JPMorgan Chase & Co

AMJB

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000019617

SEC filings (opens in a new tab)

In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 1 sale; 76 institutions reported holding it in 13F filings for Q2 2026, worth $432.7M in total; no superinvestor holds it.

Other share classesJPM VYLD JPM.PC JPM.PD JPM.PJ JPM.PK JPM.PL JPM.PM

13F holders, Q3 2026

Institutional positions in JPMorgan Chase & Co as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 38; +2 vs. Q2 2026
Shares held: 2.55M; +59.7K (+2.4%) vs. Q2 2026
Total value: $87.9M; +$2.07M (+2.4%) vs. Q2 2026
New holders: 4; 11 more added
Sold out: 2; 13 more reduced

40 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding AMJB and their total value by quarter
Quarter	Holders	Value
Q2 2026	76	$432.7M
Q1 2026	73	$421.6M
Q4 2025	71	$364.0M
Q3 2025	60	$348.2M
Q2 2025	60	$370.4M
Q1 2025	65	$427.2M
Q4 2024	56	$454.7M
Q3 2024	61	$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 2026

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2026.

Institutions holding AMJB in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Keybank National Association	585,058	$20.2M	0.07%	−14,571−2.4%	Reduced
LPL Financial LLC	572,099	$19.7M	0.00%	+41,606+7.8%	Added
FF Advisors,LLC	203,988	$7.04M	2.58%	+886+0.4%	Added
Noesis Capital Mangement Corp	154,446	$5.33M	0.63%	−3,051−1.9%	Reduced
Lake Street Financial LLC	139,435	$4.81M	0.53%	−3,360−2.4%	Reduced
Everett Harris & Co	97,530	$3.36M	0.04%	−1,780−1.8%	Reduced
Smallwood Wealth Investment Management, LLC	94,107	$3.25M	1.37%	+781+0.8%	Added
Argyle Capital Partners, LLC	73,946	$2.55M	1.58%	−756−1.0%	Reduced
Americana Partners, LLC	69,246	$2.39M	0.05%	−4,421−6.0%	Reduced
UBS Group AG	58,705	$2.02M	0.00%	−3,140−5.1%	Reduced
My Personal CFO, LLC	58,643	$2.02M	0.73%	−3,441−5.5%	Reduced
Benchmark Financial, LLC	51,291	$1.77M	1.36%	+2,637+5.4%	Added
Kestra Advisory Services, LLC	43,581	$1.50M	0.00%	+8,538+24.4%	Added
Beckerman Institutional, LLC	42,793	$1.48M	0.69%	+936+2.2%	Added
HighTower Advisors, LLC	39,094	$1.35M	0.00%	−2,119−5.1%	Reduced
IFP Advisors, Inc	35,183	$1.21M	0.02%	+800+2.3%	Added
Value Investment Professionals, LLC	28,756	$991.8K	0.86%	+28,756	New
Waystone Advisors LLC	26,418	$911.2K	0.68%	00.0%	Unchanged
Creative Planning	26,318	$907.7K	0.00%	+1,743+7.1%	Added
Parkside Financial Bank & Trust	25,130	$866.7K	0.06%	−1,539−5.8%	Reduced
Pacific Center for Financial Services	20,307	$700.4K	0.15%	+248+1.2%	Added
Sax Wealth Advisors, LLC	13,819	$476.6K	0.01%	+13,819	New
Eagle Global Advisors LLC	13,650	$470.8K	0.02%	−1,120−7.6%	Reduced
North Capital, Inc.	12,590	$439.5K	0.31%	+8+0.1%	Added
Covenant Asset Management, LLC	10,955	$377.8K	0.07%	00.0%	Unchanged
Wealth Enhancement Advisory Services, LLC	10,176	$357.6K	0.00%	+2,478+32.2%	Added
Cambridge Investment Research Advisors, Inc.	10,018	$346.0K	0.00%	−1,634−14.0%	Reduced
Activest Wealth Management	9,392	$323.9K	0.06%	00.0%	Unchanged
First Horizon Corp	6,171	$212.8K	0.01%	00.0%	Unchanged
Lynx Investment Advisory	5,901	$203.5K	0.07%	+5,901	New
Parallel Advisors, LLC	4,495	$155.0K	0.00%	−1,165−20.6%	Reduced
Montag A & Associates Inc	2,000	$69.0K	0.00%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	943	$32.5K	0.01%	00.0%	Unchanged
Private Trust Co NA	858	$29.6K	0.00%	00.0%	Unchanged
Transce3nd, LLC	468	$16.4K	0.02%	+468	New
Harbour Investments, Inc.	348	$12.0K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	35	$1.21K	0.00%	00.0%	Unchanged
Pinnacle Wealth Planning Services, Inc.	20	$690	0.00%	00.0%	Unchanged
Crestwood Advisors Group LLC	0	$0	0.00%	−6,818−100.0%	Sold out
US Bancorp	0	$0	0.00%	−970−100.0%	Sold out
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Osborne Partners Capital Management, LLC	–	–	–	–	Not filed
Nicolet Bankshares Inc	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Vident Advisory, LLC	–	–	–	–	Not filed
RPg Family Wealth Advisory, LLC	–	–	–	–	Not filed
Risk Paradigm Group, LLC	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Hancock Whitney Corp	–	–	–	–	Not filed
Wellspring Financial Advisors, LLC	–	–	–	–	Not filed
Regal Investment Advisors LLC	–	–	–	–	Not filed
Cura Wealth Advisors, LLC	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Raymond James Financial Inc	–	–	–	–	Not filed
Stonebridge Financial Group, LLC	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Private Capital Management, LLC	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Avalon Trust Co	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Elequin Capital LP	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Berthel, Fisher & Company Financial Services, Inc.	–	–	–	–	Not filed
BFC Planning, Inc.	–	–	–	–	Not filed