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 holders37.04%
Other institutional34.74%
Individual stakeholders1.48%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2023WELLINGTON MANAGEMENT CO. LLP  Bought 4.6 Million shares of JPMorgan Chase & Co
9/30/2023ARROWSTREET CAPITAL LP  Bought 3.0 Million shares of JPMorgan Chase & Co
9/30/2023FISHER ASSET MANAGEMENT LLC  Bought 2.4 Million shares of JPMorgan Chase & Co

Top 10 Owners of JPMorgan Chase & Co

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.8.94%259,848,08536,134,474,700-1,162,793-0.45%
BlackRock Fund Advisors4.37%127,105,50817,675,291,942-611,446-0.48%
SSgA Funds Management, Inc.4.20%121,967,09616,960,744,370-4,276,851-3.39%
Geode Capital Management LLC1.87%54,326,1927,554,600,260+958,695+1.80%
Wellington Management Co. LLP1.46%42,421,7115,899,163,132+4,603,090+12.17%
Capital Research & Management Co....1.36%39,388,2175,477,325,456-1,693,993-4.12%
Capital Research & Management Co....1.28%37,265,7535,182,175,612-1,096,396-2.86%
Fidelity Management & Research Co...1.26%36,713,9045,105,435,490-149,556-0.41%
Morgan Stanley Smith Barney LLC (...1.26%36,627,3935,093,405,271+827,960+2.31%
Massachusetts Financial Services ...1.05%30,573,2134,251,511,000-829,184-2.64%

Top 10 Mutual Funds Holding JPMorgan Chase & Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market ETF3.13%90,956,88812,648,464,845+408,400+0.45%
Vanguard 500 Index Fund2.42%70,176,4559,758,737,832+330,096+0.47%
Fidelity 500 Index Fund1.15%33,380,4894,641,890,800-97,643-0.29%
SPDR S&P 500 ETF Trust1.11%32,236,8854,482,861,228-162,338-0.50%
iShares Core S&P 500 ETF0.98%28,328,2063,939,320,326+90,116+0.32%
Government Pension Fund - Global ...0.98%28,343,5833,941,458,652+3,178,772+12.63%
Vanguard Value ETF0.86%24,841,7773,454,497,510-116,105-0.47%
Vanguard Institutional Index Fund0.67%19,499,8122,711,643,857-251,823-1.27%
SPDR Series - Financial Select Se...0.62%17,996,5732,502,603,441-351,415-1.92%
Vanguard Dividend Appreciation In...0.57%16,623,9832,311,731,076+70,288+0.42%