Vault-13

JPMORGAN CHASE FINL CO LLC AMJB

CAL LKD 44 · ETP · CUSIP 48133Q309

American multinational banking and financial services holding company

71 institutional holders +2 vs Q4 2025
12,320,42312.3m shares reported held*
$421.5mreported value*
7 new 24 added 24 reduced 4 sold out net bought ≈ $2.3m (+151.5k 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 ≈ $34.21.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q1 24: 3Q2 24: 58Q3 24: 61Q4 24: 55Q1 25: 64Q2 25: 59Q3 25: 58Q4 25: 69Q1 26: 7171Q1 24Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q1 20243
Q2 202458
Q3 202461
Q4 202455
Q1 202564
Q2 202559
Q3 202558
Q4 202569
Q1 202671

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 outQ3 24: 27 bought or addedQ3 24: 26 cut or sold outQ3 24Q4 24: 25 bought or addedQ4 24: 26 cut or sold outQ1 25: 33 bought or addedQ1 25: 22 cut or sold outQ1 25Q2 25: 25 bought or addedQ2 25: 33 cut or sold outQ3 25: 25 bought or addedQ3 25: 26 cut or sold outQ3 25Q4 25: 28 bought or addedQ4 25: 28 cut or sold outQ1 26: 31 bought or addedQ1 26: 28 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024570
Q3 20242726
Q4 20242526
Q1 20253322
Q2 20252533
Q3 20252526
Q4 20252828
Q1 20263128

Biggest buyers

NICOLET BANKSHARES INC Added +187,085+187.1k
RPg Family Wealth Advisory, LLC New +120,578+120.6k
Equitable Holdings, Inc. Added +85,520+85.5k
UBS Group AG Added +61,232+61.2k
Vident Advisory, LLC Added +47,937+47.9k
FF Advisors,LLC Added +22,383+22.4k
GOLDMAN SACHS GROUP INC Added +14,231+14.2k
Risk Paradigm Group, LLC Added +11,075+11.1k
LPL Financial LLC Added +7,238+7.2k
Pacific Center for Financial Services Added +7,230+7.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -184,000-184.0k
Waverly Advisors, LLC Reduced -77,800-77.8k
KEYBANK NATIONAL ASSOCIATION/OH Reduced -53,590-53.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -40,567-40.6k
Crestwood Advisors Group, LLC Reduced -14,311-14.3k
Parkside Financial Bank & Trust Reduced -13,940-13.9k
CITADEL ADVISORS LLC Sold out -13,348-13.3k
Baird Financial Group, Inc. Reduced -12,159-12.2k
Ethos Capital Management, Inc. Sold out -8,449-8.4k
COMMERCE BANK Reduced -6,490-6.5k

Insider purchases and sales in Q1 2026

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
20020Q2 24: 0 buyingQ2 24: 9 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 10 sellingQ1 25Q2 25: 0 buyingQ2 25: 11 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 11 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q3 20250—1$2.8m$2.8m
Q4 20250—1$301.3k$301.3k
Q1 20260—11$55.2m$55.2m
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-23 Leopold Robin Head of Human Resources Sold plan 433 $295.06 $127.8k433 shares -1%
2026-02-19 DIMON JAMES Chairman & CEO, director · By Family Trusts Sold plan 69,512 $307.19 $21.4m69.5k shares -2%
2026-02-19 Rohrbaugh Troy L Co-CEO CIB Sold plan 50,000 $307.11 $15.4m50.0k shares -31%
2026-02-19 Leopold Robin Head of Human Resources Sold plan 432 $307.14 $132.7k432 shares -1%
2026-02-17 Erdoes Mary E. CEO Asset & Wealth Management Sold plan 5,731 $306.41 $1.8m5.7k shares -1%
2026-02-17 Lake Marianne CEO CCB · By GRATs Sold plan 3,907 $306.41 $1.2m3.9k shares -3%
2026-02-17 Petno Douglas B Co-CEO CIB Sold plan 3,487 $306.40 $1.1m3.5k shares -1%
2026-02-17 Friedman Stacey General Counsel · By GRAT Sold plan 3,404 $306.40 $1.0m3.4k shares -5%
2026-02-17 Barnum Jeremy Chief Financial Officer Sold plan 2,892 $306.42 $886.2k2.9k shares -11%
2026-02-17 Beer Lori A Chief Information Officer Sold plan 2,047 $306.40 $627.2k2.0k shares -3%
2026-01-16 Piepszak Jennifer Chief Operating Officer Sold plan 8,571 $312.79 $2.7m8.6k shares -11%
2026-01-16 BACON ASHLEY Chief Risk Officer Sold plan 7,364 $312.79 $2.3m7.4k shares -3%
2026-01-16 Erdoes Mary E. CEO Asset & Wealth Management Sold plan 5,732 $312.78 $1.8m5.7k shares -1%
2026-01-16 Lake Marianne CEO CCB · By GRATs Sold plan 3,908 $312.78 $1.2m3.9k shares -3%
2026-01-16 Petno Douglas B Co-CEO CIB Sold plan 3,487 $312.80 $1.1m3.5k shares -1%
2026-01-16 Friedman Stacey General Counsel · By GRAT Sold plan 3,404 $312.80 $1.1m3.4k shares -5%
2026-01-16 Barnum Jeremy Chief Financial Officer Sold plan 2,893 $312.79 $904.9k2.9k shares -10%
2026-01-16 Beer Lori A Chief Information Officer Sold plan 2,047 $312.80 $640.3k2.0k shares -3%

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CIBC Bancorp USA Inc. 0.17% of their portfolio CHICAGO, IL 3,707,2203.7m $128.1m $128.1m 0.17% First filing
2 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,161,0232.2m $75.8m $75.8m 0.01% Reduced -184.0k -184,000
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,810,9661.8m $626.1k $626.1k 0.00% Unchanged
4 Equitable Holdings, Inc. 0.25% of their portfolio NEW YORK, NY 1,281,5801.3m $38.3m $38.3m 0.25% Added +85.5k +85,520
5 KEYBANK NATIONAL ASSOCIATION/OH 0.08% of their portfolio BROOKLYN, OH 594,755594.8k $20.6m $20.6m 0.08% Reduced -53.6k -53,590
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 509,228509.2k $17.6m $17.6m 0.00% Added +7.2k +7,238
7 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.67% of their portfolio SAN FRANCISCO, CA 367,952368.0k $12.7m $12.7m 0.67% Reduced -677 -677
8 Waverly Advisors, LLC 0.09% of their portfolio BIRMINGHAM, AL 353,743353.7k $12.2m $12.2m 0.09% Reduced -77.8k -77,800
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 342,169342.2k $11.8m $11.8m 0.00% Added +14.2k +14,231
10 NICOLET BANKSHARES INC 0.42% of their portfolio GREEN BAY, WI 330,377330.4k $11.3m $11.3m 0.42% Added +187.1k +187,085
11 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 267,872267.9k $9.3m $9.3m 0.01% Reduced -12.2k -12,159
12 FF Advisors,LLC 2.75% of their portfolio MANHATTAN BEACH, CA 198,481198.5k $6.8m $6.8m 2.75% Added +22.4k +22,383
13 Vident Advisory, LLC 0.06% of their portfolio Alpharetta, GA 194,118194.1k $6.7m $6.7m 0.06% Added +47.9k +47,937
14 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 171,537171.5k $5.9m $5.9m 0.03% Reduced -1.9k -1,938
15 NOESIS CAPITAL MANGEMENT CORP 0.80% of their portfolio BOCA RATON, FL 156,522156.5k $5.4m $5.4m 0.80% Reduced -1.2k -1,220
16 LAKE STREET PRIVATE WEALTH, LLC 0.65% of their portfolio CHICAGO, IL 147,010147.0k $5.1m $5.1m 0.65% Added +2.2k +2,200
17 RPg Family Wealth Advisory, LLC 0.87% of their portfolio BURLINGTON, MA 120,578120.6k $4.2m $4.2m 0.87% New
18 Risk Paradigm Group, LLC 3.31% of their portfolio BURLINGTON, MA 112,148112.1k $3.9m $3.9m 3.31% Added +11.1k +11,075
19 EVERETT HARRIS & CO /CA/ 0.04% of their portfolio LOS ANGELES, CA 98,74598.7k $3.4m $3.4m 0.04% Reduced -2.1k -2,145
20 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 92,00092.0k $3.2m $3.2m 0.02% Unchanged
21 Smallwood Wealth Investment Management, LLC 1.67% of their portfolio RED BANK, NJ 91,90291.9k $3.2m $3.2m 1.67% Reduced -178 -178
22 Americana Partners, LLC 0.06% of their portfolio Houston, TX 70,98271.0k $2.5m $2.5m 0.06% Added +2.4k +2,433
23 Argyle Capital Partners, LLC 1.76% of their portfolio LOS ANGELES, CA 70,60470.6k $2.4m $2.4m 1.76% Reduced -3.3k -3,251
24 My Personal CFO, LLC 0.94% of their portfolio VANCOUVER, WA 62,12462.1k $2.1m $2.1m 0.94% Unchanged
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 61,70061.7k $2.1m $2.1m 0.00% Added +61.2k +61,232
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 55,14255.1k $1.9m $1.9m 0.00% Added +220 +220
27 Benchmark Financial, LLC 1.51% of their portfolio WILMINGTON, DE 48,75048.8k $1.7m $1.7m 1.51% Added +3.7k +3,715
28 HANCOCK WHITNEY CORP 0.03% of their portfolio GULFPORT, MS 47,00547.0k $1.7m $1.7m 0.03% Reduced -1.0k -1,015
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 46,77746.8k $1.6m $1.6m 0.00% Added +657 +657
30 Beckerman Institutional, LLC 0.74% of their portfolio OCEAN GROVE, NJ 40,32440.3k $1.4m $1.4m 0.74% Added +1.7k +1,699
31 Wellspring Financial Advisors, LLC 0.10% of their portfolio CLEVELAND, OH 37,22437.2k $1.3m $1.3m 0.10% Reduced -476 -476
32 Regal Investment Advisors LLC 0.07% of their portfolio KENTWOOD, MI 34,83834.8k $1.2m $1.2m 0.07% Added +484 +484
33 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 34,68334.7k $1.2m $1.2m 0.02% Unchanged
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 34,31334.3k $1.2m $1.2m 0.00% Added +6.2k +6,213
35 CURA WEALTH ADVISORS, LLC 0.49% of their portfolio CHICAGO, IL 31,64331.6k $1.1m $1.1m 0.49% Unchanged
36 Parkside Financial Bank & Trust 0.07% of their portfolio SAINT LOUIS, MO 27,88427.9k $964.0k $964.0k 0.07% Reduced -13.9k -13,940
37 WAYSTONE ADVISORS LLC 0.84% of their portfolio REDMOND, WA 27,20227.2k $940.4k $940.4k 0.84% Added +5.6k +5,558
38 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 25,62025.6k $885.7k $885.7k 0.00% Reduced -6.5k -6,490
39 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 24,57524.6k $849.6k $849.6k 0.00% Reduced -5.2k -5,240
40 EVOKE WEALTH, LLC 0.01% of their portfolio Los Angeles, CA 21,84121.8k $755.1k $755.1k 0.01% Added +104 +104
41 Pacific Center for Financial Services 0.17% of their portfolio DANVILLE, CA 19,79019.8k $684.1k $684.1k 0.17% Added +7.2k +7,230
42 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 18,31418.3k $633.1k $633.1k 0.00% Reduced -1.3k -1,292
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,38117.4k $600.9k $600.9k 0.00% Added +706 +706
44 Crestwood Advisors Group, LLC 0.01% of their portfolio BOSTON, MA 14,91314.9k $515.5k $515.5k 0.01% Reduced -14.3k -14,311
45 EAGLE GLOBAL ADVISORS LLC 0.02% of their portfolio Houston, TX 14,77014.8k $510.6k $510.6k 0.02% Unchanged
46 North Capital, Inc. 0.37% of their portfolio SALT LAKE CITY, UT 12,77212.8k $441.5k $441.5k 0.37% Reduced -36 -36
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,58912.6k $435.2k $435.2k 0.00% Added +82 +82
48 Covenant Asset Management, LLC 0.08% of their portfolio CHESTER, NJ 10,95511.0k $378.7k $378.7k 0.08% Unchanged
49 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,9469.9k $344.0k $344.0k 0.00% Reduced -284 -284
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,0519.1k $312.9k $312.9k 0.00% Unchanged
51 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,7858.8k $303.7k $303.7k 0.00% Unchanged
52 Private Capital Management, LLC 0.03% of their portfolio NAPLES, FL 7,7337.7k $267.3k $267.3k 0.03% Reduced -119 -119
53 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,5727.6k $261.8k $261.8k 0.00% Reduced -2.0k -1,952
54 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,4307.4k $256.9k $256.9k 0.00% Added +43 +43
55 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,2317.2k $247.7k $247.7k 0.00% Reduced -6.2k -6,218
56 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,2806.3k $217.1k $217.1k 0.00% Added +1.2k +1,220
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,0556.1k $209.3k $209.3k 0.00% New
58 CHILTON CAPITAL MANAGEMENT LLC 0.01% of their portfolio HOUSTON, TX 5,1945.2k $179.6k $179.6k 0.01% New
59 Avalon Trust Co 0.01% of their portfolio SANTA FE, NM 4,9454.9k $170.9k $170.9k 0.01% Unchanged
60 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,4444.4k $153.6k $153.6k 0.00% Added +35 +35
61 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 3,4273.4k $118.5k $118.5k 0.01% Unchanged
62 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 2,0002.0k $69.1k $69.1k 0.00% Unchanged
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,9011.9k $65.7k $65.7k 0.00% Reduced -853 -853
64 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,4071.4k $48.6k $48.6k 0.00% New
65 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% of their portfolio CLEVELAND, OH 943943 $32.6k $32.6k 0.01% Unchanged
66 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 858858 $29.7k $29.7k 0.00% Unchanged
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 627627 $22.0k $22.0k 0.00% Unchanged
68 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 516516 $17.8k $17.8k 0.00% New
69 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 348348 $12.0k $12.0k 0.00% Reduced -11 -11
70 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 3535 $1.2k $1.2k 0.00% New
71 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 2020 $691 $691 0.00% New