JPMorgan Chase & Co (NYSE:JPM)
| 135.19 Delayed Data As of Dec 02 |  +0.025 / +0.02%Today’s Change | 101.28 Today|||52-Week Range 169.81 | -14.63% Year-to-Date |
Institutional ownership of JPM stands at $2.1 billion shares or 70.64% of shares outstanding. This is in-line with the Major Banks industry average.
| Mutual fund holders | 37.01% |
| Other institutional | 33.63% |
| Individual stakeholders | 1.46% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/30/2022 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 9.7 Million shares of JPMorgan Chase & Co |
| 9/30/2022 | CITADEL ADVISORS LLC Bought 4.4 Million shares of JPMorgan Chase & Co |
| 9/30/2022 | MARSHALL WACE LLP Bought 3.1 Million shares of JPMorgan Chase & Co |
Top 10 Owners of JPMorgan Chase & Co
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 8.88% | 260,362,828 | 32,774,472,789 | +2,904,274 | +1.13% |
| BlackRock Fund Advisors | 4.41% | 129,409,725 | 16,290,096,183 | +258,590 | +0.20% |
| SSgA Funds Management, Inc. | 4.40% | 128,912,612 | 16,227,519,599 | -1,213,926 | -0.93% |
| Geode Capital Management LLC | 1.71% | 50,166,300 | 6,314,933,844 | +983,290 | +2.00% |
| Capital Research & Management Co.... | 1.37% | 40,174,945 | 5,057,222,077 | +9,702,742 | +31.84% |
| Capital Research & Management Co.... | 1.33% | 38,990,139 | 4,908,078,697 | -274,594 | -0.70% |
| Wellington Management Co. LLP | 1.30% | 38,140,526 | 4,801,129,413 | -6,146,641 | -13.88% |
| Morgan Stanley Smith Barney LLC (... | 1.13% | 33,046,277 | 4,159,865,349 | +476,222 | +1.46% |
| Massachusetts Financial Services ... | 1.12% | 32,871,267 | 4,137,835,090 | -29,832 | -0.09% |
| Northern Trust Investments, Inc.(... | 1.05% | 30,829,726 | 3,880,845,909 | -742,101 | -2.35% |
Top 10 Mutual Funds Holding JPMorgan Chase & Co
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index... | 3.00% | 88,001,070 | 11,077,574,692 | +426,523 | +0.49% |
| Vanguard 500 Index Fund | 2.29% | 67,102,012 | 8,446,801,271 | +651,713 | +0.98% |
| SPDR S&P 500 ETF Trust | 1.13% | 33,012,244 | 4,155,581,275 | -338,910 | -1.02% |
| Fidelity 500 Index Fund | 1.09% | 31,822,958 | 4,005,873,953 | +142,794 | +0.45% |
| iShares Core S&P 500 ETF | 0.91% | 26,537,354 | 3,340,522,122 | 0 | 0.00% |
| Vanguard Value Index Fund | 0.89% | 25,988,977 | 3,271,492,425 | +238,149 | +0.92% |
| Government Pension Fund - Global ... | 0.86% | 25,164,811 | 3,167,746,409 | -1,521,157 | -5.70% |
| SPDR Series - Financial Select Se... | 0.84% | 24,507,196 | 3,084,965,832 | -9,345 | -0.04% |
| Vanguard Institutional Index Fund | 0.75% | 22,091,535 | 2,780,882,426 | -102,203 | -0.46% |
| Vanguard Dividend Appreciation In... | 0.63% | 18,530,874 | 2,332,666,419 | +71,333 | +0.39% |