US46647PAM86 - JPMorgan Chase & Co Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază
Proprietari instituționali 2 total, 2 long only, 0 short only, 0 long/short - change of -2,65% MRQ
Alocarea medie a portofoliului 0.0942 % - change of -10,02% MRQ
Acțiuni instituționale (lung) 3.840.000 (ex 13D/G) - change of -5,03MM shares -56,71% MRQ
Valoare instituțională (lungă) $ 3.735 USD ($1000)
Proprietatea instituțională și acționarii

JPMorgan Chase & Co (US:US46647PAM86) are 2 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 3,840,000 acțiuni. Cei mai mari acționari includ BBCPX - Bridge Builder Core Plus Bond Fund, and MXFDX - Great-West Core Bond Fund Investor Class .

JPMorgan Chase & Co (US46647PAM86) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US46647PAM86 / JPMorgan Chase & Co - 3.51% 2029-01-23 Institutional Ownership
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Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului Sursă Investitor Tip Preț mediu
(Est)		 Acțiuni Δ Acțiuni
(%)		 Raportat
Valoare
(1000 USD)		 Valoarea Δ
(%)		 Port Alloc
(%)
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 490 0,82
2025-08-22 NP Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 849 0,83
2025-08-29 NP PFIIX - PIMCO Low Duration Income Fund Institutional 882 0,80
2025-09-25 NP MRBFX - MFS Total Return Bond Fund A 17.994 0,25
2025-08-28 NP SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 181 1,12
2025-08-29 NP QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 104 0,00
2025-08-26 NP IMBAX - Voya Limited Maturity Bond Portfolio Class ADV 527 0,76
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 461 0,88
2025-08-27 NP JNL SERIES TRUST - JNL Bond Index Fund (I) 196 0,52
2025-08-28 NP PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class 1.078 0,75
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 320 0,95
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 2.243 0,81
2025-08-28 NP PIMCO FUNDS - PIMCO Sector Fund Series - I 2.253 0,81
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 563 0,90
2025-07-25 NP IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12.469 -17,91
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 9 0,00
2025-08-26 NP GMDYX - MEDIUM-DURATION BOND FUND Institutional 980 0,72
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 515 29,07
2025-08-26 NP ILUAX - Voya U.S. Bond Index Portfolio Class ADV 576 0,88
2025-08-25 NP IASBX - Voya Short Term Bond Fund Class A 490 0,62
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 4.651 0,91
2025-08-27 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46.441 0,61
2025-08-27 NP SEBLX - Touchstone Balanced Fund Class A 979 0,82
2025-08-14 NP BCOIX - Baird Core Plus Bond Fund Institutional 49.957 0,78
2025-05-28 NP BBCPX - Bridge Builder Core Plus Bond Fund 3.280.000 3.188
2025-09-25 NP SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A 367 0,27
2025-09-24 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.496 0,34
2025-09-24 NP ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 665 0,45
2025-08-27 NP TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 165 0,61
2025-08-26 NP IUAAX - VY(R) Invesco Equity and Income Portfolio Class ADV 606 0,83
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.395 0,09
2025-07-25 NP SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 102 0,99
2025-08-26 NP QLMHIX - Western Asset Core Plus VIT Portfolio Class I 235 0,86
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 122 0,83
2025-09-26 NP SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3.842 0,26
2025-08-26 NP Blackrock Multi-sector Income Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.204 0,78
2025-07-29 NP VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 457 0,44
2025-08-29 NP CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 804 0,75
2025-08-14 NP BIMIX - Baird Intermediate Bond Fund Institutional 13.420 0,78
2025-08-28 NP GMCOX - GuideMark(R) Core Fixed Income Fund Service Shares 44 2,33
2025-08-27 NP TOBAX - Touchstone Active Bond Fund Class A 814 0,74
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 12 0,00
2025-08-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.175 0,86
2025-08-25 NP VIGTX - Voya Investment Grade Credit Fund Class R6 90 1,12
2025-07-30 NP FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.292 0,24
2025-08-26 NP Franklin Templeton ETF Trust - Western Asset Bond ETF 49 0,00
2025-08-29 NP JAGUX - Total Bond Market Trust NAV 490 0,82
2025-08-28 NP SPSB - SPDR(R) Portfolio Short Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.546 163,02
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.840 0,82
2025-07-24 NP FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.703 0,24
2025-07-29 NP SIDCX - SIIT Intermediate Duration Credit Fund - Class A 12.383 -15,77
2025-07-25 NP GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 489 -3,55
2025-08-18 NP PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 735 0,69
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3.661 -66,23
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 735 0,82
2025-07-25 NP EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 167 0,60
2025-08-25 NP IIBOX - Voya Intermediate Bond Fund Class R 1.013 -11,07
2025-09-26 NP MSTMX - Morningstar Multi-Sector Bond Fund 67 0,00
2025-08-21 NP MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3 59 65,71
2025-07-29 NP ACEIX - Invesco Equity And Income Fund Class A 10.870 0,25
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 438 0,46
2025-08-26 NP BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.416
2025-07-25 NP SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 341 0,29
2025-07-30 NP SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 54 0,00
2025-06-26 NP HCRB - Hartford Core Bond ETF 24
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.030 14,35
2025-09-25 NP SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 685 605,15
2025-08-27 NP ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 85 1,19
2025-08-18 NP PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 181 1,12
2025-08-25 NP SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 421 -4,75
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 299 0,68
2025-08-26 NP ANAGX - AB GLOBAL BOND FUND, INC. Class A 230 0,88
2025-08-21 NP MXFDX - Great-West Core Bond Fund Investor Class 560.000 0,00 549 0,74
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 1.037 0,78
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 44 2,33
2025-08-27 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64.470 0,82
2025-09-26 NP NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29 -70,10
2025-07-25 NP SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 0,00
2025-07-25 NP CTRZX - Multi-Manager Total Return Bond Strategies Fund Institutional Class 10.066 0,35
2025-09-24 NP QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 655 -3,25
2025-08-26 NP IIBPX - Voya Intermediate Bond Portfolio Class ADV 240 -9,09
2025-08-28 NP SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 686 -61,21
2025-07-30 NP AGZD - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 47 0,00
2025-08-22 NP FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 294 -24,48
2025-07-24 NP FXNAX - Fidelity U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.454 0,25
2025-08-19 NP GSCUX - Goldman Sachs Income Fund Class P Shares 279 1,09
2025-08-27 NP Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 1.812 0,78
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 15 0,00
2025-07-25 NP PNIIX - Bond Market Index Fund Institutional Class 574 0,35
2025-07-29 NP CFVAX - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 379 0,26
2025-08-26 NP UTBAX - UBS Total Return Bond Fund Class A 147 0,69
2025-08-29 NP PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 11.854 -24,73
2025-08-29 NP PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 196 0,52
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 465 0,87
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 490 0,62
2025-09-24 NP SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.837 0,49
2025-08-29 NP DHRAX - Diamond Hill Core Bond Fund Class A 3.046 119,93
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 196 0,52
2025-07-25 NP GBF - iShares Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29 0,00
2025-07-29 NP VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49.269 16,60
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 304 0,66
2025-08-27 NP VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.399 0,82
2025-08-27 NP VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.831 2,74
2025-08-29 NP PDIIX - PIMCO Diversified Income Fund Institutional 7.838 -19,38
2025-09-25 NP PQCNX - PGIM Core Conservative Bond Fund Class R6 205 0,49
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 7.669 56,96
2025-08-27 NP TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 80 1,27
2025-09-26 NP PCSIX - PACE Strategic Fixed Income Investments Class P 196 0,00
2025-08-28 NP SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.776 -25,25
2025-08-29 NP DHNAX - Diamond Hill Core Plus Bond Fund Investor 78
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