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, Q2 2025
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 58
- −5 vs. Q1 2025
- Shares held
- 12.2M
- −1.53M (−11.1%) vs. Q1 2025
- Total value
- $370.3M
- −$56.8M (−13.3%) vs. Q1 2025
- New holders
- 3
- 22 more added
- Sold out
- 8
- 24 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 3,452,951 | $104.5M | 0.19% | +56,585+1.7% | Added |
| JPMorgan Chase & Co | 1,880,023 | $56.9M | 0.00% | −910,000−32.6% | Reduced |
| Equitable Holdings, Inc. | 954,862 | $28.9M | 0.24% | +98,231+11.5% | Added |
| Keybank National Association | 661,199 | $20.0M | 0.07% | +12,452+1.9% | Added |
| Warren Averett Asset Management, LLC | 526,432 | $15.9M | 0.17% | −8,888−1.7% | Reduced |
| NBW Capital LLC | 524,155 | $15.9M | 3.42% | −11,165−2.1% | Reduced |
| David Loasby | 478,274 | $14.7M | 1.25% | +17,375+3.8% | Added |
| LPL Financial LLC | 448,737 | $13.6M | 0.00% | +26,774+6.3% | Added |
| Goldman Sachs Group Inc | 429,863 | $13.0M | 0.00% | +5,313+1.3% | Added |
| Osborne Partners Capital Management, LLC | 379,381 | $11.5M | 0.61% | −7,256−1.9% | Reduced |
| Morgan Stanley | 273,570 | $8.28M | 0.00% | −666,248−70.9% | Reduced |
| Baird Financial Group, Inc. | 263,641 | $7.98M | 0.01% | −42,755−14.0% | Reduced |
| Nicolet Bankshares Inc | 192,984 | $5.84M | 1.01% | −10,256−5.0% | Reduced |
| Vident Advisory, LLC | 188,867 | $5.72M | 0.06% | −5,785−3.0% | Reduced |
| MAI Capital Management | 187,883 | $5.69M | 0.04% | −428−0.2% | Reduced |
| FF Advisors,LLC | 160,225 | $4.85M | 2.52% | +7,254+4.7% | Added |
| Everett Harris & Co | 107,910 | $3.27M | 0.04% | +180+0.2% | Added |
| Lake Street Financial LLC | 101,485 | $3.07M | 0.44% | +3,675+3.8% | Added |
| New England Asset Management Inc | 92,750 | $2.81M | 0.44% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 92,000 | $2.78M | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 90,119 | $2.73M | 1.56% | +2,455+2.8% | Added |
| Parkside Financial Bank & Trust | 60,266 | $1.82M | 0.20% | −45,437−43.0% | Reduced |
| Crestwood Advisors Group LLC | 58,063 | $1.76M | 0.03% | −4,453−7.1% | Reduced |
| Susquehanna International Group, LLP | 51,839 | $1.57M | 0.00% | +41,642+408.4% | Added |
| HighTower Advisors, LLC | 50,200 | $1.52M | 0.00% | −3,993−7.4% | Reduced |
| Hancock Whitney Corp | 49,302 | $1.49M | 0.03% | −1,924−3.8% | Reduced |
| Wellspring Financial Advisors, LLC | 37,700 | $1.14M | 0.11% | +37,700 | New |
| Beckerman Institutional, LLC | 37,442 | $1.13M | 0.75% | −531−1.4% | Reduced |
| Regal Investment Advisors LLC | 37,100 | $1.12M | 0.08% | −630−1.7% | Reduced |
| Commerce Bank | 35,664 | $1.08M | 0.01% | −540−1.5% | Reduced |
| IFP Advisors, Inc | 34,363 | $1.04M | 0.03% | +10,510+44.1% | Added |
| Kestra Advisory Services, LLC | 28,100 | $850.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22,060 | $667.5K | 0.01% | +6,743+44.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,622 | $660.4K | 0.00% | +1,624+8.1% | Added |
| Evoke Wealth, LLC | 21,482 | $650.0K | 0.02% | +123+0.6% | Added |
| Bank of America Corp | – | $548.2K | 0.00% | – | – |
| Creative Planning | 16,400 | $496.3K | 0.00% | +1,808+12.4% | Added |
| Eagle Global Advisors LLC | 14,750 | $446.3K | 0.02% | −220−1.5% | Reduced |
| VestGen Advisors, LLC | 13,225 | $400.2K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 12,608 | $381.5K | 0.00% | −170−1.3% | Reduced |
| Citadel Advisors LLC | 12,268 | $371.2K | 0.00% | −88,663−87.8% | Reduced |
| Cetera Investment Advisers | 11,532 | $349.0K | 0.00% | −422−3.5% | Reduced |
| Covenant Asset Management, LLC | 10,789 | $326.5K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,955 | $301.0K | 0.00% | −2,552−20.4% | Reduced |
| Advisor Group Holdings, Inc. | 9,098 | $285.8K | 0.00% | +4,797+111.5% | Added |
| Mariner, LLC | 9,431 | $285.4K | 0.00% | +3,202+51.4% | Added |
| Pacific Center for Financial Services | 9,101 | $275.4K | 0.07% | +126+1.4% | Added |
| Cresset Asset Management, LLC | 8,785 | $265.8K | 0.00% | +8,785 | New |
| North Capital, Inc. | 8,198 | $248.1K | 0.21% | −5−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 7,928 | $239.9K | 0.00% | +72+0.9% | Added |
| Private Capital Management, LLC | 7,694 | $232.8K | 0.02% | −215−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,420 | $224.5K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5,960 | $180.3K | 0.16% | +1,120+23.1% | Added |
| Montag A & Associates Inc | 2,000 | $60.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 943 | $28.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 695 | $21.0K | 0.00% | −100−12.6% | Reduced |
| Harbour Investments, Inc. | 362 | $11.0K | 0.00% | +213+143.0% | Added |
| Royal Bank of Canada | 262 | $8.00K | 0.00% | +262 | New |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −24,323−100.0% | Sold out |
| Peak Asset Management, LLC | 0 | $0 | 0.00% | −20,138−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,445−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −6,246−100.0% | Sold out |
| Hara Capital LLC | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −500−100.0% | Sold out |