AI summary pending
View Full Filing (SEC EDGAR)Jpmorgan Chase & Co
$339.72+1.2%
+$275.1B
Net Activity
+68.47% total shares
Institutions Holding
5205
Popularity Rank
#7
Avg Weight
1.02%
Total Value
$675.4B
Market Cap
$944.9B

5205 institutions currently hold JPM, with 2491 net buyers and 2282 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
2282
Net Buying Institutions
2491
Top 5 by Value
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Across its top 20 institutional holders, JPM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 32/100).
JPM ranks #7 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
5205 institutions disclose a position in JPM, but none treat it as a major bet — even Baird Financial Group, Inc., its most concentrated holder, allocates just 3.1% of its own portfolio to it.
Assenagon Asset Management S.A. has added to its JPM position for two straight quarters, increasing it by $225.5M to reach $775.2M today.
Montrusco Bolton Investments Inc. has trimmed its JPM position for two straight quarters, cutting it by $145.9M while still holding $210.2M.
JPM is up 1.2% today, and institutions have been net buyers of $275.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
JPM posted net income of $65.1B over the trailing twelve months, and currently trades at a P/E of 14.5.
+$48.2B
Total Buy Value
$20.9B
Total Sell Value
2491
Net Buyers
2282
Net Sellers
JPM
Q2 2026
Top 5 Institutional Movers
JPM does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Robin Leopold | 2026-09-10 | $882K |
| Sell | Robin Leopold | 2026-08-11 | $904K |
| Sell | Robin Leopold | 2026-03-23 | $128K |
| Sell | Robin Leopold | 2026-02-19 | $133K |
| Sell | Rohrbaugh Troy L | 2026-02-19 | $15.36M |
| Sell | DIMON JAMES | 2026-02-19 | $1.54M |
| Sell | DIMON JAMES | 2026-02-19 | $1.54M |
| Sell | DIMON JAMES | 2026-02-19 | $6.83M |
2
Members Trading
0
Buy
3
Sell (Full)
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Partial) | Sheldon Whitehouse Senate | 2026-09-04 | $15K–$50K |
| Sell (Partial) | Sheldon Whitehouse Senate | 2026-09-04 | $15K–$50K |
| Sell (Partial) | John Boozman Senate | 2026-07-23 | $1K–$15K |
| Sell (Partial) | Sheldon Whitehouse Senate | 2026-04-13 | $15K–$50K |
| Sell (Full) | Alan Armstrong Senate | 2026-03-27 | $15K–$50K |
| Sell (Full) | Katie Britt Senate | 2026-01-28 | $1K–$15K |
| Buy | Markwayne Mullin Senate | 2025-12-29 | $50K–$100K |
| Sell (Partial) | John Boozman Senate | 2025-07-24 | $1K–$15K |
3
Filings (90d)
$7.18M
Total Est. Value
21K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Robin Leopold | 2026-09-10 | $882K |
| Robin Leopold | 2026-08-11 | $904K |
| Marianne Lake | 2026-07-21 | $5.39M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
4
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)JPMorgan Chase just changed its corporate bylaws so that if the company has a Lead Independent Director, that person will be chosen by the directors who aren't part of management. The Board approved this change, and it takes effect on July 21, 2026.
View Full Filing (SEC EDGAR)JPMorgan Chase & Co. closed a public offering on July 23, 2026, issuing four tranches of notes totaling $9 billion: $500 million in floating-rate notes due 2030, $2.5 billion and $3 billion in fixed-to-floating rate notes due 2030 and 2032 respectively, and $3 billion in fixed-rate reset subordinated notes due 2041. The offerings were made under an existing shelf registration, and the company filed legal opinions regarding the notes' validity.
View Full Filing (SEC EDGAR)46625H100, 464286959, 46625H10 , 46625H900, 46625H905, 46625H950, 46625H955, 46641Q712
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