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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

Q2 2024 vs. Q1 2024

How the institutions holding JPMorgan Chase & Co changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of AMJB: Q1 2024 compared with Q2 2024
MeasureQ1 2024Q2 2024Change
Holders257+55
Shares4.05M17.1M+13.1M (+322.7%)
Value$115.3M$495.7M+$380.4M (+329.8%)

New holders (55)

Institutions that held JPMorgan Chase & Co at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to AMJB in Q2 2024
InstitutionSharesValue% of portfolio
Morgan Stanley2,728,137$79.0M0.01%
Keybank National Association684,290$19.8M0.08%
Equitable Holdings, Inc.647,042$18.7M0.20%
David Loasby477,444$13.9M1.33%
Osborne Partners Capital Management, LLC412,967$12.0M0.72%
Goldman Sachs Group Inc378,049$10.9M0.00%
Parkside Financial Bank & Trust372,902$10.8M1.69%
Baird Financial Group, Inc.315,899$9.14M0.02%
NBW Capital LLC223,196$6.46M1.27%
Nicolet Bankshares Inc197,187$5.71M1.42%
MAI Capital Management189,573$5.49M0.05%
Noesis Capital Mangement Corp170,255$4.93M1.09%
FF Advisors,LLC144,144$4.17M2.94%
Relative Value Partners Group, LLC107,110$3.10M0.40%
Lake Street Financial LLC107,110$3.10M0.40%
Everett Harris & Co105,990$3.07M0.04%
Susquehanna International Group, LLP103,468$2.99M0.01%
New England Asset Management Inc92,750$2.68M0.45%
United Capital Financial Advisers, LLC92,000$2.66M0.02%
Arrow Investment Advisors, LLC65,566$1.90M1.73%
Smallwood Wealth Investment Management, LLC62,034$1.80M1.39%
Kepos Capital LP58,349$1.69M0.66%
HighTower Advisors, LLC55,130$1.59M0.00%
LPL Financial LLC50,743$1.47M0.00%
Regal Investment Advisors LLC48,250$1.40M0.09%
Hancock Whitney Corp47,053$1.36M0.05%
Commerce Bank29,829$863.3K0.01%
Kestra Advisory Services, LLC28,440$823.1K0.00%
Wolverine Asset Management LLC27,501$795.9K0.01%
Peak Asset Management, LLC26,289$760.8K0.15%
Arete Wealth Advisors, LLC25,532$739.0K0.06%
Raymond James Financial Services Advisors, Inc.21,920$634.4K0.00%
Wealth Enhancement Advisory Services, LLC19,255$557.2K0.00%
Eagle Global Advisors LLC14,600$422.5K0.02%
Covenant Asset Management, LLC10,789$312.2K0.07%
Steward Partners Investment Advisory, LLC10,624$307.5K0.00%
Lido Advisors, LLC10,600$306.8K0.00%
Janney Montgomery Scott LLC10,537$305.0K0.00%
Avantax Advisory Services, Inc.9,159$265.1K0.00%
Jefferies Financial Group Inc.8,291$239.9K0.00%
Raymond James & Associates8,033$232.5K0.00%
Private Capital Management, LLC7,689$222.5K0.03%
Advisor Group Holdings, Inc.4,253$123.1K0.00%
MeadowBrook Investment Advisors LLC3,235$93.6K0.09%
UBS Group AG3,125$90.4K0.00%
Montag A & Associates Inc2,000$57.9K0.00%
Pacific Center for Financial Services1,127$32.6K0.01%
Boyd Watterson Asset Management LLC943$27.3K0.01%
JNBA Financial Advisors574$16.6K0.00%
Tyler-Stone Wealth Management400$11.6K0.00%
IFP Advisors, Inc250$7.24K0.00%
Clear Point Advisors Inc.233$6.74K0.01%
Private Trust Co NA90$2.60K0.00%
Barclays PLC52$1.50K0.00%
ORG Partners LLC1$280.00%

Sold out (0)

Institutions that held JPMorgan Chase & Co at the end of Q1 2024 and filed for Q2 2024 without it.

None.