JPMORGAN CHASE FINL CO LLC

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AMJB·48133Q309·US·ETF·Unknown - Unknown

AMJB (JPMORGAN CHASE FINL CO LLC) is held by 31 institutional investors as of Q1 2026. Largest holders: CIBC Bancorp USA Inc. ($128.1M), JPMORGAN CHASE & CO ($75.8M), Equitable Holdings, Inc. ($38.3M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (31)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CIBC Bancorp USA Inc.	Increased	3.7M(+6.1%)	$128.1M	0.2%	+18.90%	38
JPMORGAN CHASE & CO	Decreased	2.2M(-7.8%)	$75.8M	0.0%	+24.90%	0
Equitable Holdings, Inc.	Increased	1.3M(+7.2%)	$38.3M	0.2%	+24.82%	37
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	594,755(-8.3%)	$20.6M	0.1%	+31.66%	0
LPL Financial LLC	Increased	509,228(+1.4%)	$17.6M	0.0%	+23.12%	29
WAWaverly Advisors, LLC	Decreased	353,743(-18.0%)	$12.2M	0.1%	+12.09%	0
GOLDMAN SACHS GROUP INC	Increased	342,169(+4.3%)	$11.8M	0.0%	+25.30%	29
Baird Financial Group, Inc.	Decreased	267,872(-4.3%)	$9.3M	0.0%	+31.02%	0
Vident Advisory, LLC	Increased	194,118(+32.8%)	$6.7M	0.1%	+19.35%	35
MAI Capital Management	Decreased	171,537(-1.1%)	$5.9M	0.0%	+31.97%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Unchanged	92,000	$3.2M	0.0%	+32.11%	0
UBS Group AG	Increased	61,700(+131x)	$2.1M	0.0%	+1.47%	42
MORGAN STANLEY	Increased	55,142(+0.4%)	$1.9M	0.0%	+31.91%	26
HighTower Advisors, LLC	Increased	46,777(+1.4%)	$1.6M	0.0%	+31.52%	26
Kestra Advisory Services, LLC	Increased	34,313(+22.1%)	$1.2M	0.0%	+25.23%	30
COMMERCE BANK	Decreased	25,620(-20.2%)	$885,683	0.0%	+31.36%	0
Creative Planning	Decreased	24,575(-17.6%)	$849,558	0.0%	+20.42%	0
Steward Partners Investment Advisory, LLC	Decreased	18,314(-6.6%)	$633,115	0.0%	+22.65%	0
BANK OF AMERICA CORP /DE/	Unchanged	1.8M	$626,051	0.0%	+12.09%	0
Cetera Investment Advisers	Increased	17,381(+4.2%)	$600,862	0.0%	+24.11%	25

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer