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, 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 | $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, 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 |
|---|---|---|---|---|---|
| US Bancorp | 20 | $598 | 0.00% | +20 | New |
| Harbour Investments, Inc. | 359 | $10.7K | 0.00% | +83+30.1% | Added |
| UBS Group AG | 468 | $14.0K | 0.00% | +468 | New |
| Royal Bank of Canada | 627 | $19.0K | 0.00% | +488+351.1% | Added |
| Private Trust Co NA | 858 | $25.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 943 | $28.2K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $59.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,754 | $82.4K | 0.00% | +2,618+1,925.0% | Added |
| Elequin Capital LP | 3,427 | $102.5K | 0.01% | +3,427 | New |
| Advisor Group Holdings, Inc. | 4,409 | $131.9K | 0.00% | −5,048−53.4% | Reduced |
| Avalon Trust Co | 4,945 | $147.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,060 | $151.3K | 0.00% | +5,060 | New |
| Mariner, LLC | 7,387 | $220.9K | 0.00% | −1,208−14.1% | Reduced |
| Private Capital Management, LLC | 7,852 | $234.9K | 0.02% | +80+1.0% | Added |
| Ethos Capital Management, Inc. | 8,449 | $252.7K | 0.24% | +8,449 | New |
| Cresset Asset Management, LLC | 8,785 | $262.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,051 | $270.7K | 0.00% | +1,631+22.0% | Added |
| AQR Capital Management LLC | 9,524 | $284.9K | 0.00% | +9,524 | New |
| Janney Montgomery Scott LLC | 10,230 | $306.0K | 0.00% | −395−3.7% | Reduced |
| Covenant Asset Management, LLC | 10,955 | $327.7K | 0.06% | +166+1.5% | Added |
| Pacific Center for Financial Services | 12,560 | $370.8K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Inc | 12,507 | $374.1K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 12,808 | $383.1K | 0.33% | +4,727+58.5% | Added |
| Citadel Advisors LLC | 13,348 | $399.2K | 0.00% | +13,348 | New |
| Wealth Enhancement Advisory Services, LLC | 13,449 | $401.2K | 0.00% | −7,500−35.8% | Reduced |
| Eagle Global Advisors LLC | 14,770 | $441.8K | 0.02% | +1,090+8.0% | Added |
| Cetera Investment Advisers | 16,675 | $498.7K | 0.00% | −1,833−9.9% | Reduced |
| Bank of America Corp | – | $541.7K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 19,606 | $586.4K | 0.00% | −3,417−14.8% | Reduced |
| Waystone Advisors LLC | 21,644 | $647.4K | 0.56% | +21,644 | New |
| Evoke Wealth, LLC | 21,737 | $650.2K | 0.01% | +129+0.6% | Added |
| Kestra Advisory Services, LLC | 28,100 | $840.5K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 29,224 | $874.1K | 0.01% | −20,096−40.7% | Reduced |
| Creative Planning | 29,815 | $891.8K | 0.00% | +15,131+103.0% | Added |
| Cura Wealth Advisors, LLC | 31,643 | $946.4K | 0.36% | +31,643 | New |
| Commerce Bank | 32,110 | $960.4K | 0.01% | −1,723−5.1% | Reduced |
| Regal Investment Advisors LLC | 34,354 | $1.03M | 0.06% | −2,790−7.5% | Reduced |
| IFP Advisors, Inc | 34,683 | $1.04M | 0.02% | −500−1.4% | Reduced |
| Wellspring Financial Advisors, LLC | 37,700 | $1.13M | 0.09% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 38,625 | $1.16M | 0.65% | +307+0.8% | Added |
| Susquehanna International Group, LLP | 40,567 | $1.21M | 0.00% | +8,853+27.9% | Added |
| Parkside Financial Bank & Trust | 41,824 | $1.25M | 0.09% | −10,252−19.7% | Reduced |
| Benchmark Financial, LLC | 45,035 | $1.35M | 1.34% | +45,035 | New |
| HighTower Advisors, LLC | 46,120 | $1.38M | 0.00% | −1,340−2.8% | Reduced |
| Hancock Whitney Corp | 48,020 | $1.44M | 0.03% | −1,128−2.3% | Reduced |
| Morgan Stanley | 54,922 | $1.64M | 0.00% | −2,110−3.7% | Reduced |
| My Personal CFO, LLC | 62,124 | $1.86M | 0.78% | +62,124 | New |
| Americana Partners, LLC | 68,549 | $2.05M | 0.06% | +68,549 | New |
| Argyle Capital Partners, LLC | 73,855 | $2.21M | 1.61% | +3,038+4.3% | Added |
| United Capital Financial Advisers, LLC | 92,000 | $2.75M | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 92,080 | $2.75M | 1.44% | −2,821−3.0% | Reduced |
| Everett Harris & Co | 100,890 | $3.02M | 0.04% | −2,230−2.2% | Reduced |
| Risk Paradigm Group, LLC | 101,073 | $3.02M | 2.91% | +101,073 | New |
| Nicolet Bankshares Inc | 143,292 | $4.29M | 0.69% | −51,686−26.5% | Reduced |
| Lake Street Financial LLC | 144,810 | $4.33M | 0.53% | +11,250+8.4% | Added |
| Vident Advisory, LLC | 146,181 | $4.37M | 0.04% | −20,189−12.1% | Reduced |
| Noesis Capital Mangement Corp | 157,742 | $4.72M | 0.68% | +157,742 | New |
| MAI Capital Management | 173,475 | $5.19M | 0.03% | −11,164−6.0% | Reduced |
| FF Advisors,LLC | 176,098 | $5.27M | 2.35% | +18,045+11.4% | Added |
| David Loasby | 211,761 | $6.55M | 0.44% | −280,701−57.0% | Reduced |
| Baird Financial Group, Inc. | 280,031 | $8.38M | 0.01% | −7,755−2.7% | Reduced |
| Goldman Sachs Group Inc | 327,938 | $9.81M | 0.00% | −11,281−3.3% | Reduced |
| Osborne Partners Capital Management, LLC | 368,629 | $11.0M | 0.57% | −6,636−1.8% | Reduced |
| Warren Averett Asset Management, LLC | 431,543 | $12.9M | 0.10% | −76,897−15.1% | Reduced |
| LPL Financial LLC | 501,990 | $15.0M | 0.00% | +11,905+2.4% | Added |
| Keybank National Association | 648,345 | $19.4M | 0.07% | +5,886+0.9% | Added |
| Equitable Holdings, Inc. | 1,196,060 | $35.8M | 0.24% | +119,410+11.1% | Added |
| JPMorgan Chase & Co | 2,345,023 | $70.1M | 0.00% | +335,000+16.7% | Added |
| CIBC Private Wealth Group, LLC | 3,469,458 | $103.8M | 0.18% | −36,679−1.0% | Reduced |
| 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 |