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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Barclays PLC | 52 | $1.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 151 | $4.46K | 0.00% | +151 | New |
| IFP Advisors, Inc | 250 | $7.38K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 795 | $23.5K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 840 | $24.8K | 0.00% | +840 | New |
| Boyd Watterson Asset Management LLC | 943 | $27.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,127 | $33.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 2,110 | $62.3K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,421 | $130.5K | 0.00% | +102+2.4% | Added |
| MeadowBrook Investment Advisors LLC | 6,358 | $187.6K | 0.17% | −2,065−24.5% | Reduced |
| Private Capital Management, LLC | 7,835 | $231.2K | 0.02% | +72+0.9% | Added |
| Jefferies Financial Group Inc. | 8,426 | $248.7K | 0.00% | +461+5.8% | Added |
| Susquehanna International Group, LLP | 8,439 | $249.0K | 0.00% | −7,482−47.0% | Reduced |
| Avantax Advisory Services, Inc. | 9,335 | $275.5K | 0.00% | +86+0.9% | Added |
| Cetera Investment Advisers | 10,279 | $303.3K | 0.00% | +1,411+15.9% | Added |
| Covenant Asset Management, LLC | 10,789 | $318.4K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,848 | $320.1K | 0.00% | +1,886+21.0% | Added |
| Janney Montgomery Scott LLC | 11,035 | $326.0K | 0.00% | −140−1.3% | Reduced |
| Raymond James Financial Inc | 12,728 | $375.6K | 0.00% | +12,728 | New |
| Creative Planning | 13,195 | $389.4K | 0.00% | +13,195 | New |
| Eagle Global Advisors LLC | 14,970 | $441.8K | 0.02% | −140−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,420 | $455.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21,246 | $627.0K | 0.02% | −690−3.1% | Reduced |
| Peak Asset Management, LLC | 24,274 | $716.3K | 0.13% | −1,583−6.1% | Reduced |
| Kestra Advisory Services, LLC | 28,440 | $839.3K | 0.00% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 33,619 | $992.0K | 0.79% | +1,024+3.1% | Added |
| Commerce Bank | 35,084 | $1.04M | 0.01% | +600+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 35,361 | $1.04M | 0.00% | +16,106+83.6% | Added |
| Regal Investment Advisors LLC | 42,787 | $1.26M | 0.09% | −3,275−7.1% | Reduced |
| Kepos Capital LP | 44,400 | $1.31M | 1.13% | −1,070−2.4% | Reduced |
| Hancock Whitney Corp | 49,380 | $1.46M | 0.05% | +2,481+5.3% | Added |
| HighTower Advisors, LLC | 54,131 | $1.60M | 0.00% | +60.0% | Added |
| Smallwood Wealth Investment Management, LLC | 85,769 | $2.53M | 1.75% | +22,568+35.7% | Added |
| United Capital Financial Advisers, LLC | 92,000 | $2.71M | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 92,750 | $2.74M | 0.47% | 00.0% | Unchanged |
| Lake Street Financial LLC | 96,810 | $2.86M | 0.46% | −11,250−10.4% | Reduced |
| Everett Harris & Co | 109,830 | $3.24M | 0.04% | +3,100+2.9% | Added |
| FF Advisors,LLC | 142,495 | $4.31M | 2.96% | −7,480−5.0% | Reduced |
| Parkside Financial Bank & Trust | 174,826 | $5.16M | 0.68% | −101,638−36.8% | Reduced |
| MAI Capital Management | 189,912 | $5.60M | 0.04% | +4,754+2.6% | Added |
| Vident Advisory, LLC | 193,473 | $5.71M | 0.10% | +193,473 | New |
| Nicolet Bankshares Inc | 205,018 | $6.05M | 1.43% | +3,102+1.5% | Added |
| LPL Financial LLC | 293,944 | $8.67M | 0.00% | +92,138+45.7% | Added |
| Baird Financial Group, Inc. | 314,675 | $9.29M | 0.02% | −1,540−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 393,485 | $11.6M | 0.67% | −9,877−2.4% | Reduced |
| Goldman Sachs Group Inc | 421,714 | $12.4M | 0.00% | +46,775+12.5% | Added |
| David Loasby | 481,624 | $14.5M | 1.33% | +6,484+1.4% | Added |
| NBW Capital LLC | 629,471 | $18.6M | 3.44% | −17,243−2.7% | Reduced |
| Keybank National Association | 652,984 | $19.3M | 0.07% | −3,927−0.6% | Reduced |
| Equitable Holdings, Inc. | 822,219 | $24.3M | 0.23% | +85,893+11.7% | Added |
| Morgan Stanley | 938,123 | $27.7M | 0.00% | −82,953−8.1% | Reduced |
| CIBC Private Wealth Group, LLC | 3,337,595 | $101.7M | 0.18% | +109,965+3.4% | Added |
| JPMorgan Chase & Co | 5,097,000 | $150.4M | 0.01% | −348,000−6.4% | Reduced |
| 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 |