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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 139 | $4.00K | 0.00% | −123−46.9% | Reduced |
| Wells Fargo & Company | 136 | $4.01K | 0.00% | +136 | New |
| Harbour Investments, Inc. | 276 | $8.15K | 0.00% | −86−23.8% | Reduced |
| Private Trust Co NA | 858 | $25.3K | 0.00% | +163+23.5% | Added |
| Boyd Watterson Asset Management LLC | 943 | $27.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4,945 | $146.0K | 0.01% | +4,945 | New |
| Northwestern Mutual Wealth Management Co | 7,420 | $219.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Management, LLC | 7,772 | $229.4K | 0.02% | +78+1.0% | Added |
| North Capital, Inc. | 8,081 | $238.6K | 0.18% | −117−1.4% | Reduced |
| Mariner, LLC | 8,595 | $253.7K | 0.00% | −836−8.9% | Reduced |
| Cresset Asset Management, LLC | 8,785 | $259.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,457 | $280.3K | 0.00% | +359+3.9% | Added |
| Janney Montgomery Scott LLC | 10,625 | $314.0K | 0.00% | +670+6.7% | Added |
| Covenant Asset Management, LLC | 10,789 | $318.5K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Inc | 12,507 | $369.2K | 0.00% | −101−0.8% | Reduced |
| Pacific Center for Financial Services | 12,560 | $370.8K | 0.09% | +3,459+38.0% | Added |
| Eagle Global Advisors LLC | 13,680 | $403.8K | 0.02% | −1,070−7.3% | Reduced |
| VestGen Advisors, LLC | 13,758 | $406.1K | 0.01% | +533+4.0% | Added |
| Creative Planning | 14,684 | $433.5K | 0.00% | −1,716−10.5% | Reduced |
| Bank of America Corp | – | $534.6K | 0.00% | – | – |
| Cetera Investment Advisers | 18,508 | $546.4K | 0.00% | +6,976+60.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,949 | $607.7K | 0.00% | −673−3.1% | Reduced |
| Evoke Wealth, LLC | 21,608 | $637.9K | 0.01% | +126+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 23,023 | $679.6K | 0.00% | +963+4.4% | Added |
| Kestra Advisory Services, LLC | 28,100 | $829.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 31,714 | $936.2K | 0.00% | −20,125−38.8% | Reduced |
| Commerce Bank | 33,833 | $998.8K | 0.01% | −1,831−5.1% | Reduced |
| IFP Advisors, Inc | 35,183 | $1.04M | 0.03% | +820+2.4% | Added |
| Regal Investment Advisors LLC | 37,144 | $1.10M | 0.07% | +44+0.1% | Added |
| Wolverine Trading, LLC | 37,420 | $1.10M | 0.02% | +37,420 | New |
| Wellspring Financial Advisors, LLC | 37,700 | $1.11M | 0.10% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 38,318 | $1.13M | 0.67% | +876+2.3% | Added |
| HighTower Advisors, LLC | 47,460 | $1.40M | 0.00% | −2,740−5.5% | Reduced |
| Hancock Whitney Corp | 49,148 | $1.45M | 0.03% | −154−0.3% | Reduced |
| Crestwood Advisors Group LLC | 49,320 | $1.46M | 0.02% | −8,743−15.1% | Reduced |
| Parkside Financial Bank & Trust | 52,076 | $1.54M | 0.12% | −8,190−13.6% | Reduced |
| Morgan Stanley | 57,032 | $1.68M | 0.00% | −216,538−79.2% | Reduced |
| Argyle Capital Partners, LLC | 70,817 | $2.09M | 1.50% | +70,817 | New |
| United Capital Financial Advisers, LLC | 92,000 | $2.72M | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 92,750 | $2.74M | 0.36% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 94,901 | $2.80M | 1.44% | +4,782+5.3% | Added |
| Everett Harris & Co | 103,120 | $3.04M | 0.04% | −4,790−4.4% | Reduced |
| Lake Street Financial LLC | 133,560 | $3.94M | 0.51% | +32,075+31.6% | Added |
| FF Advisors,LLC | 158,053 | $4.67M | 2.23% | −2,172−1.4% | Reduced |
| Vident Advisory, LLC | 166,370 | $4.91M | 0.05% | −22,497−11.9% | Reduced |
| MAI Capital Management | 184,639 | $5.45M | 0.03% | −3,244−1.7% | Reduced |
| Nicolet Bankshares Inc | 194,978 | $5.76M | 0.92% | +1,994+1.0% | Added |
| Baird Financial Group, Inc. | 287,786 | $8.50M | 0.01% | +24,145+9.2% | Added |
| Goldman Sachs Group Inc | 339,219 | $10.0M | 0.00% | −90,644−21.1% | Reduced |
| Osborne Partners Capital Management, LLC | 375,265 | $11.1M | 0.56% | −4,116−1.1% | Reduced |
| David Loasby | 492,462 | $14.3M | 1.11% | +14,188+3.0% | Added |
| LPL Financial LLC | 490,085 | $14.5M | 0.00% | +41,348+9.2% | Added |
| Warren Averett Asset Management, LLC | 508,440 | $15.0M | 0.15% | −17,992−3.4% | Reduced |
| Keybank National Association | 642,459 | $19.0M | 0.07% | −18,740−2.8% | Reduced |
| Equitable Holdings, Inc. | 1,076,650 | $31.8M | 0.23% | +121,788+12.8% | Added |
| JPMorgan Chase & Co | 2,010,023 | $59.3M | 0.00% | +130,000+6.9% | Added |
| CIBC Private Wealth Group, LLC | 3,506,137 | $103.5M | 0.18% | +53,186+1.5% | Added |
| 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 |