% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for JPMB in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 29K | 29K | 21K | 22K | 177K | 259K | $10M |
| BANK OF AMERICA CORP /DE/ | 10K | 15K | 69K | 86K | 190K | 205K | $8M |
| Cambria Investment Management, L.P. | 124K | 125K | 129K | 127K | 129K | 147K | $6M |
| RiverFront Investment Group, LLC | 1.0M | 1.1M | 88K | 112K | 128K | 140K | $6M |
| JANE STREET GROUP, LLC | 104K | — | 48K | 29K | 6K | 133K | $5M |
| LPL Financial LLC | 236K | 252K | 21K | 38K | 69K | 90K | $4M |
| ARQ WEALTH ADVISORS, LLC | 38K | 50K | 50K | 76K | 78K | 86K | $3M |
| JPMORGAN CHASE & CO | 808K | 88K | — | — | 27K | 58K | $2M |
| OLD MISSION CAPITAL LLC | 31K | — | 8K | — | — | 41K | $2M |
| HSBC HOLDINGS PLC | — | 8K | 14K | 23K | 55K | 37K | $1M |
| Focus Financial Network, Inc. | 17K | 18K | 14K | 19K | 19K | 17K | $652,061 |
| Pure Financial Advisors, LLC | 15K | 14K | 15K | 16K | 15K | 16K | $641,710 |
| CITADEL ADVISORS LLC | — | — | — | — | — | 15K | $588,088 |
| Steward Partners Investment Advisory, LLC | 16K | 16K | 15K | 15K | 15K | 15K | $579,139 |
| 5T Wealth, LLC | — | — | — | — | 7K | 14K | $546,370 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | +127,193 | $5M | ADD |
| MORGAN STANLEY | +82,276 | $3M | ADD |
| OLD MISSION CAPITAL LLC | +40,502 | $2M | OPEN |
| JPMORGAN CHASE & CO | +30,874 | $1M | ADD |
| LPL Financial LLC | +21,505 | $844,136 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Equitable Holdings, Inc. | −55,462 | $2M | CLOSE |
| Bright Futures Wealth Management, LLC. | −35,915 | $1M | CLOSE |
| Forthright Family Wealth Advisory LLC | −28,906 | $1M | CLOSE |
| HSBC HOLDINGS PLC | −17,995 | $706,358 | TRIM |
| Dynamic Advisor Solutions LLC | −6,500 | $255,145 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 40 | 1,319,598 | — | $52M |
| 2025-Q4 | 34 | 1,063,788 | — | $43M |
| 2025-Q3 | 33 | 719,423 | — | $29M |
| 2025-Q2 | 34 | 650,009 | — | $25M |
| 2025-Q1 | 47 | 3,829,627 | — | $148M |
| 2024-Q4 | 46 | 12,837,611 | — | $488M |
| 2024-Q3 | 50 | 14,592,840 | — | $593M |
| 2024-Q2 | 49 | 15,099,405 | — | $584M |
| 2024-Q1 | 42 | 16,689,969 | — | $655M |
| 2023-Q4 | 26 | 14,883,560 | — | $593M |
| 2023-Q3 | 24 | 20,485,447 | — | $763M |
| 2023-Q2 | 23 | 6,817,345 | — | $266M |
| 2023-Q1 | 26 | 5,118,479 | — | $201M |
| 2022-Q4 | 17 | 5,119,640 | — | $198M |
| 2022-Q3 | 19 | 1,593,131 | — | $58M |
| 2022-Q2 | 18 | 1,400,083 | — | $54M |
| 2022-Q1 | 16 | 1,181,927 | — | $51M |
| 2021-Q4 | 18 | 1,029,020 | — | $50M |
| 2021-Q3 | 18 | 1,123,504 | — | $55M |
| 2021-Q2 | 16 | 1,376,966 | — | $69M |
| 2021-Q1 | 15 | 1,209,884 | — | $59M |
| 2020-Q4 | 16 | 1,312,638 | — | $68M |
| 2020-Q3 | 16 | 1,293,274 | — | $62M |
| 2020-Q2 | 15 | 1,213,002 | — | $58M |
| 2020-Q1 | 16 | 1,428,317 | — | $62M |
| 2019-Q4 | 18 | 1,408,884 | — | $72M |
| 2019-Q3 | 15 | 1,174,473 | — | $59M |
| 2019-Q2 | 9 | 1,171,414 | — | $58M |
| 2019-Q1 | 10 | 1,166,211 | — | $56M |
| 2018-Q4 | 8 | 1,151,373 | — | $53M |
| 2018-Q3 | 5 | 1,071,308 | — | $50M |
| 2018-Q2 | 7 | 1,090,109 | — | $50M |
| 2018-Q1 | 3 | 1,094,919 | — | $53M |
