US46625HQW33 - JPMorgan Chase & Co. Stock - Stock Price, Institutional Ownership, Shareholders

Basic Stats

Institutional Owners	2 total, 2 long only, 0 short only, 0 long/short - change of -5.88% MRQ
Average Portfolio Allocation	0.1640 % - change of 22.01% MRQ

Institutional Shares (Long)	525,000 (ex 13D/G) - change of 0.00MM shares 0.00% MRQ
Institutional Value (Long)	$ 519 USD ($1000)

Institutional Ownership and Shareholders

JPMorgan Chase & Co. (US:US46625HQW33) has 2 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 525,000 shares. Largest shareholders include STBFX - Sextant Short-Term Bond Fund, and MXBIX - Great-West Bond Index Fund Investor Class .

JPMorgan Chase & Co. (US46625HQW33) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

US46625HQW33 / JPMorgan Chase & Co. - 3.3% 2026-04-01 Institutional Ownership

13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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Effective Date :

File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-06-26	NP	IBDR - iShares iBonds Dec 2026 Term Corporate 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			13,051	2.28
2025-04-24	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			537	0.56
2025-05-21	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			827	0.61
2025-08-27	NP	PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I			1,103	0.27
2025-08-29	NP	JAGUX - Total Bond Market Trust NAV			695	0.43
2025-04-24	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			13,309	0.44
2025-03-26	NP	FSIG - First Trust Limited Duration Investment Grade Corporate ETF 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			5,680	0.50
2025-05-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			3,093	0.52
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			1,590	0.19
2025-05-28	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			678	0.59
2025-05-28	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			2,526	0.56
2025-05-22	NP	MXBIX - Great-West Bond Index Fund Investor Class	175,000	0.00	173	0.58
2025-05-28	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			10,628	-2.93
2025-05-29	NP	STFBX - State Farm Balanced Fund			247	0.41
2025-06-26	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			704	-7.49
2025-05-28	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			566	-44.88
2025-04-24	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			396	0.51
2025-06-26	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			2,462	7.23
2025-05-16	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y			495	0.41
2025-05-19	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class			495	0.41
2025-04-24	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			14,589	0.36
2025-04-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF			336	-2.33
2025-06-18	NP	GBIAX - Nationwide Bond Index Fund Class A			30	0.00
2025-06-26	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			1,843	0.33
2025-05-28	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			37,342	0.55
2025-07-29	NP	BSCQ - Invesco BulletShares 2026 Corporate Bond 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			21,268	-0.71
2025-04-25	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			470	0.43
2025-06-25	NP	PDBAX - PGIM TOTAL RETURN BOND FUND Class A			15,062	0.30
2025-04-24	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			124	0.00
2025-04-25	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			36,258	0.43
2025-03-25	NP	DBMIX - BNY Mellon Bond Market Index Fund Investor Shares			494	0.41
2025-08-28	NP	PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III			109	0.93
2025-05-28	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			57,003	0.55
2025-03-27	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			556	0.72
2025-04-24	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			430	0.47
2025-05-28	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			5,507	0.55
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares			223	0.45
2025-07-22	NP	FTRFX - Federated Total Return Bond Fund Service 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			3,717	0.16
2025-08-28	NP	KCSH - KraneShares Sustainable Ultra Short Duration Index ETF			1,987
2025-08-20	NP	LKFIX - LKCM Fixed Income Fund			3,477	0.38
2025-05-28	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio			86	1.18
2025-05-21	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	22.09
2025-05-23	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1			247	0.41
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			7,085	0.17
2025-05-23	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB			1,979	0.35
2025-04-24	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			3,290	0.52
2025-07-30	NP	STBFX - Sextant Short-Term Bond Fund	350,000	0.00	347	0.00
2025-05-28	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			4,547	-1.39