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 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 | $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 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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 1 | $28 | 0.00% | +1 | New |
| Barclays PLC | 52 | $1.50K | 0.00% | +52 | New |
| Private Trust Co NA | 90 | $2.60K | 0.00% | +90 | New |
| Clear Point Advisors Inc. | 233 | $6.74K | 0.01% | +233 | New |
| IFP Advisors, Inc | 250 | $7.24K | 0.00% | +250 | New |
| Tyler-Stone Wealth Management | 400 | $11.6K | 0.00% | +400 | New |
| JNBA Financial Advisors | 574 | $16.6K | 0.00% | +574 | New |
| Boyd Watterson Asset Management LLC | 943 | $27.3K | 0.01% | +943 | New |
| Pacific Center for Financial Services | 1,127 | $32.6K | 0.01% | +1,127 | New |
| Montag A & Associates Inc | 2,000 | $57.9K | 0.00% | +2,000 | New |
| UBS Group AG | 3,125 | $90.4K | 0.00% | +3,125 | New |
| MeadowBrook Investment Advisors LLC | 3,235 | $93.6K | 0.09% | +3,235 | New |
| Advisor Group Holdings, Inc. | 4,253 | $123.1K | 0.00% | +4,253 | New |
| Private Capital Management, LLC | 7,689 | $222.5K | 0.03% | +7,689 | New |
| Raymond James & Associates | 8,033 | $232.5K | 0.00% | +8,033 | New |
| Jefferies Financial Group Inc. | 8,291 | $239.9K | 0.00% | +8,291 | New |
| Avantax Advisory Services, Inc. | 9,159 | $265.1K | 0.00% | +9,159 | New |
| Janney Montgomery Scott LLC | 10,537 | $305.0K | 0.00% | +10,537 | New |
| Lido Advisors, LLC | 10,600 | $306.8K | 0.00% | +10,600 | New |
| Steward Partners Investment Advisory, LLC | 10,624 | $307.5K | 0.00% | +10,624 | New |
| Covenant Asset Management, LLC | 10,789 | $312.2K | 0.07% | +10,789 | New |
| Eagle Global Advisors LLC | 14,600 | $422.5K | 0.02% | +14,600 | New |
| Wealth Enhancement Advisory Services, LLC | 19,255 | $557.2K | 0.00% | +19,255 | New |
| Raymond James Financial Services Advisors, Inc. | 21,920 | $634.4K | 0.00% | +21,920 | New |
| Arete Wealth Advisors, LLC | 25,532 | $739.0K | 0.06% | +25,532 | New |
| Peak Asset Management, LLC | 26,289 | $760.8K | 0.15% | +26,289 | New |
| Wolverine Asset Management LLC | 27,501 | $795.9K | 0.01% | +27,501 | New |
| Kestra Advisory Services, LLC | 28,440 | $823.1K | 0.00% | +28,440 | New |
| Commerce Bank | 29,829 | $863.3K | 0.01% | +29,829 | New |
| Hancock Whitney Corp | 47,053 | $1.36M | 0.05% | +47,053 | New |
| Regal Investment Advisors LLC | 48,250 | $1.40M | 0.09% | +48,250 | New |
| LPL Financial LLC | 50,743 | $1.47M | 0.00% | +50,743 | New |
| HighTower Advisors, LLC | 55,130 | $1.59M | 0.00% | +55,130 | New |
| Kepos Capital LP | 58,349 | $1.69M | 0.66% | +58,349 | New |
| Smallwood Wealth Investment Management, LLC | 62,034 | $1.80M | 1.39% | +62,034 | New |
| Arrow Investment Advisors, LLC | 65,566 | $1.90M | 1.73% | +65,566 | New |
| United Capital Financial Advisers, LLC | 92,000 | $2.66M | 0.02% | +92,000 | New |
| New England Asset Management Inc | 92,750 | $2.68M | 0.45% | +92,750 | New |
| Susquehanna International Group, LLP | 103,468 | $2.99M | 0.01% | +103,468 | New |
| Everett Harris & Co | 105,990 | $3.07M | 0.04% | +105,990 | 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 |
| FF Advisors,LLC | 144,144 | $4.17M | 2.94% | +144,144 | New |
| Noesis Capital Mangement Corp | 170,255 | $4.93M | 1.09% | +170,255 | New |
| MAI Capital Management | 189,573 | $5.49M | 0.05% | +189,573 | New |
| Nicolet Bankshares Inc | 197,187 | $5.71M | 1.42% | +197,187 | New |
| NBW Capital LLC | 223,196 | $6.46M | 1.27% | +223,196 | New |
| Baird Financial Group, Inc. | 315,899 | $9.14M | 0.02% | +315,899 | New |
| Parkside Financial Bank & Trust | 372,902 | $10.8M | 1.69% | +372,902 | New |
| Goldman Sachs Group Inc | 378,049 | $10.9M | 0.00% | +378,049 | New |
| Osborne Partners Capital Management, LLC | 412,967 | $12.0M | 0.72% | +412,967 | New |
| David Loasby | 477,444 | $13.9M | 1.33% | +477,444 | New |
| Equitable Holdings, Inc. | 647,042 | $18.7M | 0.20% | +647,042 | New |
| Keybank National Association | 684,290 | $19.8M | 0.08% | +684,290 | New |
| Morgan Stanley | 2,728,137 | $79.0M | 0.01% | +2,728,137 | New |
| CIBC Private Wealth Group, LLC | 3,298,789 | $96.1M | 0.18% | +3,111,644+1,662.7% | Added |
| JPMorgan Chase & Co | 5,585,000 | $161.6M | 0.01% | +1,725,000+44.7% | Added |