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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Barclays PLC | 52 | $1.48K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 167 | $4.75K | 0.00% | +167 | New |
| US Bancorp | 222 | $6.32K | 0.00% | +222 | New |
| Clear Point Advisors Inc. | 233 | $6.63K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $7.12K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 511 | $14.5K | 0.00% | −63−11.0% | Reduced |
| Private Trust Co NA | 795 | $22.6K | 0.00% | +705+783.3% | Added |
| Boyd Watterson Asset Management LLC | 943 | $26.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,127 | $32.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $56.9K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 2,110 | $60.1K | 0.04% | +2,110 | New |
| UBS Group AG | 2,428 | $69.1K | 0.00% | −697−22.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,319 | $122.9K | 0.00% | +66+1.6% | Added |
| Raymond James & Associates | 7,550 | $214.9K | 0.00% | −483−6.0% | Reduced |
| Private Capital Management, LLC | 7,763 | $220.9K | 0.02% | +74+1.0% | Added |
| Jefferies Financial Group Inc. | 7,965 | $226.7K | 0.00% | −326−3.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 8,423 | $239.7K | 0.22% | +5,188+160.4% | Added |
| Cetera Investment Advisers | 8,868 | $252.4K | 0.00% | +8,868 | New |
| Steward Partners Investment Advisory, LLC | 8,962 | $255.1K | 0.00% | −1,662−15.6% | Reduced |
| Avantax Advisory Services, Inc. | 9,249 | $263.2K | 0.00% | +90+1.0% | Added |
| Lido Advisors, LLC | 10,600 | $301.7K | 0.00% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 10,789 | $307.1K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,175 | $318.0K | 0.00% | +638+6.1% | Added |
| Wolverine Trading, LLC | 14,593 | $414.1K | 0.01% | +14,593 | New |
| Eagle Global Advisors LLC | 15,110 | $430.0K | 0.02% | +510+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 15,420 | $438.9K | 0.00% | +15,420 | New |
| Susquehanna International Group, LLP | 15,921 | $453.1K | 0.00% | −87,547−84.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,255 | $548.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21,936 | $624.3K | 0.02% | +21,936 | New |
| Raymond James Financial Services Advisors, Inc. | 22,403 | $637.6K | 0.00% | +483+2.2% | Added |
| Peak Asset Management, LLC | 25,857 | $735.9K | 0.14% | −432−1.6% | Reduced |
| Jane Street Group, LLC | 26,888 | $765.2K | 0.00% | +26,888 | New |
| Kestra Advisory Services, LLC | 28,440 | $809.4K | 0.00% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 32,595 | $928.0K | 0.78% | +32,595 | New |
| Commerce Bank | 34,484 | $981.4K | 0.01% | +4,655+15.6% | Added |
| Kepos Capital LP | 45,470 | $1.29M | 0.57% | −12,879−22.1% | Reduced |
| Regal Investment Advisors LLC | 46,062 | $1.31M | 0.09% | −2,188−4.5% | Reduced |
| Hancock Whitney Corp | 46,899 | $1.33M | 0.04% | −154−0.3% | Reduced |
| HighTower Advisors, LLC | 54,125 | $1.54M | 0.00% | −1,005−1.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 63,201 | $1.80M | 1.28% | +1,167+1.9% | Added |
| Citadel Advisors LLC | 75,969 | $2.16M | 0.00% | +75,969 | New |
| United Capital Financial Advisers, LLC | 92,000 | $2.62M | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 92,750 | $2.64M | 0.41% | 00.0% | Unchanged |
| Everett Harris & Co | 106,730 | $3.04M | 0.04% | +740+0.7% | Added |
| Lake Street Financial LLC | 108,060 | $3.08M | 0.49% | +950+0.9% | Added |
| FF Advisors,LLC | 149,975 | $4.36M | 2.84% | +5,831+4.0% | Added |
| MAI Capital Management | 185,158 | $5.27M | 0.05% | −4,415−2.3% | Reduced |
| LPL Financial LLC | 201,806 | $5.74M | 0.00% | +151,063+297.7% | Added |
| Nicolet Bankshares Inc | 201,916 | $5.75M | 1.39% | +4,729+2.4% | Added |
| Parkside Financial Bank & Trust | 276,464 | $7.87M | 1.10% | −96,438−25.9% | Reduced |
| Baird Financial Group, Inc. | 316,215 | $9.00M | 0.02% | +316+0.1% | Added |
| Goldman Sachs Group Inc | 374,939 | $10.7M | 0.00% | −3,110−0.8% | Reduced |
| Osborne Partners Capital Management, LLC | 403,362 | $11.5M | 0.65% | −9,605−2.3% | Reduced |
| David Loasby | 475,140 | $13.7M | 1.29% | −2,304−0.5% | Reduced |
| NBW Capital LLC | 646,714 | $18.4M | 3.47% | +423,518+189.8% | Added |
| Keybank National Association | 656,911 | $18.7M | 0.07% | −27,379−4.0% | Reduced |
| Equitable Holdings, Inc. | 736,326 | $21.0M | 0.20% | +89,284+13.8% | Added |
| Morgan Stanley | 1,021,076 | $29.1M | 0.00% | −1,707,061−62.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,227,630 | $91.9M | 0.16% | −71,159−2.2% | Reduced |
| JPMorgan Chase & Co | 5,445,000 | $155.0M | 0.01% | −140,000−2.5% | Reduced |
| 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 |