Jpmorgan Chase & Co
-$43.4B
Net Activity
Institutions Holding
5021
Popularity Rank
#7
Avg Weight
1.04%
Total Value
$585.9B
5021 institutions currently hold JPM, with 2243 net buyers and 2444 net sellers this quarter.
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
2444
Net Buying Institutions
2243
Top 5 by Value
Across its top 20 institutional holders, JPM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 17/100).
JPM ranks #7 out of 31985 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
5021 institutions disclose a position in JPM, but none treat it as a major bet — even SG Americas Securities, LLC, its most concentrated holder, allocates just 5.0% of its own portfolio to it.
Alecta Tjanstepension Omsesidigt has added to its JPM position for two straight quarters, increasing it by $208.3M to reach $608.8M today.
Sarasin & Partners LLP has trimmed its JPM position for two straight quarters, cutting it by $130.7M while still holding $197.1M.
+$218.1B
Total Buy Value
$363.9B
Total Sell Value
2243
Net Buyers
2444
Net Sellers
JPM
Q1 2026
Top 5 Institutional Movers
Norges Bank
-$11.4B
Vanguard Group
Aggregated-$10.2B
BlackRock
-$7.0B
Capital International Investors
-$4.9B
State Street
-$3.8B
Institutions and Insiders Both Reducing JPM Exposure
Signal Basis
In the latest 13F quarter, institutional net sales totaled $43.45B with more sellers (2,444) than buyers (2,243), while insiders sold $55.25M over 90 days with zero insider purchases.
Confirmation
Continued institutional net outflows or sustained insider selling in the coming quarter would confirm bearish sentiment.
Invalidation Risk
A reversal to institutional net buying or insider accumulation would invalidate this bearish view.
Compiled by AI directly from institutional holders' regulatory filings on SEC EDGAR; describes past institutional behavior only. Not a substitute for independent investment research.
See the institutional 13F filings behind this signalJPM 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 2026-06-30 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.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/JPM
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Leopold Robin | 2026-03-23 | $128K |
| Sell | Leopold Robin | 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 |
| Sell | DIMON JAMES | 2026-02-19 | $3.08M |
| Sell | DIMON JAMES | 2026-02-19 | $6.83M |
1
Filings (90d)
$5.39M
Total Est. Value
16K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| 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
5
Filings (14d)
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)On July 14, 2026, JPMorgan Chase reported second-quarter net income of $21.2 billion, or $7.70 per share, up from $15.0 billion, or $5.24 per share, a year earlier. The bank posted a strong year-over-year profit jump.
View Full Filing (SEC EDGAR)JPMorgan Chase held an investor presentation on July 14, 2026, to review its second-quarter earnings. The slides from the presentation have been made public as part of this 8-K filing. The bank also repeated standard cautions about forward-looking statements and directed investors to earlier SEC filings for risk factors.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)46625H100, 464286959, 46625H10 , 46625H900, 46625H905, 46625H950, 46625H955, 46641Q712
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Access JPM's institutional ownership data programmatically:
REST API
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