JPM · News · 20260915N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-15 · Importance 6 · Surprise 46

Diversify Advisory Services increased its JPMorgan position by 1,505.1% to 72,679 shares after buying 68,151 shares. Stevens Capital Partners increased its stake by 222.1% to 7,118 shares after purchasing 4,908 shares, while West Family Investments increased its position by 92.0% to 8,256 shares worth $2.702 million. Crescent Grove Advisors reduced its stake by 45.8% to 3,763 shares, and Danica Pension reduced its holdings by 12.8% to 227,154 shares after selling 33,203 shares; institutional investors collectively owned 71.55% of JPMorgan shares.

Key facts

• Diversify Advisory Services LLC lifted its holdings in shares of JPMorgan Chase & Co. by 1,505.1% and owned 72,679 shares after buying an additional 68,151 shares. source
• Stevens Capital Partners grew its stake in JPMorgan Chase & Co. by 222.1% and owned 7,118 shares after purchasing an additional 4,908 shares. source
• West Family Investments Inc. increased its stake in JPMorgan Chase & Co. by 92.0% in the second quarter, adding 3,955 shares to now own 8,256 shares worth $2,702,000. source
• Crescent Grove Advisors LLC cut its stake in JPMorgan Chase & Co. by 45.8% during the second quarter and owned 3,763 shares after selling 3,176 shares. source
• Danica Pension Livsforsikringsaktieselskab lowered its holdings in JPMorgan Chase & Co. by 12.8% during the second quarter and owned 227,154 shares after selling 33,203 shares. source
• Great Lakes Advisors LLC decreased its holdings in JPMorgan Chase & Co. by 1.3% and owned 1,119,634 shares after selling 15,190 shares. source
• Danske Bank A S increased its stake in JPMorgan Chase & Co. by 3.8% in the second quarter and now owns 2,381,449 shares worth approximately $779.52 million, making JPMorgan Chase & Co. the 13th largest holding in Danske Bank A S's portfolio. source
• Mmbg Investment Advisors CO. increased its stake in JPMorgan Chase & Co. by 4.8% and owned 150,943 shares after acquiring an additional 6,922 shares. source