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, Q4 2025
Institutional positions in JPMorgan Chase & Co as of Dec 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
- 69
- +12 vs. Q3 2025
- Shares held
- 12.1M
- +394.1K (+3.4%) vs. Q3 2025
- Total value
- $363.9M
- +$16.8M (+4.9%) vs. Q3 2025
- New holders
- 14
- 19 more added
- Sold out
- 2
- 25 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 3,469,458 | $103.8M | 0.18% | −36,679−1.0% | Reduced |
| JPMorgan Chase & Co | 2,345,023 | $70.1M | 0.00% | +335,000+16.7% | Added |
| Equitable Holdings, Inc. | 1,196,060 | $35.8M | 0.24% | +119,410+11.1% | Added |
| Keybank National Association | 648,345 | $19.4M | 0.07% | +5,886+0.9% | Added |
| LPL Financial LLC | 501,990 | $15.0M | 0.00% | +11,905+2.4% | Added |
| Warren Averett Asset Management, LLC | 431,543 | $12.9M | 0.10% | −76,897−15.1% | Reduced |
| Osborne Partners Capital Management, LLC | 368,629 | $11.0M | 0.57% | −6,636−1.8% | Reduced |
| Goldman Sachs Group Inc | 327,938 | $9.81M | 0.00% | −11,281−3.3% | Reduced |
| Baird Financial Group, Inc. | 280,031 | $8.38M | 0.01% | −7,755−2.7% | Reduced |
| David Loasby | 211,761 | $6.55M | 0.44% | −280,701−57.0% | Reduced |
| FF Advisors,LLC | 176,098 | $5.27M | 2.35% | +18,045+11.4% | Added |
| MAI Capital Management | 173,475 | $5.19M | 0.03% | −11,164−6.0% | Reduced |
| Noesis Capital Mangement Corp | 157,742 | $4.72M | 0.68% | +157,742 | New |
| Vident Advisory, LLC | 146,181 | $4.37M | 0.04% | −20,189−12.1% | Reduced |
| Lake Street Financial LLC | 144,810 | $4.33M | 0.53% | +11,250+8.4% | Added |
| Nicolet Bankshares Inc | 143,292 | $4.29M | 0.69% | −51,686−26.5% | Reduced |
| Risk Paradigm Group, LLC | 101,073 | $3.02M | 2.91% | +101,073 | New |
| Everett Harris & Co | 100,890 | $3.02M | 0.04% | −2,230−2.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 92,080 | $2.75M | 1.44% | −2,821−3.0% | Reduced |
| United Capital Financial Advisers, LLC | 92,000 | $2.75M | 0.02% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 73,855 | $2.21M | 1.61% | +3,038+4.3% | Added |
| Americana Partners, LLC | 68,549 | $2.05M | 0.06% | +68,549 | New |
| My Personal CFO, LLC | 62,124 | $1.86M | 0.78% | +62,124 | New |
| Morgan Stanley | 54,922 | $1.64M | 0.00% | −2,110−3.7% | Reduced |
| Hancock Whitney Corp | 48,020 | $1.44M | 0.03% | −1,128−2.3% | Reduced |
| HighTower Advisors, LLC | 46,120 | $1.38M | 0.00% | −1,340−2.8% | Reduced |
| Benchmark Financial, LLC | 45,035 | $1.35M | 1.34% | +45,035 | New |
| Parkside Financial Bank & Trust | 41,824 | $1.25M | 0.09% | −10,252−19.7% | Reduced |
| Susquehanna International Group, LLP | 40,567 | $1.21M | 0.00% | +8,853+27.9% | Added |
| Beckerman Institutional, LLC | 38,625 | $1.16M | 0.65% | +307+0.8% | Added |
| Wellspring Financial Advisors, LLC | 37,700 | $1.13M | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34,683 | $1.04M | 0.02% | −500−1.4% | Reduced |
| Regal Investment Advisors LLC | 34,354 | $1.03M | 0.06% | −2,790−7.5% | Reduced |
| Commerce Bank | 32,110 | $960.4K | 0.01% | −1,723−5.1% | Reduced |
| Cura Wealth Advisors, LLC | 31,643 | $946.4K | 0.36% | +31,643 | New |
| Creative Planning | 29,815 | $891.8K | 0.00% | +15,131+103.0% | Added |
| Crestwood Advisors Group LLC | 29,224 | $874.1K | 0.01% | −20,096−40.7% | Reduced |
| Kestra Advisory Services, LLC | 28,100 | $840.5K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21,737 | $650.2K | 0.01% | +129+0.6% | Added |
| Waystone Advisors LLC | 21,644 | $647.4K | 0.56% | +21,644 | New |
| Steward Partners Investment Advisory, LLC | 19,606 | $586.4K | 0.00% | −3,417−14.8% | Reduced |
| Bank of America Corp | – | $541.7K | 0.00% | – | – |
| Cetera Investment Advisers | 16,675 | $498.7K | 0.00% | −1,833−9.9% | Reduced |
| Eagle Global Advisors LLC | 14,770 | $441.8K | 0.02% | +1,090+8.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,449 | $401.2K | 0.00% | −7,500−35.8% | Reduced |
| Citadel Advisors LLC | 13,348 | $399.2K | 0.00% | +13,348 | New |
| North Capital, Inc. | 12,808 | $383.1K | 0.33% | +4,727+58.5% | Added |
| Raymond James Financial Inc | 12,507 | $374.1K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 12,560 | $370.8K | 0.09% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 10,955 | $327.7K | 0.06% | +166+1.5% | Added |
| Janney Montgomery Scott LLC | 10,230 | $306.0K | 0.00% | −395−3.7% | Reduced |
| AQR Capital Management LLC | 9,524 | $284.9K | 0.00% | +9,524 | New |
| Northwestern Mutual Wealth Management Co | 9,051 | $270.7K | 0.00% | +1,631+22.0% | Added |
| Cresset Asset Management, LLC | 8,785 | $262.8K | 0.00% | 00.0% | Unchanged |
| Ethos Capital Management, Inc. | 8,449 | $252.7K | 0.24% | +8,449 | New |
| Private Capital Management, LLC | 7,852 | $234.9K | 0.02% | +80+1.0% | Added |
| Mariner, LLC | 7,387 | $220.9K | 0.00% | −1,208−14.1% | Reduced |
| Parallel Advisors, LLC | 5,060 | $151.3K | 0.00% | +5,060 | New |
| Avalon Trust Co | 4,945 | $147.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,409 | $131.9K | 0.00% | −5,048−53.4% | Reduced |
| Elequin Capital LP | 3,427 | $102.5K | 0.01% | +3,427 | New |
| Wells Fargo & Company | 2,754 | $82.4K | 0.00% | +2,618+1,925.0% | Added |
| Montag A & Associates Inc | 2,000 | $59.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 943 | $28.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 858 | $25.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 627 | $19.0K | 0.00% | +488+351.1% | Added |
| UBS Group AG | 468 | $14.0K | 0.00% | +468 | New |
| Harbour Investments, Inc. | 359 | $10.7K | 0.00% | +83+30.1% | Added |
| US Bancorp | 20 | $598 | 0.00% | +20 | New |
| New England Asset Management Inc | 0 | $0 | 0.00% | −92,750−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −13,758−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |