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Get Institutions for : 
JP Morgan Chase & Co (JPM)  
$191.66 0.20 (0.1%) as of 4:30 Thu 5/2


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cordant Inc. 75 *Closed 2024-03-31 0 $0 -449
   McMahon Financial Advisors LLC 88 *Closed 2024-03-31 0 $0 -2,767
   Engineers Gate Manager LP 1956 *Closed 2023-12-31 0 $0 -1,758
   ShoreHaven Wealth Partners LLC 77 *Closed 2023-12-31 0 $0 -1,474
   LECAP ASSET MANAGEMENT LTD 287 *Closed 2024-03-31 0 $0 -1,697
   DARK FOREST CAPITAL MANAGEMENT LP 440 *Closed 2023-12-31 0 $0 -15,934
   SYCOMORE ASSET MANAGEMENT 81 *Closed 2023-12-31 0 $0 -3,000
   Wealth Advisors of Tampa Bay LLC *Closed 2023-12-31 0 $0 -1,402
   NWK Group Inc. 63 *Closed 2023-12-31 0 $0 -10,791
   IBEX WEALTH ADVISORS 111 *Closed 2024-03-31 0 $0 -1,483
   BABSON CAPITAL MANAGEMENT LLC 140 *Closed 2023-12-31 0 $0 -1,790
   BlueSky Wealth Advisors LLC 45 *Closed 2024-03-31 0 $0 -3,756
   GLADIUS CAPITAL MANAGEMENT LP 247 *Closed 2023-12-31 0 $0 -44,796
   RIA Advisory Group LLC 157 *Closed 2023-12-31 0 $0 -1,724
   D. SCOTT NEAL INC. 63 *Closed 2024-03-31 0 $0 -1,360
   HALBERT, HARGROVE/RUSSELL LLC 90 *Closed 2024-03-31 0 $0 -1,341
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 12 *Closed 2023-12-31 0 $0 -48,573
   LAURION CAPITAL MANAGEMENT LP 271 *Closed 2023-12-31 0 $0 -207,669
   CIM LLC 171 *Closed 2023-12-31 0 $0 -3,247
   Cable Hill Partners LLC 164 *Closed 2023-12-31 0 $0 -2,437
   Revisor Wealth Management LLC 192 *Closed 2024-03-31 0 $0 -1,348
   Kalos Management Inc. 218 *Closed 2023-06-30 0 $0 -100
   Syntal Capital Partners LLC 51 *Closed 2023-12-31 0 $0 -3,625
   ARLINGTON PARTNERS LLC 110 *Closed 2024-03-31 0 $0 -1,781
   Lighthouse Investment Partners LLC 321 *Closed 2023-12-31 0 $0 -12,162
   Genus Capital Management Inc. 32 *Closed 2023-12-31 0 $0 -82,515
   AXQ CAPITAL LP 757 *Closed 2023-12-31 0 $0 -11,400
   Deuterium Capital Management LLC 53 *Closed 2023-12-31 0 $0 -2,736
   RIVERBRIDGE PARTNERS LLC 195 *Closed 2024-03-31 0 $0 -6,457
   FengHe Fund Management Pte. Ltd. *Closed 2023-12-31 0 $0 -26,800
   OAK HILL WEALTH ADVISORS LLC 37 *Closed 2024-03-31 0 $0 -11,628
   ExodusPoint Capital Management LP 1501 *Closed 2023-12-31 0 $0 -48,254
   Spartan Fund Management Inc. 128 *Closed 2024-03-31 0 $0 -4,312
   TWINBEECH CAPITAL LP 663 *Closed 2023-12-31 0 $0 -4,424
   Taika Capital LP 48 *Closed 2023-12-31 0 $0 -10,320
   Curated Wealth Partners LLC 48 *Closed 2024-03-31 0 $0 -4,475
   Carlson Capital Management 146 *Closed 2024-03-31 0 $0 -7,982
   Authentikos Wealth Advisory LLC 255 *Closed 2023-12-31 0 $0 -42
   Lansing Street Advisors 220 *Closed 2023-12-31 0 $0 -681
   MONOGRAPH WEALTH ADVISORS LLC 114 *Closed 2023-12-31 0 $0 -17,040
   HUDSON BAY CAPITAL MANAGEMENT LP 708 *Closed 2023-12-31 0 $0 -40,000
   LUMINA FUND MANAGEMENT LLC 25 *Closed 2023-12-31 0 $0 -7,500
   Sollinda Capital Management LLC 83 *Closed 2024-03-31 0 $0 -2,004
   PREMIER ASSET MANAGEMENT LLC 96 *Closed 2023-03-31 0 $0 -5,844
   Lavaca Capital LLC 107 *Closed 2023-12-31 0 $0 -9,572
   BigSur Wealth Management LLC 119 *Closed 2023-12-31 0 $0 -15,303
   Cooksen Wealth LLC 61 *Closed 2024-03-31 0 $0 -643
   WALLEYE TRADING LLC 1779 *Closed 2023-12-31 0 $0 -35,186
   Capula Management Ltd 350 *Closed 2023-12-31 0 $0 -237
   Cutler Group LP 1081 *Closed 2024-03-31 0 $0 -40,158
   VERITABLE LP 318 *Closed 2023-09-30 0 $0 -168,916
   Sterling Group Wealth Management LLC 39 *Closed 2024-03-31 0 $0 -4,187
   Twin Tree Management LP 556 *Closed 2023-12-31 0 $0 -61,108
   MEMBERS CAPITAL ADVISORS INC 43 *Closed 2023-12-31 0 $0 -8,940
   Arabesque Asset Management Ltd 81 *Closed 2023-03-31 0 $0 -5,833
   CYPRESS CAPITAL MANAGEMENT LLC 128 *Closed 2022-12-31 0 $0 -121,756
   GREENUP STREET WEALTH MANAGEMENT LLC 91 *Closed 2023-12-31 0 $0 -9,310
   Axiom Investment Management LLC 343 *Closed 2022-12-31 0 $0 -105
   Savoie Capital LLC 91 *Closed 2023-12-31 0 $0 -9,084
   CANTOR FITZGERALD L. P. 463 *Closed 2023-12-31 0 $0 -390,700
   Mizuho Markets Cayman LP 33 *Closed 2023-12-31 0 $0 -7,211
   BESSEMER SECURITIES LLC 86 *Closed 2023-12-31 0 $0 -11,170
   Vident Investment Advisory LLC 777 *Closed 2023-09-30 0 $0 -19,756
   Independent Wealth Network Inc. 173 *Closed 2024-03-31 0 $0 -1,417
   VERITY & VERITY, LLC 172 *Closed 2024-03-31 0 $0 -143,953
   Connolly Sarah T. 71 *Closed 2023-12-31 0 $0 -13,415
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 927 *Closed 2023-12-31 0 $0 -16,909
   Briaud Financial Planning Inc 171 *Closed 2023-12-31 0 $0 -277
   Integrity Advisory LLC 75 *Closed 2022-12-31 0 $0 -152,249
   Milestone Investment Advisors LLC 387 *Closed 2023-12-31 0 $0 -3,308
   TUDOR INVESTMENT CORP ET AL 1892 *Closed 2023-12-31 0 $0 -49,457
   MIZUHO MARKETS AMERICAS LLC 180 *Closed 2023-12-31 0 $0 -170,060
   Foresight Wealth Management LLC 101 *Closed 2022-12-31 0 $0 -10,461
   PHOCAS FINANCIAL CORP 177 *Closed 2023-12-31 0 $0 -4,041
   Fund Management at Engine No. 1 LLC 346 *Closed 2023-12-31 0 $0 -41,561
   CHIRON CAPITAL MANAGEMENT LLC 122 *Closed 2023-12-31 0 $0 -2,908
   Fullerton Fund Management Co Ltd 67 *Closed 2023-12-31 0 $0 -26,266
   Unigestion Holding SA 185 *Closed 2023-12-31 0 $0 -37,052
   Gillson Capital LP 61 *Closed 2023-12-31 0 $0 -54,097
   Koss-Olinger Consulting LLC 274 *Closed 2024-03-31 0 $0 -3,685
   PDT PARTNERS, LLC 640 *Closed 2023-12-31 0 $0 -8,050
   LITMAN GREGORY ASSET MANAGEMENT LLC 123 *Closed 2023-12-31 0 $0 -1,834
   THOMAS J. HERZFELD ADVISORS, INC. 360 *Closed 2023-12-31 0 $0 -61
   ADIRONDACK RETIREMENT SPECIALISTS INC. 52 *Closed 2023-09-30 0 $0 -37
   Central Asset Investments & Management Holdings (H 45 *Closed 2023-12-31 0 $0 -3,900
   Teramo Advisors LLC 15 *Closed 2023-12-31 0 $0 -1,000
   COHEN LAWRENCE B 45 *Closed 2023-12-31 0 $0 -15,923
   Vancity Investment Management Ltd 72 *Closed 2023-12-31 0 $0 -94,167
   EQUITEC PROPRIETARY MARKETS LLC 94 *Closed 2023-12-31 0 $0 -9,700
   WOLVERINE ASSET MANAGEMENT LLC 1270 *Closed 2023-12-31 0 $0 -10,614
   SkyView Investment Advisors LLC 367 *Closed 2023-12-31 0 $0 -548
   AlphaCrest Capital Management LLC 1227 *Closed 2022-12-31 0 $0 -12,046
   WESTWOOD MANAGEMENT CORP /IL/ 47 *Closed 2023-12-31 0 $0 -3,300
   Trellis Advisors LLC 57 *Closed 2023-12-31 0 $0 -3,122
   EMPYREAN CAPITAL PARTNERS LP 54 *Closed 2023-12-31 0 $0 -128,000
   PARALLAX VOLATILITY ADVISERS, LLC 722 *Closed 2023-12-31 0 $0 -51,723
   ROCK CREEK GROUP, LP 173 *Closed 2023-12-31 0 $0 -3,154
   Paragon Advisors LLC 106 *Closed 2023-12-31 0 $0 -6,780
   MSDC MANAGEMENT, L.P. 49 *Closed 2023-12-31 0 $0 -37,500
   Alpha Paradigm Partners LLC 604 *Closed 2022-12-31 0 $0 -3,401
  100 Records found
  1    
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