Filing Research | JPM - JPMORGAN CHASE & CO Institutional Holdings

Snapshot holdings

50 / 1,771 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	4.7MSH	$1.54B
2	Robeco Institutional Asset Management B.V.	Shares	3.0MSH	$979.1M
3	Rathbones Group PLC	Shares	2.8MSH	$901.2M
4	Ninety One UK Ltd	Shares	2.1MSH	$683.1M
5	Alecta Tjanstepension Omsesidigt	Shares	1.9MSH	$608.8M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.3MSH	$398.1M
7	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	924.6KSH	$302.7M
8	Mirae Asset Global Investments Co., Ltd.	Shares	855.4KSH	$280.0M
9	Czech National Bank	Shares	762.7KSH	$249.7M
10	Quilter Plc	Shares	741.8KSH	$242.8M
11	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	739.4KSH	$242.0M
12	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	728.2KSH	$238.4M
13	Boston Trust Walden Corp	Shares	726.5KSH	$237.8M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	701.9KSH	$229.7M
15	James Hambro & Partners LLP	Shares	655.8KSH	$214.6M
16	IFM Investors Pty Ltd	Shares	602.7KSH	$197.3M
17	Sarasin & Partners LLP	Shares	602.3KSH	$197.1M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	591.8KSH	$193.7M
19	Douglas Lane & Associates, LLC	Shares	581.5KSH	$190.3M
20	AEGON ASSET MANAGEMENT UK PLC	Shares	572.9KSH	$187.5M
21	CAPITAL ADVISORS INC/OK	Shares	565.1KSH	$185.0M
22	GATEWAY INVESTMENT ADVISERS LLC	Shares	557.2KSH	$182.4M
23	Union Bancaire Privee, UBP SA	Shares	570.1KSH	$180.3M
24	PensionDanmark Pensionsforsikringsaktieselskab	Shares	550.8KSH	$180.3M
25	DAVENPORT & Co LLC	Shares	520.4KSH	$170.5M
26	QRG CAPITAL MANAGEMENT, INC.	Shares	517.5KSH	$169.4M
27	FACTORY MUTUAL INSURANCE CO	Shares	516.6KSH	$169.1M
28	ASR Vermogensbeheer N.V.	Shares	430.5KSH	$140.9M
29	HM PAYSON & CO	Shares	423.4KSH	$138.6M
30	EASTERN BANK	Shares	408.8KSH	$133.8M
31	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	403.3KSH	$132.0M
32	Police & Firemen's Retirement System of New Jersey	Shares	401.2KSH	$131.3M
33	D.A. DAVIDSON & CO.	Shares	392.9KSH	$128.6M
34	Sequoia Financial Advisors, LLC	Shares	390.9KSH	$127.9M
35	ABN AMRO INVESTMENT SOLUTIONS	Shares	383.1KSH	$125.4M
36	SAPIENT CAPITAL LLC	Shares	351.5KSH	$115.0M
37	Mediolanum International Funds Ltd	Shares	326.0KSH	$107.4M
38	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	318.1KSH	$104.1M
39	E. Ohman J:or Asset Management AB	Shares	316.1KSH	$103.5M
40	Mesirow Financial Investment Management, Inc.	Shares	314.5KSH	$103.0M
41	PARK NATIONAL CORP /OH/	Shares	299.3KSH	$98.0M
42	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	293.7KSH	$96.1M
43	OFI INVEST ASSET MANAGEMENT	Shares	327.8KSH	$94.5M
44	Welch Group, LLC	Shares	276.8KSH	$90.6M
45	MassMutual Private Wealth & Trust, FSB	Shares	263.6KSH	$86.3M
46	COUNTRY TRUST BANK	Shares	259.7KSH	$85.0M
47	Quintet Private Bank (Europe) S.A.	Shares	258.9KSH	$84.7M
48	Vest Financial, LLC	Shares	255.4KSH	$83.6M
49	MEITAV INVESTMENT HOUSE LTD	Shares	251.4KSH	$82.3M
50	Merit Financial Group, LLC	Shares	245.0KSH	$80.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,789 loaded

#		Instrument
1	Alecta Tjanstepension Omsesidigt added	Shares	+414.2K	+$183.3M	$608.8M
2	Swedbank AB added	Shares	+84.4K	+$180.4M	$1.54B
3	Robeco Institutional Asset Management B.V. trimmed	Shares	-15.3K	+$94.7M	$979.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+70.4K	+$69.3M	$398.1M
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+64.1K	+$47.2M	$280.0M
6	IFM Investors Pty Ltd added	Shares	+57.8K	+$37.0M	$197.3M
7	Czech National Bank added	Shares	+28.4K	+$33.7M	$249.7M
8	Quilter Plc added	Shares	+23.4K	+$31.5M	$242.8M
9	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+60.0K	+$30.4M	$125.4M
10	QRG CAPITAL MANAGEMENT, INC. added	Shares	+40.0K	+$28.9M	$169.4M
11	Union Bancaire Privee, UBP SA added	Shares	+5.9K	+$28.3M	$180.3M
12	Merit Financial Group, LLC added	Shares	+67.2K	+$27.9M	$80.2M
13	AEGON ASSET MANAGEMENT UK PLC added	Shares	+12.1K	+$23.3M	$187.5M
14	E. Ohman J:or Asset Management AB added	Shares	+41.5K	+$22.7M	$103.5M
15	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-2.1K	+$22.7M	$229.7M
16	Boston Trust Walden Corp trimmed	Shares	-13.1K	+$20.2M	$237.8M
17	LBP AM SA added	Shares	+46.6K	+$19.8M	$59.7M
18	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.0K	+$19.2M	$180.3M
19	James Hambro & Partners LLP trimmed	Shares	-9.0K	+$19.0M	$214.6M
20	CAPITAL ADVISORS INC/OK trimmed	Shares	-1.9K	+$18.2M	$185.0M
21	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-20.7K	+$18.1M	$238.4M
22	Sequoia Financial Advisors, LLC added	Shares	+16.2K	+$17.7M	$127.9M
23	MISSION WEALTH MANAGEMENT, LP added	Shares	+47.3K	+$17.6M	$36.2M
24	EASTERN BANK added	Shares	+10.1K	+$16.5M	$133.8M
25	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-2.6K	+$16.4M	$169.1M
26	Brookstone Capital Management added	Shares	+39.0K	+$16.2M	$46.8M
27	DAVENPORT & Co LLC trimmed	Shares	-9.2K	+$15.7M	$170.5M
28	Douglas Lane & Associates, LLC trimmed	Shares	-15.1K	+$14.9M	$190.3M
29	Mediolanum International Funds Ltd trimmed	Shares	-162	+$14.8M	$107.4M
30	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+717	+$14.8M	$242.0M
31	Vest Financial, LLC added	Shares	+17.4K	+$13.6M	$83.6M
32	MIZUHO MARKETS AMERICAS LLC added	Shares	+39.0K	+$13.2M	$16.7M
33	Farther Finance Advisors, LLC added	Shares	+24.3K	+$12.5M	$54.8M
34	MEITAV INVESTMENT HOUSE LTD added	Shares	+14.1K	+$12.5M	$82.3M
35	GATEWAY INVESTMENT ADVISERS LLC trimmed	Shares	-22.4K	+$11.9M	$182.4M
36	Fideuram Asset Management (Ireland) dac added	Shares	+35.0K	+$11.7M	$16.4M
37	D.A. DAVIDSON & CO. trimmed	Shares	-5.5K	+$11.4M	$128.6M
38	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+2.8K	+$11.4M	$104.1M
39	Mesirow Financial Investment Management, Inc. added	Shares	+2.6K	+$11.2M	$103.0M
40	Gradient Investments LLC added	Shares	+12.3K	+$10.5M	$67.4M
41	MassMutual Private Wealth & Trust, FSB added	Shares	+5.7K	+$10.4M	$86.3M
42	BENJAMIN EDWARDS INC added	Shares	+14.8K	+$10.1M	$56.6M
43	Sava Infond d.o.o. added	Shares	+27.4K	+$9.9M	$17.9M
44	COUNTRY TRUST BANK added	Shares	+3.3K	+$9.6M	$85.0M
45	JOHNSON INVESTMENT COUNSEL INC added	Shares	+4.9K	+$9.4M	$78.2M
46	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed	Shares	-14.4K	+$9.1M	$132.0M
47	Welch Group, LLC trimmed	Shares	-169	+$9.1M	$90.6M
48	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-36.2K	+$9.0M	$193.7M
49	ZWJ INVESTMENT COUNSEL INC added	Shares	+4.9K	+$8.9M	$73.7M
50	OFI INVEST ASSET MANAGEMENT trimmed	Shares	-5.2K	+$8.9M	$94.5M

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