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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, 201875.732548.59
March 31, 201870.622406.80
December 31, 201774.892564.31
September 30, 201776.592646.13
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, 200167.21247.67
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)
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. 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/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)
STATE STREET CORP   Premium Plus157,288,9272018-03-311.48%4.62%17,297,061
FMR LLC   Premium Plus87,295,6962018-03-311.15%2.56%9,599,907
PRICE T ROWE ASSOCIATES INC /MD/   Premium Plus72,780,0202018-03-311.28%2.14%8,003,621
Capital World Investors   Premium Plus65,134,3742018-03-311.61%1.91%7,162,827
WELLINGTON MANAGEMENT GROUP LLP   Premium Plus57,564,1852018-03-311.44%1.69%6,330,333
BANK OF AMERICA CORP /DE/   Premium Plus50,778,7072018-03-310.98%1.49%5,584,134
NORTHERN TRUST CORP   Premium Plus47,353,5902018-03-311.40%1.39%5,207,473
MASSACHUSETTS FINANCIAL SERVICES CO /MA/   Premium Plus41,828,3242018-03-311.97%1.23%4,599,862
GEODE CAPITAL MANAGEMENT, LLC   Premium Plus38,814,0222018-03-311.39%1.14%4,257,943
Bank of New York Mellon Corp   Premium Plus37,233,0352018-03-311.14%1.09%4,094,515
Ameriprise Financial Inc   Premium Plus35,895,3332018-03-311.83%1.05%3,947,982
MORGAN STANLEY   Premium Plus33,530,6702018-03-311.05%0.98%3,687,368
DIMENSIONAL FUND ADVISORS LP   Premium Plus27,769,3672018-03-311.28%0.82%3,053,797
Capital Research Global Investors   Premium Plus26,549,9022018-03-310.83%0.78%2,919,693
Dodge & Cox Premium25,264,0902018-03-312.24%0.74%2,778,292
GOLDMAN SACHS GROUP INC   Premium Plus23,303,3492018-03-310.66%0.68%2,562,669
PRIMECAP Management Premium23,261,5502018-03-311.92%0.68%2,558,073
Invesco Ltd.   Premium Plus21,692,4212018-03-310.91%0.64%2,385,515
Capital International Investors   Premium Plus19,274,8132018-03-312.45%0.57%2,119,651
UBS Group AG   Premium Plus18,132,2472018-03-310.88%0.53%1,994,004

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