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JPM

JPM — Who Owns This Stock? 13F Breakdown

Jpmorgan Chase & Co

-$69.2B

Net Activity

Institutions Holding

5011

Popularity Rank

#7

Avg Weight

1.04%

Total Value

$585.8B

Ownership Trend

JPM (Jpmorgan Chase & Co) institutional ownership chart showing 5011 institutional holders, buyer vs. seller counts, and net quarterly capital flow

5011 institutions currently hold JPM, with 2241 net buyers and 2442 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

2442

Net Buying Institutions

2241

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$61.3B
VC
Vanguard Capital Management LLC
$48.6B
SS
State Street CORP
$36.6B
MS
Morgan Stanley
$20.2B
BO
Bank Of America CORP /de/
$19.3B

Top 5 by Conviction

SA
SG Americas Securities, LLC
4.95%
HO
Healthcare Of Ontario Pension Plan Trust Fund
3.28%
BF
Baird Financial Group, Inc.
3.07%
BP
Boston Partners
2.17%
DB
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
1.97%
View all 5011 holding institutions

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).

Quarterly Activity

Recent Activity

+$218.1B

Total Buy Value

$363.9B

Total Sell Value

New buy131
Trim2255
Add2110
Sold out187

2241

Net Buyers

2442

Net Sellers

Smart Money Convergence

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 2026-06-30 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.

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-18

12-Month Buy/Sell Activity

Feb 25
May 25
Nov 25
Mar 26
BuySell
ActionInsiderTitleDateValue
SellLeopold RobinHead of Human Resources2026-03-23$128K
SellLeopold RobinHead of Human Resources2026-02-19$133K
SellRohrbaugh Troy LCo-CEO CIB2026-02-19$15.36M
SellDIMON JAMESChairman & CEO2026-02-19$1.54M
SellDIMON JAMESChairman & CEO2026-02-19$1.54M
SellDIMON JAMESChairman & CEO2026-02-19$6.83M
SellDIMON JAMESChairman & CEO2026-02-19$3.08M
SellDIMON JAMESChairman & CEO2026-02-19$6.83M
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-14
2026-07-14

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)
2026-07-14

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)

View all Form 8-K filings

CUSIP

46625H100, 464286959, 46625H10 , 46625H900, 46625H905, 46625H950, 46625H955

FAQ

Who are the top institutional investors holding JPMORGAN CHASE & CO (JPM)?
Major stakeholders currently include BlackRock, Inc. ($61.3B), Vanguard Capital Management LLC ($48.6B), State Street CORP ($36.6B). Based on the latest 13F filings, there are a total of 5011 tracked investment funds and institutions maintaining positions in JPM.
What is the overall institutional sentiment toward JPM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $69.2B, driven by 2241 managers accumulating shares while 2442 reduced their exposure.
Which institutions have been selling or reducing their JPM positions?
In the latest period, 2255 funds trimmed their holdings, and 187 managers completely exited their positions. The aggregate reported sell value was $363.9B.
Are there any notable investors adding JPM to their portfolios?
Yes, buying activity remains notable. 131 institutions opened new positions in {ticker}, and 2110 existing holders added to their shares. The total reported buy value for the quarter amounted to $218.1B.

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