13F Insight
DOSSIER · 13F Holders · Q2 2026
AMJB

JPMORGAN CHASE FINL CO LLC

77 institutions still hold JPMORGAN CHASE FINL CO LLC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48133Q309·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$508M
visible holders
Holders
77
filers reporting
Concentration
27.03%
CIBC Bancorp USA Inc. #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported AMJB in Q2 2026. CIBC Bancorp USA Inc. leads at 27.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CIBC Bancorp USA Inc.
CIK 0001711924
$137M4.0M0.17%Q2 202602
CIBC Private Wealth Group LLC
CIK 0001298088
$104M3.5M0.18%Q4 202503
JPMORGAN CHASE & CO
CIK 0000019617
$66M1.9M0.00%Q2 202604
Equitable Holdings, Inc.
CIK 0001333986
$48M1.4M0.28%Q2 202605
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$21M600K0.07%Q2 202606
LPL Financial LLC
CIK 0001403438
$18M530K0.00%Q2 202607
NBW CAPITAL LLC
CIK 0001512901
$16M524K3.42%Q2 202508
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 0001005607
$13M365K0.70%Q2 202609
NICOLET BANKSHARES INC
CIK 0001174850
$11M322K0.35%Q2 202610
Waverly Advisors, LLC
CIK 0001568787
$11M320K0.06%Q2 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$11M312K0.00%Q2 202612
Baird Financial Group, Inc.
CIK 0001648711
$9M272K0.01%Q2 202613
FF Advisors,LLC
CIK 0002011904
$7M203K2.62%Q2 202614
MAI Capital Management
CIK 0001040197
$7M189K0.02%Q2 202615
Vident Advisory, LLC
CIK 0001744347
$6M167K0.04%Q2 202616
RPg Family Wealth Advisory, LLC
CIK 0001569884
$6M166K0.53%Q2 202617
NOESIS CAPITAL MANGEMENT CORP
CIK 0001262677
$5M157K0.65%Q2 202618
Risk Paradigm Group, LLC
CIK 0001569886
$5M150K4.07%Q2 202619
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$5M143K0.56%Q2 202620
EVERETT HARRIS & CO /CA/
CIK 0001009254
$3M99K0.04%Q2 2026
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