JPM · News · 20260914N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-14 · Importance 18 · Surprise 22

Main Street Financial Solutions increased its JPMorgan position by 12.9% during the quarter, adding shares to reach 14,600 shares. Meeder Advisory Services increased its stake by 2.4% to 82,381 shares after acquiring 1,946 shares. Cornerstone Advisors bought 6,789 shares, increasing its position by 3.8% to 184,785 shares valued at $60.5 million, equal to 2.0% of its portfolio. Pzena Investment Management sold 3,168 shares, reducing its stake by 0.9% to 334,094 shares valued at $109.4 million, while First National Bank of Omaha sold 15,565 shares, reducing its position by 9.1%.

Key facts

• JPMorgan Chase & Co. initiated coverage on T1 Energy with a "neutral" rating and a $5.00 price target. source
• Meeder Advisory Services Inc. grew its stake in JPMorgan Chase & Co. by 2.4% and owned 82,381 shares after acquiring an additional 1,946 shares. source
• Pzena Investment Management LLC reduced its stake in JPMorgan Chase & Co. by 0.9% in the second quarter, selling 3,168 shares and still holding 334,094 shares valued at $109.4 million. source
• Institutional investors collectively owned 71.55% of JPMorgan Chase & Co.'s stock. source
• Cornerstone Advisors LLC increased its stake in JPMorgan Chase & Co. in Q2 by acquiring an additional 6,789 shares to own a total of 184,785 shares valued at $60.5 million. source
• Cornerstone Advisors LLC's holding of JPMorgan Chase & Co. stock represented 2.0% of its portfolio and made JPM its 11th largest holding. source