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