Companies / JPMORGAN CHASE & CO / Institutional holders

JPMorgan Chase & Co

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Guidance Point Advisors, LLC	$129.21M	401,005	0.02%
Hardy Reed LLC	$129.20M	400,971	0.02%
Advisors Capital Management, LLC	$128.99M	438,486	0.02%
Glenview Trust Co	$128.70M	399,413	0.02%
OPPENHEIMER ASSET MANAGEMENT INC.	$127.97M	435,040	0.02%
Sequoia Financial Advisors, LLC	$126.95M	393,983	0.01%
Erste Asset Management GmbH	$126.79M	392,897	0.01%
ASSOCIATED BANC-CORP	$126.76M	393,395	0.01%
IEQ CAPITAL, LLC	$126.19M	391,612	0.01%
OPPENHEIMER & CO INC	$125.19M	388,517	0.01%
TCTC Holdings, LLC	$124.41M	386,112	0.01%
DJE Kapital AG	$122.99M	380,248	0.01%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$122.86M	417,661	0.02%
Vontobel Holding Ltd.	$122.81M	381,144	0.01%
STALEY CAPITAL ADVISERS INC	$122.79M	417,412	0.02%
Lazard Asset Management LLC	$122.70M	417,116	0.02%
Wealthfront Advisers LLC	$122.06M	372,908	0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	$121.22M	376,217	0.01%
Life Cycle Investment Partners Ltd	$120.44M	373,767	0.01%
Private Advisor Group, LLC	$120.24M	373,153	0.01%
Curi Capital, LLC	$119.92M	407,680	0.02%
Jefferies Financial Group Inc.	$119.29M	370,202	0.01%
Ursa Fund Management, LLC	$119.22M	370,000	0.01%
DAVIS R M INC	$118.61M	368,096	0.01%
Raiffeisen Bank International AG	$117.54M	363,440	0.01%
EASTERN BANK	$117.28M	398,696	0.01%
D.A. DAVIDSON & CO.	$117.19M	398,461	0.01%
Principle Wealth Partners LLC	$117.16M	357,917	0.01%
Evelyn Partners Group Ltd	$117.13M	357,839	0.01%
Rakuten Investment Management, Inc.	$116.32M	359,277	0.01%
NEOS Investment Management LLC	$116.10M	360,315	0.01%
BECKER CAPITAL MANAGEMENT INC	$114.91M	356,613	0.01%
Investment Management Corp of Ontario	$114.89M	356,550	0.01%
Cresset Asset Management, LLC	$114.17M	354,317	0.01%
Wilkinson Global Asset Management LLC	$114.08M	354,057	0.01%
BECK MACK & OLIVER LLC	$114.06M	387,735	0.01%
STOCK YARDS BANK & TRUST CO	$113.26M	351,496	0.01%
HANCOCK WHITNEY CORP	$112.83M	350,178	0.01%
Quadrature Capital Ltd	$112.30M	343,067	0.01%
DONALDSON CAPITAL MANAGEMENT, LLC	$111.36M	345,590	0.01%
CULLEN/FROST BANKERS, INC.	$110.93M	344,281	0.01%
Beacon Pointe Advisors, LLC	$110.73M	343,656	0.01%
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$110.37M	375,188	0.01%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$110.20M	374,636	0.01%
PZENA INVESTMENT MANAGEMENT LLC	$109.36M	334,094	0.01%
CITIZENS FINANCIAL GROUP INC/RI	$108.59M	331,758	0.01%
WESTWOOD HOLDINGS GROUP INC	$104.12M	353,968	0.01%
Vinva Investment Management Ltd	$103.89M	321,223	0.01%
FIDUCIARY TRUST CO	$103.85M	322,291	0.01%
Badgley Phelps Wealth Managers, LLC	$103.63M	321,602	0.01%