JPMorgan Chase & Co
JPM· NYSE
JPMJPMorgan Chase & Co
Who holds JPMorgan Chase & Co, from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 73.4K | +1.8% | $24.3M | 1.8% | Oct 1, 2026 |
| Stonebridge Financial Group, LLC | 38.7K | +1.7% | $12.8M | 0.9% | Oct 1, 2026 |
| Coastline Trust Co | 26.4K | −8.9% | $8.7M | 0.8% | Oct 1, 2026 |
| Montecito Bank & Trust | 25.8K | −0.3% | $8.5M | 1.3% | Oct 1, 2026 |
| Doliver Advisors, LP | 21K | −3.7% | $6.9M | 1.5% | Oct 1, 2026 |
| Boltwood Capital Management | 17.1K | +0.7% | $5.6M | 1.3% | Oct 2, 2026 |
| Versant Capital Management, Inc | 11K | +3.0% | $3.6M | 0.3% | Oct 2, 2026 |
| Cacti Asset Management LLC | 9.7K | −3.5% | $3.3M | 0.2% | Oct 1, 2026 |
| GoalVest Advisory LLC | 9.7K | +0.6% | $3.2M | 0.6% | Oct 2, 2026 |
| First Citizens Financial Corp | 9.6K | ±0% | $3.2M | 1.3% | Oct 2, 2026 |
| Private Client Services, LLC | 8.9K | −11.0% | $2.9M | 0.8% | Oct 2, 2026 |
| Global Wealth Strategies & Associates | 8.5K | +6.5% | $2.8M | 0.5% | Oct 2, 2026 |
| Roxbury Financial LLC | 8.5K | +1.8% | $2.8M | 2.2% | Oct 1, 2026 |
| Hickory Point Bank & Trust | 6.3K | −0.8% | $2.1M | 1.3% | Oct 1, 2026 |
| Burkett Financial Services, LLC | 3K | +8.8% | $985.4K | 0.3% | Oct 1, 2026 |
| Noble Wealth Management PBC | 1.7K | −4.1% | $570.7K | 0.3% | Oct 1, 2026 |
| Defender Capital, LLC. | 1.7K | ±0% | $567.7K | 0.2% | Oct 1, 2026 |
| Marotta Asset Management | 1.4K | ±0% | $465.1K | 0.1% | Oct 2, 2026 |
| Planning Strategies Inc. | 813 | +1.6% | $268.9K | 0.2% | Oct 2, 2026 |
| Confluence Investment Management LLC | 636 | −2.6% | $210.4K | 0.1% | Oct 1, 2026 |
| Sarver Vrooman Wealth Advisors | 460 | ±0% | $152.2K | 0.1% | Oct 1, 2026 |
| Miller Global Investments, LLC | 115 | −65.6% | $38K | 0.1% | Oct 2, 2026 |
| CX Institutional | 44.8K | +52.0% | $14.8K | 0.4% | Oct 2, 2026 |
| Polaris Financial Partners | 1.4K | — | $456 | 0.2% | Oct 2, 2026 |
