US46647PDW32 - 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 3.79% MRQ
Average Portfolio Allocation 0.2678 % - change of 3.09% MRQ
Institutional Shares (Long) 115,000 (ex 13D/G) - change of -0.79MM shares -87.28% MRQ
Institutional Value (Long) $ 117 USD ($1000)
Institutional Ownership and Shareholders

JPMorgan Chase & Co (US:US46647PDW32) 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 115,000 shares. Largest shareholders include MXFDX - Great-West Core Bond Fund Investor Class, and eCIO, Inc. .

JPMorgan Chase & Co (US46647PDW32) 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%.

US46647PDW32 / JPMorgan Chase & Co - 6.07% 2027-10-22 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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File Date Source Investor Type Avg Price
(Est)		 Shares Δ Shares
(%)		 Reported
Value
($1000)		 Δ Value
(%)		 Port Alloc
(%)
2025-07-25 NP PNIIX - Bond Market Index Fund Institutional Class 327 -0.31
2025-07-30 NP FAUDX - Strategic Advisers Short Duration 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 2,552
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 393 -6.21
2025-06-26 NP CROVX - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 3,135
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 552 -0.18
2025-07-24 NP FSLD - Fidelity Sustainable Low Duration Bond ETF 15
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 1,156 -30.28
2025-07-24 NP FLDB - Fidelity Low Duration Bond ETF 1,123
2025-06-26 NP NEAR - iShares Short Maturity 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 2,557 686.46
2025-08-26 NP TNSHX - TIAA-CREF Short-Term Bond Index Fund Institutional Class 2,043 -0.20
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 511 -0.20
2025-08-29 NP VPVTRDV - PIMCO Total Return Portfolio Administrative 8,380 -0.18
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 445 0.00
2025-07-24 NP FEBEX - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 204 0.00
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 306 -40.23
2025-07-29 NP CRAIX - COMMUNITY REINVESTMENT ACT QUALIFIED INVESTMENT FUND CRA Shares 14,291 -0.29
2025-05-28 NP PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 1,637 0.06
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 11,933 -42.20
2025-04-28 NP JBOAX - John Hancock ESG Core Bond Fund Class A 276 0.00
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 511 -0.20
2025-06-27 NP CCSB - Carbon Collective Short Duration Green Bond ETF 615 0.33
2025-05-30 NP GMCOX - GuideMark(R) Core Fixed Income Fund Service Shares 159 0.00
2025-06-27 NP DSBFX - Domini Impact Bond Fund Investor Shares 1,118 0.18
2025-07-29 NP STBAX - INVESCO Short Term Bond Fund Class A 4,624 -5.23
2025-08-25 NP IASBX - Voya Short Term Bond Fund Class A 1,646 126.10
2025-05-29 NP JAJNX - Investment Quality Bond Trust NAV 118 0.00
2025-08-08 13F eCIO, Inc. 25,000 0.00 26 0.00
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 102 0.00
2025-07-28 NP SSTVX - Wells Fargo Short-Term Bond Fund Class A 3,062 -0.29
2025-08-25 NP RSDIX - RBC Short Duration Fixed Income Fund Class I 1,021 -0.20
2025-03-27 NP MSTMX - Morningstar Multi-Sector Bond Fund 116 -18.44
2025-08-28 NP BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 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 13,282
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 1,609 0.56
2025-06-30 NP GTOS - Invesco Short Duration Bond ETF 17 -19.05
2025-06-26 NP BGRN - iShares Global Green 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 3,436 -2.25
2025-08-25 NP ISIAX - Voya Strategic Income Opportunities Fund Class A 4,090
2025-04-25 NP FLTB - Fidelity Limited Term Bond ETF 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 410 0.00
2025-07-30 NP AGZD - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 115 666.67
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 9,901 1.38
2025-08-28 NP STFBX - State Farm Balanced Fund 255 0.00
2025-08-29 NP VPVLDDV - PIMCO Low Duration Portfolio Administrative 3,066 -0.20
2025-08-14 NP BSBIX - Baird Short-Term Bond Fund Institutional 10,217 -0.19
2025-06-25 NP GRNB - VanEck Vectors Green Bond ETF 769 7.40
2025-08-27 NP Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 7,663 -0.20
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 368 -0.27
2025-08-27 NP Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 1,712 90.22
2025-08-29 NP PFIIX - PIMCO Low Duration Income Fund Institutional 3,577 -52.80
2025-08-26 NP PDINX - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 6,188 -0.18
2025-05-27 NP ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 885 0.00
2025-08-27 NP CGAFX - Calvert Green Bond Fund Class A 8,483 -0.18
2025-08-28 NP BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 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 654
2025-07-24 NP FAMZX - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 161
2025-06-26 NP MFBFX - MFS Corporate Bond Fund A 26,132 0.22
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 204 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 511 0.00
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 439 -0.45
2025-06-27 NP PCSIX - PACE Strategic Fixed Income Investments Class P 205 0.49
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 583 -0.17
2025-08-26 NP Putnam Master Intermediate Income Trust 838 -0.12
2025-06-20 NP VNLA - Janus Henderson Short Duration Income ETF 19,528 0.22
2025-08-29 NP ETNRX - Eventide Core Bond Fund Class N Shares 2,810 -0.14
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 403 43.42
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 702 0.29
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 199 0.00
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 148 -50.83
2025-06-26 NP CRDSX - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 2,562
2025-06-24 NP PGGIX - PUTNAM GLOBAL INCOME TRUST Class C Shares 1,107 0.27
2025-08-28 NP PTUIX - PIMCO Total Return Fund IV Institutional Class 511 -0.20
2025-08-29 NP ETABX - Eventide Limited-Term Bond Fund Class A 3,040 -0.16
2025-08-28 NP PTSAX - PIMCO Total Return ESG Fund Institutional 2,453 -0.20
2025-07-28 NP TIIUX - Core Fixed Income Fund 474 -0.42
2025-07-24 NP FSHBX - Fidelity Short-Term Bond 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 6,227 -0.32
2025-07-29 NP VTC - Vanguard Total 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 1,097
2025-03-27 NP HSDAX - THE HARTFORD SHORT DURATION FUND Class A 2,097 -0.29
2025-07-22 NP DCFFX - Destinations Core Fixed Income Fund Class I 332 -0.30
2025-06-26 NP NUSB - Nuveen Ultra Short Income ETF 1,710 0.18
2025-06-26 NP ETBOX - E*TRADE No Fee U.S. Bond Index Fund 85
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 994 0.20
2025-08-18 NP PACIFIC SELECT FUND - Managed Bond Portfolio Class I 4,395 -0.18
2025-08-29 NP PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 2,759 -25.13
2025-07-24 NP FZOMX - Fidelity SAI Short-Term Bond 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 13,780 -0.31
2025-08-28 NP PCEBX - PIMCO Climate Bond Fund Class A 204 0.00
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 128 0.79
2025-08-28 NP PTLDX - PIMCO Low Duration Fund Institutional 8,483 -0.18
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 174 -0.57
2025-08-21 NP MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3 272 15.32
2025-05-22 NP MXFDX - Great-West Core Bond Fund Investor Class 90,000 0.00 92 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 409 -0.24
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 This fund is a listed as child fund of Capital World Investors 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 1,431 -0.21
2025-08-29 NP PUTIX - PIMCO Strategic Bond Fund Institutional 204 0.00
2025-08-20 NP CGCB - Capital Group Core Bond ETF Share Class 7,527 8.54
2025-08-25 NP ABNDX - BOND FUND OF AMERICA Class A 10,220 -0.17
2025-08-26 NP BRASX - Bats Series S 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 1,058 -0.19
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 638 -0.16
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 15 0.00
2025-08-27 NP VSDB - Vanguard Short Duration Bond ETF ETF Shares 77
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 31 0.00
2025-06-26 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 933 13.24
2025-08-28 NP PLDIX - PIMCO Low Duration ESG Fund Institutional 1,022 -0.20
2025-03-27 NP PGIJX - PGIM ESG Short Duration Multi-Sector Bond Fund C 102 0.00
2025-06-26 NP ITBAX - THE HARTFORD TOTAL RETURN BOND FUND Class A 964 -52.91
2025-08-28 NP SEFIX - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 235 -0.43
2025-08-25 NP ABALX - AMERICAN BALANCED FUND Class A 20,440 -0.17
2025-08-26 NP IMBAX - Voya Limited Maturity Bond Portfolio Class ADV 526 15.10
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 18,733 -0.21
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 135 0.00
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 3,471 -0.32
2025-06-26 NP HBLAX - THE HARTFORD BALANCED INCOME FUND Class A 3,147 0.19
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 2,844 -5.83
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 664 62.50
2025-08-29 NP ETAMX - Eventide Multi-Asset Income Fund Class A 3,270 -0.15
2025-06-24 NP Putnam Premier Income Trust 1,856 0.22
2025-06-24 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 359 250.98
2025-06-26 NP HCRB - Hartford Core Bond ETF 133 0.76
2025-08-28 NP WIORX - Wilshire Income Opportunities Fund Investment Class 94
2025-05-22 NP HIABX - Hartford Total Return Bond Hls Fund Ia 532 0.00
2025-08-27 NP VISTX - Vanguard Institutional Short-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 22,124 -0.20
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 94 -1.06
2025-08-26 NP TSDJX - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 1,022 99.80
2025-08-26 NP QCSCRX - Social Choice Account Class R1 5,109 -0.20
2025-08-26 NP EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 409 0.00
2025-08-28 NP PCLAX - PIMCO CommoditiesPLUS Strategy Fund Class A 1,124 -0.18
2025-08-28 NP PTTRX - PIMCO Total Return Fund Institutional 20,914 -0.17
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 7,992 -16.17
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 158 0.00
2025-07-24 NP FAPFX - Fidelity SAI Sustainable Low Duration Income Fund 145 102.82
2025-07-25 NP DIFAX - MFS Diversified Income Fund A 1,828 -0.27
2025-05-27 NP Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 246 0.00
2025-08-26 NP TGRNX - TIAA-CREF Green Bond Fund Institutional Class 1,022 -0.20
2025-08-28 NP BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 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 7,572 78.44
2025-08-28 NP PLADX - Aristotle Short Duration Income Fund Class A 10,220 -0.18
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 3,598 0.42
2025-06-26 NP HTRB - Hartford Total Return Bond ETF 312 -48.34
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 17,794 44.18
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 312 -0.32
2025-08-26 NP TSBIX - TIAA-CREF Social Choice Bond Fund Institutional Class 5,109 -0.20
2025-07-24 NP FZOLX - Fidelity SAI Low Duration 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 18,839
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