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, Q1 2025
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2025. 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
- 63
- +9 vs. Q4 2024
- Shares held
- 13.7M
- −1.54M (−10.1%) vs. Q4 2024
- Total value
- $427.1M
- −$27.5M (−6.1%) vs. Q4 2024
- New holders
- 11
- 24 more added
- Sold out
- 2
- 20 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 3,396,366 | $93.0M | 0.20% | +58,771+1.8% | Added |
| JPMorgan Chase & Co | 2,790,023 | $90.6M | 0.01% | −2,306,977−45.3% | Reduced |
| Morgan Stanley | 939,818 | $30.5M | 0.00% | +1,695+0.2% | Added |
| Equitable Holdings, Inc. | 856,631 | $27.8M | 0.26% | +34,412+4.2% | Added |
| Keybank National Association | 648,747 | $21.1M | 0.08% | −4,237−0.6% | Reduced |
| NBW Capital LLC | 535,320 | $17.4M | 3.86% | −94,151−15.0% | Reduced |
| Warren Averett Asset Management, LLC | 535,320 | $17.4M | 0.21% | +535,320 | New |
| Goldman Sachs Group Inc | 424,550 | $13.8M | 0.00% | +2,836+0.7% | Added |
| LPL Financial LLC | 421,963 | $13.7M | 0.01% | +128,019+43.6% | Added |
| David Loasby | 460,899 | $12.9M | 1.28% | −20,725−4.3% | Reduced |
| Osborne Partners Capital Management, LLC | 386,637 | $12.6M | 0.72% | −6,848−1.7% | Reduced |
| Baird Financial Group, Inc. | 306,396 | $9.95M | 0.02% | −8,279−2.6% | Reduced |
| Nicolet Bankshares Inc | 203,240 | $6.60M | 1.33% | −1,778−0.9% | Reduced |
| Vident Advisory, LLC | 194,652 | $6.32M | 0.09% | +1,179+0.6% | Added |
| MAI Capital Management | 188,311 | $6.12M | 0.05% | −1,601−0.8% | Reduced |
| FF Advisors,LLC | 152,971 | $4.53M | 2.60% | +10,476+7.4% | Added |
| Everett Harris & Co | 107,730 | $3.50M | 0.04% | −2,100−1.9% | Reduced |
| Parkside Financial Bank & Trust | 105,703 | $3.43M | 0.44% | −69,123−39.5% | Reduced |
| Citadel Advisors LLC | 100,931 | $3.28M | 0.00% | +100,931 | New |
| Lake Street Financial LLC | 97,810 | $3.18M | 0.52% | +1,000+1.0% | Added |
| New England Asset Management Inc | 92,750 | $3.01M | 0.49% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 92,000 | $2.99M | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 87,664 | $2.85M | 1.79% | +1,895+2.2% | Added |
| Crestwood Advisors Group LLC | 62,516 | $2.03M | 0.04% | +62,516 | New |
| HighTower Advisors, LLC | 54,193 | $1.76M | 0.00% | +62+0.1% | Added |
| Hancock Whitney Corp | 51,226 | $1.66M | 0.05% | +1,846+3.7% | Added |
| Beckerman Institutional, LLC | 37,973 | $1.23M | 0.89% | +4,354+13.0% | Added |
| Regal Investment Advisors LLC | 37,730 | $1.23M | 0.10% | −5,057−11.8% | Reduced |
| Commerce Bank | 36,204 | $1.18M | 0.01% | +1,120+3.2% | Added |
| Kestra Advisory Services, LLC | 28,100 | $912.7K | 0.00% | −340−1.2% | Reduced |
| Wolverine Trading, LLC | 24,323 | $793.4K | 0.03% | +24,323 | New |
| IFP Advisors, Inc | 23,853 | $774.7K | 0.02% | +23,603+9,441.2% | Added |
| Evoke Wealth, LLC | 21,359 | $693.8K | 0.02% | +113+0.5% | Added |
| Peak Asset Management, LLC | 20,138 | $654.1K | 0.12% | −4,136−17.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,998 | $649.5K | 0.00% | −15,363−43.4% | Reduced |
| Bank of America Corp | – | $588.5K | 0.00% | – | New |
| Steward Partners Investment Advisory, LLC | 15,317 | $497.5K | 0.00% | +4,469+41.2% | Added |
| Eagle Global Advisors LLC | 14,970 | $486.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 14,592 | $473.9K | 0.00% | +1,397+10.6% | Added |
| VestGen Advisors, LLC | 13,225 | $429.5K | 0.02% | +13,225 | New |
| Raymond James Financial Inc | 12,778 | $415.0K | 0.00% | +50+0.4% | Added |
| Janney Montgomery Scott LLC | 12,507 | $406.0K | 0.00% | +1,472+13.3% | Added |
| Cetera Investment Advisers | 11,954 | $388.3K | 0.00% | +1,675+16.3% | Added |
| Covenant Asset Management, LLC | 10,789 | $350.4K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,197 | $331.2K | 0.00% | +1,758+20.8% | Added |
| Pacific Center for Financial Services | 8,975 | $291.5K | 0.08% | +7,848+696.4% | Added |
| Jefferies Financial Group Inc. | 8,745 | $284.0K | 0.00% | +319+3.8% | Added |
| North Capital, Inc. | 8,203 | $266.4K | 0.25% | +8,203 | New |
| Private Capital Management, LLC | 7,909 | $256.9K | 0.03% | +74+0.9% | Added |
| Avantax Advisory Services, Inc. | 7,856 | $255.2K | 0.00% | −1,479−15.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,420 | $241.0K | 0.00% | −8,000−51.9% | Reduced |
| CI Private Wealth, LLC | 6,445 | $209.3K | 0.00% | +6,445 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,246 | $203.7K | 0.00% | +6,246 | New |
| Mariner, LLC | 6,229 | $202.3K | 0.00% | +6,229 | New |
| MeadowBrook Investment Advisors LLC | 4,840 | $157.2K | 0.15% | −1,518−23.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,301 | $139.7K | 0.00% | −120−2.7% | Reduced |
| Montag A & Associates Inc | 2,000 | $65.0K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 985 | $32.0K | 0.02% | −1,125−53.3% | Reduced |
| Boyd Watterson Asset Management LLC | 943 | $30.6K | 0.01% | 00.0% | Unchanged |
| Greenline Partners, LLC | 840 | $27.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 795 | $25.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 500 | $16.2K | 0.00% | +500 | New |
| Harbour Investments, Inc. | 149 | $4.84K | 0.00% | −2−1.3% | Reduced |
| Kepos Capital LP | 0 | $0 | 0.00% | −44,400−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |