Institutional Ownership
Jpmorgan Chase Finl Co LLC
CUSIP 48133Q309CAL LKD 44AMJBQ1 2026
Institutional Holders
69
13F filers
Shares Held
12.31M
Aggregate institutional
Institutional Value
$420.35M
Q1 2026
Net New Holders
+3
7 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased24
Decreased24
Sold out4
Institutional Holders
69 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cibc Bancorp USA Inc. | 3.71M | $128.15M | +3.71M | New |
| 2 | Jpmorgan Chase & Co | 2.16M | $75.79M | −184.0K | Reduced |
| 3 | Equitable Holdings, Inc. | 1.28M | $38.33M | +85.5K | Added |
| 4 | Keybank National Association/Oh | 594.8K | $20.56M | −53.6K | Reduced |
| 5 | Lpl Financial LLC | 509.2K | $17.60M | +7.2K | Added |
| 6 | Osborne Partners Capital Management, LLC | 368.0K | $12.72M | −677 | Reduced |
| 7 | Waverly Advisors, LLC | 353.7K | $12.23M | −77.8K | Reduced |
| 8 | Goldman Sachs Group Inc | 342.2K | $11.83M | +14.2K | Added |
| 9 | Nicolet Bankshares Inc | 330.4K | $11.32M | +187.1K | Added |
| 10 | Baird Financial Group, Inc. | 267.9K | $9.26M | −12.2K | Reduced |
59 more institutional holders on Premium
See every fund holding Jpmorgan Chase Finl Co LLC, with full quarter-over-quarter share changes.
Unlock all holders