JPM · News · 20260921N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-21 · Importance 18 · Surprise 30

Institutional investors reported mixed changes in JPMorgan Chase holdings during the second quarter. Canada Pension Plan Investment Board increased its position by 22.9% to 8,020,990 shares, while Jupiter Topco LLC established a new position of 3,892,479 shares valued at approximately $1.27 billion. EFG International AG reduced its stake by 4.2%, Legal & General Group reduced its position by 5.0%, and several other managers also trimmed holdings. Institutional investors collectively owned 71.55% of JPMorgan’s shares, indicating continued substantial institutional participation despite divergent portfolio actions.

Key facts

• Sone Capital Management LLC increased its position in JPMorgan Chase & Co. by 78.0% during the undefined quarter and owned 42,160 shares after purchasing an additional 18,471 shares. source
• Canada Pension Plan Investment Board lifted its stake in JPMorgan Chase & Co. by 22.9% to 8,020,990 shares after buying an additional 1,496,676 shares during the quarter. source
• Trajan Wealth LLC increased its stake in JPMorgan Chase & Co. by 12.9% in the second quarter to 76,924 shares valued at $25.2 million. source
• EFG International AG reduced its stake in JPMorgan Chase & Co. by 4.2%, leaving a holding valued at $123.6 million and ranking JPMorgan Chase & Co. as their 10th largest position. source
• Legal & General Group Plc lowered its position in JPMorgan Chase & Co. by 5.0% to 17,895,549 shares after selling 951,729 shares during the quarter. source
• Primecap Management Co. CA decreased its stake in JPMorgan Chase & Co. by 0.6% to 3,382,627 shares after selling 20,900 shares during the quarter. source
• Van Hulzen Asset Management LLC reduced its position in JPMorgan Chase & Co. by 2.9% and owned 61,539 shares after selling 1,834 shares during the quarter. source
• Palisade Capital Management LP reduced its position in JPMorgan Chase & Co. by 8.2% during the quarter, owning 108,558 shares after selling 9,743 shares. source