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
64
institutional holders
+9 vs Q4 2024
13.7m
shares reported held*
$427.1mreported value*
9 new
24 added
20 reduced
2 sold out
net sold ≈ $52.2m (-1.6m 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 ≈ $31.08.
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 3 |
| Q2 2024 | 58 |
| Q3 2024 | 61 |
| Q4 2024 | 55 |
| Q1 2025 | 64 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 57 | 0 |
| Q3 2024 | 27 | 26 |
| Q4 2024 | 25 | 26 |
| Q1 2025 | 33 | 22 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | New | +1.8m |
| Waverly Advisors, LLC | New | +535.3k |
| LPL Financial LLC | Added | +128.0k |
| CITADEL ADVISORS LLC | New | +100.9k |
| Crestwood Advisors Group, LLC | New | +62.5k |
| CIBC Private Wealth Group LLC | Added | +58.8k |
| Equitable Holdings, Inc. | Added | +34.4k |
| WOLVERINE TRADING, LLC | New | +24.3k |
| IFP Advisors, Inc | Added | +23.6k |
| FF Advisors,LLC | Added | +10.5k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -2.3m |
| NBW CAPITAL LLC | Reduced | -94.2k |
| Parkside Financial Bank & Trust | Reduced | -69.1k |
| Kepos Capital LP | Sold out | -44.4k |
| NICOLET ADVISORY SERVICES, LLC | Reduced | -20.7k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -15.4k |
| Baird Financial Group, Inc. | Reduced | -8.3k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | -8.0k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Reduced | -6.8k |
| Regal Investment Advisors LLC | Reduced | -5.1k |
Insider purchases and sales in Q1 2025
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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 10 | $264.5m | $264.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-24 | Rohrbaugh Troy L Co-CEO CIB | Sold plan | $6.2m25.0k shares |
| 2025-03-24 | Piepszak Jennifer Chief Operating Officer | Sold plan | $1.1m4.3k shares |
| 2025-03-24 | Beer Lori A Chief Information Officer | Sold plan | $506.7k2.1k shares |
| 2025-03-24 | Leopold Robin Head of Human Resources | Sold plan | $308.6k1.2k shares |
| 2025-02-20 | DIMON JAMES Chairman & CEO, director · By GRATs | Sold plan | $130.3m483.0k shares |
| 2025-02-20 | DIMON JAMES Chairman & CEO, director · By Family Trusts | Sold plan | $93.6m346.9k shares |
| 2025-02-20 | Rohrbaugh Troy L Co-CEO CIB | Sold plan | $10.1m37.5k shares |
| 2025-02-20 | DIMON JAMES Chairman & CEO, director · By LLC | Sold plan | $9.8m36.5k shares |
| 2025-02-20 | Piepszak Jennifer Chief Operating Officer | Sold plan | $1.2m4.3k shares |
| 2025-02-20 | Beer Lori A Chief Information Officer | Sold plan | $554.1k2.1k shares |
| 2025-02-20 | Leopold Robin Head of Human Resources | Sold plan | $337.6k1.2k shares |
| 2025-02-18 | Erdoes Mary E. CEO Asset & Wealth Management | Sold plan | $1.5m5.3k shares |
| 2025-02-18 | Lake Marianne CEO CCB · By GRATs | Sold plan | $1.2m4.2k shares |
| 2025-02-18 | Petno Douglas B Co-CEO CIB | Sold plan | $971.7k3.5k shares |
| 2025-02-18 | Friedman Stacey General Counsel | Sold plan | $919.4k3.3k shares |
| 2025-01-16 | BACON ASHLEY Chief Risk Officer | Sold plan | $1.8m7.1k shares |
| 2025-01-16 | Erdoes Mary E. CEO Asset & Wealth Management | Sold plan | $1.3m5.3k shares |
| 2025-01-16 | Lake Marianne CEO CCB · By GRATs | Sold plan | $1.1m4.2k shares |
| 2025-01-16 | Petno Douglas B Co-CEO CIB | Sold plan | $886.6k3.5k shares |
| 2025-01-16 | Friedman Stacey General Counsel | Sold plan | $838.8k3.3k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| CIBC Private Wealth Group LLC 0.20% of their portfolio | 3.4m $93.0m | Added +58.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.8m $90.6m | Reduced -2.3m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.8m $588.5k | New |
| MORGAN STANLEY 0.00% of their portfolio | 939.8k $30.5m | Added +1.7k |
| Equitable Holdings, Inc. 0.26% of their portfolio | 856.6k $27.8m | Added +34.4k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio | 648.7k $21.1m | Reduced -4.2k |
| NBW CAPITAL LLC 3.86% of their portfolio | 535.3k $17.4m | Reduced -94.2k |
| Waverly Advisors, LLC 0.21% of their portfolio | 535.3k $17.4m | New |
| NICOLET ADVISORY SERVICES, LLC 1.28% of their portfolio | 460.9k $12.9m | Reduced -20.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 424.6k $13.8m | Added +2.8k |
| LPL Financial LLC 0.01% of their portfolio | 422.0k $13.7m | Added +128.0k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.72% of their portfolio | 386.6k $12.6m | Reduced -6.8k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 306.4k $10.0m | Reduced -8.3k |
| NICOLET BANKSHARES INC 1.33% of their portfolio | 203.2k $6.6m | Reduced -1.8k |
| Vident Advisory, LLC 0.09% of their portfolio | 194.7k $6.3m | Added +1.2k |
| MAI Capital Management 0.05% of their portfolio | 188.3k $6.1m | Reduced -1.6k |
| FF Advisors,LLC 2.60% of their portfolio | 153.0k $4.5m | Added +10.5k |
| EVERETT HARRIS & CO /CA/ 0.04% of their portfolio | 107.7k $3.5m | Reduced -2.1k |
| Parkside Financial Bank & Trust 0.44% of their portfolio | 105.7k $3.4m | Reduced -69.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 100.9k $3.3m | New |
| LAKE STREET PRIVATE WEALTH, LLC 0.52% of their portfolio | 97.8k $3.2m | Added +1.0k |
| NEW ENGLAND ASSET MANAGEMENT INC 0.49% of their portfolio | 92.8k $3.0m | Unchanged |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio | 92.0k $3.0m | Unchanged |
| Smallwood Wealth Investment Management, LLC 1.79% of their portfolio | 87.7k $2.8m | Added +1.9k |
| Crestwood Advisors Group, LLC 0.04% of their portfolio | 62.5k $2.0m | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 54.2k $1.8m | Added +62 |
| HANCOCK WHITNEY CORP 0.05% of their portfolio | 51.2k $1.7m | Added +1.8k |
| Beckerman Institutional, LLC 0.89% of their portfolio | 38.0k $1.2m | Added +4.4k |
| Regal Investment Advisors LLC 0.10% of their portfolio | 37.7k $1.2m | Reduced -5.1k |
| COMMERCE BANK 0.01% of their portfolio | 36.2k $1.2m | Added +1.1k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 28.1k $912.7k | Reduced -340 |
| WOLVERINE TRADING, LLC 0.03% of their portfolio | 24.3k $793.4k | New |
| IFP Advisors, Inc 0.02% of their portfolio | 23.9k $774.7k | Added +23.6k |
| EVOKE WEALTH, LLC 0.02% of their portfolio | 21.4k $693.8k | Added +113 |
| Peak Asset Management, LLC 0.12% of their portfolio | 20.1k $654.1k | Reduced -4.1k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 20.0k $649.5k | Reduced -15.4k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 15.3k $497.5k | Added +4.5k |
| EAGLE GLOBAL ADVISORS LLC 0.02% of their portfolio | 15.0k $486.2k | Unchanged |
| Creative Planning 0.00% of their portfolio | 14.6k $473.9k | Added +1.4k |
| VestGen Advisors, LLC 0.02% of their portfolio | 13.2k $429.5k | First filing |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 12.8k $415.0k | Added +50 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 12.5k $406.0k | Added +1.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 12.0k $388.3k | Added +1.7k |
| Covenant Asset Management, LLC 0.09% of their portfolio | 10.8k $350.4k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.2k $331.2k | Added +1.8k |
| Pacific Center for Financial Services 0.08% of their portfolio | 9.0k $291.5k | Added +7.8k |
| Jefferies Financial Group Inc. 0.00% of their portfolio | 8.7k $284.0k | Added +319 |
| North Capital, Inc. 0.25% of their portfolio | 8.2k $266.4k | First filing |
| Private Capital Management, LLC 0.03% of their portfolio | 7.9k $256.9k | Added +74 |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 7.9k $255.2k | Reduced -1.5k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7.4k $241.0k | Reduced -8.0k |
| Corient Private Wealth LP 0.00% of their portfolio | 6.4k $209.3k | New |
| &PARTNERS 0.00% of their portfolio | 6.2k $203.7k | New |
| Mariner, LLC 0.00% of their portfolio | 6.2k $202.3k | New |
| MeadowBrook Investment Advisors LLC 0.15% of their portfolio | 4.8k $157.2k | Reduced -1.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.3k $139.7k | Reduced -120 |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 2.0k $65.0k | Unchanged |
| Hara Capital LLC 0.02% of their portfolio | 985 $32.0k | Reduced -3.2k |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% of their portfolio | 943 $30.6k | Unchanged |
| Greenline Partners, LLC 0.00% of their portfolio | 840 $27.3k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 795 $25.8k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 500 $16.2k | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 149 $4.8k | Reduced -2 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |