JPM · News · 20260918N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-18 · Importance 16 · Surprise 22

Institutional ownership disclosures showed mixed positioning in JPMorgan Chase during the second quarter. EP Wealth Advisors increased its holdings by 10.1% to 724,174 shares, while Emerald Investment Advisers raised its position by 7.3% to 61,789 shares. Korea Investment reduced its stake by 7.0%, selling 123,270 shares but retaining approximately 1.63 million shares valued at $534.8 million; Commerce Bank, Gabelli Funds, Ieq Capital, Quantbot Technologies, William Blair, Sumitomo Life, and WealthShield also reported reductions. Other buyers included Varma Mutual Pension Insurance, Westpac Banking, Strategic Wealth Partners, and Northwestern Mutual Wealth Management, indicating varied institutional views rather than a uniform ownership trend.

Key facts

• Quantbot Technologies LP lessened its stake in shares of JPMorgan Chase and Co. by 59.2% and owned 10,446 shares after selling 15,174 shares. source
• Evolve Private Wealth LLC lessened its stake in JPMorgan Chase and Co. by 25.7% and owned 34,350 shares after selling 11,892 shares during the quarter. source
• EP Wealth Advisors LLC grew its holdings in shares of JPMorgan Chase and Co. by 10.1% and owned 724,174 shares after purchasing an additional 66,424 shares. source
• William Blair Investment Management LLC decreased its holdings in shares of JPMorgan Chase and Co. by 16.9% and owned 17,088 shares after selling 3,474 shares during the quarter. source
• Emerald Investment Advisers LLC increased its holdings in shares of JPMorgan Chase and Co. by 7.3% and owned 61,789 shares. source
• Commerce Bank reduced its stake in shares of JPMorgan Chase and Co. by 3.9% and owned 1,297,817 shares after selling 52,877 shares. source
• Ieq Capital LLC cut its holdings in JPMorgan Chase and Co. by 5.3% and owned 374,144 shares after selling 20,745 shares; JPMorgan Chase and Co. comprises 0.6%. source
• Varma Mutual Pension Insurance Co raised its holdings in JPMorgan Chase and Co. by 2.4% and owned 461,411 shares after acquiring an additional 10,900 shares. source