JPMorgan:US Quality Fact 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$22.3M

Combined Shares (Q2 2026)

324,599

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+15,605

3 institutions added · 3 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-42,205

2 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-26,600

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
JPMORGAN CHASE & CO	<0.01%	<0.01%	#2	$13.7M	200,000	$11.6M	200,000	00.00%	Unchanged
Geneos Wealth Management Inc.	0.15%	0.2%	#1	$7.5M	108,927	$8.5M	143,935	-35,008-24.32%	Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP	<0.01%	—	#5	$987,418	14,309	$0	0	+14,309	New Buy
OSAIC HOLDINGS, INC.	<0.01%	—	#4	$75,822	1,096	$0	0	+1,096	New Buy
Allworth Financial LP	<0.01%	—	#6	$13,802	200	$0	0	+200	New Buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	<0.01%	<0.01%	#3	$4,624	67	$3,961	67	00.00%	Unchanged

JPMorgan:US Quality Fact

🧭 Institutional Sector Flow Heatmap