DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

AMJB

JPMORGAN CHASE FINL CO LLC

77 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 48133Q309·77 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 4.3%

vs prior quarter

13F value held

$499M

61.0% inst. owned

of float

Holders

77

+62 QoQ

filers reporting

Activity

+91 / −81

+850 added · −762 reduced

this quarter

Concentration

25.69%

CIBC Bancorp USA Inc. #1

top holder share

AI Holders Summary · Q1 2026

77 institutions reported AMJB in Q1 2026. CIBC Bancorp USA Inc. leads at 25.7% of the visible book. +62 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

CIBC Bancorp USA Inc.

$128M3.7M0.17%Q1 2026 02

CIBC Private Wealth Group LLC

$104M3.5M0.18%Q4 2025 03

JPMORGAN CHASE & CO

$76M2.2M0.00%Q1 2026 04

Equitable Holdings, Inc.

$38M1.3M0.25%Q1 2026 05

KEYBANK NATIONAL ASSOCIATION/OH

$21M595K0.08%Q1 2026 06

LPL Financial LLC

$18M509K0.00%Q1 2026 07

NBW CAPITAL LLC

$16M524K3.42%Q2 2025 08

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

$13M368K0.67%Q1 2026 09

Waverly Advisors, LLC

$12M354K0.09%Q1 2026 10

GOLDMAN SACHS GROUP INC

$12M342K0.00%Q1 2026 11

NICOLET BANKSHARES INC

$11M330K0.42%Q1 2026 12

Baird Financial Group, Inc.

$9M268K0.01%Q1 2026 13

FF Advisors,LLC

$7M198K2.75%Q1 2026 14

Vident Advisory, LLC

$7M194K0.06%Q1 2026 15

MAI Capital Management

$6M172K0.03%Q1 2026 16

NOESIS CAPITAL MANGEMENT CORP

$5M157K0.80%Q1 2026 17

LAKE STREET PRIVATE WEALTH, LLC

$5M147K0.65%Q1 2026 18

RPg Family Wealth Advisory, LLC

$4M121K0.87%Q1 2026 19

Risk Paradigm Group, LLC

$4M112K3.31%Q1 2026 20

EVERETT HARRIS & CO /CA/

$3M99K0.04%Q1 2026

Page 1 of 4

57 more holders available. Log in →