JPM · News · 20260911N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-11 · Importance 14 · Surprise 14

Bellars Harris Wealth Management initiated a JPMorgan position of 39,817 shares valued at approximately $13.033 million in the second quarter. Global Retirement Partners acquired 127,872 shares worth approximately $41.856 million, while Bank of New York Mellon increased its stake by 2.6% to 21,642,804 shares. Focus Partners Advisor Solutions increased its holdings by 5.9% to 84,252 shares, and ABN AMRO raised its position by 6.9%; JPMorgan now has reported institutional ownership of 71.55%. Offsetting these purchases, GSA Capital Partners reduced its stake by 59.9% to 5,395 shares, and Wilkinson Global Asset Management cut its position by 25.0% to 6.5% of its portfolio.

Key facts

• JPMorgan Chase & Co.'s market capitalization is reported as $939.34 billion. source
• GSA Capital Partners LLP reduced its stake in JPMorgan Chase & Co. by 59.9% and owned 5,395 shares after selling 8,066 shares during the quarter. source
• Global Retirement Partners LLC acquired 127,872 shares of JPMorgan Chase & Co. stock valued at approximately $41,856,000. source
• Kelleher Financial Advisors raised its holdings in JPMorgan Chase & Co. by 16.7% and owned 18,751 shares after buying an additional 2,689 shares. source
• Private Advisory Group LLC increased its stake in JPMorgan Chase & Co. by 12% in the second quarter to 51,177 shares valued at $16.75 million. source
• Focus Partners Advisor Solutions LLC grew its stake in JPMorgan Chase & Co. by 5.9% in the second quarter and owned 84,252 shares after purchasing an additional 4,684 shares. source
• ABN AMRO Bank N.V. increased its stake in JPMorgan Chase & Co. by 6.9% during the second quarter and made JPM its 14th largest position. source
• JPMorgan Chase & Co. has 71.55% institutional ownership. source