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
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
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 | Sixth Street Partners Management Compa NEW | 19,187,267 | $6.4B | — | +0.0% | 1Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 19,187,267 | $6.4B | +86,154 | +0.5% | 15Q | 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 |