Who Owns JPMORGAN CHASE FINL CO LLC (AMJB)? -- Institutional Holders (2026-06-30)
76 institutions reported holding $431.7M of JPMORGAN CHASE FINL CO LLC (AMJB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CIBC Bancorp USA Inc. ($137.3M), JPMORGAN CHASE & CO ($65.7M), Equitable Holdings, Inc. ($47.6M), KEYBANK NATIONAL ASSOCIATION/OH ($20.7M), LPL Financial LLC ($18.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CIBC Bancorp USA Inc. | $137.3M | 4.0M | Added |
| 2 | JPMORGAN CHASE & CO | $65.7M | 1.9M | Trimmed |
| 3 | Equitable Holdings, Inc. | $47.6M | 1.4M | Added |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $20.7M | 599,629 | Added |
| 5 | LPL Financial LLC | $18.3M | 530,493 | Added |
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $12.6M | 364,721 | Trimmed |
| 7 | NICOLET BANKSHARES INC | $11.0M | 322,369 | Trimmed |
| 8 | Waverly Advisors, LLC | $11.0M | 319,590 | Trimmed |
| 9 | GOLDMAN SACHS GROUP INC | $10.8M | 311,777 | Trimmed |
| 10 | Baird Financial Group, Inc. | $9.4M | 271,646 | Added |
| 11 | FF Advisors,LLC | $7.0M | 203,102 | Added |
| 12 | MAI Capital Management | $6.5M | 189,489 | Added |
| 13 | Vident Advisory, LLC | $5.8M | 167,115 | Trimmed |
| 14 | RPg Family Wealth Advisory, LLC | $5.7M | 165,639 | Added |
| 15 | NOESIS CAPITAL MANGEMENT CORP | $5.4M | 157,497 | Added |
| 16 | Risk Paradigm Group, LLC | $5.2M | 150,358 | Added |
| 17 | LAKE STREET PRIVATE WEALTH, LLC | $4.9M | 142,795 | Trimmed |
| 18 | EVERETT HARRIS & CO /CA/ | $3.4M | 99,310 | Added |
| 19 | Smallwood Wealth Investment Management, LLC | $3.2M | 93,326 | Added |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.2M | 92,000 | Hold |
| 21 | Argyle Capital Partners, LLC | $2.6M | 74,702 | Added |
| 22 | Americana Partners, LLC | $2.5M | 73,667 | Added |
| 23 | MORGAN STANLEY | $2.2M | 63,569 | Added |
| 24 | My Personal CFO, LLC | $2.1M | 62,084 | Trimmed |
| 25 | UBS Group AG | $2.1M | 61,845 | Added |
Source: SEC Form 13F filings · as of 2026-06-30