Who owns JPMORGAN CHASE FINL CO LLC?
- Ticker: AMJB
- CUSIP Number: 48133q309
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Analyze quarterly positions in Jpmorgan Chase Finl with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Jpmorgan Chase Finl stock
Who bought or sold JPMORGAN CHASE FINL CO LLC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Atlantic Trust | 3.5M | $104M | -1% | Dec 2025 |
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| Equitable Holdings | 1.2M | $36M | 11% | Dec 2025 |
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| Keybank National Association | 648k | $19M | 1% | Dec 2025 |
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| LPL Financial | 502k | $15M | 2% | Dec 2025 |
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| Warren Averett Asset Management | 432k | $13M | -15% | Dec 2025 |
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| Osborne Partners Capital Management | 369k | $11M | -2% | Dec 2025 |
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| Goldman Sachs Group | 328k | $9.8M | -3% | Dec 2025 |
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| Baird Financial | 280k | $8.4M | -3% | Dec 2025 |
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| Nicolet Advisory Services | 212k | $6.5M | -57% | Dec 2025 |
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| FF Advisors | 176k | $5.3M | 11% | Dec 2025 |
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| MAI Wealth Advisors | 174k | $5.2M | -6% | Dec 2025 |
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| Noesis Capital Management Corp. | 158k | $4.7M | 100% | Dec 2025 |
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| Lake Street Financial | 147k | $5.1M | 2% | Mar 2026 |
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| Vident Advisory | 146k | $4.4M | -12% | Dec 2025 |
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| Nicolet Bankshares | 143k | $4.3M | -27% | Dec 2025 |
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| Risk Paradigm | 101k | $3.0M | 100% | Dec 2025 |
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| Everett Harris & Co | 101k | $3.0M | -2% | Dec 2025 |
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| Smallwood Wealth Investment Management | 92k | $2.8M | -3% | Dec 2025 |
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| United Capital Financial Advisers | 92k | $2.8M | 0% | Dec 2025 |
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| Argyle Capital Partners | 74k | $2.2M | 4% | Dec 2025 |
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| Americana Partners | 69k | $2.1M | 100% | Dec 2025 |
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| My Personal CFO | 62k | $1.9M | 100% | Dec 2025 |
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| Hancock Bank Trust Department | 48k | $1.4M | -2% | Dec 2025 |
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| HighTower Advisors | 46k | $1.4M | -3% | Dec 2025 |
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| Benchmark Financial | 45k | $1.3M | 100% | Dec 2025 |
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| Parkside Financial Bank & Trust | 42k | $1.3M | -20% | Dec 2025 |
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| Susquehanna International | 41k | $1.2M | 28% | Dec 2025 |
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| Beckerman Institutional | 39k | $1.2M | 1% | Dec 2025 |
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| Wellspring Financial Advisors | 38k | $1.1M | 0% | Dec 2025 |
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| IFP Advisors | 35k | $1.2M | 0% | Mar 2026 |
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| Regal Investment Advisors | 34k | $1.0M | -8% | Dec 2025 |
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| Commerce Bank N A | 32k | $960k | -5% | Dec 2025 |
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| Cura Wealth Advisors | 32k | $946k | 100% | Dec 2025 |
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| Creative Planning | 30k | $892k | 103% | Dec 2025 |
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| Crestwood Advisors | 29k | $874k | -41% | Dec 2025 |
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| Value Investment Professionals | 29k | $985k | 100% | Mar 2026 |
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| Kestra Advisory Services | 28k | $841k | 0% | Dec 2025 |
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| Waystone Advisors | 27k | $940k | 26% | Mar 2026 |
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| Evoke Wealth | 22k | $650k | 1% | Dec 2025 |
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| Steward Partners Investment Advisory | 20k | $586k | -15% | Dec 2025 |
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| Cetera Investment Advisers | 17k | $499k | -10% | Dec 2025 |
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| Eagle Global Advisors | 15k | $442k | 8% | Dec 2025 |
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| Citadel Advisors | 13k | $399k | 100% | Dec 2025 |
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| North Capital | 13k | $383k | 58% | Dec 2025 |
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| Pacific Center for Financial Services | 13k | $371k | 0% | Dec 2025 |
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| Raymond James Financial | 13k | $374k | 0% | Dec 2025 |
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| Covenant Asset Management | 11k | $379k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 10k | $306k | -4% | Dec 2025 |
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| AQR Capital Management | 9.5k | $285k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 9.1k | $271k | 22% | Dec 2025 |
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| Cresset Asset Management | 8.8k | $263k | 0% | Dec 2025 |
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| Private Capital Management | 7.9k | $235k | 1% | Dec 2025 |
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| Mariner Wealth Advisors | 7.4k | $221k | -14% | Dec 2025 |
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| Parallel Advisors | 5.1k | $151k | 100% | Dec 2025 |
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| Avalon Trust | 4.9k | $148k | 0% | Dec 2025 |
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| Advisor Group Holdings | 4.4k | $132k | -53% | Dec 2025 |
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| Elequin Capital | 3.4k | $103k | 100% | Dec 2025 |
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| Wells Fargo & Company | 2.8k | $82k | 1925% | Dec 2025 |
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| A. Montag and Associates | 2.0k | $60k | 0% | Dec 2025 |
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| Boyd Watterson Asset Management | 943.00 | $28k | 0% | Dec 2025 |
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| Private Trust Co Na | 858.00 | $26k | 0% | Dec 2025 |
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| UBS Group | 468.00 | $14k | 100% | Dec 2025 |
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| Harbour Investments | 359.00 | $11k | 30% | Dec 2025 |
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| Wolff Wiese Magana | 35.00 | $1.2k | 100% | Mar 2026 |
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| Us Bancorp | 20.00 | $598.000000 | 100% | Dec 2025 |
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Who sold out of Jpmorgan Chase Finl?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| General Re - New England Asset Management | Sep 2025 | 93k | $2.7M |
| VestGen Advisors | Sep 2025 | 14k | $406k |
| Wealth Enhancement Advisory Services | Dec 2025 | 13k | $401k |
| Ethos Capital Management | Dec 2025 | 8.4k | $253k |