JPMORGAN CHASE FINL CO LLC
CUSIP 48133Q309
Jpmorgan Chase Finl Co LLC has 70 institutional holders in Filings Flow’s 13F database, together reporting 14.13M shares worth $421M as of Q1 2026. The largest reported holders are Cibc Bancorp USA Inc., Cibc Private Wealth Group LLC, and Jpmorgan Chase & Co.
Institutional Holders
70
Q1 2026
Reported Value
$421M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Risk Paradigm Group, LLC$117M AUM | 3.31% | $4M | 112.1K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 2.75% | $7M | 198.5K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 1.76% | $2M | 70.6K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 1.67% | $3M | 91.9K | Q1 2026OLDER |
| Benchmark Financial, LLC$111M AUM | 1.51% | $2M | 48.8K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.94% | $2M | 62.1K | Q1 2026OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.87% | $4M | 120.6K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.84% | $940,374 | 27.2K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.80% | $5M | 156.5K | Q1 2026OLDER |
| Beckerman Institutional, LLC$188M AUM | 0.74% | $1M | 40.3K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.67% | $13M | 368.0K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.65% | $5M | 147.0K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.49% | $1M | 31.6K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.44% | $7M | 211.8K | Q4 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.42% | $11M | 330.4K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.37% | $441,529 | 12.8K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.36% | $3M | 92.8K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.25% | $38M | 1.28M | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 0.24% | $252,713 | 8.4K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.18% | $104M | 3.47M | Q4 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.17% | $684,134 | 19.8K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.17% | $128M | 3.71M | Q1 2026OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.10% | $1M | 37.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.09% | $12M | 353.7K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.08% | $21M | 594.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.07% | $963,950 | 27.9K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.07% | $1M | 34.8K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.06% | $2M | 71.0K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.06% | $7M | 194.1K | Q1 2026OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.06% | $378,715 | 11.0K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.04% | $3M | 98.7K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.03% | $6M | 171.5K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.03% | $2M | 47.0K | Q1 2026OLDER |
| Private Capital Management, LLC$1.0B AUM | 0.03% | $267,313 | 7.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 34.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $3M | 92.0K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.02% | $510,599 | 14.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $9M | 267.9K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $755,053 | 21.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $406,136 | 13.8K | Q3 2025OLDER |
| Avalon Trust Co$1.5B AUM | 0.01% | $170,949 | 4.9K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $32,600 | 943 | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.01% | $118,471 | 3.4K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $515,542 | 14.9K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.01% | $179,557 | 5.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $76M | 2.16M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $18M | 509.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 34.3K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $885,683 | 25.6K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $217,100 | 6.3K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $633,115 | 18.3K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $69,140 | 2.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $29,661 | 858 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 46.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $12M | 342.2K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $303,697 | 8.8K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 37.4K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $209,327 | 6.1K | Q2 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,210 | 35 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $600,862 | 17.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $849,558 | 24.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $247,734 | 7.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $17,839 | 516 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 61.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $256,854 | 7.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $153,623 | 4.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $312,893 | 9.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $12,030 | 348 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 40.6K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $435,206 | 12.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $261,764 | 7.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 54.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $48,640 | 1.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $691 | 20 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $399,239 | 13.3K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $626,051 | 1.81M | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $65,718 | 1.9K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $22,000 | 627 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $598 | 20 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.