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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)
March 31, 201878.972689.07
December 31, 201774.662557.04
September 30, 201776.522644.30
June 30, 201775.52656.99
March 31, 201774.532647.33
December 31, 201673.922632.10
September 30, 201675.862715.96
June 30, 201676.642769.57
March 31, 201677.822844.63
December 31, 201575.772776.02
September 30, 201574.822754.86
June 30, 201577.712874.37
March 31, 201575.632815.07
December 31, 201476.572844.84
September 30, 201476.672866.22
June 30, 201478.392948.87
March 31, 201476.162883.53
December 31, 201377.582914.83
September 30, 201376.132861.27
June 30, 201375.752855.07
March 31, 201375.72868.08
December 31, 201275.962890.96
September 30, 201273.962810.78
June 30, 201273.992807.96
March 31, 201275.262877.98
December 31, 201176.822897.70
September 30, 201175.12852.18
June 30, 201175.362948.85
March 31, 201175.773020.59
December 31, 201076.72999.14
September 30, 201073.872899.94
June 30, 201074.832975.09
March 31, 201074.522962.32
December 31, 200986.323403.93
September 30, 200975.943000.29
June 30, 200975.672968.13
March 31, 200988.63319.88
December 31, 200875.782833.08
September 30, 200874.262780.89
June 30, 200872.479339.02
March 31, 200873.232537.01
December 31, 200767.952280.99
September 30, 200768.952321.23
June 30, 200770.392398.67
March 31, 200775.432576.65
December 31, 200672.142497.37
September 30, 200670.732479.57
June 30, 200669.372423.32
March 31, 200668.982440.40
December 31, 200566.882337.41
September 30, 200564.322258.94
June 30, 200564.942288.43
March 31, 200565.352478.70
December 31, 200470.442642.27
September 30, 200465.462330.41
June 30, 200471.831474.69
March 31, 200468.597952.70
September 30, 200373.241406.33
December 31, 200272.051299.88
September 30, 200272.871319.56
December 31, 200167.21247.67
September 30, 200163.491206.11
June 30, 200165.711207.88
March 31, 200192.831168.01
December 31, 200012.54240.66
September 30, 200013.15175.99
June 30, 200013.08150.47
March 31, 200014.61122.86

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)
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. Gordon A. SmithN/A314,654less 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. Lee R. RaymondN/A235,377less than 0.1%2018-03-31
Laban P. Jackson ,JrN/A176,788less than 0.1%2018-03-31
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)
VANGUARD GROUP INC   Premium Plus251,812,5852017-12-311.18%7.35%26,928,838
BlackRock Inc.   Premium Plus226,427,2732017-12-311.16%6.61%24,214,132
STATE STREET CORP   Premium Plus167,852,5982017-12-311.45%4.9%17,950,150
FMR LLC   Premium Plus91,208,4952017-12-311.15%2.66%9,753,837
PRICE T ROWE ASSOCIATES INC /MD/   Premium Plus74,363,3532017-12-311.29%2.17%7,952,418
Capital World Investors   Premium Plus68,301,1892017-12-311.59%1.99%7,304,129
WELLINGTON MANAGEMENT GROUP LLP   Premium Plus56,737,4052017-12-311.34%1.66%6,067,499
BANK OF AMERICA CORP /DE/   Premium Plus51,802,3072017-12-310.95%1.51%5,539,738
NORTHERN TRUST CORP   Premium Plus48,658,6342017-12-311.35%1.42%5,203,555
MASSACHUSETTS FINANCIAL SERVICES CO /MA/   Premium Plus45,581,4992017-12-312.04%1.33%4,874,487
Bank of New York Mellon Corp   Premium Plus38,499,6922017-12-311.09%1.12%4,117,157
GEODE CAPITAL MANAGEMENT, LLC   Premium Plus37,112,3052017-12-311.35%1.08%3,960,594
Ameriprise Financial Inc   Premium Plus36,970,4862017-12-311.83%1.08%3,955,203
MORGAN STANLEY   Premium Plus35,141,6672017-12-311.06%1.03%3,758,053
Capital Research Global Investors   Premium Plus31,762,7122017-12-311.00%0.93%3,396,704
NORGES BANK   Premium Plus31,608,9282017-12-311.21%0.92%3,380,259
DIMENSIONAL FUND ADVISORS LP   Premium Plus28,026,2092017-12-311.24%0.82%2,997,450
FRANKLIN RESOURCES INC   Premium Plus27,155,9412017-12-311.41%0.79%2,904,273
Dodge & Cox Premium25,727,2192017-12-312.13%0.75%2,751,269
PRIMECAP Management Premium23,358,9352017-12-311.92%0.68%2,498,005

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