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JPMorgan Chase & Co. (JPM) institutional ownership

Latest close $345.23 Jul 21, 2026
Market cap$882.6B 52-week range SectorFinancial Services
Funds holding · Q1 2026
4,736
reported JPM position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $10.1B
2,289 buyers · 2,447 sellers

JPMorgan Chase & Co. (JPM) price and institutional activity

Dates

Q1 2026

$28.2B bought by 2289 investors
SG Americas Securities, LLC$2.8BBank of America Corp$2.7B +2,287 more
$38.3B sold by 2447 investors
Norges-$10.7BCapital International Investors-$4.3B +2,445 more
Bought Sold Totals per quarter; hover a bar for the names.

JPMorgan Chase & Co. (JPM) institutional activity · 4,736

Investor Type Est. change Change Δ Own Date
Norges · Exited −$10.7B
Change −35.4M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$10.7B −35.4M −100.0% Q1 2026
Capital International Investors · Reduced −$4.3B
Change −14.0M Date Q1 2026
Capital International Investors Reduced· Q1 2026 −$4.3B −14.0M Q1 2026
SG Americas Securities, LLC · Added +$2.8B
Change +9.4M Date Q1 2026
SG Americas Securities, LLC Added· Q1 2026 +$2.8B +9.4M Q1 2026
Vanguard · Reduced −$2.8B
Change −9.3M Date Q1 2026
Vanguard Reduced· Q1 2026 −$2.8B −9.3M Q1 2026
Bank of America Corp · Added +$2.7B
Change +8.9M Date Q1 2026
Bank of America Corp Added· Q1 2026 +$2.7B +8.9M Q1 2026
Wellington Management Group LLP · Reduced −$2.0B
Change −6.6M Δ Own −63.2% Date Q1 2026
Wellington Management Group LLP Reduced· Q1 2026 −$2.0B −6.6M −63.2% Q1 2026
Capital Research Global Investors · Added +$1.7B
Change +5.5M Δ Own +25.0% Date Q1 2026
Capital Research Global Investors Added· Q1 2026 +$1.7B +5.5M +25.0% Q1 2026
FMR LLC · Reduced −$1.3B
Change −4.3M Δ Own −12.0% Date Q1 2026
FMR LLC Reduced· Q1 2026 −$1.3B −4.3M −12.0% Q1 2026
CIBC Bancorp USA Inc. · Added +$1.1B
Change +3.6M Date Q1 2026
CIBC Bancorp USA Inc. Added· Q1 2026 +$1.1B +3.6M Q1 2026
BlackRock · Reduced −$1.0B
Change −3.4M Date Q1 2026
BlackRock Reduced· Q1 2026 −$1.0B −3.4M Q1 2026
D. E. Shaw & Co., Inc. · Added +$922M
Change +3.0M Δ Own +724.8% Date Q1 2026
D. E. Shaw & Co., Inc. Added· Q1 2026 +$922M +3.0M +724.8% Q1 2026
Two Sigma Investments, LP · Added +$884M
Change +2.9M Δ Own +733.9% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +$884M +2.9M +733.9% Q1 2026
Capital World Investors · Reduced −$825M
Change −2.7M Date Q1 2026
Capital World Investors Reduced· Q1 2026 −$825M −2.7M Q1 2026
Barclays PLC · Added +$808M
Change +2.7M Date Q1 2026
Barclays PLC Added· Q1 2026 +$808M +2.7M Q1 2026
S&g Foundation · New +$794M
Change +2.6M Date Q1 2026
S&g Foundation New· Q1 2026 +$794M +2.6M Q1 2026
Data through Q1 2026 · filed Jun 11, 2026
15 of 4736

Famous investor activity in JPMorgan Chase & Co. (JPM)

JPMorgan Chase & Co. (JPM) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Rometty Virginia M. · Director Grant (A) $40K
Price $327.33 Qty 122 Owned 15K ΔOwn +0.8% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Rometty Virginia M. Director Grant (A) $327.33 122 $40K 15K +0.8% Jun 30, 2026 Jul 1, 2026
Novakovic Phebe N. · Director Grant (A) $40K
Price $327.33 Qty 122 Owned 14K ΔOwn +0.9% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Novakovic Phebe N. Director Grant (A) $327.33 122 $40K 14K +0.9% Jun 30, 2026 Jul 1, 2026
Hobson Mellody L. · Director Grant (A) $45K
Price $327.33 Qty 137 Owned 30K ΔOwn +0.5% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Hobson Mellody L. Director Grant (A) $327.33 137 $45K 30K +0.5% Jun 30, 2026 Jul 1, 2026
Burke Stephen B. · Director Grant (A) $56K
Price $327.33 Qty 172 Owned 208K ΔOwn +0.1% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Burke Stephen B. Director Grant (A) $327.33 172 $56K 208K +0.1% Jun 30, 2026 Jul 1, 2026
Piepszak Jennifer · Officer Grant (A) 60K
Owned 60K Trade date Jun 24, 2026 Filed date Jun 26, 2026
Piepszak Jennifer Officer Grant (A) 60K 60K Jun 24, 2026 Jun 26, 2026
Rohrbaugh Troy L. · Officer Grant (A) 90K
Owned 90K Trade date Jun 24, 2026 Filed date Jun 26, 2026
Rohrbaugh Troy L. Officer Grant (A) 90K 90K Jun 24, 2026 Jun 26, 2026
Petno Douglas B. · Officer Grant (A) 90K
Owned 90K Trade date Jun 24, 2026 Filed date Jun 26, 2026
Petno Douglas B. Officer Grant (A) 90K 90K Jun 24, 2026 Jun 26, 2026
Erdoes Mary E. · Officer Grant (A) 60K
Owned 60K Trade date Jun 24, 2026 Filed date Jun 26, 2026
Erdoes Mary E. Officer Grant (A) 60K 60K Jun 24, 2026 Jun 26, 2026
Friedman Stacey · Officer Sell −$1.8M
Price $330.73 Qty −5K Owned 41K ΔOwn −11.8% Trade date Jun 22, 2026 Filed date Jun 22, 2026
Friedman Stacey Officer Sell $330.73 −5K −$1.8M 41K −11.8% Jun 22, 2026 Jun 22, 2026
Friedman Stacey · Officer Sell −$1.6M
Price $300.27 Qty −5K Owned 46K Trade date May 20, 2026 Filed date May 20, 2026
Friedman Stacey Officer Sell $300.27 −5K −$1.6M 46K May 20, 2026 May 20, 2026
Erdoes Mary E. · Officer Sell −$2.0M
Price $298.36 Qty −7K Owned 632K Trade date May 15, 2026 Filed date May 15, 2026
Erdoes Mary E. Officer Sell $298.36 −7K −$2.0M 632K May 15, 2026 May 15, 2026
Lake Marianne · Officer Sell −$1.9M
Price $298.36 Qty −6K Owned 76K Trade date May 15, 2026 Filed date May 15, 2026
Lake Marianne Officer Sell $298.36 −6K −$1.9M 76K May 15, 2026 May 15, 2026
Petno Douglas B. · Officer Sell −$1.7M
Price $300.05 Qty −6K Owned 225K Trade date May 15, 2026 Filed date May 15, 2026
Petno Douglas B. Officer Sell $300.05 −6K −$1.7M 225K May 15, 2026 May 15, 2026
Beer Lori A. · Officer Sell −$950K
Price $300.05 Qty −3K Owned 67K Trade date May 15, 2026 Filed date May 15, 2026
Beer Lori A. Officer Sell $300.05 −3K −$950K 67K May 15, 2026 May 15, 2026
Petno Douglas B. · Officer 2 operations 0
Owned 135K Trade date May 14, 2026 Filed date May 15, 2026
Petno Douglas B. Officer 2 operations 0 135K May 14, 2026 May 15, 2026
15 of 141
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JPMorgan Chase & Co. (JPM) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 272.4M
% of shares outstanding 9.4% Filing date Feb 13, 2024
Vanguard Group Inc 272.4M 9.4% Feb 13, 2024
Vanguard Capital Management 190.5M
% of shares outstanding 7.1% Filing date Apr 30, 2026
Vanguard Capital Management 190.5M 7.1% Apr 30, 2026
BlackRock Inc. 192.8M
% of shares outstanding 6.7% Filing date Feb 7, 2024
BlackRock Inc. 192.8M 6.7% Feb 7, 2024
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JPMorgan Chase & Co. (JPM) ownership FAQ

Who owns JPM?

4,736 reporting institutions disclosed JPM position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.