Portfolio Holdings Detail for ISIN IE00BG13YZ23
Stock Name / FundiShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)
IssuerBlackrock
Entity holding fund iShares IV Public Limited Company
Entity Type
Entity LEI 549300ZP07LMR36K1T02
ETF TickerUFSD(USD) LSE
ETF TickerUFSD.L(GBP) LSE

Holdings detail for JPM

Stock NameJPMorgan Chase & Co
TickerJPM(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS46625H1005
LEI8I5DZWZKVSZI1NUHU748

Show aggregate JPM holdings

News associated with JPM

The Motley Fool's Market Volatility Toolkit
Download as a PDF: - 2025-03-13 13:47:08
752,296 Shares in JPMorgan Chase & Co. (NYSE:JPM) Purchased by DJE Kapital AG
DJE Kapital AG bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 4th quarter, Holdings Channel.com reports. The firm bought 752,296 shares of the financial services provider’s stock, valued at approximately $179,870,000. JPMorgan Chase & Co. accounts for approximately 4.2% of DJE Kapital AG’s portfolio, making the stock its 6th […] - 2025-03-13 09:26:57
Auxano Advisors LLC Purchases 142 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Auxano Advisors LLC raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,624 shares of the financial services provider’s stock after purchasing an additional 142 shares during the period. JPMorgan Chase […] - 2025-03-13 09:26:55
Sage Rhino Capital LLC Sells 46 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Sage Rhino Capital LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.5% during the fourth quarter, HoldingsChannel reports. The firm owned 10,134 shares of the financial services provider’s stock after selling 46 shares during the quarter. Sage Rhino Capital LLC’s holdings in JPMorgan Chase & Co. were worth $2,429,000 as […] - 2025-03-13 09:26:54
LGT Fund Management Co Ltd. Decreases Stake in JPMorgan Chase & Co. (NYSE:JPM)
LGT Fund Management Co Ltd. cut its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 40,167 shares of the financial services provider’s stock after selling 362 shares during the quarter. JPMorgan Chase & Co. […] - 2025-03-13 09:26:54
Gruss & Co. LLC Acquires New Position in JPMorgan Chase & Co. (NYSE:JPM)
Gruss & Co. LLC acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,000 shares of the financial services provider’s stock, valued at approximately $240,000. JPMorgan Chase & […] - 2025-03-13 09:26:50
Grandfield & Dodd LLC Boosts Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Grandfield & Dodd LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,504 shares of the financial services provider’s stock after acquiring an additional 47 shares during the period. […] - 2025-03-13 09:26:50
Silphium Asset Management Ltd Takes $1.02 Million Position in JPMorgan Chase & Co. (NYSE:JPM)
Silphium Asset Management Ltd bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, HoldingsChannel.com reports. The fund bought 4,240 shares of the financial services provider’s stock, valued at approximately $1,016,000. Other institutional investors and hedge funds also recently modified their holdings of the company. Mizuho Securities Co. Ltd. bought a […] - 2025-03-13 09:26:49
SRS Capital Advisors Inc. Boosts Stock Position in JPMorgan Chase & Co. (NYSE:JPM)
SRS Capital Advisors Inc. boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 99.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 19,158 shares of the financial services provider’s stock after acquiring an additional 9,559 shares during the quarter. SRS Capital Advisors Inc.’s holdings in JPMorgan Chase & Co. were […] - 2025-03-13 07:54:49
Halbert Hargrove Global Advisors LLC Makes New $59,000 Investment in JPMorgan Chase & Co. (NYSE:JPM)
Halbert Hargrove Global Advisors LLC bought a new position in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 247 shares of the financial services provider’s stock, valued at approximately $59,000. Other institutional investors and hedge funds have also […] - 2025-03-13 07:54:49
Norden Group LLC Has $5.12 Million Stock Position in JPMorgan Chase & Co. (NYSE:JPM)
Norden Group LLC raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.0% in the 4th quarter, Holdings Channel reports. The firm owned 21,341 shares of the financial services provider’s stock after acquiring an additional 623 shares during the period. Norden Group LLC’s holdings in JPMorgan Chase & Co. were worth $5,116,000 […] - 2025-03-13 07:54:47
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PCG Asset Management LLC Invests $2.45 Million in JPMorgan Chase & Co. (NYSE:JPM)
PCG Asset Management LLC purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 10,206 shares of the financial services provider’s stock, valued at approximately $2,447,000. JPMorgan Chase & Co. accounts for about […] - 2025-03-12 10:18:59
Hickory Point Bank & Trust Makes New Investment in JPMorgan Chase & Co. (NYSE:JPM)
Hickory Point Bank & Trust acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 5,251 shares of the financial services provider’s stock, valued at approximately $1,259,000. JPMorgan Chase & Co. accounts for about 1.1% of Hickory Point Bank & Trust’s holdings, making the stock […] - 2025-03-12 10:18:57
Bridges Investment Management Inc. Sells 11,928 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Bridges Investment Management Inc. reduced its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 540,393 shares of the financial services provider’s stock after selling 11,928 shares during the quarter. JPMorgan Chase & Co. makes up 1.8% of Bridges Investment Management Inc.’s investment portfolio, making […] - 2025-03-12 10:18:57
Sharkey Howes & Javer Boosts Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Sharkey Howes & Javer boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,050 shares of the financial services provider’s stock after purchasing an additional 90 shares during the period. Sharkey Howes & Javer’s holdings in JPMorgan Chase & Co. were worth $491,000 […] - 2025-03-12 10:18:56
Prudent Man Advisors LLC Has $3.99 Million Position in JPMorgan Chase & Co. (NYSE:JPM)
Prudent Man Advisors LLC reduced its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 9.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 16,651 shares of the financial services provider’s stock after selling 1,793 shares during the quarter. JPMorgan Chase & Co. makes up […] - 2025-03-12 10:18:55
Sherman Asset Management Inc. Invests $138,000 in JPMorgan Chase & Co. (NYSE:JPM)
Sherman Asset Management Inc. acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 576 shares of the financial services provider’s stock, valued at approximately $138,000. A number of other institutional investors have also added to or reduced their stakes in JPM. JPMorgan […] - 2025-03-12 08:43:03
JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by Onefund LLC
Onefund LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,698 shares of the financial services provider’s stock after purchasing an additional 223 shares during the period. JPMorgan Chase & Co. makes up 1.8% […] - 2025-03-12 08:43:02
JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by Nichols & Pratt Advisers LLP MA
Nichols & Pratt Advisers LLP MA boosted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 22,452 shares of the financial services provider’s stock after purchasing an additional 59 shares […] - 2025-03-12 08:03:02
Richard W. Paul & Associates LLC Sells 374 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Richard W. Paul & Associates LLC reduced its position in JPMorgan Chase & Co. (NYSE:JPM) by 5.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,997 shares of the financial services provider’s stock after selling 374 shares during the quarter. Richard W. Paul & […] - 2025-03-12 08:02:56
JPMorgan Chase & Co. (NYSE:JPM) Position Lessened by Jacobi Capital Management LLC
Jacobi Capital Management LLC reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 1.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,007 shares of the financial services provider’s stock after selling 459 shares during the […] - 2025-03-12 08:02:56
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Noble Wealth Management PBC Invests $471,000 in JPMorgan Chase & Co. (NYSE:JPM)
Noble Wealth Management PBC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,964 shares of the financial services provider’s stock, valued at approximately $471,000. A number […] - 2025-03-11 09:20:52
West Michigan Advisors LLC Sells 499 Shares of JPMorgan Chase & Co. (NYSE:JPM)
West Michigan Advisors LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,024 shares of the financial services provider’s stock after selling 499 shares during the quarter. JPMorgan […] - 2025-03-11 09:20:49
Veridan Wealth LLC Invests $255,000 in JPMorgan Chase & Co. (NYSE:JPM)
Veridan Wealth LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 1,065 shares of the financial services provider’s stock, valued at approximately $255,000. A number of other hedge funds and other institutional investors have also modified their holdings of the business. […] - 2025-03-11 07:58:53
Flputnam Investment Management Co. Has $81.27 Million Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Flputnam Investment Management Co. raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 339,022 shares of the financial services provider’s stock after acquiring an additional 1,828 shares during the quarter. JPMorgan Chase & Co. makes up 1.5% of Flputnam Investment Management Co.’s […] - 2025-03-11 07:58:51
TD Capital Management LLC Trims Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
TD Capital Management LLC lowered its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 5.9% in the fourth quarter, HoldingsChannel reports. The firm owned 783 shares of the financial services provider’s stock after selling 49 shares during the period. TD Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $188,000 as of its […] - 2025-03-11 07:58:50

iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) JPM holdings

DateNumber of JPM Shares HeldBase Market Value of JPM SharesLocal Market Value of JPM SharesChange in JPM Shares HeldChange in JPM Base ValueCurrent Price per JPM Share HeldPrevious Price per JPM Share Held
2025-03-12 (Wednesday)5,334USD 1,215,619JPM holding decreased by -6614USD 1,215,6190USD -6,614 USD 227.9 USD 229.14
2025-03-11 (Tuesday)5,334USD 1,222,233JPM holding decreased by -16428USD 1,222,2330USD -16,428 USD 229.14 USD 232.22
2025-03-10 (Monday)5,334USD 1,238,661JPM holding decreased by -53661USD 1,238,6610USD -53,661 USD 232.22 USD 242.28
2025-03-07 (Friday)5,334USD 1,292,322JPM holding decreased by -49339USD 1,292,3220USD -49,339 USD 242.28 USD 251.53
2025-03-05 (Wednesday)5,334USD 1,341,661JPM holding increased by 6827USD 1,341,6610USD 6,827 USD 251.53 USD 250.25
2025-03-04 (Tuesday)5,334USD 1,334,834JPM holding decreased by -55313USD 1,334,8340USD -55,313 USD 250.25 USD 260.62
2025-03-03 (Monday)5,334USD 1,390,147JPM holding decreased by -21496USD 1,390,1470USD -21,496 USD 260.62 USD 264.65
2025-02-28 (Friday)5,334USD 1,411,643JPM holding increased by 29870USD 1,411,6430USD 29,870 USD 264.65 USD 259.05
2025-02-27 (Thursday)5,334USD 1,381,773JPM holding increased by 1387USD 1,381,7730USD 1,387 USD 259.05 USD 258.79
2025-02-26 (Wednesday)5,334USD 1,380,386JPM holding increased by 7414USD 1,380,3860USD 7,414 USD 258.79 USD 257.4
2025-02-25 (Tuesday)5,334USD 1,372,972JPM holding decreased by -21016USD 1,372,9720USD -21,016 USD 257.4 USD 261.34
2025-02-24 (Monday)5,334USD 1,393,988JPM holding decreased by -15468USD 1,393,9880USD -15,468 USD 261.34 USD 264.24
2025-02-21 (Friday)5,334USD 1,409,456JPM holding decreased by -13655USD 1,409,4560USD -13,655 USD 264.24 USD 266.8
2025-02-20 (Thursday)5,334USD 1,423,111JPM holding decreased by -66409USD 1,423,1110USD -66,409 USD 266.8 USD 279.25
2025-02-19 (Wednesday)5,334USD 1,489,520JPM holding decreased by -3733USD 1,489,5200USD -3,733 USD 279.25 USD 279.95
2025-02-18 (Tuesday)5,334USD 1,493,253JPM holding increased by 17922USD 1,493,2530USD 17,922 USD 279.95 USD 276.59
2025-02-17 (Monday)5,334USD 1,475,331USD 1,475,3310USD 0 USD 276.59 USD 276.59
2025-02-14 (Friday)5,334USD 1,475,331JPM holding increased by 1440USD 1,475,3310USD 1,440 USD 276.59 USD 276.32
2025-02-13 (Thursday)5,334USD 1,473,891JPM holding increased by 4641USD 1,473,8910USD 4,641 USD 276.32 USD 275.45
2025-02-12 (Wednesday)5,334USD 1,469,250JPM holding increased by 2453USD 1,469,2500USD 2,453 USD 275.45 USD 274.99
2025-02-11 (Tuesday)5,334USD 1,466,797JPM holding increased by 21070USD 1,466,7970USD 21,070 USD 274.99 USD 271.04
2025-02-10 (Monday)5,334USD 1,445,727JPM holding decreased by -25390USD 1,445,7270USD -25,390 USD 271.04 USD 275.8
2025-02-07 (Friday)5,334USD 1,471,117JPM holding decreased by -5868USD 1,471,1170USD -5,868 USD 275.8 USD 276.9
2025-02-06 (Thursday)5,334USD 1,476,985JPM holding increased by 34511USD 1,476,9850USD 34,511 USD 276.9 USD 270.43
2025-02-05 (Wednesday)5,334USD 1,442,474JPM holding increased by 13282USD 1,442,4740USD 13,282 USD 270.43 USD 267.94
2025-02-04 (Tuesday)5,334JPM holding increased by 22USD 1,429,192JPM holding increased by 11897USD 1,429,19222USD 11,897 USD 267.94 USD 266.81
2025-02-03 (Monday)5,312USD 1,417,295JPM holding decreased by -2603USD 1,417,2950USD -2,603 USD 266.81 USD 267.3
2025-01-31 (Friday)5,312USD 1,419,898JPM holding decreased by -4940USD 1,419,8980USD -4,940 USD 267.3 USD 268.23
2025-01-30 (Thursday)5,312USD 1,424,838JPM holding increased by 8765USD 1,424,8380USD 8,765 USD 268.23 USD 266.58
2025-01-29 (Wednesday)5,312USD 1,416,073JPM holding decreased by -2975USD 1,416,0730USD -2,975 USD 266.58 USD 267.14
2025-01-28 (Tuesday)5,312USD 1,419,048JPM holding increased by 6853USD 1,419,0480USD 6,853 USD 267.14 USD 265.85
2025-01-27 (Monday)5,312USD 1,412,195JPM holding increased by 5365USD 1,412,1950USD 5,365 USD 265.85 USD 264.84
2025-01-24 (Friday)5,312USD 1,406,830JPM holding decreased by -5896USD 1,406,8300USD -5,896 USD 264.84 USD 265.95
2025-01-23 (Thursday)5,312USD 1,412,726JPM holding increased by 16520USD 1,412,7260USD 16,520 USD 265.95 USD 262.84
2025-01-22 (Wednesday)5,312USD 1,396,206USD 1,396,206
2025-01-21 (Tuesday)5,312USD 1,397,215USD 1,397,215
Share price and value of shares held is calculated on the adjusted close price of each day (row). Changes between days reflect the gain/loss of the portfolio as a result of changes in the adjusted close price and changes in the holdings

Share Trades of JPM by Blackrock for IE00BG13YZ23

Show aggregate share trades of JPM

DateActionQuantityMarket HighMarket LowLikely Trade PriceLikely Trade Value (Profit/Loss)Average Price previous trades
2025-02-04BUY22 267.940* 266.59
Market high and low price is on the date.

* (if shown) = market close price used not a projected price. This is used when we do not have market data available to calculate a projection

The likely trade price/value is our estimate on the likely price the trade took place at and is not the actual trade price. The likely LOSS/GAIN is our estimate. Where a profit/loss value is shown in the Likely Trade Value column, this is derived from matching trades between periods eg the most recent previous BUY is matched with the SELL for the same number of shares and the difference between the likely BUY price and likely SELL price is calculated. Where a profit or loss is shown in the Average Price of Previous Trades column, this is dervied using the likely trade price compared to the average of previous trades based on adjusted close

Shorting History of JPM

DateShorted VolumeShort Exempt VolumeTotal Shares Traded% Shorted
2025-03-121,382,2052,6315,502,19325.1%
2025-03-111,369,9667,6417,809,65317.5%
2025-03-101,542,1779,9626,461,18223.9%
2025-03-071,117,8054,0486,465,63617.3%
2025-03-061,579,7473,5393,813,31541.4%
2025-03-051,218,2122,9152,568,01447.4%
2025-03-042,247,6786,9335,122,99043.9%
2025-03-031,460,1441,8173,170,12846.1%
2025-02-281,513,00311,8592,904,80452.1%
2025-02-271,294,923192,707,35447.8%
2025-02-26992,2744,3132,222,61044.6%
2025-02-251,274,90410,3803,659,90834.8%
2025-02-241,634,1656,1983,846,28142.5%
2025-02-211,687,2023,5524,148,11840.7%
2025-02-201,832,4035,5364,954,66537.0%
2025-02-19872,52312,4082,240,12238.9%
2025-02-181,039,2011,3022,711,28038.3%
2025-02-14968,9774,3391,992,12248.6%
2025-02-131,052,6245,0352,224,76047.3%
2025-02-121,214,9054862,398,75350.6%
2025-02-111,474,30910,4992,814,02452.4%
2025-02-101,387,5332,1393,176,95343.7%
2025-02-071,363,8236,3382,598,42252.5%
2025-02-061,495,6333,2852,868,77452.1%
2025-02-05881,67614,1552,187,48240.3%
2025-02-041,076,8601,5912,028,82553.1%
2025-02-031,240,92720,3002,981,41641.6%
2025-01-311,221,5173,3212,519,79348.5%
2025-01-301,161,3103,5013,092,99037.5%
2025-01-291,168,4291,5552,825,30141.4%
2025-01-28877,0653,5452,610,67733.6%
2025-01-271,296,0183,3522,406,32753.9%
2025-01-241,420,5063,2312,912,21748.8%
2025-01-231,544,2909,5013,434,49045.0%
2025-01-221,464,4536442,962,00649.4%
2025-01-212,222,1139,1965,435,32840.9%
2025-01-173,428,89314,5025,777,13659.4%
2025-01-161,796,42118,5996,256,06828.7%
2025-01-153,808,80416,8427,247,82552.6%
2025-01-141,862,58520,4004,731,74239.4%
2025-01-132,321,2004,1593,709,61062.6%
2025-01-101,637,4416,7303,365,46848.7%
2025-01-08926,4218,2562,638,56835.1%
2025-01-071,289,8493,0713,183,20240.5%
2025-01-061,245,5579293,557,49135.0%

The data here is derived from FINRA daily shorted trade data. The Daily Short Sale Volume is the total volume of short trades that meet certain criteria on each trade date by 6 PM ET on the trade date. The detail trade data is derived from the monthly shorted trade data which will differ in aggregate. The detail trade data is derived from the transaction level data and includes ALL trades (including exempt) and the aggregation period extends beyond 6pm.

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Disclaimer

All information is provided as is without warranty and should be used for indicative purposes only. You should independently check data before making any investment decision. This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability for the reliability or accuracy of the data provided. We are not making recommendations for any financial instruments listed on this website.