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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+82,689+1.1%7,273,067$2.38BQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+39,973+8.4%517,473$169.38MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-17,550-9.6%164,847$53.95MQ2 2026Sep 23, 2026
State Street CorpBuy+932,632+0.8%125,209,293$40.98BQ2 2026Sep 22, 2026
Andra Ap-FondenSell-60,600-15.8%322,085$105.43MQ2 2026Sep 22, 2026
Premier Financial GroupBuy+1,0861,086$355.38KQ2 2026Sep 21, 2026
Silicon Valley Capital PartnersSell-545-12.0%3,983$1.30MQ2 2026Sep 21, 2026
Security National Bank Of Sioux City IowaBuy+1,928+27.4%8,952$2.93MQ2 2026Sep 18, 2026
Security National Bank Of So DakSell-1,597-16.9%7,839$2.57MQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-2,164-5.3%38,543$12.62MQ2 2026Sep 15, 2026
Reynders Mcveigh Capital Management, LlcSell-100-2.3%4,263$1.40KQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-9,483-3.2%288,483$94.43MQ2 2026Sep 11, 2026
Talon Private Wealth, LlcSell-361-3.9%9,004$2.95MQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-40,705-1.6%2,473,477$809.64MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+35,582+18.0%233,142$76.31MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+407+1.0%40,137$13.14MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-35,806-23.7%115,282$37.74MQ2 2026Sep 03, 2026
Citadel Advisors LlcSell-217,708-9.0%2,214,465$724.86MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-212,388-6.8%2,888,627$945.53MQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-658-3.0%20,969$6.86MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-19-0.1%24,747$8.10MQ2 2026Sep 02, 2026
Allie Family Office LlcSell-1,791-100.0%0$0.00Q2 2026Sep 01, 2026
Alternative Investment Advisors, Llc.Buy+73+7.5%1,041$340.96KQ2 2026Aug 31, 2026
Nwm Advisors, LlcBuy+255+1.7%15,260$5.00MQ2 2026Aug 28, 2026
Cornerstone Financial Management LlcSell-130-4.1%3,046$997.05KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-53,372-1.7%3,103,189$1.02BQ2 2026Aug 27, 2026
Shepherd Wealth Management Ltd Liability CoBuy+12+0.3%3,643$1.31MQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+4,8394,839$1.58MQ2 2026Aug 26, 2026
Giverny CapitalSell-4,422-8.5%47,876$15.67MQ2 2026Aug 26, 2026
Horan Wealth, LlcBuy+529+1.5%35,981$11.78MQ2 2026Aug 26, 2026
Showing 30 of 4,687

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.