Institutional ownership
Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions
Latest institutional filings
Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
---|---|---|---|---|---|---|---|
13F-HR
|
Livforsakringsbolaget Skandia, Omsesidigt | 22.36 k | 10 Oct 24 | 30 Sep 24 | 5.08 k | +340% | 30 Jun 24 |
13F-HR
|
Simplicity Wealth,LLC | 30.68 k | 9 Oct 24 | 30 Sep 24 | 115.07 k | -73% | 30 Jun 24 |
13F-HR
|
Wynn Capital | 18.84 k | 9 Oct 24 | 30 Sep 24 | 18.49 k | +2% | 30 Jun 24 |
13F-HR
|
Fiduciary Financial | 3.06 k | 9 Oct 24 | 30 Sep 24 | 2.99 k | +2% | 30 Jun 24 |
13F-HR
|
Mendota Financial | 842.00 | 9 Oct 24 | 30 Sep 24 | 952.00 | -12% | 30 Jun 24 |
13F-HR
|
Arbor Wealth Advisors | 3.11 k | 9 Oct 24 | 30 Sep 24 | 3.11 k | 0% | 30 Jun 24 |
13F-HR
|
MADDEN SECURITIES | 2.85 k | 9 Oct 24 | 30 Sep 24 | 2.85 k | 0% | 30 Jun 24 |
13F-HR
|
Nvest Financial | 17.57 k | 9 Oct 24 | 30 Sep 24 | 17.78 k | -1% | 30 Jun 24 |
13F-HR
|
Charles Schwab Trust | 24.91 k | 9 Oct 24 | 30 Sep 24 | 24.20 k | +3% | 30 Jun 24 |
13F-HR
|
Fermata Advisors | 2.20 k | 9 Oct 24 | 30 Sep 24 | 2.05 k | +7% | 30 Jun 24 |
About this data
This data is updated daily from 13F, 13D and 13G SEC filings.
Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.
JPM 5-year stock price
Institutional ownership trends
Institutional shares (*long positions only)
Institutional ownership (% of outstanding shares)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)
Institutional ownership history data
All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%