JPM · News · 20260913N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-13 · Importance 8 · Surprise 14

Deutsche Bank AG reduced its JPMorgan stake by 4.8% in the second quarter, selling more than 400,000 shares while retaining a position valued at $2.59 billion. Mitsubishi UFJ Asset Management increased its holdings by 6.6% to 6,645,272 shares, while Commerzbank Aktiengesellschaft FI added 0.8% and held 489,209 shares valued at $160.13 million. Trust Co. of Vermont established a new position of more than 215,000 shares valued at approximately $70.5 million. Pallas Capital Advisors, OneDigital Investment Advisors, and Performance Wealth Partners also increased their positions, while Dunhill Financial and Focused Alpha reduced holdings by 47.7% and 18.1%, respectively.

Key facts

• Dunhill Financial LLC reduced its holdings in JPMorgan Chase & Co. by 47.7% in the second quarter and owned 2,617 shares after selling 2,389 shares. source
• Focused Alpha LLC lowered its holdings in JPMorgan Chase & Co. by 18.1% in the second quarter and owned 12,533 shares after selling 2,771 shares. source
• Trust Co. of Vermont acquired a new position in JPMorgan Chase & Co., purchasing over 215,000 shares valued at approximately $70.5 million and making it their 7th largest holding. source
• Pallas Capital Advisors LLC increased its holdings in JPMorgan Chase & Co. by 4.6% during the second quarter and owned 94,790 shares after buying an additional 4,197 shares. source
• Performance Wealth Partners LLC increased its stake in JPMorgan Chase & Co. by 1.4% in the second quarter, making the financial services provider its 11th largest holding. source
• OneDigital Investment Advisors LLC boosted its holdings in JPMorgan Chase & Co. by 6.7%, owning 115,785 shares after buying an additional 7,278 shares. source
• Commerzbank Aktiengesellschaft FI boosted its position in JPMorgan Chase & Co. by 0.8%, owning 489,209 shares after buying an additional 3,964 shares. source
• Oak Barrel Wealth Advisory LLC bought 5,865 shares of JPMorgan Chase & Co. during the second quarter, valued at approximately $1,920,000. source