JPM · News · 20260922N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-22 · Importance 28 · Surprise 46

Corient Private Wealth LP increased its JPMorgan position by 18.2%, purchasing 573,004 shares to reach 3,729,565 shares valued at $1.22 billion. Fayez Sarofim & Co. acquired 85,496 shares, raising its holdings by 2.7% to 3,214,618 shares during the second quarter. Jacobs Equity LLC increased its position by 1,052.7% after buying 21,254 shares, reaching 23,273 shares. Perennial Investment Advisors and Proficio Capital Partners increased their positions by 19.7% and 562.4%, respectively, while Windsor Advisory Group reduced its stake by 40.5% after selling 1,771 shares.

Key facts

• Proficio Capital Partners LLC raised its position in JPMorgan Chase & Co. by 562.4% in the second quarter and owned 28,707 shares after acquiring an additional 24,373 shares during the quarter. source
• Windsor Advisory Group LLC cut its stake in JPMorgan Chase & Co. by 40.5% and owned 2,603 shares after selling 1,771 shares during the period. source
• Corient Private Wealth LP raised its position in JPMorgan Chase & Co. by 18.2% and owned 3,729,565 shares after purchasing an additional 573,004 shares during the period. source
• Perennial Investment Advisors LLC raised its stake in JPMorgan Chase & Co. by 19.7% and owned 10,630 shares after purchasing an additional 1,750 shares during the period. source
• Fayez Sarofim & Co increased its holdings in JPMorgan Chase & Co. by 2.7% and owned 3,214,618 shares after acquiring an additional 85,496 shares during the second quarter. source