Latest Period
Q4 2025
- Info
- Portfolio
- Significant Ownership
- Insider Ownership
- Insider Trading
- Financials
- Holders: JPM, AMJB, VYLD
Security Snapshot
JPMORGAN CHASE & CO - FUND (VYLD) Institutional Ownership
CUSIP: 48133Q408
13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025
Institutions Reporting
2
Shares (Excl. Options)
3,859,277
Price
$28.30
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- Type / Class
- Equity / FUND
- Symbol
- VYLD on NYSE
- Price per share
- $26.01
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 3,859,277
- Total reported value
- $109,198,243
- % of total 13F portfolios
- 0%
- Share change
- -95,000
- Value change
- -$2,688,025
- Number of holders
- 2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- VYLD - JPMORGAN CHASE & CO - FUND is tracked under CUSIP 48133Q408.
- 2 institutions reported positions in Q4 2025.
- Schedule 13D/13G significant owner rows are not currently available.
What Changed
- Holder count moved from 1 to 2 between Q3 2025 and Q4 2025.
- Reported value moved from $106,239,637 to $109,198,243.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 2 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 48133Q408?
CUSIP 48133Q408 identifies VYLD - JPMORGAN CHASE & CO - FUND in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Continue With The Right Next Step
- Latest 13F filings - identify new institutional portfolio moves.
- Latest Schedule 13D/13G reports - cross-check beneficial ownership events.
- All institutional ownership pages - compare nearby CUSIPs and holder concentration.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 48133Q408:
As of 31 Dec 2025, 2 institutional investors reported holding 3,859,277 shares of JPMORGAN CHASE & CO - FUND (VYLD).
Institutional Holders of JPMORGAN CHASE & CO - FUND (VYLD) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,859,277 | $109,198,243 | -$2,688,025 | $28.30 | 2 |
| 2025 Q3 | 3,934,000 | $106,239,637 | -$135,028 | $27.01 | 1 |
| 2025 Q2 | 3,939,000 | $98,394,251 | -$1,273,955 | $24.98 | 1 |
| 2025 Q1 | 3,990,000 | $98,920,878 | +$98,920,878 | $24.79 | 1 |