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, Q2 2026
Institutional positions in JPMorgan Chase & Co as of Jun 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
- Institutional holders
- 74
- +3 vs. Q1 2026
- Shares held
- 12.5M
- +212.0K (+1.7%) vs. Q1 2026
- Total value
- $432.6M
- +$11.1M (+2.6%) vs. Q1 2026
- New holders
- 6
- 26 more added
- Sold out
- 3
- 24 more reduced
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 20 | $690 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $1.21K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 348 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 635 | $21.9K | 0.00% | +119+23.1% | Added |
| Royal Bank of Canada | 627 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 858 | $29.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 943 | $32.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 970 | $33.5K | 0.00% | +970 | New |
| Rockefeller Capital Management L.P. | 1,407 | $48.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,427 | $118.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,444 | $153.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 4,945 | $170.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,660 | $195.2K | 0.00% | −620−9.9% | Reduced |
| First Horizon Corp | 6,171 | $212.8K | 0.01% | +6,171 | New |
| Crestwood Advisors Group LLC | 6,818 | $235.2K | 0.00% | −8,095−54.3% | Reduced |
| AQR Capital Management LLC | 7,235 | $249.5K | 0.00% | −337−4.5% | Reduced |
| Mariner, LLC | 7,324 | $252.6K | 0.00% | −106−1.4% | Reduced |
| Private Capital Management, LLC | 7,343 | $253.3K | 0.02% | −390−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,698 | $268.3K | 0.00% | +467+6.5% | Added |
| Cresset Asset Management, LLC | 8,785 | $303.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,079 | $313.1K | 0.00% | +28+0.3% | Added |
| Activest Wealth Management | 9,392 | $323.9K | 0.06% | +9,392 | New |
| Janney Montgomery Scott LLC | 10,744 | $371.0K | 0.00% | +798+8.0% | Added |
| Covenant Asset Management, LLC | 10,955 | $377.8K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,652 | $402.0K | 0.00% | +11,652 | New |
| Stonebridge Financial Group, LLC | 12,108 | $417.0K | 0.06% | +12,108 | New |
| North Capital, Inc. | 12,582 | $434.0K | 0.33% | −190−1.5% | Reduced |
| Raymond James Financial Inc | 13,999 | $482.8K | 0.00% | +1,410+11.2% | Added |
| Eagle Global Advisors LLC | 14,770 | $509.4K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,648 | $608.7K | 0.00% | +267+1.5% | Added |
| Bank of America Corp | – | $624.6K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 18,258 | $629.7K | 0.00% | −56−0.3% | Reduced |
| Pacific Center for Financial Services | 20,059 | $691.8K | 0.15% | +269+1.4% | Added |
| GWM Advisors LLC | 20,355 | $702.0K | 0.00% | +14,300+236.2% | Added |
| Commerce Bank | 20,547 | $708.7K | 0.00% | −5,073−19.8% | Reduced |
| Creative Planning | 24,575 | $847.6K | 0.00% | 00.0% | Unchanged |
| Waystone Advisors LLC | 26,418 | $911.2K | 0.68% | −784−2.9% | Reduced |
| Parkside Financial Bank & Trust | 26,669 | $919.8K | 0.06% | −1,215−4.4% | Reduced |
| Cura Wealth Advisors, LLC | 31,143 | $1.07M | 0.46% | −500−1.6% | Reduced |
| IFP Advisors, Inc | 34,383 | $1.19M | 0.02% | −300−0.9% | Reduced |
| Regal Investment Advisors LLC | 34,710 | $1.20M | 0.06% | −128−0.4% | Reduced |
| Kestra Advisory Services, LLC | 35,043 | $1.21M | 0.00% | +730+2.1% | Added |
| Wellspring Financial Advisors, LLC | 37,224 | $1.28M | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 40,925 | $1.41M | 0.02% | −6,080−12.9% | Reduced |
| HighTower Advisors, LLC | 41,213 | $1.42M | 0.00% | −5,564−11.9% | Reduced |
| Beckerman Institutional, LLC | 41,857 | $1.44M | 0.69% | +1,533+3.8% | Added |
| Susquehanna International Group, LLP | 42,205 | $1.46M | 0.00% | +42,205 | New |
| Benchmark Financial, LLC | 48,654 | $1.68M | 1.37% | −96−0.2% | Reduced |
| UBS Group AG | 61,845 | $2.13M | 0.00% | +145+0.2% | Added |
| My Personal CFO, LLC | 62,084 | $2.14M | 0.84% | −40−0.1% | Reduced |
| Morgan Stanley | 63,569 | $2.19M | 0.00% | +8,427+15.3% | Added |
| Americana Partners, LLC | 73,667 | $2.54M | 0.06% | +2,685+3.8% | Added |
| Argyle Capital Partners, LLC | 74,702 | $2.58M | 1.62% | +4,098+5.8% | Added |
| United Capital Financial Advisers, LLC | 92,000 | $3.17M | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 93,326 | $3.22M | 1.41% | +1,424+1.5% | Added |
| Everett Harris & Co | 99,310 | $3.43M | 0.04% | +565+0.6% | Added |
| Lake Street Financial LLC | 142,795 | $4.92M | 0.56% | −4,215−2.9% | Reduced |
| Risk Paradigm Group, LLC | 150,358 | $5.19M | 4.07% | +38,210+34.1% | Added |
| Noesis Capital Mangement Corp | 157,497 | $5.43M | 0.65% | +975+0.6% | Added |
| RPg Family Wealth Advisory, LLC | 165,639 | $5.71M | 0.95% | +45,061+37.4% | Added |
| Vident Advisory, LLC | 167,115 | $5.76M | 0.04% | −27,003−13.9% | Reduced |
| MAI Capital Management | 189,489 | $6.54M | 0.02% | +17,952+10.5% | Added |
| FF Advisors,LLC | 203,102 | $7.00M | 2.62% | +4,621+2.3% | Added |
| Baird Financial Group, Inc. | 271,646 | $9.37M | 0.01% | +3,774+1.4% | Added |
| Goldman Sachs Group Inc | 311,777 | $10.8M | 0.00% | −30,392−8.9% | Reduced |
| Warren Averett Asset Management, LLC | 319,590 | $11.0M | 0.06% | −34,153−9.7% | Reduced |
| Nicolet Bankshares Inc | 322,369 | $11.0M | 0.35% | −8,008−2.4% | Reduced |
| Osborne Partners Capital Management, LLC | 364,721 | $12.6M | 0.70% | −3,231−0.9% | Reduced |
| LPL Financial LLC | 530,493 | $18.3M | 0.00% | +21,265+4.2% | Added |
| Keybank National Association | 599,629 | $20.7M | 0.07% | +4,874+0.8% | Added |
| Equitable Holdings, Inc. | 1,380,520 | $47.6M | 0.28% | +98,940+7.7% | Added |
| JPMorgan Chase & Co | 1,907,023 | $65.7M | 0.00% | −254,000−11.8% | Reduced |
| CIBC Bancorp USA Inc. | 3,983,296 | $137.3M | 0.17% | +276,076+7.4% | Added |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −21,841−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −5,194−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |