JPMorgan Chase & Co (NYSE:JPM)
| 156.85 Delayed Data As of Dec 01 |  +0.77 / +0.49%Today’s Change | 123.11 Today|||52-Week Range 159.38 | +16.96% Year-to-Date |
Institutional ownership of JPM stands at $2.1 billion shares or 71.78% of shares outstanding. This is in-line with the Major Banks industry average.
| Mutual fund holders | 37.04% |
| Other institutional | 34.74% |
| Individual stakeholders | 1.48% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/30/2023 | WELLINGTON MANAGEMENT CO. LLP Bought 4.6 Million shares of JPMorgan Chase & Co |
| 9/30/2023 | ARROWSTREET CAPITAL LP Bought 3.0 Million shares of JPMorgan Chase & Co |
| 9/30/2023 | FISHER ASSET MANAGEMENT LLC Bought 2.4 Million shares of JPMorgan Chase & Co |
Top 10 Owners of JPMorgan Chase & Co
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 8.94% | 259,848,085 | 36,134,474,700 | -1,162,793 | -0.45% |
| BlackRock Fund Advisors | 4.37% | 127,105,508 | 17,675,291,942 | -611,446 | -0.48% |
| SSgA Funds Management, Inc. | 4.20% | 121,967,096 | 16,960,744,370 | -4,276,851 | -3.39% |
| Geode Capital Management LLC | 1.87% | 54,326,192 | 7,554,600,260 | +958,695 | +1.80% |
| Wellington Management Co. LLP | 1.46% | 42,421,711 | 5,899,163,132 | +4,603,090 | +12.17% |
| Capital Research & Management Co.... | 1.36% | 39,388,217 | 5,477,325,456 | -1,693,993 | -4.12% |
| Capital Research & Management Co.... | 1.28% | 37,265,753 | 5,182,175,612 | -1,096,396 | -2.86% |
| Fidelity Management & Research Co... | 1.26% | 36,713,904 | 5,105,435,490 | -149,556 | -0.41% |
| Morgan Stanley Smith Barney LLC (... | 1.26% | 36,627,393 | 5,093,405,271 | +827,960 | +2.31% |
| Massachusetts Financial Services ... | 1.05% | 30,573,213 | 4,251,511,000 | -829,184 | -2.64% |
Top 10 Mutual Funds Holding JPMorgan Chase & Co
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | 3.13% | 90,956,888 | 12,648,464,845 | +408,400 | +0.45% |
| Vanguard 500 Index Fund | 2.42% | 70,176,455 | 9,758,737,832 | +330,096 | +0.47% |
| Fidelity 500 Index Fund | 1.15% | 33,380,489 | 4,641,890,800 | -97,643 | -0.29% |
| SPDR S&P 500 ETF Trust | 1.11% | 32,236,885 | 4,482,861,228 | -162,338 | -0.50% |
| iShares Core S&P 500 ETF | 0.98% | 28,328,206 | 3,939,320,326 | +90,116 | +0.32% |
| Government Pension Fund - Global ... | 0.98% | 28,343,583 | 3,941,458,652 | +3,178,772 | +12.63% |
| Vanguard Value ETF | 0.86% | 24,841,777 | 3,454,497,510 | -116,105 | -0.47% |
| Vanguard Institutional Index Fund | 0.67% | 19,499,812 | 2,711,643,857 | -251,823 | -1.27% |
| SPDR Series - Financial Select Se... | 0.62% | 17,996,573 | 2,502,603,441 | -351,415 | -1.92% |
| Vanguard Dividend Appreciation In... | 0.57% | 16,623,983 | 2,311,731,076 | +70,288 | +0.42% |