Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=JPM&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=JPM&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=JPM&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "Whitener Capital Management, Inc.",
"central_index_key": "0000825217",
"period_of_report": "2026-09-30",
"issuer_name": "JPMORGAN CHASE & CO",
"trading_symbol": "JPM",
"cusip_number": "46625H100",
"title_of_security": "COM",
"market_value": 25273571.0,
"amount_of_securities": 76394,
"price_per_security": 330.831884702987,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.0504384265111137
},
...
]Query Parameters
| Name | Type | Description |
|---|---|---|
| identifier | string | The trading symbol or CUSIP number of a security, or the institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. (e.g., MSFT, 594918104, 0001067983) |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. (e.g., 100) |
| format | string | (Optional) The format of the returned data, either JSON or CSV. Defaults to JSON. (e.g., json, csv) |
Endpoint Overview
Institutional holdings are the securities in an investment portfolio owned by investment or pension funds, insurance companies, investment firms, or other large organizations that manage funds on behalf of others. The API endpoint provides data on institutional investors with holdings of at least $100 million. There is a limit of 100 records per API call.
Company Profile
JPMORGAN CHASE & CO
NYSE: JPM- Market Cap:$794.43B
- ISIN:US46625H1005
- Fiscal Year End:12/31
- CEO:Jamie Dimon
- Employees:318512
JPMorgan Chase & Co. (stylized as JPMorganChase) is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2026. As the largest of the Big Four banks in America, the firm is considered systemically important by the Financial Stability Board. Its size and scale have often led to enhanced regulatory oversight as well as the development of an internal "Fortress Balance Sheet".