JPMorgan Chase & Co
AMJB- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 74 institutions reported holding it in 13F filings for Q2 2026, worth $432.6M in total; no superinvestor holds it.
Other share classesJPMVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q2 2026
Institutional positions in JPMorgan Chase & Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 74
- +3 vs. Q1 2026
- Shares held
- 12.5M
- +212.0K (+1.7%) vs. Q1 2026
- Total value
- $432.6M
- +$11.1M (+2.6%) vs. Q1 2026
- New holders
- 6
- 26 more added
- Sold out
- 3
- 24 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMJB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 74 | $432.6M |
| Q1 2026 | 71 | $421.5M |
| Q4 2025 | 69 | $363.9M |
| Q3 2025 | 58 | $348.2M |
| Q2 2025 | 58 | $370.3M |
| Q1 2025 | 63 | $427.1M |
| Q4 2024 | 54 | $454.7M |
| Q3 2024 | 60 | $439.4M |
| Q2 2024 | 57 | $495.7M |
| Q1 2024 | 2 | $115.3M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,983,296 | $137.3M | 0.17% | +276,076+7.4% | Added |
| JPMorgan Chase & Co | 1,907,023 | $65.7M | 0.00% | −254,000−11.8% | Reduced |
| Equitable Holdings, Inc. | 1,380,520 | $47.6M | 0.28% | +98,940+7.7% | Added |
| Keybank National Association | 599,629 | $20.7M | 0.07% | +4,874+0.8% | Added |
| LPL Financial LLC | 530,493 | $18.3M | 0.00% | +21,265+4.2% | Added |
| Osborne Partners Capital Management, LLC | 364,721 | $12.6M | 0.70% | −3,231−0.9% | Reduced |
| Nicolet Bankshares Inc | 322,369 | $11.0M | 0.35% | −8,008−2.4% | Reduced |
| Warren Averett Asset Management, LLC | 319,590 | $11.0M | 0.06% | −34,153−9.7% | Reduced |
| Goldman Sachs Group Inc | 311,777 | $10.8M | 0.00% | −30,392−8.9% | Reduced |
| Baird Financial Group, Inc. | 271,646 | $9.37M | 0.01% | +3,774+1.4% | Added |
| FF Advisors,LLC | 203,102 | $7.00M | 2.62% | +4,621+2.3% | Added |
| MAI Capital Management | 189,489 | $6.54M | 0.02% | +17,952+10.5% | Added |
| Vident Advisory, LLC | 167,115 | $5.76M | 0.04% | −27,003−13.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 165,639 | $5.71M | 0.95% | +45,061+37.4% | Added |
| Noesis Capital Mangement Corp | 157,497 | $5.43M | 0.65% | +975+0.6% | Added |
| Risk Paradigm Group, LLC | 150,358 | $5.19M | 4.07% | +38,210+34.1% | Added |
| Lake Street Financial LLC | 142,795 | $4.92M | 0.56% | −4,215−2.9% | Reduced |
| Everett Harris & Co | 99,310 | $3.43M | 0.04% | +565+0.6% | Added |
| Smallwood Wealth Investment Management, LLC | 93,326 | $3.22M | 1.41% | +1,424+1.5% | Added |
| United Capital Financial Advisers, LLC | 92,000 | $3.17M | 0.02% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 74,702 | $2.58M | 1.62% | +4,098+5.8% | Added |
| Americana Partners, LLC | 73,667 | $2.54M | 0.06% | +2,685+3.8% | Added |
| Morgan Stanley | 63,569 | $2.19M | 0.00% | +8,427+15.3% | Added |
| My Personal CFO, LLC | 62,084 | $2.14M | 0.84% | −40−0.1% | Reduced |
| UBS Group AG | 61,845 | $2.13M | 0.00% | +145+0.2% | Added |
| Benchmark Financial, LLC | 48,654 | $1.68M | 1.37% | −96−0.2% | Reduced |
| Susquehanna International Group, LLP | 42,205 | $1.46M | 0.00% | +42,205 | New |
| Beckerman Institutional, LLC | 41,857 | $1.44M | 0.69% | +1,533+3.8% | Added |
| HighTower Advisors, LLC | 41,213 | $1.42M | 0.00% | −5,564−11.9% | Reduced |
| Hancock Whitney Corp | 40,925 | $1.41M | 0.02% | −6,080−12.9% | Reduced |
| Wellspring Financial Advisors, LLC | 37,224 | $1.28M | 0.08% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 35,043 | $1.21M | 0.00% | +730+2.1% | Added |
| Regal Investment Advisors LLC | 34,710 | $1.20M | 0.06% | −128−0.4% | Reduced |
| IFP Advisors, Inc | 34,383 | $1.19M | 0.02% | −300−0.9% | Reduced |
| Cura Wealth Advisors, LLC | 31,143 | $1.07M | 0.46% | −500−1.6% | Reduced |
| Parkside Financial Bank & Trust | 26,669 | $919.8K | 0.06% | −1,215−4.4% | Reduced |
| Waystone Advisors LLC | 26,418 | $911.2K | 0.68% | −784−2.9% | Reduced |
| Creative Planning | 24,575 | $847.6K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 20,547 | $708.7K | 0.00% | −5,073−19.8% | Reduced |
| GWM Advisors LLC | 20,355 | $702.0K | 0.00% | +14,300+236.2% | Added |
| Pacific Center for Financial Services | 20,059 | $691.8K | 0.15% | +269+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 18,258 | $629.7K | 0.00% | −56−0.3% | Reduced |
| Bank of America Corp | – | $624.6K | 0.00% | – | – |
| Cetera Investment Advisers | 17,648 | $608.7K | 0.00% | +267+1.5% | Added |
| Eagle Global Advisors LLC | 14,770 | $509.4K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 13,999 | $482.8K | 0.00% | +1,410+11.2% | Added |
| North Capital, Inc. | 12,582 | $434.0K | 0.33% | −190−1.5% | Reduced |
| Stonebridge Financial Group, LLC | 12,108 | $417.0K | 0.06% | +12,108 | New |
| Cambridge Investment Research Advisors, Inc. | 11,652 | $402.0K | 0.00% | +11,652 | New |
| Covenant Asset Management, LLC | 10,955 | $377.8K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,744 | $371.0K | 0.00% | +798+8.0% | Added |
| Activest Wealth Management | 9,392 | $323.9K | 0.06% | +9,392 | New |
| Northwestern Mutual Wealth Management Co | 9,079 | $313.1K | 0.00% | +28+0.3% | Added |
| Cresset Asset Management, LLC | 8,785 | $303.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,698 | $268.3K | 0.00% | +467+6.5% | Added |
| Private Capital Management, LLC | 7,343 | $253.3K | 0.02% | −390−5.0% | Reduced |
| Mariner, LLC | 7,324 | $252.6K | 0.00% | −106−1.4% | Reduced |
| AQR Capital Management LLC | 7,235 | $249.5K | 0.00% | −337−4.5% | Reduced |
| Crestwood Advisors Group LLC | 6,818 | $235.2K | 0.00% | −8,095−54.3% | Reduced |
| First Horizon Corp | 6,171 | $212.8K | 0.01% | +6,171 | New |
| Parallel Advisors, LLC | 5,660 | $195.2K | 0.00% | −620−9.9% | Reduced |
| Avalon Trust Co | 4,945 | $170.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,444 | $153.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,427 | $118.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,407 | $48.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 970 | $33.5K | 0.00% | +970 | New |
| Boyd Watterson Asset Management LLC | 943 | $32.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 858 | $29.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 627 | $22.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 635 | $21.9K | 0.00% | +119+23.1% | Added |
| Harbour Investments, Inc. | 348 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $1.21K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20 | $690 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −21,841−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −5,194−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |