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JPMorgan Chase & Co (JPM) Ownership Data

Short Interest History (%)

Due to a license agreement change with our data vendor, Short Interest related data is no longer available on GuruFocus’ website, except for certain Australian stocks.

Institutional Ownership History (%)

This the Institutional Ownership History of JPMorgan Chase & CoPeter Lynch prefers to buy companies with low institutional ownership.

Date Institutional Ownership (%)Institutional Ownership (Shares in Mil)
June 30, 201869.52337.94
March 31, 201872.462469.60
December 31, 201774.962566.41
September 30, 201776.592646.19
June 30, 201775.522657.18
March 31, 201775.52681.71
December 31, 201673.922632.16
September 30, 201675.862715.96
June 30, 201676.022747.22
March 31, 201676.952812.68
December 31, 201574.752738.32
September 30, 201573.742714.92
June 30, 201576.52829.47
March 31, 201575.632815.07
December 31, 201476.572844.87
September 30, 201475.742831.58
June 30, 201477.452913.51
March 31, 201475.212847.61
December 31, 201376.72881.38
September 30, 201375.242827.78
June 30, 201374.92823.25
March 31, 201375.072844.27
December 31, 201275.312865.74
September 30, 201273.942810.06
June 30, 201273.362784.47
March 31, 201275.252877.62
December 31, 201176.132871.69
September 30, 201175.072851.11
June 30, 201175.342947.77
March 31, 201175.763020.47
December 31, 201076.672997.98
September 30, 201073.832898.43
June 30, 201074.812974.29
March 31, 201074.492961.34
December 31, 200986.283402.48
September 30, 200975.892998.55
June 30, 200975.632966.36
March 31, 200988.543318.43
December 31, 200875.742831.80
September 30, 200874.232779.50
June 30, 200872.419337.55
March 31, 200873.182535.36
December 31, 200767.862278.56
September 30, 200768.812316.76
June 30, 200770.372398.02
March 31, 200775.372574.78
December 31, 200672.12495.95
September 30, 200670.132458.74
June 30, 200669.062412.41
March 31, 200668.72425.80
December 31, 200566.632329.25
September 30, 200564.112251.44
June 30, 200564.732281.00
March 31, 200565.152296.72
December 31, 200470.222489.49
September 30, 200465.242318.12
June 30, 200471.571469.49
March 31, 200468.347947.54
September 30, 200372.981401.09
December 31, 200271.881293.55
September 30, 200272.81318.12
December 31, 200167.171247.12
September 30, 200163.461205.49
June 30, 200165.681207.31
March 31, 200192.771166.89
December 31, 200012.45239.08
September 30, 200012.5160.61
June 30, 200012.95148.84
March 31, 200014.41121.14

Insider ownership (%)

This is the historical insider ownership of JPMorgan Chase & Co. It is usually better to buy companies with large insider ownership. The company insiders' interest are more aligned with external shareholders in this case.

Date Insider Ownership (%)Insider Ownership (Shares in Mil)
August 31, 20180.5217.61
July 31, 20180.5217.69
June 30, 20180.5217.68
May 31, 20180.5217.67
April 30, 20180.5217.67
March 31, 20180.5217.66
February 28, 20180.5217.66
January 31, 20180.5217.66
December 31, 20170.5418.63
November 30, 20170.5418.62
October 31, 20170.5117.97
September 30, 20170.5117.97
August 31, 20170.5117.96
July 31, 20170.5117.97
June 30, 20170.5117.98
May 31, 20170.5419.32
April 30, 20170.5419.29
March 31, 20170.5419.29
February 28, 20170.5419.39
January 31, 20170.518.02
December 31, 20160.5118.02
November 30, 20160.517.90
October 31, 20160.517.93
September 30, 20160.517.92
August 31, 20160.517.87
July 31, 20160.4717.33
June 30, 20160.4717.32
May 31, 20160.4717.32
April 30, 20160.4717.36
March 31, 20160.4717.35
February 29, 20160.4717.35
January 31, 20160.4717.14
December 31, 20150.4717.35
November 30, 20150.5419.99
October 31, 20150.5419.99
September 30, 20150.5419.97
August 31, 20150.5419.96
July 31, 20150.5419.96
June 30, 20150.5420.00
May 31, 20150.5419.99
April 30, 20150.5419.95
March 31, 20150.5419.96
February 28, 20150.5419.96
January 31, 20150.5319.96
December 31, 20140.518.67
November 30, 20140.5119.05
October 31, 20140.5119.05
September 30, 20140.5119.05
August 31, 20140.5119.04
July 31, 20140.5119.04
June 30, 20140.519.04
May 31, 20140.519.03
March 31, 20140.519.45
February 28, 20140.519.44
January 31, 20140.519.44
December 31, 20130.4818.67
November 30, 20130.4818.69
October 31, 20130.4818.72
September 30, 20130.4818.65
August 31, 20130.4818.64
July 31, 20130.4818.64
June 30, 20130.4718.46
May 31, 20130.4718.43
April 30, 20130.4718.31
March 31, 20130.4718.38
January 31, 20130.4718.38
November 30, 20120.4919.09
October 31, 20120.4919.09
September 30, 20120.4919.20
August 31, 20120.4919.22
July 31, 20120.4919.16
June 30, 20120.4818.88
May 31, 20120.4818.87
April 30, 20120.4818.87
March 31, 20120.4918.91
February 29, 20120.4918.91
January 31, 20120.4818.80
December 31, 20110.4818.84
November 30, 20110.4818.83
October 31, 20110.4818.83
September 30, 20110.4818.84
August 31, 20110.4818.78
July 31, 20110.4818.79
June 30, 20110.4718.80
May 31, 20110.4718.75
April 30, 20110.4718.75
March 31, 20110.4718.79
February 28, 20110.4718.79
January 31, 20110.4818.80
December 31, 20100.4919.25
November 30, 20100.4919.25
October 31, 20100.4919.25
September 30, 20100.4819.05
August 31, 20100.4819.04
July 31, 20100.4819.04
June 30, 20100.4819.21
May 31, 20100.4618.35
April 30, 20100.4618.36
March 31, 20100.4718.46
February 28, 20100.5120.05
January 31, 20100.519.85
December 31, 20090.5220.39
November 30, 20090.5220.39
October 31, 20090.5220.40
September 30, 20090.5220.41
August 31, 20090.5120.18
July 31, 20090.5120.15
June 30, 20090.5320.80
May 31, 20090.5520.80
April 30, 20090.5520.79
March 31, 20090.5620.85
February 28, 20090.5520.78
January 31, 20090.5520.80
December 31, 20080.5219.57
November 30, 20080.5219.57
October 31, 20080.5719.42
September 30, 20080.5619.25
August 31, 20080.5619.24
July 31, 20080.5619.24
June 30, 20080.5619.24
May 31, 20080.5619.24
April 30, 20080.6522.19
March 31, 20080.6522.16
February 29, 20080.6522.13
January 31, 20080.6923.20
December 31, 20070.6923.24
November 30, 20070.723.49
October 31, 20070.723.49
September 30, 20070.7124.17
August 31, 20070.7224.22
July 31, 20070.7224.21
June 30, 20070.7124.27
May 31, 20070.7124.25
April 30, 20070.723.97
March 31, 20070.7124.24
February 28, 20070.724.33
January 31, 20070.7225.04
December 31, 20060.7225.05
November 30, 20060.6823.47
October 31, 20060.6823.44
September 30, 20060.6823.44
June 30, 20060.6823.68
May 31, 20060.6823.65
April 30, 20060.6923.96
March 31, 20060.724.22
February 28, 20060.6923.98
January 31, 20060.724.51
December 31, 20050.724.51
November 30, 20050.7124.96
October 31, 20050.7124.69
September 30, 20050.724.64
August 31, 20050.724.60
July 31, 20050.724.62
June 30, 20050.7325.52
May 31, 20050.7325.55
April 30, 20050.7225.49
March 31, 20050.7225.24
February 28, 20050.7125.17
January 31, 20050.4114.57
December 31, 20040.414.36
November 30, 20040.3311.66
October 31, 20040.3311.66
September 30, 20040.3311.65
August 31, 20040.3311.64
July 31, 20040.3311.60
June 30, 20040.3211.49
May 31, 20040.5210.78
April 30, 20040.48.38
March 31, 20040.418.38
February 29, 20040.438.91

Top Direct Holders

HolderPositionShares% of Shares
Outstanding
Report Date
Boshart James S IiiN/A494,796less than 0.1%2004-07-01
Mary Callahan ErdoesCEO Asset Management391,979less than 0.1%2018-01-13
Mr Daniel Eduardo PintoN/A308,899less than 0.1%2018-01-13
Mr. James S. CrownDirector305,875less than 0.1%2018-01-16
Mr. Donald H. McCreeN/A260,330less than 0.1%2004-10-14
Donovan David EN/A257,912less than 0.1%2004-07-01
Mr. Gordon A. SmithCo-President & COO, CEO CCB238,929less than 0.1%2018-07-23
Mr. Lee R. RaymondN/A237,056less than 0.1%2018-06-30
Laban P. Jackson ,JrN/A178,043less than 0.1%2018-06-30
Stephen J. RotellaN/A151,957less than 0.1%2004-02-11

Top Fund Holders

HolderSharesReport Date% of Total
Assets Managed
% of Shares
Outstanding
Market Value($1000)
Capital World Investors   Premium Plus66,371,9072018-06-301.48%1.97%6,915,953
NORTHERN TRUST CORP   Premium Plus46,993,9012018-06-301.26%1.4%4,896,765
MASSACHUSETTS FINANCIAL SERVICES CO /MA/   Premium Plus41,393,3272018-06-301.85%1.23%4,313,185
GEODE CAPITAL MANAGEMENT, LLC   Premium Plus39,012,8512018-06-301.25%1.16%4,056,697
Dodge & Cox Premium25,067,2022018-06-302.09%0.75%2,612,002
FRANKLIN RESOURCES INC   Premium Plus24,437,1642018-06-301.33%0.73%2,546,363
PRIMECAP Management Premium23,264,2702018-06-301.80%0.69%2,424,137
Capital Research Global Investors   Premium Plus21,740,8052018-06-300.62%0.65%2,265,392
Capital International Investors   Premium Plus19,279,5792018-06-302.27%0.57%2,008,932
UBS Group AG   Premium Plus18,111,2942018-06-300.85%0.54%1,887,197
JENNISON ASSOCIATES LLC   Premium Plus16,463,5792018-06-301.67%0.49%1,715,505
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC   Premium Plus16,040,6112018-06-301.30%0.48%1,671,432
Boston Partners   Premium Plus15,995,0052018-06-302.00%0.48%1,666,679
PUTNAM INVESTMENTS LLC   Premium Plus15,847,2762018-06-301.88%0.47%1,651,286
Barrow, Hanley, Mewhinney & Strauss Premium15,597,1242018-06-302.62%0.46%1,625,221
Neuberger Berman Group LLC   Premium Plus14,828,3032018-06-301.84%0.44%1,544,811
LANSDOWNE PARTNERS (UK) LLP   Premium Plus12,866,3522018-06-3012.80%0.38%1,340,713
Chris Davis Premium11,909,8192018-06-305.28%0.35%1,241,003
LSV ASSET MANAGEMENT   Premium Plus11,434,2752018-06-301.86%0.34%1,191,451
Allianz Asset Management AG   Premium Plus10,477,5872018-06-301.37%0.31%1,091,764

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