9 institutions reported holding $4.0M of JPMORGAN CHASE AND CO 6 DEP NC (JPM-PC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cascades Capital Asset Management, LLC ($1.2M), WHALEROCK POINT PARTNERS, LLC ($1.2M), AR ASSET MANAGEMENT INC ($1.1M), BECK MACK & OLIVER LLC ($361,950), Estabrook Capital Management ($134,037). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cascades Capital Asset Management, LLC | $1.2M | 46,020 | Trimmed |
| 2 | WHALEROCK POINT PARTNERS, LLC | $1.2M | 46,000 | Hold |
| 3 | AR ASSET MANAGEMENT INC | $1.1M | 43,000 | Hold |
| 4 | BECK MACK & OLIVER LLC | $361,950 | 14,312 | Hold |
| 5 | Estabrook Capital Management | $134,037 | 5,300 | Hold |
| 6 | PNC Financial Services Group, Inc. | $44,080 | 1,743 | Trimmed |
| 7 | McMillan Office, Inc. | $16,843 | 666 | Hold |
| 8 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $12,645 | 500 | New |
| 9 | First Command Advisory Services, Inc. | $2,124 | 84 | New |
Source: SEC Form 13F filings · as of 2026-06-30