JPMORGAN CHASE FINL CO LLC AMJB
CAL LKD 44 · ETP · CUSIP 48133Q309
American multinational banking and financial services holding company
- SectorFinancials
- IndustryNational Commercial Banks
- HeadquartersNew York, NY
- Founded1968
- Websitejpmorganchase.com
- FilingsSEC EDGAR
58
institutional holders
+55 vs Q1 2024
22.7m
shares reported held*
$657.4mreported value*
55 new
2 added
0 reduced
0 sold out
net bought ≈ $427.8m (+14.8m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $28.97.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 3 |
| Q2 2024 | 58 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +3.5m |
| CIBC Private Wealth Group LLC | Added | +3.1m |
| MORGAN STANLEY | New | +2.7m |
| KEYBANK NATIONAL ASSOCIATION/OH | New | +684.3k |
| Equitable Holdings, Inc. | New | +647.0k |
| NICOLET ADVISORY SERVICES, LLC | New | +477.4k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | New | +413.0k |
| GOLDMAN SACHS GROUP INC | New | +378.0k |
| Parkside Financial Bank & Trust | New | +372.9k |
| Baird Financial Group, Inc. | New | +315.9k |
Biggest sellers
| None |
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 4 | $6.4m | — |
| Q1 2023 | 1 | $50.4k | 6 | $9.8m | — |
| Q2 2023 | 0 | — | 7 | $24.7m | $24.7m |
| Q3 2023 | 0 | — | 1 | $1.3m | $1.3m |
| Q4 2023 | 0 | — | 1 | $5.2m | $5.2m |
| Q1 2024 | 0 | — | 10 | $173.2m | $173.2m |
| Q2 2024 | 0 | — | 9 | $49.5m | $49.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-20 | Friedman Stacey General Counsel | Sold plan | $872.3k4.4k shares |
| 2024-06-10 | BACON ASHLEY Chief Risk Officer | Sold plan | $1.0m5.1k shares |
| 2024-05-20 | Beer Lori A Chief Information Officer | Sold plan | $1.1m5.3k shares |
| 2024-05-20 | Friedman Stacey General Counsel | Sold plan | $885.9k4.4k shares |
| 2024-05-14 | Lake Marianne CEO CCB · By GRATs | Sold plan | $2.3m11.7k shares |
| 2024-05-10 | Leopold Robin Head of Human Resources | Sold plan | $596.6k3.0k shares |
| 2024-05-08 | Erdoes Mary E. CEO Asset & Wealth Management | Sold plan | $3.1m15.9k shares |
| 2024-05-08 | Piepszak Jennifer Co-CEO CIB | Sold plan | $1.7m8.8k shares |
| 2024-05-08 | BACON ASHLEY Chief Risk Officer | Sold plan | $984.9k5.1k shares |
| 2024-05-06 | Korablina Elena A Corporate Controller | Sold plan | $4.2m21.8k shares |
| 2024-04-15 | DIMON JAMES Chairman & CEO, director | Sold plan | $32.8m178.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.01% of their portfolio | 11.2m $323.3m | Added +3.5m |
| CIBC Private Wealth Group LLC 0.18% of their portfolio | 3.3m $96.1m | Added +3.1m |
| MORGAN STANLEY 0.01% of their portfolio | 2.7m $79.0m | New |
| KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio | 684.3k $19.8m | New |
| Equitable Holdings, Inc. 0.20% of their portfolio | 647.0k $18.7m | New |
| NICOLET ADVISORY SERVICES, LLC 1.33% of their portfolio | 477.4k $13.9m | New |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.72% of their portfolio | 413.0k $12.0m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 378.0k $10.9m | New |
| Parkside Financial Bank & Trust 1.69% of their portfolio | 372.9k $10.8m | New |
| Baird Financial Group, Inc. 0.02% of their portfolio | 315.9k $9.1m | New |
| NBW CAPITAL LLC 1.27% of their portfolio | 223.2k $6.5m | New |
| NICOLET BANKSHARES INC 1.42% of their portfolio | 197.2k $5.7m | New |
| MAI Capital Management 0.05% of their portfolio | 189.6k $5.5m | New |
| NOESIS CAPITAL MANGEMENT CORP 1.09% of their portfolio | 170.3k $4.9m | New |
| FF Advisors,LLC 2.94% of their portfolio | 144.1k $4.2m | New |
| Relative Value Partners Group, LLC 0.40% of their portfolio | 107.1k $3.1m | New |
| LAKE STREET PRIVATE WEALTH, LLC 0.40% of their portfolio | 107.1k $3.1m | New |
| EVERETT HARRIS & CO /CA/ 0.04% of their portfolio | 106.0k $3.1m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 103.5k $3.0m | New |
| NEW ENGLAND ASSET MANAGEMENT INC 0.45% of their portfolio | 92.8k $2.7m | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio | 92.0k $2.7m | New |
| Arrow Investment Advisors, LLC 1.73% of their portfolio | 65.6k $1.9m | New |
| Smallwood Wealth Investment Management, LLC 1.39% of their portfolio | 62.0k $1.8m | New |
| Kepos Capital LP 0.66% of their portfolio | 58.3k $1.7m | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 55.1k $1.6m | New |
| LPL Financial LLC 0.00% of their portfolio | 50.7k $1.5m | New |
| Regal Investment Advisors LLC 0.09% of their portfolio | 48.2k $1.4m | New |
| HANCOCK WHITNEY CORP 0.05% of their portfolio | 47.1k $1.4m | New |
| COMMERCE BANK 0.01% of their portfolio | 29.8k $863.2k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 28.4k $823.1k | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio | 27.5k $795.9k | New |
| Peak Asset Management, LLC 0.15% of their portfolio | 26.3k $760.8k | New |
| Arete Wealth Advisors, LLC 0.06% of their portfolio | 25.5k $739.0k | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 21.9k $634.4k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 19.3k $557.2k | New |
| EAGLE GLOBAL ADVISORS LLC 0.02% of their portfolio | 14.6k $422.5k | New |
| Covenant Asset Management, LLC 0.07% of their portfolio | 10.8k $312.2k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 10.6k $307.5k | New |
| Lido Advisors, LLC 0.00% of their portfolio | 10.6k $306.8k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 10.5k $305.0k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 9.2k $265.1k | New |
| Jefferies Financial Group Inc. 0.00% of their portfolio | 8.3k $239.9k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 8.0k $232.5k | New |
| Private Capital Management, LLC 0.03% of their portfolio | 7.7k $222.5k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.3k $123.1k | New |
| MeadowBrook Investment Advisors LLC 0.09% of their portfolio | 3.2k $93.6k | New |
| UBS Group AG 0.00% of their portfolio | 3.1k $90.4k | New |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 2.0k $57.9k | New |
| Pacific Center for Financial Services 0.01% of their portfolio | 1.1k $32.6k | New |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% of their portfolio | 943 $27.3k | New |
| JNBA Financial Advisors 0.00% of their portfolio | 574 $16.6k | New |
| Tyler-Stone Wealth Management 0.00% of their portfolio | 400 $11.6k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 250 $7.2k | New |
| Clear Point Advisors Inc. 0.01% of their portfolio | 233 $6.7k | New |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 90 $2.6k | New |
| BARCLAYS PLC 0.00% of their portfolio | 52 $1.5k | New |
| ORG Partners LLC 0.00% of their portfolio | 1 $28 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |