JPMORGAN CHASE FINL CO LLC

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AMJB·48133Q309·US·ETF

AMJB (JPMORGAN CHASE FINL CO LLC) is held by 32 institutional investors as of Q2 2026. Largest holders: CIBC Bancorp USA Inc. ($137.3M), JPMORGAN CHASE & CO ($65.7M), Equitable Holdings, Inc. ($47.6M). Net institutional sentiment: Mixed.

32

Holders

(5 Elite)

$350.9M

Total Value

62% (26)

Consensus

16 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)58

Activist (13D/13G)61

Congressional (STOCK Act)74

Holder Quality

37

★★★★★

Elite

25

★★★★

Strong

45

★★★

Solid

83

★★

Below

58

★

Weak

Held by 32 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AMJB.

Top Holders

Top Holders (32)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CIBC Bancorp USA Inc.	Increased	4M(+7.5%)	$137.3M	0.2%	+3.78%	39
JPMORGAN CHASE & CO	Decreased	1.9M(-11.8%)	$65.7M	0.0%	+34.93%	0
Equitable Holdings, Inc.	Increased	1.4M(+7.7%)	$47.6M	0.3%	+27.79%	38
KEYBANK NATIONAL ASSOCIATION/OH	Increased	599,629(+0.8%)	$20.7M	0.1%	+37.31%	29
LPL Financial LLC	Increased	530,493(+4.2%)	$18.3M	0.0%	+27.30%	30
WAWaverly Advisors, LLC	Decreased	319,590(-9.7%)	$11M	0.1%	+17.73%	0
GOLDMAN SACHS GROUP INC	Decreased	311,777(-8.9%)	$10.8M	0.0%	+35.25%	0
Baird Financial Group, Inc.	Increased	271,646(+1.4%)	$9.4M	0.0%	+36.35%	28
MAI Capital Management	Increased	189,489(+10.5%)	$6.5M	0.0%	+33.61%	30
Vident Advisory, LLC	Decreased	167,115(-13.9%)	$5.8M	0.0%	+23.32%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Unchanged	92,000	$3.2M	0.0%	+38.14%	0
MORGAN STANLEY	Increased	63,569(+15.3%)	$2.2M	0.0%	+31.90%	30
UBS Group AG	Increased	61,845(+0.2%)	$2.1M	0.0%	+3.98%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	42,205	$1.5M	0.0%	+2.63%	35
HighTower Advisors, LLC	Decreased	41,213(-11.9%)	$1.4M	0.0%	+37.48%	0
Kestra Advisory Services, LLC	Increased	35,043(+2.1%)	$1.2M	0.0%	+29.62%	26
Creative Planning	Unchanged	24,575	$847,592	0.0%	+25.44%	0
COMMERCE BANK	Decreased	20,547(-19.8%)	$708,666	0.0%	+37.31%	0
NewEdge Advisors, LLC	Increased	20,355(+236.2%)	$702,049	0.0%	+2.99%	40
Steward Partners Investment Advisory, LLC	Decreased	18,258(-0.3%)	$629,718	0.0%	+28.57%	0

Showing 1-20 of 33

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AMJBJPMORGAN CHASE FINL CO LLC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer