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
|
True North Advisors | 13.61K | 20 May 22 | 31 Dec 20 | 0 | +∞% | - |
|
13F-HR
|
True North Advisors | 11.53K | 20 May 22 | 30 Sep 20 | 0 | +∞% | - |
|
13F-HR
|
True North Advisors | 37.36K | 20 May 22 | 30 Jun 20 | 0 | +∞% | - |
|
13F-HR
|
Cornerstone Advisory | 16.22K | 20 May 22 | 31 Mar 22 | 14.28K | +14% | 31 Dec 21 |
|
13F-HR
|
EP Wealth Advisors | 484.42K | 20 May 22 | 31 Mar 22 | 466.24K | +4% | 31 Dec 21 |
|
13F-HR
|
Fortitude Advisory Group L.L.C. | 8.12K | 20 May 22 | 31 Dec 21 | 0 | +∞% | - |
|
13F-HR/A
|
Coastal Bridge Advisors | 25.7K | 20 May 22 | 31 Dec 21 | 24.6K | +4% | 30 Sep 21 |
|
13F-HR/A
|
Coastal Bridge Advisors | 23.6K | 20 May 22 | 30 Sep 21 | 23.6K | 0% | 30 Jun 21 |
|
13F-HR
|
Greylin Investment Mangement | 6.85K | 20 May 22 | 31 Mar 22 | 6.9K | -1% | 31 Dec 21 |
|
13F-HR
|
Sanders Capital | 8.68M | 20 May 22 | 31 Mar 22 | 8.63M | +1% | 31 Dec 21 |
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%