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, Q1 2026
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2026. 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
- 71
- +4 vs. Q4 2025
- Shares held
- 12.3M
- +3.86M (+45.6%) vs. Q4 2025
- Total value
- $421.5M
- +$167.9M (+66.2%) vs. Q4 2025
- New holders
- 8
- 24 more added
- Sold out
- 4
- 24 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 3,707,220 | $128.1M | 0.17% | +3,707,220 | New |
| JPMorgan Chase & Co | 2,161,023 | $75.8M | 0.01% | −184,000−7.8% | Reduced |
| Equitable Holdings, Inc. | 1,281,580 | $38.3M | 0.25% | +85,520+7.2% | Added |
| Keybank National Association | 594,755 | $20.6M | 0.08% | −53,590−8.3% | Reduced |
| LPL Financial LLC | 509,228 | $17.6M | 0.00% | +7,238+1.4% | Added |
| Osborne Partners Capital Management, LLC | 367,952 | $12.7M | 0.67% | −677−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 353,743 | $12.2M | 0.09% | −77,800−18.0% | Reduced |
| Goldman Sachs Group Inc | 342,169 | $11.8M | 0.00% | +14,231+4.3% | Added |
| Nicolet Bankshares Inc | 330,377 | $11.3M | 0.42% | +187,085+130.6% | Added |
| Baird Financial Group, Inc. | 267,872 | $9.26M | 0.01% | −12,159−4.3% | Reduced |
| FF Advisors,LLC | 198,481 | $6.78M | 2.75% | +22,383+12.7% | Added |
| Vident Advisory, LLC | 194,118 | $6.71M | 0.06% | +47,937+32.8% | Added |
| MAI Capital Management | 171,537 | $5.93M | 0.03% | −1,938−1.1% | Reduced |
| Noesis Capital Mangement Corp | 156,522 | $5.41M | 0.80% | −1,220−0.8% | Reduced |
| Lake Street Financial LLC | 147,010 | $5.08M | 0.65% | +2,200+1.5% | Added |
| RPg Family Wealth Advisory, LLC | 120,578 | $4.17M | 0.87% | +120,578 | New |
| Risk Paradigm Group, LLC | 112,148 | $3.88M | 3.31% | +11,075+11.0% | Added |
| Everett Harris & Co | 98,745 | $3.41M | 0.04% | −2,145−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 92,000 | $3.18M | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 91,902 | $3.18M | 1.67% | −178−0.2% | Reduced |
| Americana Partners, LLC | 70,982 | $2.45M | 0.06% | +2,433+3.5% | Added |
| Argyle Capital Partners, LLC | 70,604 | $2.44M | 1.76% | −3,251−4.4% | Reduced |
| My Personal CFO, LLC | 62,124 | $2.15M | 0.94% | 00.0% | Unchanged |
| UBS Group AG | 61,700 | $2.13M | 0.00% | +61,232+13,083.8% | Added |
| Morgan Stanley | 55,142 | $1.91M | 0.00% | +220+0.4% | Added |
| Hancock Whitney Corp | 47,005 | $1.70M | 0.03% | −1,015−2.1% | Reduced |
| Benchmark Financial, LLC | 48,750 | $1.69M | 1.51% | +3,715+8.2% | Added |
| HighTower Advisors, LLC | 46,777 | $1.62M | 0.00% | +657+1.4% | Added |
| Beckerman Institutional, LLC | 40,324 | $1.39M | 0.74% | +1,699+4.4% | Added |
| Wellspring Financial Advisors, LLC | 37,224 | $1.29M | 0.10% | −476−1.3% | Reduced |
| Regal Investment Advisors LLC | 34,838 | $1.20M | 0.07% | +484+1.4% | Added |
| IFP Advisors, Inc | 34,683 | $1.20M | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 34,313 | $1.19M | 0.00% | +6,213+22.1% | Added |
| Cura Wealth Advisors, LLC | 31,643 | $1.09M | 0.49% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 27,884 | $964.0K | 0.07% | −13,940−33.3% | Reduced |
| Waystone Advisors LLC | 27,202 | $940.4K | 0.84% | +5,558+25.7% | Added |
| Commerce Bank | 25,620 | $885.7K | 0.00% | −6,490−20.2% | Reduced |
| Creative Planning | 24,575 | $849.6K | 0.00% | −5,240−17.6% | Reduced |
| Evoke Wealth, LLC | 21,841 | $755.1K | 0.01% | +104+0.5% | Added |
| Pacific Center for Financial Services | 19,790 | $684.1K | 0.17% | +7,230+57.6% | Added |
| Steward Partners Investment Advisory, LLC | 18,314 | $633.1K | 0.00% | −1,292−6.6% | Reduced |
| Bank of America Corp | – | $626.1K | 0.00% | – | – |
| Cetera Investment Advisers | 17,381 | $600.9K | 0.00% | +706+4.2% | Added |
| Crestwood Advisors Group LLC | 14,913 | $515.5K | 0.01% | −14,311−49.0% | Reduced |
| Eagle Global Advisors LLC | 14,770 | $510.6K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 12,772 | $441.5K | 0.37% | −36−0.3% | Reduced |
| Raymond James Financial Inc | 12,589 | $435.2K | 0.00% | +82+0.7% | Added |
| Covenant Asset Management, LLC | 10,955 | $378.7K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,946 | $344.0K | 0.00% | −284−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,051 | $312.9K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,785 | $303.7K | 0.00% | 00.0% | Unchanged |
| Private Capital Management, LLC | 7,733 | $267.3K | 0.03% | −119−1.5% | Reduced |
| AQR Capital Management LLC | 7,572 | $261.8K | 0.00% | −1,952−20.5% | Reduced |
| Mariner, LLC | 7,430 | $256.9K | 0.00% | +43+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,231 | $247.7K | 0.00% | −6,218−46.2% | Reduced |
| Parallel Advisors, LLC | 6,280 | $217.1K | 0.00% | +1,220+24.1% | Added |
| GWM Advisors LLC | 6,055 | $209.3K | 0.00% | +6,055 | New |
| Chilton Capital Management LLC | 5,194 | $179.6K | 0.01% | +5,194 | New |
| Avalon Trust Co | 4,945 | $170.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,444 | $153.6K | 0.00% | +35+0.8% | Added |
| Elequin Capital LP | 3,427 | $118.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $69.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,901 | $65.7K | 0.00% | −853−31.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,407 | $48.6K | 0.00% | +1,407 | New |
| Boyd Watterson Asset Management LLC | 943 | $32.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 858 | $29.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 627 | $22.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 516 | $17.8K | 0.00% | +516 | New |
| Harbour Investments, Inc. | 348 | $12.0K | 0.00% | −11−3.1% | Reduced |
| Wolff Wiese Magana LLC | 35 | $1.21K | 0.00% | +35 | New |
| Pinnacle Wealth Planning Services, Inc. | 20 | $691 | 0.00% | +20 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −40,567−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,348−100.0% | Sold out |
| Ethos Capital Management, Inc. | 0 | $0 | 0.00% | −8,449−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| David Loasby | – | – | – | – | Not filed |