Companies / JPMORGAN CHASE & CO / Institutional holders

JPMorgan Chase & Co

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Merrithew & Thorsten Inc	$40	124	0.00%
Clal Insurance Enterprises Holdings Ltd	$56	190	0.00%
Phillip James Consulting Co.	$64	210	0.00%
TANAKA CAPITAL MANAGEMENT INC	$67	207	0.00%
Penserra Capital Management LLC	$83	261	0.00%
Ulland Investment Advisors, LLC	$83	258	0.00%
Financial Connections Group, Inc.	$113	353	0.00%
IFC & Insurance Marketing, Inc.	$156	485	0.00%
Strategic Wealth Advisors LLC	$161	502	0.00%
TOBAM	$196	608	0.00%
WELCH CAPITAL PARTNERS LLC/NY	$207	642	0.00%
Evolution Advisers, Inc.	$209	651	0.00%
Asset Allocation & Management Company, LLC	$224	695	0.00%
Navigoe, LLC	$233	726	0.00%
Covestor Ltd	$243	743	0.00%
Ball & Co Wealth Management Inc.	$273	848	0.00%
Avion Wealth	$275	854	0.00%
Olde Wealth Management, LLC	$282	877	0.00%
Trust Co of Kansas	$290	899	0.00%
Morningstar Investment Management LLC	$308	956	0.00%
CHASE INVESTMENT COUNSEL CORP	$312	969	0.00%
Coston, McIsaac & Partners	$322	1,000	0.00%
Annandale Capital, LLC	$331	1,026	0.00%
USAdvisors Wealth Management, LLC	$352	1,093	0.00%
WARNER FINANCIAL, INC	$356	1,106	0.00%
Colorado Capital Management, Inc.	$406	1,261	0.00%
Capital Markets Trading UK LLP	$412	1,280	0.00%
Front Street Capital Management, Inc.	$472	1,466	0.00%
Warburton Capital Management, LLC	$495	1,539	0.00%
Baskin Financial Services Inc.	$503	1,562	0.00%
CapitalatWork S.A.	$533	1,655	0.00%
Jackson Creek Investment Advisors LLC	$550	1,707	0.00%
Cloud Capital Management, LLC	$552	1,713	0.00%
Silver Oak Advisory Group, Inc.	$557	1,729	0.00%
STONERIDGE INVESTMENT PARTNERS LLC	$622	2,114	0.00%
Opus Capital Group, LLC	$676	2,299	0.00%
Acorns Advisers, LLC	$699	2,168	0.00%
R. W. Roge & Company, Inc.	$706	2,191	0.00%
JACOBS & CO/CA	$715	2,431	0.00%
Virtu Financial LLC	$716	2,221	0.00%
Betterment LLC	$748	2,322	0.00%
SHIKIAR ASSET MANAGEMENT INC	$750	2,549	0.00%
Sierra Capital LLC	$790	2,451	0.00%
Keener Financial Planning LLC	$819	2,544	0.00%
PIN OAK INVESTMENT ADVISORS INC	$831	2,826	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	$856	2,616	0.00%
Claret Asset Management Corp	$862	2,676	0.00%
HORIZON BANCORP INC /IN	$873	2,709	0.00%
Harvest Fund Management Co., Ltd	$906	2,812	0.00%
Cohen & Steers, Inc.	$912	3,100	0.00%