Security key
48133Q309
- Security type / class
- Equity / CAL LKD 44
- Total 13F shares
- 17,105,746
- Total 13F value
- $495,734,755
- Share change
- +13,058,601
- SEC-reported price per share
- $28.94
- Number of holders
- 56
- Value change
- +$378,574,821
- Number of buys
- 56
Report period
Q2 2024
Institutions
56
Top holders
10
AMJB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2024
Previous quarter: Q1 2024
JPMORGAN CHASE & CO SEC filings
JPMORGAN CHASE & CO company facts
JPMORGAN CHASE & CO 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 48133Q309
Recent filing periods:
Ownership snapshot
Top reported holders of AMJB - JPMORGAN CHASE & CO - CAL LKD 44 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
31 Mar 2024
13F
Lead comparable stake: 10%
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 10%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership
Top 5
VANGUARD GROUP INC
10%
BlackRock Finance, Inc.
7.3%
STATE STREET CORP
4.7%
MORGAN STANLEY
2.5%
GEODE CAPITAL MANAGEMENT, LLC
2.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
10%
|
$54,296,737,216
271,077,070 shares
|
— | 31 Mar 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
7.3%
|
$39,283,380,689
196,122,719 shares
|
— | 31 Mar 2024 |
| STATE STREET CORP |
13F
Company
|
4.7%
|
$25,207,637,424
125,849,413 shares
|
— | 31 Mar 2024 |
| MORGAN STANLEY |
13F
Company
|
2.5%
|
$13,365,892,773
66,729,367 shares
|
— | 31 Mar 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.1%
|
$11,368,098,131
56,909,782 shares
|
— | 31 Mar 2024 |
| FMR LLC |
13F
Company
|
2.1%
|
$11,089,573,773
55,364,821 shares
|
— | 31 Mar 2024 |
How to read this table
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.
13F holder rows
Institutional holders as of Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
56
Shares
17,105,746
Rows available
56
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
2
Q2 2024 holders
56
Holder diff
54
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend