# JPMORGAN CHASE FINL CO LLC (AMJB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AMJB/

- Reporting holders: 74
- Reported value: $432.4M
- Shares held by institutions: 12,544,149 of 2,658,186,195 outstanding
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CIBC Bancorp USA Inc.](https://holderbook.com/funds/1711924-cibc-bancorp-usa-inc/) | $137.3M | 3,983,296 | 0.2% | 2 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $65.7M | 1,907,023 | 0.0% | 10 |
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $47.6M | 1,380,520 | 0.3% | 9 |
| [KEYBANK NATIONAL ASSOCIATION/OH](https://holderbook.com/funds/1089877-keybank-national-association-oh/) | $20.7M | 599,629 | 0.1% | 9 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $18.3M | 530,493 | 0.0% | 9 |
| [OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1005607-osborne-partners-capital-management-llc/) | $12.6M | 364,721 | 0.7% | 9 |
| [NICOLET BANKSHARES INC](https://holderbook.com/funds/1174850-nicolet-bankshares-inc/) | $11.0M | 322,369 | 0.4% | 9 |
| [Waverly Advisors, LLC](https://holderbook.com/funds/1568787-waverly-advisors-llc/) | $11.0M | 319,590 | 0.1% | 6 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $10.8M | 311,777 | 0.0% | 9 |
| [Baird Financial Group, Inc.](https://holderbook.com/funds/1648711-baird-financial-group-inc/) | $9.4M | 271,646 | 0.0% | 9 |
| [FF Advisors,LLC](https://holderbook.com/funds/2011904-ff-advisors-llc/) | $7.0M | 203,102 | 2.6% | 9 |
| [MAI Capital Management](https://holderbook.com/funds/1040197-mai-capital-management/) | $6.5M | 189,489 | 0.0% | 9 |
| [Vident Advisory, LLC](https://holderbook.com/funds/1744347-vident-advisory-llc/) | $5.8M | 167,115 | 0.0% | 7 |
| [RPg Family Wealth Advisory, LLC](https://holderbook.com/funds/1569884-rpg-family-wealth-advisory-llc/) | $5.7M | 165,639 | 0.5% | 2 |
| [NOESIS CAPITAL MANGEMENT CORP](https://holderbook.com/funds/1262677-noesis-capital-mangement-corp/) | $5.4M | 157,497 | 0.7% | 3 |
| [Risk Paradigm Group, LLC](https://holderbook.com/funds/1569886-risk-paradigm-group-llc/) | $5.2M | 150,358 | 4.1% | 3 |
| [LAKE STREET PRIVATE WEALTH, LLC](https://holderbook.com/funds/1772031-lake-street-private-wealth-llc/) | $4.9M | 142,795 | 0.6% | 9 |
| [EVERETT HARRIS & CO /CA/](https://holderbook.com/funds/1009254-everett-harris-co-ca/) | $3.4M | 99,310 | 0.0% | 9 |
| [Smallwood Wealth Investment Management, LLC](https://holderbook.com/funds/1921304-smallwood-wealth-investment-management-llc/) | $3.2M | 93,326 | 1.4% | 9 |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1463217-united-capital-financial-advisors-llc/) | $3.2M | 92,000 | 0.0% | 9 |
| [Argyle Capital Partners, LLC](https://holderbook.com/funds/2079995-argyle-capital-partners-llc/) | $2.6M | 74,702 | 1.6% | 4 |
| [Americana Partners, LLC](https://holderbook.com/funds/1797678-americana-partners-llc/) | $2.5M | 73,667 | 0.1% | 3 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2.2M | 63,569 | 0.0% | 9 |
| [My Personal CFO, LLC](https://holderbook.com/funds/1916366-my-personal-cfo-llc/) | $2.1M | 62,084 | 0.8% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.1M | 61,845 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 74 | $432.4M |
| Q1 2026 | 69 | $420.8M |
| Q4 2025 | 68 | $363.4M |
| Q3 2025 | 57 | $407.0M |
| Q2 2025 | 57 | $369.8M |
| Q1 2025 | 62 | $426.5M |
| Q4 2024 | 54 | $454.7M |
| Q3 2024 | 60 | $594.3M |
| Q2 2024 | 57 | $657.4M |
| Q1 2024 | 2 | $225.3M |