Who Owns JPMORGAN CHASE FINL CO LLC (AMJB)? -- Institutional Holders (2026-03-31)
74 institutions reported holding $421.3M of JPMORGAN CHASE FINL CO LLC (AMJB) in SEC 13F filings for 2026-03-31. Largest institutional holders: CIBC Bancorp USA Inc. ($128.1M), JPMORGAN CHASE & CO ($75.8M), Equitable Holdings, Inc. ($38.3M), KEYBANK NATIONAL ASSOCIATION/OH ($20.6M), LPL Financial LLC ($17.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CIBC Bancorp USA Inc. | $128.1M | 3.7M | New |
| 2 | JPMORGAN CHASE & CO | $75.8M | 2.2M | Trimmed |
| 3 | Equitable Holdings, Inc. | $38.3M | 1.3M | Added |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $20.6M | 594,755 | Trimmed |
| 5 | LPL Financial LLC | $17.6M | 509,228 | Added |
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $12.7M | 367,952 | Trimmed |
| 7 | Waverly Advisors, LLC | $12.2M | 353,743 | Trimmed |
| 8 | GOLDMAN SACHS GROUP INC | $11.8M | 342,169 | Added |
| 9 | NICOLET BANKSHARES INC | $11.3M | 330,377 | Added |
| 10 | Baird Financial Group, Inc. | $9.3M | 267,872 | Trimmed |
| 11 | FF Advisors,LLC | $6.8M | 198,481 | Added |
| 12 | Vident Advisory, LLC | $6.7M | 194,118 | Added |
| 13 | MAI Capital Management | $5.9M | 171,537 | Trimmed |
| 14 | NOESIS CAPITAL MANGEMENT CORP | $5.4M | 156,522 | Trimmed |
| 15 | LAKE STREET PRIVATE WEALTH, LLC | $5.1M | 147,010 | Added |
| 16 | RPg Family Wealth Advisory, LLC | $4.2M | 120,578 | New |
| 17 | Risk Paradigm Group, LLC | $3.9M | 112,148 | Added |
| 18 | EVERETT HARRIS & CO /CA/ | $3.4M | 98,745 | Trimmed |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.2M | 92,000 | Hold |
| 20 | Smallwood Wealth Investment Management, LLC | $3.2M | 91,902 | Trimmed |
| 21 | Americana Partners, LLC | $2.5M | 70,982 | Added |
| 22 | Argyle Capital Partners, LLC | $2.4M | 70,604 | Trimmed |
| 23 | My Personal CFO, LLC | $2.1M | 62,124 | Hold |
| 24 | UBS Group AG | $2.1M | 61,700 | Added |
| 25 | MORGAN STANLEY | $1.9M | 55,142 | Added |
Source: SEC Form 13F filings · as of 2026-03-31