JPMorgan
JPM
333.53
-6.19
-1.82%
JPMorgan
US · JPM
#18 by market cap
Listed 1970
333.53
-6.19
-1.82%
Live - 5344 symbols - heartbeat 546s ago
· 2026-10-20 08:20
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 18 in the most recent period (2026/Q3).
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 75.09% -0.01pp
- Institutions
- 5,807 -18
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund59.37%
Public Company6.01%
Private Company3.16%
Government Pension Fund2.37%
Sovereign Wealth Fund1.43%
Hedge Fund1.21%
Family Office/Trust0.57%
Individual/Insider0.36%
Insurance Company0.32%
Other25.21%
Top holders as of 2026-06-30
BlackRock
7.76% · 206.29M sh
Vanguard Capital Management, LLC
6.60% · 175.55M sh
State Street Global Advisors
4.71% · 125.21M sh
Vanguard Portfolio Management, LLC
2.48% · 65.82M sh
Geode Capital Management, LLC
2.32% · 61.71M sh
Other
76.13%
Capital Research
2.10% · 55.80M sh
Morgan Stanley
1.58% · 42.13M sh
UBS Asset Management
1.42% · 37.64M sh
Norges Bank Investment Management
1.36% · 36.12M sh
Bank of America Corporation
1.17% · 31.10M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 22 buys · 28 sells
| Name | Role | Stake |
|---|---|---|
| James Dimon | Chairperson & CEO | 0.24% |
| Daniel Pinto | President | 0.03% |
| Mary Erdoes | Chief Executive Officer of Asset & Wealth Management | 0.02% |
| Douglas Petno | Chief Executive Officer of Commercial Banking | 0.02% |
| Marianne Lake | Co-Chief Executive Officer of Consumer & Community Banking | 0.01% |
| Ashley Bacon | Chief Risk Officer | 0.01% |
| Troy Rohrbaugh | Co-Head of Markets & Securities Services | 0.01% |
| Stacey Friedman | Executive Vice President | 0.01% |
| Mellody Hobson Lucas | Independent Director | 0.00% |
| Stephen Burke | Lead Independent Director | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-10-13 | Stephen Burke | Lead Independent Director | Other Disposition | -30,000 | -- |
| 2026-09-29 | Mellody Hobson Lucas | Independent Director | Other Acquisition | +136 | $330.83 |
| 2026-09-29 | Stephen Burke | Lead Independent Director | Other Acquisition | +170 | $330.83 |
| 2026-09-29 | Phebe Novakovic | Independent Director | Other Acquisition | +120 | $330.83 |
| 2026-09-29 | Virginia Rometty | Independent Director | Other Acquisition | +120 | $330.83 |
| 2026-09-09 | Robin Leopold | Executive VP & Head of Human Resources | Open Market Disposition | -2,500 | $352.81 |
| 2026-08-10 | Robin Leopold | Executive VP & Head of Human Resources | Open Market Disposition | -2,500 | $361.41 |
| 2026-07-26 | Stacey Friedman | Executive Vice President | Other Disposition | -166 | -- |
| 2026-07-23 | Douglas Petno | CEO of the Commercial & Investment Bank and Co-President | Other Disposition | -864 | -- |
| 2026-06-29 | Mellody Hobson Lucas | Independent Director | Other Acquisition | +137 | $327.33 |
| 2026-06-29 | Stephen Burke | Lead Independent Director | Other Acquisition | +171 | $327.33 |
| 2026-06-29 | Phebe Novakovic | Independent Director | Other Acquisition | +122 | $327.33 |
| 2026-06-29 | Virginia Rometty | Independent Director | Other Acquisition | +122 | $327.33 |
| 2026-06-23 | Douglas Petno | CEO of the Commercial & Investment Bank and Co-President | Other Derivative Acquisition | +90,321 | -- |
| 2026-06-23 | Mary Erdoes | Chief Executive Officer of Asset & Wealth Management and Executive VP | Other Derivative Acquisition | +60,214 | -- |
| 2026-06-23 | Jennifer Piepszak | Chief Operating Officer | Other Derivative Acquisition | +60,214 | -- |
| 2026-06-23 | Troy Rohrbaugh | CEO of Consumer & Community Banking and Co-President | Other Derivative Acquisition | +90,321 | -- |
| 2026-06-21 | Stacey Friedman | Executive Vice President | Open Market Disposition | -5,467 | $330.73 |
| 2026-05-19 | Stacey Friedman | Executive Vice President | Open Market Disposition | -5,468 | $300.27 |
| 2026-05-14 | Douglas Petno | CEO of the Commercial & Investment Bank and Co-President | Open Market Disposition | -5,659 | $300.05 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-20 08:20:11 · For reference only, not investment advice and not tailored to your situation.
net interest income holding up better than the bears expected again. this bank just keeps executing while everyone else in the sector makes excuses.