Vault-13

JPMORGAN CHASE FINL CO LLC AMJB

CAL LKD 44 · ETP · CUSIP 48133Q309

American multinational banking and financial services holding company

59 institutional holders -5 vs Q1 2025
12,212,18012.2m shares reported held*
$370.3mreported value*
3 new 22 added 25 reduced 8 sold out net sold ≈ $46.3m (-1.5m 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 ≈ $30.33.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q1 24: 3Q2 24: 58Q3 24: 61Q4 24: 55Q1 25: 64Q2 25: 5959Q1 24Q2 24Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q1 20243
Q2 202458
Q3 202461
Q4 202455
Q1 202564
Q2 202559

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 57 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 27 bought or addedQ3 24: 26 cut or sold outQ3 24Q4 24: 25 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 22 cut or sold outQ1 25Q2 25: 25 bought or addedQ2 25: 33 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q2 2024570
Q3 20242726
Q4 20242526
Q1 20253322
Q2 20252533

Biggest buyers

Equitable Holdings, Inc. Added +98,231+98.2k
CIBC Private Wealth Group LLC Added +56,585+56.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +41,642+41.6k
Wellspring Financial Advisors, LLC New +37,700+37.7k
LPL Financial LLC Added +26,774+26.8k
NICOLET ADVISORY SERVICES, LLC Added +17,375+17.4k
KEYBANK NATIONAL ASSOCIATION/OH Added +12,452+12.5k
IFP Advisors, Inc Added +10,510+10.5k
Cresset Asset Management, LLC New +8,785+8.8k
FF Advisors,LLC Added +7,254+7.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -910,000-910.0k
MORGAN STANLEY Reduced -666,248-666.2k
CITADEL ADVISORS LLC Reduced -88,663-88.7k
Parkside Financial Bank & Trust Reduced -45,437-45.4k
Baird Financial Group, Inc. Reduced -42,755-42.8k
WOLVERINE TRADING, LLC Sold out -24,323-24.3k
Peak Asset Management, LLC Sold out -20,138-20.1k
NBW CAPITAL LLC Reduced -11,165-11.2k
NICOLET BANKSHARES INC Reduced -10,256-10.3k
Waverly Advisors, LLC Reduced -8,888-8.9k

Insider purchases and sales in Q2 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
20020Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 10 sellingQ2 24: 0 buyingQ2 24: 9 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 10 sellingQ2 25: 0 buyingQ2 25: 11 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—1$1.3m$1.3m
Q4 20230—1$5.2m$5.2m
Q1 20240—10$173.2m$173.2m
Q2 20240—9$49.5m$49.5m
Q3 20240—0——
Q4 20240—0——
Q1 20250—10$264.5m$264.5m
Q2 20250—11$66.8m$66.8m
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-12 BACON ASHLEY Chief Risk Officer Sold plan 5,201 $267.44 $1.4m5.2k shares -2%
2025-06-05 Piepszak Jennifer Chief Operating Officer Sold plan 6,128 $262.47 $1.6m6.1k shares -9%
2025-05-20 Friedman Stacey General Counsel Sold plan 6,608 $265.71 $1.8m6.6k shares -15%
2025-05-20 Friedman Stacey General Counsel Sold plan 2,821 $265.71 $749.6k2.8k shares -4%
2025-05-16 Lake Marianne CEO CCB Sold plan 12,274 $267.08 $3.3m12.3k shares -16%
2025-05-16 Beer Lori A Chief Information Officer Sold plan 5,873 $267.09 $1.6m5.9k shares -9%
2025-05-15 Petno Douglas B Co-CEO CIB Sold plan 10,141 $266.89 $2.7m10.1k shares -3%
2025-05-13 Erdoes Mary E. CEO Asset & Wealth Management Sold plan 14,055 $262.54 $3.7m14.1k shares -2%
2025-05-13 BACON ASHLEY Chief Risk Officer Sold plan 5,202 $262.53 $1.4m5.2k shares -2%
2025-05-12 Rohrbaugh Troy L Co-CEO CIB Sold plan 12,500 $263.08 $3.3m12.5k shares -8%
2025-05-06 Barnum Jeremy Chief Financial Officer Sold plan 40,014 $250.77 $10.0m40.0k shares -69%
2025-05-06 BAMMANN LINDA Director Sold plan 9,500 $250.00 $2.4m9.5k shares -9%
2025-05-06 Piepszak Jennifer Chief Operating Officer Sold plan 6,129 $250.76 $1.5m6.1k shares -8%
2025-04-14 DIMON JAMES Chairman & CEO, director Sold plan 133,639 $235.68 $31.5m133.6k shares -9%

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CIBC Private Wealth Group LLC 0.19% of their portfolio ATLANTA, GA 3,452,9513.5m $104.5m $104.5m 0.19% Added +56.6k +56,585
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,880,0231.9m $56.9m $56.9m 0.00% Reduced -910.0k -910,000
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,811,7311.8m $548.2k $548.2k 0.00% Reduced -15 -15
4 Equitable Holdings, Inc. 0.24% of their portfolio NEW YORK, NY 954,862954.9k $28.9m $28.9m 0.24% Added +98.2k +98,231
5 KEYBANK NATIONAL ASSOCIATION/OH 0.07% of their portfolio BROOKLYN, OH 661,199661.2k $20.0m $20.0m 0.07% Added +12.5k +12,452
6 Waverly Advisors, LLC 0.17% of their portfolio BIRMINGHAM, AL 526,432526.4k $15.9m $15.9m 0.17% Reduced -8.9k -8,888
7 NBW CAPITAL LLC 3.42% of their portfolio BOSTON, MA 524,155524.2k $15.9m $15.9m 3.42% Reduced -11.2k -11,165
8 NICOLET ADVISORY SERVICES, LLC 1.25% of their portfolio GREEN BAY, WI 478,274478.3k $14.7m $14.7m 1.25% Added +17.4k +17,375
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 448,737448.7k $13.6m $13.6m 0.00% Added +26.8k +26,774
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 429,863429.9k $13.0m $13.0m 0.00% Added +5.3k +5,313
11 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.61% of their portfolio SAN FRANCISCO, CA 379,381379.4k $11.5m $11.5m 0.61% Reduced -7.3k -7,256
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 273,570273.6k $8.3m $8.3m 0.00% Reduced -666.2k -666,248
13 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 263,641263.6k $8.0m $8.0m 0.01% Reduced -42.8k -42,755
14 NICOLET BANKSHARES INC 1.01% of their portfolio GREEN BAY, WI 192,984193.0k $5.8m $5.8m 1.01% Reduced -10.3k -10,256
15 Vident Advisory, LLC 0.06% of their portfolio Alpharetta, GA 188,867188.9k $5.7m $5.7m 0.06% Reduced -5.8k -5,785
16 MAI Capital Management 0.04% of their portfolio INDEPENDENCE, OH 187,883187.9k $5.7m $5.7m 0.04% Reduced -428 -428
17 FF Advisors,LLC 2.52% of their portfolio MANHATTAN BEACH, CA 160,225160.2k $4.8m $4.8m 2.52% Added +7.3k +7,254
18 EVERETT HARRIS & CO /CA/ 0.04% of their portfolio LOS ANGELES, CA 107,910107.9k $3.3m $3.3m 0.04% Added +180 +180
19 LAKE STREET PRIVATE WEALTH, LLC 0.44% of their portfolio CHICAGO, IL 101,485101.5k $3.1m $3.1m 0.44% Added +3.7k +3,675
20 NEW ENGLAND ASSET MANAGEMENT INC 0.44% of their portfolio FARMINGTON, CT 92,75092.8k $2.8m $2.8m 0.44% Unchanged
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 92,00092.0k $2.8m $2.8m 0.02% Unchanged
22 Smallwood Wealth Investment Management, LLC 1.56% of their portfolio RED BANK, NJ 90,11990.1k $2.7m $2.7m 1.56% Added +2.5k +2,455
23 Parkside Financial Bank & Trust 0.20% of their portfolio SAINT LOUIS, MO 60,26660.3k $1.8m $1.8m 0.20% Reduced -45.4k -45,437
24 Crestwood Advisors Group, LLC 0.03% of their portfolio BOSTON, MA 58,06358.1k $1.8m $1.8m 0.03% Reduced -4.5k -4,453
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 51,83951.8k $1.6m $1.6m 0.00% Added +41.6k +41,642
26 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 50,20050.2k $1.5m $1.5m 0.00% Reduced -4.0k -3,993
27 HANCOCK WHITNEY CORP 0.03% of their portfolio GULFPORT, MS 49,30249.3k $1.5m $1.5m 0.03% Reduced -1.9k -1,924
28 Wellspring Financial Advisors, LLC 0.11% of their portfolio CLEVELAND, OH 37,70037.7k $1.1m $1.1m 0.11% New
29 Beckerman Institutional, LLC 0.75% of their portfolio OCEAN GROVE, NJ 37,44237.4k $1.1m $1.1m 0.75% Reduced -531 -531
30 Regal Investment Advisors LLC 0.08% of their portfolio KENTWOOD, MI 37,10037.1k $1.1m $1.1m 0.08% Reduced -630 -630
31 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 35,66435.7k $1.1m $1.1m 0.01% Reduced -540 -540
32 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 34,36334.4k $1.0m $1.0m 0.03% Added +10.5k +10,510
33 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 28,10028.1k $850.3k $850.3k 0.00% Unchanged
34 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,06022.1k $667.5k $667.5k 0.01% Added +6.7k +6,743
35 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,62221.6k $660.4k $660.4k 0.00% Added +1.6k +1,624
36 EVOKE WEALTH, LLC 0.02% of their portfolio Los Angeles, CA 21,48221.5k $650.0k $650.0k 0.02% Added +123 +123
37 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 16,40016.4k $496.3k $496.3k 0.00% Added +1.8k +1,808
38 EAGLE GLOBAL ADVISORS LLC 0.02% of their portfolio Houston, TX 14,75014.8k $446.3k $446.3k 0.02% Reduced -220 -220
39 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 13,22513.2k $400.2k $400.2k 0.02% Unchanged
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,60812.6k $381.5k $381.5k 0.00% Reduced -170 -170
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,26812.3k $371.2k $371.2k 0.00% Reduced -88.7k -88,663
42 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,53211.5k $349.0k $349.0k 0.00% Reduced -422 -422
43 Covenant Asset Management, LLC 0.07% of their portfolio CHESTER, NJ 10,78910.8k $326.5k $326.5k 0.07% Unchanged
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,95510.0k $301.0k $301.0k 0.00% Reduced -2.6k -2,552
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,4319.4k $285.4k $285.4k 0.00% Added +3.2k +3,202
46 Pacific Center for Financial Services 0.07% of their portfolio DANVILLE, CA 9,1019.1k $275.4k $275.4k 0.07% Added +126 +126
47 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,0989.1k $285.8k $285.8k 0.00% Added +4.8k +4,797
48 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,7858.8k $265.8k $265.8k 0.00% New
49 North Capital, Inc. 0.21% of their portfolio SALT LAKE CITY, UT 8,1988.2k $248.1k $248.1k 0.21% Reduced -5 -5
50 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 7,9287.9k $239.9k $239.9k 0.00% Added +72 +72
51 Private Capital Management, LLC 0.02% of their portfolio NAPLES, FL 7,6947.7k $232.8k $232.8k 0.02% Reduced -215 -215
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,4207.4k $224.5k $224.5k 0.00% Unchanged
53 MeadowBrook Investment Advisors LLC 0.16% of their portfolio Livonia, MI 5,9606.0k $180.3k $180.3k 0.16% Added +1.1k +1,120
54 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 2,0002.0k $60.5k $60.5k 0.00% Unchanged
55 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% of their portfolio CLEVELAND, OH 943943 $28.5k $28.5k 0.01% Unchanged
56 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 695695 $21.0k $21.0k 0.00% Reduced -100 -100
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 524524 $16.0k $16.0k 0.00% New
58 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 362362 $11.0k $11.0k 0.00% Added +213 +213
59 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged