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