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 |
|---|---|---|---|---|---|
| CIBC Bancorp USA | 3.7M | $128M | 100% | Mar 2026 |
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| Atlantic Trust | 3.5M | $104M | -1% | Dec 2025 |
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| Bank of America Corporation | 1.8M | $626k | 100% | Mar 2026 |
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| Equitable Holdings | 1.3M | $38M | 7% | Mar 2026 |
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| Keybank National Association | 595k | $21M | -8% | Mar 2026 |
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| LPL Financial | 509k | $18M | 1% | Mar 2026 |
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| Warren Averett Asset Management | 432k | $13M | -15% | Dec 2025 |
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| Osborne Partners Capital Management | 368k | $13M | 0% | Mar 2026 |
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| Goldman Sachs Group | 342k | $12M | 4% | Mar 2026 |
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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 | 199k | $6.8M | 13% | Mar 2026 |
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| MAI Wealth Advisors | 172k | $5.9M | -1% | Mar 2026 |
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| Noesis Capital Management Corp. | 157k | $5.4M | -1% | Mar 2026 |
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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 | 99k | $3.4M | -2% | Mar 2026 |
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| United Capital Financial Advisers | 92k | $3.2M | 0% | Mar 2026 |
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| Smallwood Wealth Investment Management | 92k | $3.2M | 0% | Mar 2026 |
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| Americana Partners | 71k | $2.5M | 4% | Mar 2026 |
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| Argyle Capital Partners | 71k | $2.4M | -4% | Mar 2026 |
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| My Personal CFO | 62k | $2.1M | 0% | Mar 2026 |
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| UBS Group | 62k | $2.1M | 13084% | Mar 2026 |
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| Morgan Stanley | 55k | $1.9M | 0% | Mar 2026 |
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| Benchmark Financial | 49k | $1.7M | 8% | Mar 2026 |
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| Hancock Bank Trust Department | 47k | $1.7M | -2% | Mar 2026 |
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| HighTower Advisors | 47k | $1.6M | 1% | Mar 2026 |
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| Susquehanna International | 41k | $1.2M | 28% | Dec 2025 |
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| Beckerman Institutional | 40k | $1.4M | 4% | Mar 2026 |
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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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| Kestra Advisory Services | 34k | $1.2M | 22% | Mar 2026 |
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| Cura Wealth Advisors | 32k | $1.1M | 0% | Mar 2026 |
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| Parkside Financial Bank & Trust | 28k | $964k | -33% | Mar 2026 |
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| Waystone Advisors | 27k | $940k | 26% | Mar 2026 |
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| Commerce Bank N A | 26k | $886k | -20% | Mar 2026 |
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| Creative Planning | 25k | $850k | -18% | Mar 2026 |
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| Evoke Wealth | 22k | $650k | 1% | Dec 2025 |
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| Pacific Center for Financial Services | 20k | $684k | 58% | Mar 2026 |
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| Steward Partners Investment Advisory | 18k | $633k | -7% | Mar 2026 |
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| Cetera Investment Advisers | 17k | $601k | 4% | Mar 2026 |
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| Crestwood Advisors | 15k | $516k | -49% | Mar 2026 |
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| Eagle Global Advisors | 15k | $442k | 8% | Dec 2025 |
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| North Capital | 13k | $442k | 0% | Mar 2026 |
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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 | 9.9k | $344k | -3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 9.1k | $313k | 0% | Mar 2026 |
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| Cresset Asset Management | 8.8k | $304k | 0% | Mar 2026 |
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| Private Capital Management | 7.7k | $267k | -2% | Mar 2026 |
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| AQR Capital Management | 7.6k | $262k | -20% | Mar 2026 |
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| Mariner Wealth Advisors | 7.4k | $257k | 1% | Mar 2026 |
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| Parallel Advisors | 6.3k | $217k | 24% | Mar 2026 |
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| Goss Wealth Management | 6.1k | $209k | 100% | Mar 2026 |
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| Chilton Capital Management | 5.2k | $180k | 100% | Mar 2026 |
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| Avalon Trust | 4.9k | $171k | 0% | Mar 2026 |
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| Advisor Group Holdings | 4.4k | $132k | -53% | Dec 2025 |
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| Elequin Capital | 3.4k | $119k | 0% | Mar 2026 |
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| A. Montag and Associates | 2.0k | $69k | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.9k | $66k | -31% | Mar 2026 |
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| Rockefeller Capital Management | 1.4k | $49k | 100% | Mar 2026 |
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| Boyd Watterson Asset Management | 943.00 | $33k | 0% | Mar 2026 |
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| Private Trust Co Na | 858.00 | $30k | 0% | Mar 2026 |
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| Royal Bank of Canada | 627.00 | $22k | 351% | Mar 2026 |
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| SRS Capital Advisors | 516.00 | $18k | 100% | Mar 2026 |
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| Harbour Investments | 348.00 | $12k | -3% | Mar 2026 |
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| Wolff Wiese Magana | 35.00 | $1.2k | 100% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 20.00 | $691.000000 | 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 |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 2.0M | $59M |
| Wealth Enhancement Advisory Services | Dec 2025 | 13k | $401k |
| Citadel Advisors | Dec 2025 | 13k | $399k |
| Ethos Capital Management | Dec 2025 | 8.4k | $253k |