M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 81,950 | $27M |
| CTC LLC | 81,497 | $27M |
| LOGAN CAPITAL MANAGEMENT INC | 69,053 | $23M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ursa Fund Management, LLC | 370,000 | $123M |
| Clear Street Group Inc. | 251,776 | $84M |
| Livforsakringsbolaget Skandia, Omse | 200,900 | $67M |
| Sculptor Capital LP | 164,800 | $55M |
| Jain Global LLC | 153,753 | $51M |
| ODDO BHF ASSET MANAGEMENT SAS | 139,209 | $46M |
| Crake Asset Management LLP | 129,019 | $43M |
| Susquehanna Portfolio Strategies, L | 118,349 | $39M |
| CMT Capital Markets Trading GmbH | 98,586 | $33M |
| DUPONT CAPITAL MANAGEMENT CORP | 67,065 | $22M |
| Gemsstock Ltd. | 63,400 | $21M |
| Beck Bode, LLC | 48,016 | $16M |
| CINCINNATI CASUALTY CO | 46,500 | $15M |
| Cincinnati Specialty Underwriters I | 46,500 | $15M |
| EVOKE WEALTH, LLC | 39,316 | $13M |
| Retail Employees Superannuation Pty | 33,485 | $11M |
| Ally Financial Inc. | 33,000 | $11M |
| BW Gestao de Investimentos Ltda. | 30,020 | $10M |
| MARIETTA INVESTMENT PARTNERS LLC | 28,351 | $9M |
| ExodusPoint Capital Management, LP | 28,046 | $9M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +4,006,293 | +6.1% | 69,666,753 |
| MARSHALL WACE, LLP | +1,960,990 | +11481.2% | 1,978,070 |
| GOLDMAN SACHS GROUP INC | +1,851,881 | +7.9% | 25,300,855 |
| CANADA PENSION PLAN INVESTMENT BOAR | +1,496,676 | +22.9% | 8,020,990 |
| CITIGROUP INC | +1,302,250 | +34.6% | 5,067,048 |
| MKP Capital Management, L.L.C. | +1,258,000 | +762.4% | 1,423,000 |
| AQR CAPITAL MANAGEMENT LLC | +1,212,225 | +74.4% | 2,842,230 |
| BNP PARIBAS FINANCIAL MARKETS | +1,028,742 | +14.6% | 8,070,258 |
| Amundi | +997,432 | +14.3% | 7,965,928 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +978,788 | +374.0% | 1,240,480 |
| STATE STREET CORP | +932,632 | +0.8% | 125,209,293 |
| Blue Sparrow, LLC /DE | +780,888 | +428.1% | 963,299 |
| 1832 Asset Management L.P. | +740,049 | +36.9% | 2,745,469 |
| Walleye Capital LLC | +656,541 | +9258.8% | 663,632 |
| HSBC HOLDINGS PLC | +577,440 | +8.7% | 7,252,675 |
| Bank of New York Mellon Corp | +540,362 | +2.6% | 21,642,804 |
| Balyasny Asset Management L.P. | +496,865 | +611.7% | 578,090 |
| Trexquant Investment LP | +493,360 | +518.8% | 588,465 |
| OMERS ADMINISTRATION Corp | +467,749 | +60.6% | 1,239,469 |
| DIMENSIONAL FUND ADVISORS LP | +449,228 | +2.4% | 19,418,112 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -5,137,693 | -16.3% | 26,296,276 |
| VANGUARD CAPITAL MANAGEMENT LLC | -3,692,710 | -2.2% | 161,586,023 |
| BARCLAYS PLC | -2,803,577 | -22.6% | 9,607,550 |
| SG Americas Securities, LLC | -2,449,508 | -15.7% | 13,150,448 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -2,391,113 | -16.3% | 12,270,986 |
| D. E. Shaw & Co., Inc. | -2,044,589 | -59.1% | 1,413,451 |
| American Assets Investment Manageme | -2,000,000 | -88.5% | 259,400 |
| BlackRock, Inc. | -1,929,756 | -0.9% | 206,290,537 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -1,617,669 | -23.3% | 5,326,335 |
| MORGAN STANLEY | -1,452,016 | -2.1% | 67,092,426 |
| AXIOM INVESTORS LLC /DE | -1,284,708 | -45.0% | 1,571,309 |
| NATIXIS | -1,268,734 | -52.7% | 1,136,716 |
| ROYAL BANK OF CANADA | -1,127,514 | -4.7% | 22,764,634 |
| T. Rowe Price Investment Management | -1,048,589 | -38.7% | 1,664,051 |
| DIAMANT ASSET MANAGEMENT, INC. | -989,708 | -99.7% | 3,376 |
| Legal & General Group Plc | -951,729 | -5.0% | 17,895,549 |
| Capital World Investors | -947,861 | -6.1% | 14,473,602 |
| ACADIAN ASSET MANAGEMENT LLC | -902,691 | -28.9% | 2,224,822 |
| TD Asset Management Inc | -856,444 | -19.6% | 3,520,281 |
| GEODE CAPITAL MANAGEMENT, LLC | -843,020 | -1.3% | 61,707,794 |