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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 20 | $691 | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 35 | $1.21K | 0.00% | +35 | New |
| Harbour Investments, Inc. | 348 | $12.0K | 0.00% | −11−3.1% | Reduced |
| SRS Capital Advisors, Inc. | 516 | $17.8K | 0.00% | +516 | New |
| Royal Bank of Canada | 627 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 858 | $29.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 943 | $32.6K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,407 | $48.6K | 0.00% | +1,407 | New |
| Wells Fargo & Company | 1,901 | $65.7K | 0.00% | −853−31.0% | Reduced |
| Montag A & Associates Inc | 2,000 | $69.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,427 | $118.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,444 | $153.6K | 0.00% | +35+0.8% | Added |
| Avalon Trust Co | 4,945 | $170.9K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,194 | $179.6K | 0.01% | +5,194 | New |
| GWM Advisors LLC | 6,055 | $209.3K | 0.00% | +6,055 | New |
| Parallel Advisors, LLC | 6,280 | $217.1K | 0.00% | +1,220+24.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,231 | $247.7K | 0.00% | −6,218−46.2% | Reduced |
| Mariner, LLC | 7,430 | $256.9K | 0.00% | +43+0.6% | Added |
| AQR Capital Management LLC | 7,572 | $261.8K | 0.00% | −1,952−20.5% | Reduced |
| Private Capital Management, LLC | 7,733 | $267.3K | 0.03% | −119−1.5% | Reduced |
| Cresset Asset Management, LLC | 8,785 | $303.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,051 | $312.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,946 | $344.0K | 0.00% | −284−2.8% | Reduced |
| Covenant Asset Management, LLC | 10,955 | $378.7K | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Inc | 12,589 | $435.2K | 0.00% | +82+0.7% | Added |
| North Capital, Inc. | 12,772 | $441.5K | 0.37% | −36−0.3% | Reduced |
| Eagle Global Advisors LLC | 14,770 | $510.6K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 14,913 | $515.5K | 0.01% | −14,311−49.0% | Reduced |
| Cetera Investment Advisers | 17,381 | $600.9K | 0.00% | +706+4.2% | Added |
| Bank of America Corp | – | $626.1K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 18,314 | $633.1K | 0.00% | −1,292−6.6% | Reduced |
| Pacific Center for Financial Services | 19,790 | $684.1K | 0.17% | +7,230+57.6% | Added |
| Evoke Wealth, LLC | 21,841 | $755.1K | 0.01% | +104+0.5% | Added |
| Creative Planning | 24,575 | $849.6K | 0.00% | −5,240−17.6% | Reduced |
| Commerce Bank | 25,620 | $885.7K | 0.00% | −6,490−20.2% | Reduced |
| Waystone Advisors LLC | 27,202 | $940.4K | 0.84% | +5,558+25.7% | Added |
| Parkside Financial Bank & Trust | 27,884 | $964.0K | 0.07% | −13,940−33.3% | Reduced |
| Cura Wealth Advisors, LLC | 31,643 | $1.09M | 0.49% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 34,313 | $1.19M | 0.00% | +6,213+22.1% | Added |
| IFP Advisors, Inc | 34,683 | $1.20M | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 34,838 | $1.20M | 0.07% | +484+1.4% | Added |
| Wellspring Financial Advisors, LLC | 37,224 | $1.29M | 0.10% | −476−1.3% | Reduced |
| Beckerman Institutional, LLC | 40,324 | $1.39M | 0.74% | +1,699+4.4% | Added |
| HighTower Advisors, LLC | 46,777 | $1.62M | 0.00% | +657+1.4% | Added |
| Benchmark Financial, LLC | 48,750 | $1.69M | 1.51% | +3,715+8.2% | Added |
| Hancock Whitney Corp | 47,005 | $1.70M | 0.03% | −1,015−2.1% | Reduced |
| Morgan Stanley | 55,142 | $1.91M | 0.00% | +220+0.4% | Added |
| UBS Group AG | 61,700 | $2.13M | 0.00% | +61,232+13,083.8% | Added |
| My Personal CFO, LLC | 62,124 | $2.15M | 0.94% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 70,604 | $2.44M | 1.76% | −3,251−4.4% | Reduced |
| Americana Partners, LLC | 70,982 | $2.45M | 0.06% | +2,433+3.5% | Added |
| Smallwood Wealth Investment Management, LLC | 91,902 | $3.18M | 1.67% | −178−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 92,000 | $3.18M | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 98,745 | $3.41M | 0.04% | −2,145−2.1% | Reduced |
| Risk Paradigm Group, LLC | 112,148 | $3.88M | 3.31% | +11,075+11.0% | Added |
| RPg Family Wealth Advisory, LLC | 120,578 | $4.17M | 0.87% | +120,578 | New |
| Lake Street Financial LLC | 147,010 | $5.08M | 0.65% | +2,200+1.5% | Added |
| Noesis Capital Mangement Corp | 156,522 | $5.41M | 0.80% | −1,220−0.8% | Reduced |
| MAI Capital Management | 171,537 | $5.93M | 0.03% | −1,938−1.1% | Reduced |
| Vident Advisory, LLC | 194,118 | $6.71M | 0.06% | +47,937+32.8% | Added |
| FF Advisors,LLC | 198,481 | $6.78M | 2.75% | +22,383+12.7% | Added |
| Baird Financial Group, Inc. | 267,872 | $9.26M | 0.01% | −12,159−4.3% | Reduced |
| Nicolet Bankshares Inc | 330,377 | $11.3M | 0.42% | +187,085+130.6% | Added |
| Goldman Sachs Group Inc | 342,169 | $11.8M | 0.00% | +14,231+4.3% | Added |
| Warren Averett Asset Management, LLC | 353,743 | $12.2M | 0.09% | −77,800−18.0% | Reduced |
| Osborne Partners Capital Management, LLC | 367,952 | $12.7M | 0.67% | −677−0.2% | Reduced |
| LPL Financial LLC | 509,228 | $17.6M | 0.00% | +7,238+1.4% | Added |
| Keybank National Association | 594,755 | $20.6M | 0.08% | −53,590−8.3% | Reduced |
| Equitable Holdings, Inc. | 1,281,580 | $38.3M | 0.25% | +85,520+7.2% | Added |
| JPMorgan Chase & Co | 2,161,023 | $75.8M | 0.01% | −184,000−7.8% | Reduced |
| CIBC Bancorp USA Inc. | 3,707,220 | $128.1M | 0.17% | +3,707,220 | 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 |