AMJB institutional holders
JPMORGAN CHASE FINL CO LLC · 13F, 2026Q2
| Managers holding | 72 |
|---|
| Shares held | 12,517,405 |
|---|
| Reported value | $431.5m |
|---|
| Quarter flows | 6 new, 26 added, 23 trimmed, 4 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| CIBC Bancorp USA Inc. | 3,983,296 | $137.3m | 0.2% |
| JPMORGAN CHASE & CO | 1,907,023 | $65.7m | 0.0% |
| Equitable Holdings, Inc. | 1,380,520 | $47.6m | 0.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 599,629 | $20.7m | 0.1% |
| LPL Financial LLC | 530,493 | $18.3m | 0.0% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 364,721 | $12.6m | 0.7% |
| NICOLET BANKSHARES INC | 322,369 | $11.0m | 0.4% |
| Waverly Advisors, LLC | 319,590 | $11.0m | 0.1% |
| GOLDMAN SACHS GROUP INC | 311,777 | $10.8m | 0.0% |
| Baird Financial Group, Inc. | 271,646 | $9.4m | 0.0% |
| FF Advisors,LLC | 203,102 | $7.0m | 2.6% |
| MAI Capital Management | 189,489 | $6.5m | 0.0% |
| Vident Advisory, LLC | 167,115 | $5.8m | 0.0% |
| RPg Family Wealth Advisory, LLC | 165,639 | $5.7m | 0.5% |
| NOESIS CAPITAL MANGEMENT CORP | 157,497 | $5.4m | 0.7% |
| Risk Paradigm Group, LLC | 150,358 | $5.2m | 4.1% |
| LAKE STREET PRIVATE WEALTH, LLC | 142,795 | $4.9m | 0.6% |
| EVERETT HARRIS & CO /CA/ | 99,310 | $3.4m | 0.0% |
| Smallwood Wealth Investment Management, LLC | 93,326 | $3.2m | 1.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92,000 | $3.2m | 0.0% |
| Argyle Capital Partners, LLC | 74,702 | $2.6m | 1.6% |
| Americana Partners, LLC | 73,667 | $2.5m | 0.1% |
| MORGAN STANLEY | 63,569 | $2.2m | 0.0% |
| My Personal CFO, LLC | 62,084 | $2.1m | 0.8% |
| UBS Group AG | 61,845 | $2.1m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("AMJB"). AMJB price history · All 13F data
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