US48128BAH42 - JPMORGAN CHASE and CO 4/VAR PERP Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	5 total, 5 long only, 0 short only, 0 long/short - change of -17,65% MRQ
Alocarea medie a portofoliului	0.3101 % - change of 12,42% MRQ

Acțiuni instituționale (lung)	61.520.000 (ex 13D/G) - change of -4,25MM shares -6,47% MRQ
Valoare instituțională (lungă)	$ 61.904 USD ($1000)

Proprietatea instituțională și acționarii

JPMORGAN CHASE and CO 4/VAR PERP (US:US48128BAH42) are 5 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 61,520,000 acțiuni. Cei mai mari acționari includ PIGIX - PIMCO Investment Grade Credit Bond Fund Institutional, PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio, PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio, PTCIX - PIMCO Long-Term Credit Bond Fund Institutional, and Resources Management Corp /ct/ /adv .

JPMORGAN CHASE and CO 4/VAR PERP (US48128BAH42) 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%.

US48128BAH42 / JPMORGAN CHASE and CO 4/VAR PERP - 4.0% 2199-12-31 Institutional Ownership

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.

Actualizare pentru a debloca date premium și a exporta în Excel Premium Registration Required .

Data efectivă :

Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-03-27	NP	AAINX - Thrivent Opportunity Income Plus Fund Class A			272	1,49
2025-08-22	NP	Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class			4.025	0,20
2025-08-28	NP	PIGIX - PIMCO Investment Grade Credit Bond Fund Institutional	32.000.000	0,00	32.211	0,07
2025-07-24	NP	FPFD - Fidelity Preferred Securities & Income ETF			1.005	0,20
2025-07-29	NP	FRFAX - PGIM Floating Rate Income Fund Class A			22.976	-0,20
2025-06-25	NP	SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A			4.501	-0,13
2025-06-26	NP	FAHYX - Fidelity Advisor High Income Advantage Fund Class M 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			3.536	-0,23
2025-08-27	NP	PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I			231	0,00
2025-03-28	NP	LSYUX - Lord Abbett Short Duration High Yield Fund Class R6			20.742	1,24
2025-07-28	NP	VRP - Invesco Variable Rate Preferred ETF This fund is a listed as child fund of Invesco Ltd. 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			12.155	-3,46
2025-08-28	NP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.			4.141	0,22
2025-08-29	NP	PTCIX - PIMCO Long-Term Credit Bond Fund Institutional	5.800.000	0,00	5.838	0,09
2025-03-27	NP	AABFX - Thrivent Balanced Income Plus Fund Class A			42	0,00
2025-08-22	NP	Fidelity Multi-Strategy Credit Fund			397	0,25
2025-08-27	NP	PBSMX - PGIM SHORT-TERM CORPORATE BOND FUND Class A			5.254	0,06
2025-08-26	NP	Blackrock Ltd Duration 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			4.020	0,20
2025-08-29	NP	PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio	12.700.000	0,00	12.784	0,07
2025-06-25	NP	PDBAX - PGIM TOTAL RETURN BOND FUND Class A			89.771	-0,14
2025-08-27	NP	ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio			26.864	0,06
2025-07-23	NP	THOPX - Thompson Bond Fund			4.251	0,14
2025-08-27	NP	ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio			568	0,18
2025-08-27	NP	PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I			1.358	0,07
2025-04-25	NP	PFRL - PGIM Floating Rate Income ETF			1.500	1,21
2025-08-27	NP	JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I)			4.708	0,15
2025-08-27	NP	ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio			241	0,00
2025-08-27	NP	ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio			6.034	0,07
2025-07-25	NP	CTRZX - Multi-Manager Total Return Bond Strategies Fund Institutional Class			2.988	-0,20
2025-03-27	NP	TCAAX - Thrivent Moderately Conservative Allocation Fund Class A			52	0,00
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A			1.976	0,25
2025-05-30	NP	IOBAX - ICON FLEXIBLE BOND FUND Investor Class			2.202	1,34
2025-03-27	NP	THMAX - Thrivent Moderate Allocation Fund Class A			98	1,04
2025-06-26	NP	TAIBX - PGIM CORE BOND FUND Class Z			3.912	-0,15
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			4.020	0,20
2025-08-27	NP	BBTBX - Bridge Builder Core Bond Fund			4.297	0,21
2025-07-24	NP	FSDIX - Fidelity Strategic Dividend & 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			23.825	72,58
2025-06-26	NP	FAGIX - Fidelity Capital & Income Fund			26.196	-0,22
2025-03-27	NP	TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A			55	0,00
2025-08-27	NP	PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I			1.051	0,00
2025-06-26	NP	LBHYX - Thrivent High Yield Fund Class A			1.526	-0,20
2025-08-15	13F	Resources Management Corp /ct/ /adv	20.000		0
2025-08-29	NP	PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio	11.000.000	0,00	11.073	0,07
2025-08-22	NP	FSTAX - Fidelity Advisor Strategic Income Fund Class A 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			19.197	0,21