Vault-13

JPMORGAN CHASE FINL CO LLC AMJB

CAL LKD 44 · ETP · CUSIP 48133Q309

American multinational banking and financial services holding company

73 institutional holders +2 vs Q1 2026
12,517,40512.5m shares reported held*
$432.1mreported value*
5 new 26 added 23 reduced 3 sold out net bought ≈ $7.3m (+212.8k 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 ≈ $34.52.

Trends to Q2 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: 71Q2 26: 7373Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20243
Q2 202458
Q3 202461
Q4 202455
Q1 202564
Q2 202559
Q3 202558
Q4 202569
Q1 202671
Q2 202673

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 27 bought or addedQ3 24: 26 cut or sold outQ4 24: 25 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 22 cut or sold outQ2 25: 25 bought or addedQ2 25: 33 cut or sold outQ2 25Q3 25: 25 bought or addedQ3 25: 26 cut or sold outQ4 25: 28 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 31 bought or addedQ1 26: 28 cut or sold outQ2 26: 31 bought or addedQ2 26: 26 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242726
Q4 20242526
Q1 20253322
Q2 20252533
Q3 20252526
Q4 20252828
Q1 20263128
Q2 20263126

Biggest buyers

CIBC Bancorp USA Inc. Added +276,076+276.1k
Equitable Holdings, Inc. Added +98,940+98.9k
RPg Family Wealth Advisory, LLC Added +45,061+45.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +42,205+42.2k
Risk Paradigm Group, LLC Added +38,210+38.2k
Cambridge Investment Research Advisors, Inc. New +23,304+23.3k
LPL Financial LLC Added +21,265+21.3k
MAI Capital Management Added +17,952+18.0k
NewEdge Advisors, LLC Added +14,300+14.3k
Activest Wealth Management New +9,392+9.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -254,000-254.0k
Waverly Advisors, LLC Reduced -34,153-34.2k
GOLDMAN SACHS GROUP INC Reduced -30,392-30.4k
Vident Advisory, LLC Reduced -27,003-27.0k
EVOKE WEALTH, LLC Sold out -21,841-21.8k
Crestwood Advisors Group, LLC Reduced -8,095-8.1k
NICOLET BANKSHARES INC Reduced -8,008-8.0k
HANCOCK WHITNEY CORP Reduced -6,080-6.1k
HighTower Advisors, LLC Reduced -5,564-5.6k
CHILTON CAPITAL MANAGEMENT LLC Sold out -5,194-5.2k

Insider purchases and sales since 1 Apr 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
20020Q4 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 26Q2 26: 0 buyingQ2 26: 9 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q2 20260—9$69.0m$69.0m
Q3 20260—1$1.8m$1.8m
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-10 Leopold Robin Head of Human Resources Sold plan 2,500 $352.81 $882.0k2.5k shares -3%
2026-08-11 Leopold Robin Head of Human Resources Sold plan 2,500 $361.41 $903.5k2.5k shares -3%
2026-06-22 Friedman Stacey General Counsel Sold plan 5,467 $330.73 $1.8m5.5k shares -12%
2026-05-20 Friedman Stacey General Counsel Sold plan 5,468 $300.27 $1.6m5.5k shares -10%
2026-05-15 Erdoes Mary E. CEO Asset & Wealth Management Sold plan 6,648 $298.36 $2.0m6.6k shares -1%
2026-05-15 Lake Marianne CEO CCB · By GRATs Sold plan 6,427 $298.36 $1.9m6.4k shares -8%
2026-05-15 Petno Douglas B Co-CEO CIB Sold plan 5,659 $300.05 $1.7m5.7k shares -2%
2026-05-15 Beer Lori A Chief Information Officer Sold plan 3,165 $300.05 $949.7k3.2k shares -4%
2026-05-05 Piepszak Jennifer Chief Operating Officer Sold plan 4,919 $309.42 $1.5m4.9k shares -6%
2026-05-05 BACON ASHLEY Chief Risk Officer Sold plan 4,070 $309.42 $1.3m4.1k shares -2%
2026-05-05 Barnum Jeremy Chief Financial Officer Sold plan 3,022 $309.41 $935.0k3.0k shares -8%
2026-04-15 DIMON JAMES Chairman & CEO, director Sold plan 130,488 $306.56 $40.0m130.5k shares -7%
2026-04-15 Erdoes Mary E. CEO Asset & Wealth Management Sold plan 12,345 $306.57 $3.8m12.3k shares -2%
2026-04-15 Piepszak Jennifer Chief Operating Officer Sold plan 9,136 $306.56 $2.8m9.1k shares -9%
2026-04-15 BACON ASHLEY Chief Risk Officer Sold plan 7,558 $306.55 $2.3m7.6k shares -3%
2026-04-15 Lake Marianne CEO CCB · By GRATs Sold plan 6,427 $306.57 $2.0m6.4k shares -5%
2026-04-15 Petno Douglas B Co-CEO CIB Sold plan 5,660 $306.58 $1.7m5.7k shares -2%
2026-04-15 Barnum Jeremy Chief Financial Officer Sold plan 5,611 $306.55 $1.7m5.6k shares -14%
2026-04-15 Beer Lori A Chief Information Officer Sold plan 3,166 $306.59 $970.7k3.2k shares -4%

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CIBC Bancorp USA Inc. 0.17% of their portfolio CHICAGO, IL 3,983,2964.0m $137.3m $137.3m 0.17% Added +276.1k +276,076
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,907,0231.9m $65.7m $65.7m 0.00% Reduced -254.0k -254,000
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,810,9661.8m $624.6k $624.6k 0.00% Unchanged
4 Equitable Holdings, Inc. 0.28% of their portfolio NEW YORK, NY 1,380,5201.4m $47.6m $47.6m 0.28% Added +98.9k +98,940
5 KEYBANK NATIONAL ASSOCIATION/OH 0.07% of their portfolio BROOKLYN, OH 599,629599.6k $20.7m $20.7m 0.07% Added +4.9k +4,874
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 530,493530.5k $18.3m $18.3m 0.00% Added +21.3k +21,265
7 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.70% of their portfolio SAN FRANCISCO, CA 364,721364.7k $12.6m $12.6m 0.70% Reduced -3.2k -3,231
8 NICOLET BANKSHARES INC 0.35% of their portfolio GREEN BAY, WI 322,369322.4k $11.0m $11.0m 0.35% Reduced -8.0k -8,008
9 Waverly Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 319,590319.6k $11.0m $11.0m 0.06% Reduced -34.2k -34,153
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 311,777311.8k $10.8m $10.8m 0.00% Reduced -30.4k -30,392
11 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 271,646271.6k $9.4m $9.4m 0.01% Added +3.8k +3,774
12 FF Advisors,LLC 2.62% of their portfolio MANHATTAN BEACH, CA 203,102203.1k $7.0m $7.0m 2.62% Added +4.6k +4,621
13 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 189,489189.5k $6.5m $6.5m 0.02% Added +18.0k +17,952
14 Vident Advisory, LLC 0.04% of their portfolio Alpharetta, GA 167,115167.1k $5.8m $5.8m 0.04% Reduced -27.0k -27,003
15 RPg Family Wealth Advisory, LLC 0.53% of their portfolio BURLINGTON, MA 165,639165.6k $5.7m $5.7m 0.53% Added +45.1k +45,061
16 NOESIS CAPITAL MANGEMENT CORP 0.65% of their portfolio BOCA RATON, FL 157,497157.5k $5.4m $5.4m 0.65% Added +975 +975
17 Risk Paradigm Group, LLC 4.07% of their portfolio BURLINGTON, MA 150,358150.4k $5.2m $5.2m 4.07% Added +38.2k +38,210
18 LAKE STREET PRIVATE WEALTH, LLC 0.56% of their portfolio CHICAGO, IL 142,795142.8k $4.9m $4.9m 0.56% Reduced -4.2k -4,215
19 EVERETT HARRIS & CO /CA/ 0.04% of their portfolio LOS ANGELES, CA 99,31099.3k $3.4m $3.4m 0.04% Added +565 +565
20 Smallwood Wealth Investment Management, LLC 1.41% of their portfolio RED BANK, NJ 93,32693.3k $3.2m $3.2m 1.41% Added +1.4k +1,424
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio IRVING, TX 92,00092.0k $3.2m $3.2m 0.02% Unchanged
22 Argyle Capital Partners, LLC 1.62% of their portfolio LOS ANGELES, CA 74,70274.7k $2.6m $2.6m 1.62% Added +4.1k +4,098
23 Americana Partners, LLC 0.06% of their portfolio Houston, TX 73,66773.7k $2.5m $2.5m 0.06% Added +2.7k +2,685
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 63,56963.6k $2.2m $2.2m 0.00% Added +8.4k +8,427
25 My Personal CFO, LLC 0.84% of their portfolio VANCOUVER, WA 62,08462.1k $2.1m $2.1m 0.84% Reduced -40 -40
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 61,84561.8k $2.1m $2.1m 0.00% Added +145 +145
27 Benchmark Financial, LLC 1.37% of their portfolio WILMINGTON, DE 48,65448.7k $1.7m $1.7m 1.37% Reduced -96 -96
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,20542.2k $1.5m $1.5m 0.00% New
29 Beckerman Institutional, LLC 0.69% of their portfolio OCEAN GROVE, NJ 41,85741.9k $1.4m $1.4m 0.69% Added +1.5k +1,533
30 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 41,21341.2k $1.4m $1.4m 0.00% Reduced -5.6k -5,564
31 HANCOCK WHITNEY CORP 0.02% of their portfolio GULFPORT, MS 40,92540.9k $1.4m $1.4m 0.02% Reduced -6.1k -6,080
32 Wellspring Financial Advisors, LLC 0.08% of their portfolio CLEVELAND, OH 37,22437.2k $1.3m $1.3m 0.08% Unchanged
33 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 35,04335.0k $1.2m $1.2m 0.00% Added +730 +730
34 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 34,71034.7k $1.2m $1.2m 0.06% Reduced -128 -128
35 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 34,38334.4k $1.2m $1.2m 0.02% Reduced -300 -300
36 CURA WEALTH ADVISORS, LLC 0.46% of their portfolio CHICAGO, IL 31,14331.1k $1.1m $1.1m 0.46% Reduced -500 -500
37 WAYSTONE ADVISORS LLC 0.68% of their portfolio REDMOND, WA 26,41826.4k $911.2k $911.2k 0.68% Reduced -784 -784
38 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 24,57524.6k $847.6k $847.6k 0.00% Unchanged
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,30423.3k $804.0k $804.0k 0.00% New
40 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 20,54720.5k $708.7k $708.7k 0.00% Reduced -5.1k -5,073
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 20,35520.4k $702.0k $702.0k 0.00% Added +14.3k +14,300
42 Pacific Center for Financial Services 0.15% of their portfolio DANVILLE, CA 20,05920.1k $691.8k $691.8k 0.15% Added +269 +269
43 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 18,25818.3k $629.7k $629.7k 0.00% Reduced -56 -56
44 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,64817.6k $608.7k $608.7k 0.00% Added +267 +267
45 EAGLE GLOBAL ADVISORS LLC 0.02% of their portfolio Houston, TX 14,77014.8k $509.4k $509.4k 0.02% Unchanged
46 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,99914.0k $482.8k $482.8k 0.00% Added +1.4k +1,410
47 North Capital, Inc. 0.33% of their portfolio SALT LAKE CITY, UT 12,58212.6k $434.0k $434.0k 0.33% Reduced -190 -190
48 Stonebridge Financial Group, LLC/CA 0.06% of their portfolio SAN RAFAEL, CA 12,10812.1k $417.0k $417.0k 0.06% First filing
49 Covenant Asset Management, LLC 0.07% of their portfolio CHESTER, NJ 10,95511.0k $377.8k $377.8k 0.07% Unchanged
50 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,74410.7k $371.0k $371.0k 0.00% Added +798 +798
51 Activest Wealth Management 0.06% of their portfolio AVENTURA, FL 9,3929.4k $323.9k $323.9k 0.06% New
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,0799.1k $313.1k $313.1k 0.00% Added +28 +28
53 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,7858.8k $303.0k $303.0k 0.00% Unchanged
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,6987.7k $268.3k $268.3k 0.00% Added +467 +467
55 Private Capital Management, LLC 0.02% of their portfolio NAPLES, FL 7,3437.3k $253.3k $253.3k 0.02% Reduced -390 -390
56 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,3247.3k $252.6k $252.6k 0.00% Reduced -106 -106
57 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,2357.2k $249.5k $249.5k 0.00% Reduced -337 -337
58 Crestwood Advisors Group, LLC 0.00% of their portfolio BOSTON, MA 6,8186.8k $235.2k $235.2k 0.00% Reduced -8.1k -8,095
59 FIRST HORIZON CORP 0.01% of their portfolio MEMPHIS, TN 6,1716.2k $212.8k $212.8k 0.01% New
60 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,6605.7k $195.2k $195.2k 0.00% Reduced -620 -620
61 Avalon Trust Co 0.01% of their portfolio SANTA FE, NM 4,9454.9k $170.6k $170.6k 0.01% Unchanged
62 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,4444.4k $153.3k $153.3k 0.00% Unchanged
63 Elequin Capital, LP 0.00% of their portfolio NEW YORK, NY 3,4273.4k $118.2k $118.2k 0.00% Unchanged
64 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 2,0002.0k $69.0k $69.0k 0.00% Unchanged
65 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,4071.4k $48.5k $48.5k 0.00% Unchanged
66 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 970970 $33.5k $33.5k 0.00% New
67 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% of their portfolio CLEVELAND, OH 943943 $32.5k $32.5k 0.01% Unchanged
68 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 858858 $29.6k $29.6k 0.00% Unchanged
69 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 635635 $21.9k $21.9k 0.00% Added +119 +119
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 627627 $22.0k $22.0k 0.00% Unchanged
71 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 348348 $12.0k $12.0k 0.00% Unchanged
72 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 3535 $1.2k $1.2k 0.00% Unchanged
73 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 2020 $690 $690 0.00% Unchanged