Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
JP Morgan Chase & Co (JPM)  
$191.66 0.20 (0.1%) as of 4:30 Thu 5/2


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 3740    8
Total shares held : 
2,058,176,663  
% of shares held : 
67.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -47  
Amount of shares held : 
49,379,987  
% of shares held change : 
  1.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$143.77  
Last Quarter's Ending Price : 
$170.10  
Last Quarter's Average Price
$151.54  
Change from last quarter's     
avg. price to the last closing  : 
40.12 (26.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
109
 39,565,809
 1.92%
 
Increased Positions :
1,536
 55,362,081
 2.69%
 
Unchanged Positions :
504
 25,905,783
 1.26%
 
Decreased Positions :
1,591
-42,942,767
-2.09%
 
Closed Positions :
101
-2,605,136
-0.13%
 
Guru Positions :
6
12,372,909
 0.6%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORGES BANK 9 *New 2023-12-31 35,372,595 $6,016,878,000 35,372,595
   RENAISSANCE TECHNOLOGIES LLC 79 *New 2023-12-31 893,193 $151,932,000 893,193
   OZ MANAGEMENT LP 14 *New 2023-12-31 477,300 $81,189,000 477,300
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 14 *New 2024-03-31 328,343 $65,767,000 328,343
   Aquatic Capital Management LLC 14 *New 2023-12-31 251,800 $42,831,000 251,800
   CLEAR STREET LLC 9 *New 2023-12-31 200,000 $34,020,000 200,000
   Trexquant Investment LP 11 *New 2023-12-31 166,261 $28,281,000 166,261
   VGI PARTNERS PTY ltd 15 *New 2023-12-31 156,236 $26,576,000 156,236
   NATIXIS ASSET MANAGEMENT 26 *New 2023-12-31 146,240 $24,875,000 146,240
   ALLSTATE INVESTMENT MANAGEMENT CO 26 *New 2022-12-31 124,964 $16,758,000 124,964
   Point72 Asset Management L.P. 489 *New 2023-12-31 77,630 $13,205,000 77,630
   TAM Capital Management Inc. 3 *New 2023-12-31 71,757 $12,206,000 71,757
   Myriad Asset Management US LP 7 *New 2023-12-31 36,880 $6,273,000 36,880
   MYDA Advisors LLC 18 *New 2023-12-31 30,000 $5,103,000 30,000
   BREVAN HOWARD CAPITAL MANAGEMENT LP 24 *New 2023-12-31 23,882 $4,062,000 23,882
   ADVENT CAPITAL MANAGEMENT /DE/ 10 *New 2023-12-31 20,000 $3,402,000 20,000
   CAMPBELL & CO INVESTMENT ADVISER LLC 36 *New 2023-12-31 18,970 $3,227,000 18,970
   Black Swift Group LLC *New 2023-12-31 18,315 $3,115,000 18,315
   Morningstar Investment Management LLC 34 *New 2023-12-31 17,951 $3,053,000 17,951
   MT LUCAS MANAGEMENT CORP 25 *New 2023-12-31 17,143 $2,916,000 17,143
   Gibson Wealth Advisors LLC 48 *New 2022-12-31 18,724 $2,378,000 18,724
   FJ Capital Management LLC 69 *New 2023-12-31 10,922 $1,858,000 10,922
   ONeil Global Advisors Inc. 15 *New 2023-12-31 8,200 $1,395,000 8,200
   HARBERT FUND ADVISORS INC. 31 *New 2023-12-31 7,650 $1,301,000 7,650
   Kula Investments LLC 75 *New 2023-03-31 9,381 $1,222,000 9,381
   BARNES BONNER CASTLES 57 *New 2023-12-31 6,523 $1,110,000 6,523
   Bayesian Capital Management LP 216 *New 2023-12-31 6,400 $1,089,000 6,400
   SMART PORTFOLIOS, LLC 23 *New 2023-12-31 4,719 $830,000 4,719
   Global Assets Advisory LLC 265 *New 2024-03-31 154,974 $779,000 154,974
   Granger Management LLC 20 *New 2023-12-31 3,703 $630,000 3,703
   MAVERICK CAPITAL LTD 165 *New 2023-12-31 3,575 $608,000 3,575
   Ronna Sue Cohen 64 *New 2024-03-31 3,038 $608,000 3,038
   Karani Asset Management LLC 27 *New 2023-09-30 4,000 $580,000 4,000
   GenTrust LLC 95 *New 2024-03-31 2,885 $578,000 2,885
   MELFA WEALTH MANAGEMENT LLC 71 *New 2024-03-31 2,468 $494,000 2,468
   Point72 Europe (London) LLP 159 *New 2023-12-31 2,880 $490,000 2,880
   Kercheville Advisors LLC 50 *New 2024-03-31 2,370 $475,000 2,370
   Presidio Capital Management LLC 28 *New 2024-03-31 2,079 $416,000 2,079
   Machina Capital S.A.S. 147 *New 2023-12-31 2,380 $405,000 2,380
   Solano Wealth Management Inc. 22 *New 2023-12-31 2,363 $402,000 2,363
   T. Rowe Price Investment Management Inc. 559 *New 2023-12-31 2,314 $394,000 2,314
   DELAP WEALTH ADVISORY LLC 63 *New 2023-12-31 2,225 $378,000 2,225
   Schneider Downs Wealth Management Advisors LP 84 *New 2023-12-31 2,005 $341,000 2,005
   Paragon Private Wealth Management LLC 106 *New 2023-12-31 1,844 $314,000 1,844
   Alpine Partners VI LLC 97 *New 2023-12-31 1,831 $311,000 1,831
   Sage Financial Management Group Inc. 38 *New 2023-12-31 1,787 $304,000 1,787
   Widmann Financial Services Inc. 70 *New 2023-12-31 1,775 $302,000 1,775
   HILL ISLAND FINANCIAL LLC 52 *New 2023-12-31 1,726 $294,000 1,726
   Wealthstar Advisors LLC 109 *New 2024-03-31 1,460 $292,000 1,460
   Oceanside Advisors LLC 36 *New 2024-03-31 1,460 $292,000 1,460
   Root Financial Partners LLC 84 *New 2024-03-31 1,450 $291,000 1,450
   XY Capital Ltd *New 2023-12-31 1,628 $277,000 1,628
   Insight Wealth Partners LLC 65 *New 2023-12-31 1,620 $276,000 1,620
   Riverwater Partners LLC 158 *New 2024-03-31 1,362 $273,000 1,362
   Sterling Manor Financial LLC 22 *New 2024-03-31 1,316 $264,000 1,316
   USAdvisors Wealth Management LLC 108 *New 2023-12-31 1,546 $263,000 1,546
   Madrona Financial Services LLC 74 *New 2024-03-31 1,301 $261,000 1,301
   GILL CAPITAL PARTNERS LLC 93 *New 2023-12-31 1,526 $260,000 1,526
   DRAVO BAY LLC 44 *New 2023-12-31 1,508 $257,000 1,508
   Epic Trust Investment Advisors LLC 92 *New 2024-03-31 1,234 $247,000 1,234
   FFT WEALTH MANAGEMENT LLC 115 *New 2023-12-31 1,433 $244,000 1,433
   UMA Financial Services Inc. 144 *New 2024-03-31 1,326 $240,000 1,326
   Verity Asset Management Inc. 155 *New 2023-12-31 1,408 $240,000 1,408
   Wick Capital Partners LLC 61 *New 2023-12-31 1,405 $239,000 1,405
   MUIRFIELD WEALTH ADVISORS LLC 53 *New 2024-03-31 1,188 $238,000 1,188
   BILLEAUD CAPITAL MANAGEMENT INC. 60 *New 2024-03-31 1,235 $238,000 1,235
   Outlook Wealth Advisors LLC 240 *New 2024-03-31 1,178 $236,000 1,178
   CCG WEALTH MANAGEMENT LLC 64 *New 2024-03-31 1,167 $234,000 1,167
   White Lighthouse Investment Management Inc. *New 2023-12-31 1,378 $234,000 1,378
   Leeward Financial Partners LLC 82 *New 2024-03-31 1,156 $232,000 1,156
   Blue Investment Partners LLC 32 *New 2023-12-31 1,358 $231,000 1,358
   KENNEDY CAPITAL MANAGEMENT INC 663 *New 2023-12-31 1,350 $230,000 1,350
   RENAISSANCE INVESTMENT GROUP LLC 78 *New 2023-12-31 1,355 $230,000 1,355
   RAM Investment Partners LLC 57 *New 2023-12-31 1,346 $229,000 1,346
   CORBYN INVESTMENT MANAGEMENT INC/MD 55 *New 2023-12-31 1,349 $229,000 1,349
   Caerus Investment Advisors LLC 32 *New 2024-03-31 1,133 $227,000 1,133
   EASTOVER INVESTMENT ADVISORS LLC 44 *New 2024-03-31 1,135 $227,000 1,135
   Towerpoint Wealth LLC 73 *New 2024-03-31 1,133 $227,000 1,133
   Treasure Coast Financial Planning 32 *New 2024-03-31 1,114 $223,000 1,114
   FOCUS Wealth Advisors LLC 57 *New 2024-03-31 1,111 $223,000 1,111
   Asset Allocation Strategies LLC 59 *New 2023-12-31 1,313 $223,000 1,313
   Stonehearth Capital Management LLC 67 *New 2024-03-31 1,114 $223,000 1,114
   ADAMSBROWN WEALTH CONSULTANTS LLC 74 *New 2023-12-31 1,305 $222,000 1,305
   OXBOW ADVISORS, LLC 189 *New 2023-12-31 1,300 $221,000 1,300
   Redwood Financial Network Corp 126 *New 2023-12-31 1,288 $219,000 1,288
   Alamar Capital Management LLC 62 *New 2023-12-31 1,280 $218,000 1,280
   HORIZON INVESTMENT SERVICES LLC 105 *New 2023-12-31 1,271 $216,000 1,271
   West Wealth Group LLC 77 *New 2023-12-31 1,272 $216,000 1,272
   ENZI WEALTH 55 *New 2024-03-31 1,183 $216,000 1,183
   CAPSTONE CAPITAL WEALTH ADVISORS 19 *New 2024-03-31 1,080 $216,000 1,080
   EPIQ PARTNERS LLC 69 *New 2024-03-31 1,068 $214,000 1,068
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 68 *New 2024-03-31 1,065 $213,000 1,065
   Greenspring Advisors LLC 75 *New 2024-03-31 1,065 $213,000 1,065
   Fusion Family Wealth LLC 42 *New 2023-12-31 1,250 $213,000 1,250
   FinDec Wealth Services Inc. 41 *New 2023-12-31 1,255 $213,000 1,255
   Capasso Planning Partners LLC 104 *New 2024-03-31 1,064 $213,000 1,064
   EWG Elevate Inc. 117 *New 2024-03-31 1,051 $211,000 1,051
   Rappaport Reiches Capital Management LLC 95 *New 2024-03-31 1,053 $211,000 1,053
   25 LLC 47 *New 2024-03-31 1,047 $210,000 1,047
   HILLTOP WEALTH ADVISORS LLC 50 *New 2024-03-31 1,048 $210,000 1,048

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results