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, Q4 2024
Institutional positions in JPMorgan Chase & Co as of Dec 31, 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
- 54
- −4 vs. Q3 2024
- Shares held
- 15.3M
- −112.6K (−0.7%) vs. Q3 2024
- Total value
- $454.7M
- +$16.1M (+3.7%) vs. Q3 2024
- New holders
- 5
- 20 more added
- Sold out
- 9
- 17 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5,097,000 | $150.4M | 0.01% | −348,000−6.4% | Reduced |
| CIBC Private Wealth Group, LLC | 3,337,595 | $101.7M | 0.18% | +109,965+3.4% | Added |
| Morgan Stanley | 938,123 | $27.7M | 0.00% | −82,953−8.1% | Reduced |
| Equitable Holdings, Inc. | 822,219 | $24.3M | 0.23% | +85,893+11.7% | Added |
| Keybank National Association | 652,984 | $19.3M | 0.07% | −3,927−0.6% | Reduced |
| NBW Capital LLC | 629,471 | $18.6M | 3.44% | −17,243−2.7% | Reduced |
| David Loasby | 481,624 | $14.5M | 1.33% | +6,484+1.4% | Added |
| Goldman Sachs Group Inc | 421,714 | $12.4M | 0.00% | +46,775+12.5% | Added |
| Osborne Partners Capital Management, LLC | 393,485 | $11.6M | 0.67% | −9,877−2.4% | Reduced |
| Baird Financial Group, Inc. | 314,675 | $9.29M | 0.02% | −1,540−0.5% | Reduced |
| LPL Financial LLC | 293,944 | $8.67M | 0.00% | +92,138+45.7% | Added |
| Nicolet Bankshares Inc | 205,018 | $6.05M | 1.43% | +3,102+1.5% | Added |
| Vident Advisory, LLC | 193,473 | $5.71M | 0.10% | +193,473 | New |
| MAI Capital Management | 189,912 | $5.60M | 0.04% | +4,754+2.6% | Added |
| Parkside Financial Bank & Trust | 174,826 | $5.16M | 0.68% | −101,638−36.8% | Reduced |
| FF Advisors,LLC | 142,495 | $4.31M | 2.96% | −7,480−5.0% | Reduced |
| Everett Harris & Co | 109,830 | $3.24M | 0.04% | +3,100+2.9% | Added |
| Lake Street Financial LLC | 96,810 | $2.86M | 0.46% | −11,250−10.4% | Reduced |
| New England Asset Management Inc | 92,750 | $2.74M | 0.47% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 92,000 | $2.71M | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 85,769 | $2.53M | 1.75% | +22,568+35.7% | Added |
| HighTower Advisors, LLC | 54,131 | $1.60M | 0.00% | +60.0% | Added |
| Hancock Whitney Corp | 49,380 | $1.46M | 0.05% | +2,481+5.3% | Added |
| Kepos Capital LP | 44,400 | $1.31M | 1.13% | −1,070−2.4% | Reduced |
| Regal Investment Advisors LLC | 42,787 | $1.26M | 0.09% | −3,275−7.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 35,361 | $1.04M | 0.00% | +16,106+83.6% | Added |
| Commerce Bank | 35,084 | $1.04M | 0.01% | +600+1.7% | Added |
| Beckerman Institutional, LLC | 33,619 | $992.0K | 0.79% | +1,024+3.1% | Added |
| Kestra Advisory Services, LLC | 28,440 | $839.3K | 0.00% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 24,274 | $716.3K | 0.13% | −1,583−6.1% | Reduced |
| Evoke Wealth, LLC | 21,246 | $627.0K | 0.02% | −690−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,420 | $455.0K | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 14,970 | $441.8K | 0.02% | −140−0.9% | Reduced |
| Creative Planning | 13,195 | $389.4K | 0.00% | +13,195 | New |
| Raymond James Financial Inc | 12,728 | $375.6K | 0.00% | +12,728 | New |
| Janney Montgomery Scott LLC | 11,035 | $326.0K | 0.00% | −140−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,848 | $320.1K | 0.00% | +1,886+21.0% | Added |
| Covenant Asset Management, LLC | 10,789 | $318.4K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,279 | $303.3K | 0.00% | +1,411+15.9% | Added |
| Avantax Advisory Services, Inc. | 9,335 | $275.5K | 0.00% | +86+0.9% | Added |
| Susquehanna International Group, LLP | 8,439 | $249.0K | 0.00% | −7,482−47.0% | Reduced |
| Jefferies Financial Group Inc. | 8,426 | $248.7K | 0.00% | +461+5.8% | Added |
| Private Capital Management, LLC | 7,835 | $231.2K | 0.02% | +72+0.9% | Added |
| MeadowBrook Investment Advisors LLC | 6,358 | $187.6K | 0.17% | −2,065−24.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,421 | $130.5K | 0.00% | +102+2.4% | Added |
| Hara Capital LLC | 2,110 | $62.3K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,127 | $33.3K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 943 | $27.8K | 0.01% | 00.0% | Unchanged |
| Greenline Partners, LLC | 840 | $24.8K | 0.00% | +840 | New |
| Private Trust Co NA | 795 | $23.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $7.38K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 151 | $4.46K | 0.00% | +151 | New |
| Barclays PLC | 52 | $1.53K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −75,969−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,888−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,593−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |