JPM · News · 20260917N
Institutional Ownership Changes
JPMORGAN CHASE & CO · 2026-09-17 · Importance 28 · Surprise 46 · In source text
Tranquilli Financial Advisor LLC increased its JPMorgan stake by 56.3% in the second quarter, acquiring 1,855 shares to hold 5,150 shares. Portfolio Design Labs LLC reduced its position by 13.2% after selling 2,827 shares, while Ceredex Value Advisors LLC cut its holdings by 11.9% after selling 16,867 shares. Oxford Financial Group reduced its stake by 29.1% by selling 13,037 shares, whereas NFJ Investment Group increased its holdings by 57.6% to 168,025 shares. Burnham & Co. purchased 3,955 shares valued at approximately $1.295 million, and institutional ownership of JPMorgan was reported at 71.55%.
Key facts
- JPMorgan reported it raised its dividend by 10%, as stated in the coverage noting strong earnings and revenue. source
- Tranquilli Financial Advisor LLC lifted its stake in shares of JPMorgan Chase and Co. by 56.3% during the second quarter and owned 5,150 shares after acquiring an additional 1,855 shares. source
- NFJ Investment Group LLC raised its holdings in shares of JPMorgan Chase and Co. by 57.6% in the second quarter and owned 168,025 shares. source
- Oxford Financial Group LTD. LLC significantly reduced its stake in JPMorgan Chase & Co. by 29.1% in the second quarter, selling 13,037 shares, and institutional ownership remained 71.55%. source
- Portfolio Design Labs LLC lowered its position in shares of JPMorgan Chase and Co. by 13.2% during the second quarter and owned 18,613 shares after selling 2,827 shares. source
- Ceredex Value Advisors LLC lowered its position in shares of JPMorgan Chase and Co. by 11.9% during the second quarter and owned 124,557 shares after selling 16,867 shares. source
- Burnham & Co LLC acquired a new position in JPMorgan Chase & Co., purchasing 3,955 shares valued at approximately $1,295,000, making JPMorgan Chase the 25th largest holding for Burnham & Co LLC, accounting for 1.0% of their total holdings. source
- D L Carlson Investment Group Inc. cut its position in JPMorgan Chase and Co. by 5.3% during the second quarter and owned 33,895 shares after selling 1,901 shares. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | committed | — | JPMorgan reported it raised its dividend by 10%, as stated in the coverage noting strong earnings and revenue. |