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, Q3 2025
Institutional positions in JPMorgan Chase & Co as of Sep 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
- +2 vs. Q2 2025
- Shares held
- 11.8M
- +106.4K (+0.9%) vs. Q2 2025
- Total value
- $348.2M
- −$6.03M (−1.7%) vs. Q2 2025
- New holders
- 4
- 21 more added
- Sold out
- 2
- 23 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 3,506,137 | $103.5M | 0.18% | +53,186+1.5% | Added |
| JPMorgan Chase & Co | 2,010,023 | $59.3M | 0.00% | +130,000+6.9% | Added |
| Equitable Holdings, Inc. | 1,076,650 | $31.8M | 0.23% | +121,788+12.8% | Added |
| Keybank National Association | 642,459 | $19.0M | 0.07% | −18,740−2.8% | Reduced |
| Warren Averett Asset Management, LLC | 508,440 | $15.0M | 0.15% | −17,992−3.4% | Reduced |
| LPL Financial LLC | 490,085 | $14.5M | 0.00% | +41,348+9.2% | Added |
| David Loasby | 492,462 | $14.3M | 1.11% | +14,188+3.0% | Added |
| Osborne Partners Capital Management, LLC | 375,265 | $11.1M | 0.56% | −4,116−1.1% | Reduced |
| Goldman Sachs Group Inc | 339,219 | $10.0M | 0.00% | −90,644−21.1% | Reduced |
| Baird Financial Group, Inc. | 287,786 | $8.50M | 0.01% | +24,145+9.2% | Added |
| Nicolet Bankshares Inc | 194,978 | $5.76M | 0.92% | +1,994+1.0% | Added |
| MAI Capital Management | 184,639 | $5.45M | 0.03% | −3,244−1.7% | Reduced |
| Vident Advisory, LLC | 166,370 | $4.91M | 0.05% | −22,497−11.9% | Reduced |
| FF Advisors,LLC | 158,053 | $4.67M | 2.23% | −2,172−1.4% | Reduced |
| Lake Street Financial LLC | 133,560 | $3.94M | 0.51% | +32,075+31.6% | Added |
| Everett Harris & Co | 103,120 | $3.04M | 0.04% | −4,790−4.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 94,901 | $2.80M | 1.44% | +4,782+5.3% | Added |
| New England Asset Management Inc | 92,750 | $2.74M | 0.36% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 92,000 | $2.72M | 0.02% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 70,817 | $2.09M | 1.50% | +70,817 | New |
| Morgan Stanley | 57,032 | $1.68M | 0.00% | −216,538−79.2% | Reduced |
| Parkside Financial Bank & Trust | 52,076 | $1.54M | 0.12% | −8,190−13.6% | Reduced |
| Crestwood Advisors Group LLC | 49,320 | $1.46M | 0.02% | −8,743−15.1% | Reduced |
| Hancock Whitney Corp | 49,148 | $1.45M | 0.03% | −154−0.3% | Reduced |
| HighTower Advisors, LLC | 47,460 | $1.40M | 0.00% | −2,740−5.5% | Reduced |
| Beckerman Institutional, LLC | 38,318 | $1.13M | 0.67% | +876+2.3% | Added |
| Wellspring Financial Advisors, LLC | 37,700 | $1.11M | 0.10% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 37,420 | $1.10M | 0.02% | +37,420 | New |
| Regal Investment Advisors LLC | 37,144 | $1.10M | 0.07% | +44+0.1% | Added |
| IFP Advisors, Inc | 35,183 | $1.04M | 0.03% | +820+2.4% | Added |
| Commerce Bank | 33,833 | $998.8K | 0.01% | −1,831−5.1% | Reduced |
| Susquehanna International Group, LLP | 31,714 | $936.2K | 0.00% | −20,125−38.8% | Reduced |
| Kestra Advisory Services, LLC | 28,100 | $829.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,023 | $679.6K | 0.00% | +963+4.4% | Added |
| Evoke Wealth, LLC | 21,608 | $637.9K | 0.01% | +126+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,949 | $607.7K | 0.00% | −673−3.1% | Reduced |
| Cetera Investment Advisers | 18,508 | $546.4K | 0.00% | +6,976+60.5% | Added |
| Bank of America Corp | – | $534.6K | 0.00% | – | – |
| Creative Planning | 14,684 | $433.5K | 0.00% | −1,716−10.5% | Reduced |
| VestGen Advisors, LLC | 13,758 | $406.1K | 0.01% | +533+4.0% | Added |
| Eagle Global Advisors LLC | 13,680 | $403.8K | 0.02% | −1,070−7.3% | Reduced |
| Pacific Center for Financial Services | 12,560 | $370.8K | 0.09% | +3,459+38.0% | Added |
| Raymond James Financial Inc | 12,507 | $369.2K | 0.00% | −101−0.8% | Reduced |
| Covenant Asset Management, LLC | 10,789 | $318.5K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,625 | $314.0K | 0.00% | +670+6.7% | Added |
| Advisor Group Holdings, Inc. | 9,457 | $280.3K | 0.00% | +359+3.9% | Added |
| Cresset Asset Management, LLC | 8,785 | $259.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 8,595 | $253.7K | 0.00% | −836−8.9% | Reduced |
| North Capital, Inc. | 8,081 | $238.6K | 0.18% | −117−1.4% | Reduced |
| Private Capital Management, LLC | 7,772 | $229.4K | 0.02% | +78+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,420 | $219.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4,945 | $146.0K | 0.01% | +4,945 | New |
| Montag A & Associates Inc | 2,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 943 | $27.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 858 | $25.3K | 0.00% | +163+23.5% | Added |
| Harbour Investments, Inc. | 276 | $8.15K | 0.00% | −86−23.8% | Reduced |
| Wells Fargo & Company | 136 | $4.01K | 0.00% | +136 | New |
| Royal Bank of Canada | 139 | $4.00K | 0.00% | −123−46.9% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,268−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −5,960−100.0% | Sold out |
| NBW Capital LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |