| 4 | BANK OF AMERICA CORP /DE/ | 69.7M | $22.80B | +6.1% | 2.600% | 1.47% |
| 5 | MORGAN STANLEY | 67.1M | $21.96B | -2.1% | 2.504% | 1.16% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 65.8M | $21.54B | +0.4% | 2.456% | 0.97% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 61.7M | $20.13B | -1.4% | 2.303% | 1.07% |
| 8 | NORGES BANK | 36.1M | $11.82B | — | 1.348% | 1.18% |
| 9 | NORTHERN TRUST CORP | 30.7M | $10.04B | -1.7% | 1.145% | 1.17% |
| 10 | Capital Research Global Investors | 27.7M | $9.08B | +1.2% | 1.035% | 1.27% |
| 11 | UBS Group AG | 27.3M | $8.93B | +26.2% | 1.018% | 1.14% |
| 12 | GOLDMAN SACHS GROUP INC | 27.0M | $8.85B | +8.4% | 1.009% | 0.77% |
| 13 | FMR LLC | 26.3M | $8.61B | -16.3% | 0.981% | 0.37% |
| 14 | WELLS FARGO & COMPANY/MN | 24.1M | $7.89B | +4.7% | 0.900% | 1.28% |
| 15 | ROYAL BANK OF CANADA | 23.2M | $7.58B | -4.1% | 0.865% | 1.13% |
| 16 | Bank of New York Mellon Corp | 21.6M | $7.08B | +2.6% | 0.808% | 1.16% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 19.4M | $6.36B | +2.4% | 0.725% | 1.15% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19.2M | $6.28B | +0.4% | 0.716% | 0.84% |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 18.8M | $6.16B | +0.7% | 0.703% | 1.12% |
| 20 | Legal & General Group Plc | 17.9M | $5.86B | -5.1% | 0.668% | 1.22% |
| 21 | Fisher Asset Management, LLC | 17.4M | $5.70B | +2.4% | 0.650% | 1.70% |
| 22 | AMERIPRISE FINANCIAL INC | 17.3M | $5.68B | +1.3% | 0.647% | 1.15% |
| 23 | FRANKLIN RESOURCES INC | 15.0M | $4.91B | -0.1% | 0.560% | 1.06% |
| 24 | RAYMOND JAMES FINANCIAL INC | 14.8M | $4.84B | +2.1% | 0.552% | 1.31% |
| 25 | Capital World Investors | 14.5M | $4.74B | -6.2% | 0.540% | 0.56% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in JPM — a direct measure of their conviction.
| 74.46% |
| 1.38 pp |
| $461.25B |
| 1.8% |
| Q4 2024 | 4,394 | +9.7% | 75.84% | +1.96 pp | $469.52B | +17% |
| Q3 2024 | 4,006 | — | 73.88% | — | $399.93B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
JPM institutional ownership rose by 0.97 percentage points quarter-over-quarter, with a net change of +123 holders.
The top 10 institutions account for 43.9% of all reported 13F value in JPM, and the top 25 account for 59.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
JPMorgan Chase & Co. (JPM) Institutional Ownership