AMJB — JPMorgan Chase Finl Co LLC Institutional Holders · Q2 2026

Name: Who Owns AMJB? 77 Institutions Hold $433M (Q2 2026)
Creator: ko.io

Who owns JPMorgan Chase Finl Co LLC (AMJB)? 77 institutions reported holding $432.64M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: CIBC Bancorp USA Inc. ($137.3M), JPMorgan Chase & Co ($65.7M), Equitable Holdings, Inc. ($47.6M).

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