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JPMORGAN CHASE & CO hedge fund holdings

AMJBNYSE
$35.12+0.47 (+1.36% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

AMJB · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+20.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251316$8.54M$56.7M53Aug 14, 2025
Q3 20251315$74M$13.2M55Nov 14, 2025
Q4 20251816$15.9M$69.1M65Feb 14, 2026
Q1 20261713$20.8M$15.2M67May 15, 2026
Q2 20261113$10.1M$14.4M65Aug 14, 2026

Quarterly action breakdown

Q2 2026
65 filers
New position
3
$2.29M+66.5K sh
Increased
8
$7.83M+227K sh
Reduced
10
-$13.4M-389K sh
Out / sold
3
-$998K-28.9K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Risk Paradigm Group, LLCAdded 34.07%+$1.32M$5.19M4.07%Aug 5, 2026
Vident Advisory, LLCReduce 13.91%-$931K$5.76M0.04%Aug 12, 2026
Evoke Wealth, LLCSell 100%-$755K$00.00%Aug 10, 2026
Crestwood Advisors Group, LLCReduce 54.28%-$279K$235K0.00%Aug 3, 2026
Nicolet Bankshares IncReduce 2.42%-$274K$11M0.35%Aug 11, 2026
Hancock Whitney CorpReduce 12.93%-$210K$1.41M0.02%Aug 14, 2026
Chilton Capital Management LLCSell 100%-$180K$00.00%Aug 4, 2026
Commerce BankReduce 19.80%-$175K$709K0.00%Aug 12, 2026
Keybank National AssociationAdded 0.82%+$168K$20.7M0.07%Jul 28, 2026
FF Advisors,LLCAdded 2.33%+$159K$7M2.62%Jul 29, 2026
Lake Street Private Wealth, LLCReduce 2.87%-$145K$4.93M0.56%Aug 10, 2026
Argyle Capital Partners, LLCAdded 5.80%+$141K$2.58M1.62%Aug 7, 2026
Baird Financial Group, Inc.Added 1.41%+$130K$9.37M0.01%Aug 12, 2026
Americana Partners, LLCAdded 3.78%+$92.6K$2.54M0.06%Aug 5, 2026
Beckerman Institutional, LLCAdded 3.80%+$52.9K$1.44M0.69%Aug 11, 2026
Smallwood Wealth Investment Management, LLCAdded 1.55%+$49.1K$3.22M1.41%Jul 23, 2026
Noesis Capital Mangement CorpAdded 0.62%+$33.6K$5.43M0.65%Aug 4, 2026
Waystone Advisors LLCReduce 2.88%-$27K$911K0.68%Jul 16, 2026
Everett Harris & CoAdded 0.57%+$19.5K$3.43M0.04%Aug 3, 2026
Private Capital Management, LLCReduce 5.04%-$13.5K$253K0.02%Aug 14, 2026
Pacific Center for Financial ServicesAdded 1.36%+$9.28K$692K0.15%Aug 5, 2026
North Capital, Inc.Reduce 1.49%-$6.55K$434K0.33%Jul 14, 2026
Benchmark Financial, LLCReduce 0.20%-$3.31K$1.68M1.37%Jul 22, 2026
My Personal CFO, LLCReduce 0.06%-$1.38K$2.14M0.84%Jul 22, 2026

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