JPM · News · 20260912N

Institutional Ownership Changes

JPMORGAN CHASE & CO · 2026-09-12 · Importance 2 · Surprise 38

AMG National Trust Bank reduced its JPMorgan Chase stake by 15.7%, selling 12,283 shares and retaining 66,023 shares. Simplicity Wealth LLC increased its position by 38.9% in the second quarter to $16.1 million, while institutional investors collectively owned 71.55% of JPMorgan Chase. Trivium Point Advisory LLC increased its stake by 17.9%, and Arkansas Financial Group and Flynn Zito Capital Management also adjusted their positions.

Key facts

• Simplicity Wealth LLC increased its stake in JPMorgan Chase & Co. by 38.9% in the second quarter, bringing its total holdings to $16.1 million. source
• AMG National Trust Bank decreased its stake in shares of JPMorgan Chase and Co. by 15.7% during the undefined quarter. source
• Trivium Point Advisory LLC increased its stake in JPMorgan Chase & Co. by 17.9% during the second quarter, making it the 26th largest holding for the firm. source
• AMG National Trust Bank owned 66,023 shares of JPMorgan Chase and Co. after selling 12,283 shares during the period. source
• Institutional investors own 71.55% of JPMorgan Chase & Co. stock. source