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 $433.0M in total; no superinvestor holds it.
Other share classesJPMVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q2 2024
Institutional positions in JPMorgan Chase & Co as of Jun 30, 2024. 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
- 57
- +55 vs. Q1 2024
- Shares held
- 17.1M
- +13.1M (+322.7%) vs. Q1 2024
- Total value
- $495.7M
- +$380.4M (+329.8%) vs. Q1 2024
- New holders
- 55
- 2 more added
- Sold out
- 0
- 0 more reduced
Compare with Q1 2024: 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 | $433.0M |
| Q1 2026 | 71 | $421.5M |
| Q4 2025 | 69 | $363.9M |
| Q3 2025 | 58 | $407.5M |
| Q2 2025 | 58 | $370.3M |
| Q1 2025 | 63 | $427.1M |
| Q4 2024 | 54 | $454.7M |
| Q3 2024 | 60 | $594.3M |
| Q2 2024 | 57 | $657.4M |
| Q1 2024 | 2 | $225.3M |
| 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 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5,585,000 | $161.6M | 0.01% | +1,725,000+44.7% | Added |
| CIBC Private Wealth Group, LLC | 3,298,789 | $96.1M | 0.18% | +3,111,644+1,662.7% | Added |
| Morgan Stanley | 2,728,137 | $79.0M | 0.01% | +2,728,137 | New |
| Keybank National Association | 684,290 | $19.8M | 0.08% | +684,290 | New |
| Equitable Holdings, Inc. | 647,042 | $18.7M | 0.20% | +647,042 | New |
| David Loasby | 477,444 | $13.9M | 1.33% | +477,444 | New |
| Osborne Partners Capital Management, LLC | 412,967 | $12.0M | 0.72% | +412,967 | New |
| Goldman Sachs Group Inc | 378,049 | $10.9M | 0.00% | +378,049 | New |
| Parkside Financial Bank & Trust | 372,902 | $10.8M | 1.69% | +372,902 | New |
| Baird Financial Group, Inc. | 315,899 | $9.14M | 0.02% | +315,899 | New |
| NBW Capital LLC | 223,196 | $6.46M | 1.27% | +223,196 | New |
| Nicolet Bankshares Inc | 197,187 | $5.71M | 1.42% | +197,187 | New |
| MAI Capital Management | 189,573 | $5.49M | 0.05% | +189,573 | New |
| Noesis Capital Mangement Corp | 170,255 | $4.93M | 1.09% | +170,255 | New |
| FF Advisors,LLC | 144,144 | $4.17M | 2.94% | +144,144 | New |
| Relative Value Partners Group, LLC | 107,110 | $3.10M | 0.40% | +107,110 | New |
| Lake Street Financial LLC | 107,110 | $3.10M | 0.40% | +107,110 | New |
| Everett Harris & Co | 105,990 | $3.07M | 0.04% | +105,990 | New |
| Susquehanna International Group, LLP | 103,468 | $2.99M | 0.01% | +103,468 | New |
| New England Asset Management Inc | 92,750 | $2.68M | 0.45% | +92,750 | New |
| United Capital Financial Advisers, LLC | 92,000 | $2.66M | 0.02% | +92,000 | New |
| Arrow Investment Advisors, LLC | 65,566 | $1.90M | 1.73% | +65,566 | New |
| Smallwood Wealth Investment Management, LLC | 62,034 | $1.80M | 1.39% | +62,034 | New |
| Kepos Capital LP | 58,349 | $1.69M | 0.66% | +58,349 | New |
| HighTower Advisors, LLC | 55,130 | $1.59M | 0.00% | +55,130 | New |
| LPL Financial LLC | 50,743 | $1.47M | 0.00% | +50,743 | New |
| Regal Investment Advisors LLC | 48,250 | $1.40M | 0.09% | +48,250 | New |
| Hancock Whitney Corp | 47,053 | $1.36M | 0.05% | +47,053 | New |
| Commerce Bank | 29,829 | $863.3K | 0.01% | +29,829 | New |
| Kestra Advisory Services, LLC | 28,440 | $823.1K | 0.00% | +28,440 | New |
| Wolverine Asset Management LLC | 27,501 | $795.9K | 0.01% | +27,501 | New |
| Peak Asset Management, LLC | 26,289 | $760.8K | 0.15% | +26,289 | New |
| Arete Wealth Advisors, LLC | 25,532 | $739.0K | 0.06% | +25,532 | New |
| Raymond James Financial Services Advisors, Inc. | 21,920 | $634.4K | 0.00% | +21,920 | New |
| Wealth Enhancement Advisory Services, LLC | 19,255 | $557.2K | 0.00% | +19,255 | New |
| Eagle Global Advisors LLC | 14,600 | $422.5K | 0.02% | +14,600 | New |
| Covenant Asset Management, LLC | 10,789 | $312.2K | 0.07% | +10,789 | New |
| Steward Partners Investment Advisory, LLC | 10,624 | $307.5K | 0.00% | +10,624 | New |
| Lido Advisors, LLC | 10,600 | $306.8K | 0.00% | +10,600 | New |
| Janney Montgomery Scott LLC | 10,537 | $305.0K | 0.00% | +10,537 | New |
| Avantax Advisory Services, Inc. | 9,159 | $265.1K | 0.00% | +9,159 | New |
| Jefferies Financial Group Inc. | 8,291 | $239.9K | 0.00% | +8,291 | New |
| Raymond James & Associates | 8,033 | $232.5K | 0.00% | +8,033 | New |
| Private Capital Management, LLC | 7,689 | $222.5K | 0.03% | +7,689 | New |
| Advisor Group Holdings, Inc. | 4,253 | $123.1K | 0.00% | +4,253 | New |
| MeadowBrook Investment Advisors LLC | 3,235 | $93.6K | 0.09% | +3,235 | New |
| UBS Group AG | 3,125 | $90.4K | 0.00% | +3,125 | New |
| Montag A & Associates Inc | 2,000 | $57.9K | 0.00% | +2,000 | New |
| Pacific Center for Financial Services | 1,127 | $32.6K | 0.01% | +1,127 | New |
| Boyd Watterson Asset Management LLC | 943 | $27.3K | 0.01% | +943 | New |
| JNBA Financial Advisors | 574 | $16.6K | 0.00% | +574 | New |
| Tyler-Stone Wealth Management | 400 | $11.6K | 0.00% | +400 | New |
| IFP Advisors, Inc | 250 | $7.24K | 0.00% | +250 | New |
| Clear Point Advisors Inc. | 233 | $6.74K | 0.01% | +233 | New |
| Private Trust Co NA | 90 | $2.60K | 0.00% | +90 | New |
| Barclays PLC | 52 | $1.50K | 0.00% | +52 | New |
| ORG Partners LLC | 1 | $28 | 0.00% | +1 | New |