NEW YORK, NY
JPMORGAN CHASE & COJPM— Latest position per institution from SEC 13F filings
15
Institutional holders
4.59M
Total shares held
125.16M
Estimated value
229.63K
Avg. position size
JPMORGAN CHASE & CO
CIK 19617
Shares
3.86M
Value
113.81M
Filed
Jun 30, 2026
CONSTANT GUIDANCE FINANCIAL LLC
CIK 1995383
Shares
205.93K
Value
4.36M
Filed
Sep 30, 2024
STEIGERWALD, GORDON & KOCH INC.
CIK 1731876
Shares
172.26K
Value
3.49M
Filed
Dec 31, 2025
D L CARLSON INVESTMENT GROUP INC
CIK 1021117
Shares
75.96K
Value
1.60K
Filed
Sep 30, 2022
CONNECTUS WEALTH, LLC
CIK 1857493
Shares
51.35K
Value
1.08K
Filed
Sep 30, 2022
LEGACY WEALTH PARTNERS, LLC
CIK 2066638
Shares
42.17K
Value
1.25M
Filed
Jun 30, 2026
MATHES COMPANY, INC.
CIK 1389223
Shares
27.75K
Value
562.00
Filed
Sep 30, 2025
COMERICA BANK
CIK 901541
Shares
20.40K
Value
0.00
Filed
Jun 30, 2023
SIERRA CAPITAL LLC
CIK 1787274
Shares
17.57K
Value
395.00
Filed
Mar 31, 2024
IHT WEALTH MANAGEMENT, LLC
CIK 1697490
Shares
16.30K
Value
334.01K
Filed
Sep 30, 2023
RHUMBLINE ADVISERS
CIK 1115418
Shares
16.30K
Value
294.00
Filed
Sep 30, 2022
FIRST MERCHANTS CORP
CIK 712534
Shares
12.16K
Value
243.81K
Filed
Mar 31, 2025
ATLAS CAPITAL ADVISORS INC.
CIK 1434165
Shares
12K
Value
229.44K
Filed
Jun 30, 2026
GLOBAL ASSETS ADVISORY, LLC
CIK 1942932
Shares
10.72K
Value
317.37K
Filed
Jun 30, 2026
KINGFISHER CAPITAL LLC
CIK 1483170
Shares
10.45K
Value
239.18K
Filed
Sep 30, 2024
CUBIC ASSET MANAGEMENT, LLC
CIK 1424322
Shares
10.34K
Value
187.15K
Filed
Sep 30, 2023
WHALEROCK POINT PARTNERS, LLC
CIK 1389709
Shares
10K
Value
208.30K
Filed
Dec 31, 2024
EAGLE BAY ADVISORS LLC
CIK 1862864
Shares
9.90K
Value
209.38K
Filed
Sep 30, 2024
MCMILLAN OFFICE, INC.
CIK 2109205
Shares
8K
Value
149.76K
Filed
Jun 30, 2026
ESTABROOK CAPITAL MANAGEMENT
CIK 1344717
Shares
7K
Value
131.04K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 19617 | 3.86M | 113.81M | Jun 30, 2026 |
| 2 | CONSTANT GUIDANCE FINANCIAL LLC | 1995383 | 205.93K | 4.36M | Sep 30, 2024 |
| 3 | STEIGERWALD, GORDON & KOCH INC. | 1731876 | 172.26K | 3.49M | Dec 31, 2025 |
| 4 | D L CARLSON INVESTMENT GROUP INC | 1021117 | 75.96K | 1.60K | Sep 30, 2022 |
| 5 | CONNECTUS WEALTH, LLC | 1857493 | 51.35K | 1.08K | Sep 30, 2022 |
| 6 | LEGACY WEALTH PARTNERS, LLC | 2066638 | 42.17K | 1.25M | Jun 30, 2026 |
| 7 | MATHES COMPANY, INC. | 1389223 | 27.75K | 562.00 | Sep 30, 2025 |
| 8 | COMERICA BANK | 901541 | 20.40K | 0.00 | Jun 30, 2023 |
| 9 | SIERRA CAPITAL LLC | 1787274 | 17.57K | 395.00 | Mar 31, 2024 |
| 10 | IHT WEALTH MANAGEMENT, LLC | 1697490 | 16.30K | 334.01K | Sep 30, 2023 |
| 11 | RHUMBLINE ADVISERS | 1115418 | 16.30K | 294.00 | Sep 30, 2022 |
| 12 | FIRST MERCHANTS CORP | 712534 | 12.16K | 243.81K | Mar 31, 2025 |
| 13 | ATLAS CAPITAL ADVISORS INC. | 1434165 | 12K | 229.44K | Jun 30, 2026 |
| 14 | GLOBAL ASSETS ADVISORY, LLC | 1942932 | 10.72K | 317.37K | Jun 30, 2026 |
| 15 | KINGFISHER CAPITAL LLC | 1483170 | 10.45K | 239.18K | Sep 30, 2024 |
| 16 | CUBIC ASSET MANAGEMENT, LLC | 1424322 | 10.34K | 187.15K | Sep 30, 2023 |
| 17 | WHALEROCK POINT PARTNERS, LLC | 1389709 | 10K | 208.30K | Dec 31, 2024 |
| 18 | EAGLE BAY ADVISORS LLC | 1862864 | 9.90K | 209.38K | Sep 30, 2024 |
| 19 | MCMILLAN OFFICE, INC. | 2109205 | 8K | 149.76K | Jun 30, 2026 |
| 20 | ESTABROOK CAPITAL MANAGEMENT | 1344717 | 7K | 131.04K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.