Companies / JPMORGAN CHASE & CO / Institutional holders

JPMorgan Chase & Co

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
DePrince, Race & Zollo, Inc.	$67.58M	229,747	0.01%
MOODY LYNN & LIEBERSON, LLC	$67.50M	209,482	0.01%
GUGGENHEIM CAPITAL LLC	$67.23M	228,537	0.01%
Illinois Municipal Retirement Fund	$66.72M	207,065	0.01%
ADAMS DIVERSIFIED EQUITY FUND, INC.	$66.66M	206,863	0.01%
Baker Avenue Asset Management, LP	$66.22M	205,516	0.01%
SEIZERT CAPITAL PARTNERS, LLC	$66.16M	224,903	0.01%
KCM INVESTMENT ADVISORS LLC	$66.11M	224,754	0.01%
TODD ASSET MANAGEMENT LLC	$65.94M	224,167	0.01%
Dakota Wealth Management	$65.25M	199,334	0.01%
Livforsakringsbolaget Skandia, Omsesidigt	$64.88M	201,357	0.01%
Delta Accumulation, LLC	$64.87M	201,308	0.01%
Apollon Wealth Management, LLC	$64.50M	200,179	0.01%
Fisher Funds Management LTD	$64.44M	199,186	0.01%
TRIGLAV INVESTMENTS, D.O.O.	$64.28M	199,494	0.01%
Howard Capital Management Group, LLC	$63.96M	198,504	0.01%
Mill Capital Management, LLC	$63.86M	198,181	0.01%
Destination Wealth Management	$63.48M	215,812	0.01%
Meridian Wealth Management, LLC	$63.46M	196,938	0.01%
Oakworth Capital, Inc.	$63.35M	196,605	0.01%
KLINGENSTEIN FIELDS & CO LP	$62.76M	194,773	0.01%
Artemis Investment Management LLP	$62.69M	194,557	0.01%
Gradient Investments LLC	$62.33M	193,446	0.01%
MIZUHO SECURITIES USA LLC	$62.06M	198,217	0.01%
FOUNDATIONS INVESTMENT ADVISORS, LLC	$62.05M	192,556	0.01%
Arkadios Wealth Advisors	$62.04M	192,539	0.01%
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	$61.29M	208,383	0.01%
HighPoint Advisor Group LLC	$61.20M	189,922	0.01%
Kimelman & Baird, LLC	$61.18M	207,978	0.01%
Nexus Investment Management ULC	$61.01M	189,336	0.01%
ABN AMRO INVESTMENT SOLUTIONS	$60.97M	189,217	0.01%
ST GERMAIN D J CO INC	$60.78M	188,641	0.01%
Summit Financial, LLC	$60.66M	188,270	0.01%
Cornerstone Advisors, LLC	$60.49M	184,785	0.01%
ARGENT CAPITAL MANAGEMENT LLC	$60.27M	204,904	0.01%
Osmosis Investment Management UK Ltd	$60.25M	186,984	0.01%
HOWE & RUSLING INC	$60.20M	186,831	0.01%
FineMark National Bank & Trust	$59.88M	185,822	0.01%
Bank Pictet & Cie (Europe) AG	$59.55M	202,427	0.01%
Danica Pension, Livsforsikringsaktieselskab	$59.36M	184,229	0.01%
Orion Porfolio Solutions, LLC	$59.13M	201,029	0.01%
BRAUN STACEY ASSOCIATES INC	$58.72M	182,239	0.01%
CAPITAL FUND MANAGEMENT S.A.	$58.51M	198,920	0.01%
Hudson Bay Capital Management LP	$58.18M	197,776	0.01%
NORTHEAST INVESTMENT MANAGEMENT	$57.19M	194,410	0.01%
Laird Norton Wetherby Trust Company, LLC	$56.57M	175,549	0.01%
Norinchukin Bank, The	$56.28M	174,669	0.01%
Kentucky Retirement Systems	$56.19M	174,372	0.01%
American Assets Investment Management, LLC	$55.75M	2,259,400	0.08%
Independent Advisor Alliance	$55.67M	172,783	0.01%