13F Insight
DOSSIER · 13F Holders · Q1 2026
AMJB

JPMORGAN CHASE FINL CO LLC

79 institutions still hold JPMORGAN CHASE FINL CO LLC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48133Q309·79 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$499M
visible holders
Holders
79
filers reporting
Concentration
25.69%
CIBC Bancorp USA Inc. #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported AMJB in Q1 2026. CIBC Bancorp USA Inc. leads at 25.7% 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
$128M3.7M0.17%Q1 202602
CIBC Private Wealth Group LLC
CIK 0001298088
$104M3.5M0.18%Q4 202503
JPMORGAN CHASE & CO
CIK 0000019617
$76M2.2M0.00%Q1 202604
Equitable Holdings, Inc.
CIK 0001333986
$38M1.3M0.25%Q1 202605
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$21M595K0.08%Q1 202606
LPL Financial LLC
CIK 0001403438
$18M509K0.00%Q1 202607
NBW CAPITAL LLC
CIK 0001512901
$16M524K3.42%Q2 202508
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 0001005607
$13M368K0.67%Q1 202609
Waverly Advisors, LLC
CIK 0001568787
$12M354K0.09%Q1 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$12M342K0.00%Q1 202611
NICOLET BANKSHARES INC
CIK 0001174850
$11M330K0.42%Q1 202612
Baird Financial Group, Inc.
CIK 0001648711
$9M268K0.01%Q1 202613
FF Advisors,LLC
CIK 0002011904
$7M198K2.75%Q1 202614
Vident Advisory, LLC
CIK 0001744347
$7M194K0.06%Q1 202615
MAI Capital Management
CIK 0001040197
$6M172K0.03%Q1 202616
NOESIS CAPITAL MANGEMENT CORP
CIK 0001262677
$5M157K0.80%Q1 202617
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$5M147K0.65%Q1 202618
RPg Family Wealth Advisory, LLC
CIK 0001569884
$4M121K0.87%Q1 202619
Risk Paradigm Group, LLC
CIK 0001569886
$4M112K3.31%Q1 202620
EVERETT HARRIS & CO /CA/
CIK 0001009254
$3M99K0.04%Q1 2026
Page 1 of 4
59 more holders available. Log in →