Security key
46625H100
- Type / Class
- Equity / COM
- Total 13F shares
- 2,044,209,225
- Share change
- -1,068,422
- Total reported value
- $297,044,704,477
- Put/Call ratio
- 104%
- Price per share
- $145.44
- Number of holders
- 3,637
- Value change
- -$29,730,234
- Number of buys
- 1,735
- Number of sells
- 1,606
Report period
Q2 2023
Institutions
3,637
Top holders
10
JPM full security history
Newer quarter: Q3 2023
Previous quarter: Q1 2023
JPMORGAN CHASE & CO SEC filings
JPMORGAN CHASE & CO company facts
JPMORGAN CHASE & CO 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 46625H100
Recent filing periods:
Top shareholders of JPM - JPMORGAN CHASE & CO - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
275,373,550
|
$35,883,927,300 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
193,849,295
|
$25,260,501,566 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
123,859,046
|
$16,140,032,556 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
61,813,580
|
$8,054,927,541 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
60,416,224
|
$7,872,838,640 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
52,310,456
|
$6,801,125,151 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
42,256,822
|
$5,506,486,479 | — | 31 Mar 2023 | |
| Capital International Investors |
13F
|
Company |
—
class O/S missing
|
41,036,283
|
$5,346,663,530 | — | 31 Mar 2023 | |
| Capital World Investors |
13F
|
Company |
—
class O/S missing
|
40,540,298
|
$5,282,643,941 | — | 31 Mar 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
37,235,090
|
$4,852,104,577 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
—
class O/S missing
|
33,571,753
|
$4,374,735,133 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
33,218,125
|
$4,328,653,869 | — | 31 Mar 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
32,769,523
|
$4,270,198,000 | — | 31 Mar 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
—
class O/S missing
|
31,841,826
|
$4,149,308,346 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
30,921,143
|
$4,029,334,060 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
24,968,288
|
$3,253,617,878 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
22,399,560
|
$2,918,533,273 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
21,570,587
|
$2,810,862,000 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
20,203,962
|
$2,604,391,774 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
19,872,942
|
$2,589,478,857 | — | 31 Mar 2023 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
19,181,009
|
$2,499,473,372 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
18,150,266
|
$2,365,161,089 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
15,978,068
|
$2,082,102,041 | — | 31 Mar 2023 | |
| James S. Crown |
3/4/5
|
Director |
—
class O/S missing
|
12,415,411
|
$2,063,379,181 | — | 03 Feb 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
15,768,454
|
$2,054,787,000 | — | 31 Mar 2023 | |
| Capital Research Global Investors |
13F
|
Company |
—
class O/S missing
|
15,018,032
|
$1,956,997,396 | — | 31 Mar 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
14,926,783
|
$1,945,109,095 | — | 31 Mar 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
14,141,581
|
$1,842,789,430 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
13,049,905
|
$1,700,533,139 | — | 31 Mar 2023 | |
| Neuberger Berman Group LLC |
13F
|
Company |
—
class O/S missing
|
12,919,449
|
$1,683,208,854 | — | 31 Mar 2023 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
—
class O/S missing
|
12,766,670
|
$1,663,574,328 | — | 31 Mar 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
10,817,424
|
$1,409,618,523 | — | 31 Mar 2023 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
9,467,438
|
$1,238,381,535 | — | 31 Mar 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
—
class O/S missing
|
9,011,130
|
$1,174,213,903 | — | 31 Mar 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
8,332,656
|
$1,130,324,745 | — | 31 Mar 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
8,619,978
|
$1,123,269,238 | — | 31 Mar 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
8,594,965
|
$1,120,009,889 | — | 31 Mar 2023 | |
| Fisher Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
8,435,626
|
$1,099,246,447 | — | 31 Mar 2023 | |
| Clearbridge Investments, LLC |
13F
|
Company |
—
class O/S missing
|
8,237,716
|
$1,073,456,807 | — | 31 Mar 2023 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
7,895,061
|
$1,028,805,399 | — | 31 Mar 2023 | |
| Sanders Capital, LLC |
13F
|
Company |
—
class O/S missing
|
7,467,695
|
$973,115,335 | — | 31 Mar 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
7,219,695
|
$940,798,455 | — | 31 Mar 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
7,217,229
|
$940,477,148 | — | 31 Mar 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
6,890,607
|
$896,317,328 | — | 31 Mar 2023 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
6,422,131
|
$836,867,958 | — | 31 Mar 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
6,295,578
|
$820,376,853 | — | 31 Mar 2023 | |
| Quilter Plc |
13F
|
Company |
—
class O/S missing
|
812,096
|
$806,411,328 | — | 31 Mar 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
—
class O/S missing
|
6,132,654
|
$799,146,142 | — | 31 Mar 2023 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
—
class O/S missing
|
6,078,651
|
$792,109,012 | — | 31 Mar 2023 | |
| BESSEMER GROUP INC |
13F
|
Company |
—
class O/S missing
|
6,070,900
|
$791,100,000 | — | 31 Mar 2023 |
Institutional Holders of JPMORGAN CHASE & CO - COM (JPM) as of Q2 2023
As of 30 Jun 2023,
JPMORGAN CHASE & CO - COM (JPM) was held by
3,637 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,044,209,225 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., STATE STREET CORP, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, GEODE CAPITAL MANAGEMENT, LLC, FMR LLC, Capital International Investors, Capital World Investors, and WELLINGTON MANAGEMENT GROUP LLP.
This page lists
3,649
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
3,568
Q2 2023 holders
3,637
Holder diff
69
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.