JPMorgan Chase & Co (NYSE:JPM)

157.50 BATS BZX Real-Time Price As of 1:11pm ET	-0.47 / -0.30% Today’s Change	123.11 Today\|\|\|52-Week Range 159.38	+17.45% Year-to-Date

157.50

BATS BZX Real-Time Price

As of 1:11pm ET

-0.47 / -0.30%

Today’s Change

123.11

Today|||52-Week Range

159.38

+17.45%

Year-to-Date

Institutional ownership of JPM stands at $2.1 billion shares or 71.77% of shares outstanding. This is in-line with the Major Banks industry average.

9/30/2023	WELLINGTON MANAGEMENT CO. LLP Bought 4.6 Million shares of JPMorgan Chase & Co
9/30/2023	ARROWSTREET CAPITAL LP Bought 3.0 Million shares of JPMorgan Chase & Co
9/30/2023	FISHER ASSET MANAGEMENT LLC Bought 2.4 Million shares of JPMorgan Chase & Co

Stockholder	Stake	Shares owned	Total value ($)	Shares bought / sold	Total change
The Vanguard Group, Inc.	8.94%	259,848,085	36,134,474,700	-1,162,793	-0.45%
BlackRock Fund Advisors	4.37%	127,105,508	17,675,291,942	-611,446	-0.48%
SSgA Funds Management, Inc.	4.20%	121,967,096	16,960,744,370	-4,276,851	-3.39%
Geode Capital Management LLC	1.87%	54,326,192	7,554,600,260	+958,695	+1.80%
Wellington Management Co. LLP	1.46%	42,421,711	5,899,163,132	+4,603,090	+12.17%
Capital Research & Management Co....	1.36%	39,388,217	5,477,325,456	-1,693,993	-4.12%
Capital Research & Management Co....	1.28%	37,265,753	5,182,175,612	-1,096,396	-2.86%
Fidelity Management & Research Co...	1.26%	36,713,904	5,105,435,490	-149,556	-0.41%
Morgan Stanley Smith Barney LLC (...	1.26%	36,627,393	5,093,405,271	+827,960	+2.31%
Massachusetts Financial Services ...	1.05%	30,573,213	4,251,511,000	-829,184	-2.64%

Mutual fund	Stake	Shares owned	Total value ($)	Shares bought / sold	Total change
Vanguard Total Stock Market ETF	3.13%	90,956,888	12,648,464,845	+408,400	+0.45%
Vanguard 500 Index Fund	2.42%	70,176,455	9,758,737,832	+330,096	+0.47%
Fidelity 500 Index Fund	1.15%	33,380,489	4,641,890,800	-97,643	-0.29%
SPDR S&P 500 ETF Trust	1.11%	32,236,885	4,482,861,228	-162,338	-0.50%
iShares Core S&P 500 ETF	0.98%	28,328,206	3,939,320,326	+90,116	+0.32%
Government Pension Fund - Global ...	0.98%	28,343,583	3,941,458,652	+3,178,772	+12.63%
Vanguard Value ETF	0.86%	24,841,777	3,454,497,510	-116,105	-0.47%
Vanguard Institutional Index Fund	0.67%	19,499,812	2,711,643,857	-251,823	-1.27%
SPDR Series - Financial Select Se...	0.62%	17,996,573	2,502,603,441	-351,415	-1.92%
Vanguard Dividend Appreciation In...	0.57%	16,623,983	2,311,731,076	+70,288	+0.42%