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, Q3 2024
Institutional positions in JPMorgan Chase & Co as of Sep 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
- 60
- +4 vs. Q2 2024
- Shares held
- 15.4M
- −1.57M (−9.2%) vs. Q2 2024
- Total value
- $439.4M
- −$53.3M (−10.8%) vs. Q2 2024
- New holders
- 10
- 18 more added
- Sold out
- 6
- 20 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5,445,000 | $155.0M | 0.01% | −140,000−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,227,630 | $91.9M | 0.16% | −71,159−2.2% | Reduced |
| Morgan Stanley | 1,021,076 | $29.1M | 0.00% | −1,707,061−62.6% | Reduced |
| Equitable Holdings, Inc. | 736,326 | $21.0M | 0.20% | +89,284+13.8% | Added |
| Keybank National Association | 656,911 | $18.7M | 0.07% | −27,379−4.0% | Reduced |
| NBW Capital LLC | 646,714 | $18.4M | 3.47% | +423,518+189.8% | Added |
| David Loasby | 475,140 | $13.7M | 1.29% | −2,304−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 403,362 | $11.5M | 0.65% | −9,605−2.3% | Reduced |
| Goldman Sachs Group Inc | 374,939 | $10.7M | 0.00% | −3,110−0.8% | Reduced |
| Baird Financial Group, Inc. | 316,215 | $9.00M | 0.02% | +316+0.1% | Added |
| Parkside Financial Bank & Trust | 276,464 | $7.87M | 1.10% | −96,438−25.9% | Reduced |
| Nicolet Bankshares Inc | 201,916 | $5.75M | 1.39% | +4,729+2.4% | Added |
| LPL Financial LLC | 201,806 | $5.74M | 0.00% | +151,063+297.7% | Added |
| MAI Capital Management | 185,158 | $5.27M | 0.05% | −4,415−2.3% | Reduced |
| FF Advisors,LLC | 149,975 | $4.36M | 2.84% | +5,831+4.0% | Added |
| Lake Street Financial LLC | 108,060 | $3.08M | 0.49% | +950+0.9% | Added |
| Everett Harris & Co | 106,730 | $3.04M | 0.04% | +740+0.7% | Added |
| New England Asset Management Inc | 92,750 | $2.64M | 0.41% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 92,000 | $2.62M | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 75,969 | $2.16M | 0.00% | +75,969 | New |
| Smallwood Wealth Investment Management, LLC | 63,201 | $1.80M | 1.28% | +1,167+1.9% | Added |
| HighTower Advisors, LLC | 54,125 | $1.54M | 0.00% | −1,005−1.8% | Reduced |
| Hancock Whitney Corp | 46,899 | $1.33M | 0.04% | −154−0.3% | Reduced |
| Regal Investment Advisors LLC | 46,062 | $1.31M | 0.09% | −2,188−4.5% | Reduced |
| Kepos Capital LP | 45,470 | $1.29M | 0.57% | −12,879−22.1% | Reduced |
| Commerce Bank | 34,484 | $981.4K | 0.01% | +4,655+15.6% | Added |
| Beckerman Institutional, LLC | 32,595 | $928.0K | 0.78% | +32,595 | New |
| Kestra Advisory Services, LLC | 28,440 | $809.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,888 | $765.2K | 0.00% | +26,888 | New |
| Peak Asset Management, LLC | 25,857 | $735.9K | 0.14% | −432−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,403 | $637.6K | 0.00% | +483+2.2% | Added |
| Evoke Wealth, LLC | 21,936 | $624.3K | 0.02% | +21,936 | New |
| Wealth Enhancement Advisory Services, LLC | 19,255 | $548.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,921 | $453.1K | 0.00% | −87,547−84.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,420 | $438.9K | 0.00% | +15,420 | New |
| Eagle Global Advisors LLC | 15,110 | $430.0K | 0.02% | +510+3.5% | Added |
| Wolverine Trading, LLC | 14,593 | $414.1K | 0.01% | +14,593 | New |
| Janney Montgomery Scott LLC | 11,175 | $318.0K | 0.00% | +638+6.1% | Added |
| Covenant Asset Management, LLC | 10,789 | $307.1K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,600 | $301.7K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9,249 | $263.2K | 0.00% | +90+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 8,962 | $255.1K | 0.00% | −1,662−15.6% | Reduced |
| Cetera Investment Advisers | 8,868 | $252.4K | 0.00% | +8,868 | New |
| MeadowBrook Investment Advisors LLC | 8,423 | $239.7K | 0.22% | +5,188+160.4% | Added |
| Jefferies Financial Group Inc. | 7,965 | $226.7K | 0.00% | −326−3.9% | Reduced |
| Private Capital Management, LLC | 7,763 | $220.9K | 0.02% | +74+1.0% | Added |
| Raymond James & Associates | 7,550 | $214.9K | 0.00% | −483−6.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,319 | $122.9K | 0.00% | +66+1.6% | Added |
| UBS Group AG | 2,428 | $69.1K | 0.00% | −697−22.3% | Reduced |
| Hara Capital LLC | 2,110 | $60.1K | 0.04% | +2,110 | New |
| Montag A & Associates Inc | 2,000 | $56.9K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,127 | $32.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 943 | $26.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 795 | $22.6K | 0.00% | +705+783.3% | Added |
| JNBA Financial Advisors | 511 | $14.5K | 0.00% | −63−11.0% | Reduced |
| IFP Advisors, Inc | 250 | $7.12K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 233 | $6.63K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 222 | $6.32K | 0.00% | +222 | New |
| Wells Fargo & Company | 167 | $4.75K | 0.00% | +167 | New |
| Barclays PLC | 52 | $1.48K | 0.00% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −170,255−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −65,566−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −27,501−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,532−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Relative Value Partners Group, LLC | – | – | – | – | Not filed |