JPMORGAN CHASE & CO (JPM) Institutional Ownership Changes & 13F Activity
JPMORGAN CHASE & CO (JPM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Citadel Advisors Llc, Allianz Asset Management Gmbh, Envestnet Asset Management Inc, and Andra Ap-Fonden.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +82,689 | +1.1% | 7,273,067 | $2.38B | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +39,973 | +8.4% | 517,473 | $169.38M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -17,550 | -9.6% | 164,847 | $53.95M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +932,632 | +0.8% | 125,209,293 | $40.98B | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -60,600 | -15.8% | 322,085 | $105.43M | Q2 2026 | Sep 22, 2026 |
| Premier Financial Group | Buy | +1,086 | — | 1,086 | $355.38K | Q2 2026 | Sep 21, 2026 |
| Silicon Valley Capital Partners | Sell | -545 | -12.0% | 3,983 | $1.30M | Q2 2026 | Sep 21, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +1,928 | +27.4% | 8,952 | $2.93M | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Sell | -1,597 | -16.9% | 7,839 | $2.57M | Q2 2026 | Sep 18, 2026 |
| Anchor Investment Management, Llc | Sell | -2,164 | -5.3% | 38,543 | $12.62M | Q2 2026 | Sep 15, 2026 |
| Reynders Mcveigh Capital Management, Llc | Sell | -100 | -2.3% | 4,263 | $1.40K | Q2 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -9,483 | -3.2% | 288,483 | $94.43M | Q2 2026 | Sep 11, 2026 |
| Talon Private Wealth, Llc | Sell | -361 | -3.9% | 9,004 | $2.95M | Q2 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -40,705 | -1.6% | 2,473,477 | $809.64M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +35,582 | +18.0% | 233,142 | $76.31M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +407 | +1.0% | 40,137 | $13.14M | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -35,806 | -23.7% | 115,282 | $37.74M | Q2 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Sell | -217,708 | -9.0% | 2,214,465 | $724.86M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -212,388 | -6.8% | 2,888,627 | $945.53M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -658 | -3.0% | 20,969 | $6.86M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -19 | -0.1% | 24,747 | $8.10M | Q2 2026 | Sep 02, 2026 |
| Allie Family Office Llc | Sell | -1,791 | -100.0% | 0 | $0.00 | Q2 2026 | Sep 01, 2026 |
| Alternative Investment Advisors, Llc. | Buy | +73 | +7.5% | 1,041 | $340.96K | Q2 2026 | Aug 31, 2026 |
| Nwm Advisors, Llc | Buy | +255 | +1.7% | 15,260 | $5.00M | Q2 2026 | Aug 28, 2026 |
| Cornerstone Financial Management Llc | Sell | -130 | -4.1% | 3,046 | $997.05K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -53,372 | -1.7% | 3,103,189 | $1.02B | Q2 2026 | Aug 27, 2026 |
| Shepherd Wealth Management Ltd Liability Co | Buy | +12 | +0.3% | 3,643 | $1.31M | Q2 2026 | Aug 27, 2026 |
| Wellington Grp Llc | Buy | +4,839 | — | 4,839 | $1.58M | Q2 2026 | Aug 26, 2026 |
| Giverny Capital | Sell | -4,422 | -8.5% | 47,876 | $15.67M | Q2 2026 | Aug 26, 2026 |
| Horan Wealth, Llc | Buy | +529 | +1.5% | 35,981 | $11.78M | Q2 2026 | Aug 26, 2026 |
Frequently asked questions about JPM activity
Which institutional owners are buying JPM?
Institutional owners buying JPM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JPM activity?
"Buy" means an investor increased their reported position in JPM compared to the prior reporting period. This reflects growing exposure to JPMORGAN CHASE & CO (JPM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JPM increasing?
Institutional interest in JPM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related JPM Institutional Insights
- JPM Overview
- JPM 13F Institutional Holders
- JPM Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- JPM Insider Trading & SEC Form 4 Activity
- JPM Articles
- Top Institutional Investor Stock Rankings