JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 10)
5,175 institutional investment managers reported a JPM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $642.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
JPM 13F holders ranked 901–1,000 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | SAGESPRING WEALTH PARTNERS#901 · 75,894 sh | 75,894 | $24.8M | — | +2.4% |
| 902 | M Securities#902 · 75,214 sh | 75,214 | $24.7M | 3.38% | -1.3% |
| 903 | BAR HARBOR WEALTH MANAGEMENT#903 · 75,397 sh | 75,397 | $24.7M | — | -0.6% |
| 904 | Legacy Private#904 · 75,310 sh | 75,310 | $24.7M | — | -1.4% |
| 905 | Palisade Asset Management#905 · 75,182 sh | 75,182 | $24.6M | 2.27% | -0.4% |
| 906 | Robertson Stephens Wealth Management#906 · 75,156 sh | 75,156 | $24.6M | — | -1.9% |
| 907 | COURIER CAPITAL#907 · 74,868 sh | 74,868 | $24.5M | — | -2.4% |
| 908 | Goelzer Investment Management#908 · 74,845 sh | 74,845 | $24.5M | — | +9.7% |
| 909 | DEARBORN PARTNERS#909 · 83,156 sh | 83,156 | $24.5M | 1.32% | 0.0% |
| 910 | NOVARE CAPITAL MANAGEMENT#910 · 74,708 sh | 74,708 | $24.5M | 1.74% | -2.0% |
| 911 | DSG Capital Advisors#911 · 71,163 sh | 71,163 | $24.4M | 3.47% | -0.3% |
| 912 | Meiji Yasuda Asset Management Ltd.#912 · 74,286 sh | 74,286 | $24.3M | 1.09% | -2.0% |
| 913 | SECURIAN ASSET MANAGEMENT#913 · 71,205 sh | 71,205 | $24.3M | 0.87% | -2.7% |
| 914 | CULLINAN ASSOCIATES#914 · 73,638 sh | 73,638 | $24.1M | 1.82% | +13.9% |
| 915 | IHT Wealth Management#915 · 73,319 sh | 73,319 | $24.0M | 0.51% | +1.3% |
| 916 | GREENWOOD GEARHART#916 · 73,271 sh | 73,271 | $24.0M | 1.12% | +3.7% |
| 917 | CABOT WEALTH MANAGEMENT#917 · 73,122 sh | 73,122 | $23.9M | 2.44% | -0.5% |
| 918 | Geneos Wealth Management#918 · 73,096 sh | 73,096 | $23.9M | 0.49% | 0.0% |
| 919 | Clarity Financial#919 · 73,022 sh | 73,022 | $23.9M | 2.03% | +37.8% |
| 920 | Wellington Shields Capital Management#920 · 72,948 sh | 72,948 | $23.9M | 3.03% | +1.0% |
| 921 | BTC Capital Management#921 · 72,923 sh | 72,923 | $23.9M | 1.45% | -3.7% |
| 922 | Spire Wealth Management#922 · 72,887 sh | 72,887 | $23.9M | 0.72% | -0.4% |
| 923 | Siemens Fonds Invest GmbH#923 · 72,905 sh | 72,905 | $23.9M | 1.17% | -3.3% |
| 924 | Gladstone Institutional Advisory#924 · 72,888 sh | 72,888 | $23.9M | 0.75% | +0.5% |
| 925 | PFG Investments#925 · 72,804 sh | 72,804 | $23.8M | 0.92% | +2.7% |
| 926 | Arete Wealth Advisors#926 · 72,761 sh | 72,761 | $23.8M | 0.78% | +135.6% |
| 927 | Cohen Klingenstein#927 · 72,700 sh | 72,700 | $23.8M | — | 0.0% |
| 928 | CCM INVESTMENT ADVISERS#928 · 72,571 sh | 72,571 | $23.8M | 1.84% | +1.2% |
| 929 | FourThought Financial Partners#929 · 72,550 sh | 72,550 | $23.7M | 1.83% | 0.0% |
| 930 | Stockman Wealth Management#930 · 72,393 sh | 72,393 | $23.7M | 2.45% | -2.2% |
| 931 | Circle Wealth Management#931 · 72,338 sh | 72,338 | $23.7M | 0.30% | -3.4% |
| 932 | Douglass Winthrop Advisors#932 · 72,324 sh | 72,324 | $23.7M | 0.41% | +2.6% |
| 933 | CONNORS INVESTOR SERVICES#933 · 72,256 sh | 72,256 | $23.7M | 2.05% | +0.2% |
| 934 | First Financial Bank - Division#934 · 72,092 sh | 72,092 | $23.6M | — | -3.1% |
| 935 | RBO#935 · 71,865 sh | 71,865 | $23.5M | 3.75% | -3.0% |
| 936 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd#936 · 71,790 sh | 71,790 | $23.5M | 1.50% | -1.2% |
| 937 | Journey Advisory Group#937 · 71,743 sh | 71,743 | $23.5M | 1.79% | +0.6% |
| 938 | PRAXIS INVESTMENT MANAGEMENT#938 · 71,665 sh | 71,665 | $23.5M | 1.23% | 0.0% |
| 939 | Stenger Family Office#939 · 71,265 sh | 71,265 | $23.3M | — | 0.0% |
| 940 | Y-Intercept (Hong Kong) Ltd#940 · 71,175 sh | 71,175 | $23.3M | — | -6.0% |
| 941 | Kentucky Retirement Systems Insurance Fund#941 · 71,170 sh | 71,170 | $23.3M | 1.39% | -0.6% |
| 942 | Richard C. Young & , LTD.#942 · 70,788 sh | 70,788 | $23.2M | 1.70% | 0.0% |
| 943 | Ledyard National Bank#943 · 70,775 sh | 70,775 | $23.2M | — | -4.0% |
| 944 | Courant Investment Management#944 · 70,697 sh | 70,697 | $23.1M | — | 0.0% |
| 945 | Allied Investment Advisors#945 · 70,656 sh | 70,656 | $23.1M | — | +1.6% |
| 946 | IFP Advisors#946 · 70,542 sh | 70,542 | $23.1M | — | +3.9% |
| 947 | Sowell Financial Services#947 · 70,498 sh | 70,498 | $23.1M | — | +3.9% |
| 948 | BRIGHTON JONES#948 · 70,406 sh | 70,406 | $23.0M | 0.43% | +3.3% |
| 949 | TD PRIVATE CLIENT WEALTH#949 · 70,249 sh | 70,249 | $23.0M | 0.42% | -5.7% |
| 950 | Linscomb Wealth#950 · 70,170 sh | 70,170 | $23.0M | 1.00% | -8.4% |
| 951 | CAISSE DES DEPOTS ET CONSIGNATIONS#951 · 70,031 sh | 70,031 | $22.9M | 0.39% | 0.0% |
| 952 | Tufton Capital Management#952 · 69,812 sh | 69,812 | $22.9M | — | -1.9% |
| 953 | STRATEGY ASSET MANAGERS#953 · 69,657 sh | 69,657 | $22.8M | — | +0.3% |
| 954 | River Wealth Advisors#954 · 69,572 sh | 69,572 | $22.8M | 2.38% | +0.6% |
| 955 | ALERUS FINANCIAL NA#955 · 69,378 sh | 69,378 | $22.7M | 0.99% | +3.0% |
| 956 | J. Safra Sarasin Holding AG#956 · 73,960 sh | 73,960 | $22.6M | — | +10.6% |
| 957 | FIRST AMERICAN , FSB#957 · 69,077 sh | 69,077 | $22.6M | 1.36% | -18.8% |
| 958 | LOGAN CAPITAL MANAGEMENT#958 · 69,053 sh | 69,053 | $22.6M | 0.84% | New |
| 959 | CenterBook Partners#959 · 68,940 sh | 68,940 | $22.6M | 1.11% | +2.0% |
| 960 | WOODSTOCK#960 · 68,865 sh | 68,865 | $22.5M | — | 0.0% |
| 961 | JAMES INVESTMENT RESEARCH#961 · 68,483 sh | 68,483 | $22.4M | — | -2.8% |
| 962 | MIDDLETON#962 · 68,448 sh | 68,448 | $22.4M | — | -4.4% |
| 963 | Simmons Bank#963 · 68,402 sh | 68,402 | $22.4M | 1.28% | +8.8% |
| 964 | Carlson Capital, L.P.#964 · 68,285 sh | 68,285 | $22.4M | 4.52% | +948.1% |
| 965 | Savvy Advisors#965 · 68,127 sh | 68,127 | $22.3M | 0.47% | +13.3% |
| 966 | Heritage#966 · 68,110 sh | 68,110 | $22.3M | 1.93% | +0.8% |
| 967 | Community Bank, N.A.#967 · 67,530 sh | 67,530 | $22.1M | 2.39% | -2.0% |
| 968 | EAGLE ROCK INVESTMENT COMPANY#968 · 67,291 sh | 67,291 | $22.0M | — | +5.5% |
| 969 | Barbara Oil#969 · 67,000 sh | 67,000 | $21.9M | 7.38% | 0.0% |
| 970 | Caldwell#970 · 66,710 sh | 66,710 | $21.8M | 1.77% | +0.1% |
| 971 | AMG National Bank#971 · 66,023 sh | 66,023 | $21.6M | 0.44% | -15.7% |
| 972 | LAFFER TENGLER INVESTMENTS#972 · 65,878 sh | 65,878 | $21.6M | 2.76% | +1.8% |
| 973 | Ninety One SA (PTY) Ltd#973 · 65,600 sh | 65,600 | $21.5M | — | -23.1% |
| 974 | Forvis Mazars Wealth Advisors#974 · 65,662 sh | 65,662 | $21.5M | — | 0.0% |
| 975 | Sand Hill Global Advisors#975 · 65,525 sh | 65,525 | $21.4M | 0.65% | -0.2% |
| 976 | Artemis Investment Management LLP#976 · 65,464 sh | 65,464 | $21.4M | — | +3.4% |
| 977 | Telos Capital Management#977 · 65,314 sh | 65,314 | $21.4M | 1.88% | -0.4% |
| 978 | Kinsale Capital Group#978 · 65,270 sh | 65,270 | $21.4M | 2.83% | +10.3% |
| 979 | Roundview Capital#979 · 65,218 sh | 65,218 | $21.3M | 1.17% | +5.8% |
| 980 | SPINNAKER#980 · 65,043 sh | 65,043 | $21.3M | 1.03% | +1.8% |
| 981 | Granite Investment Partners#981 · 64,986 sh | 64,986 | $21.3M | 1.09% | 0.0% |
| 982 | TOMPKINS FINANCIAL#982 · 64,894 sh | 64,894 | $21.2M | — | -2.0% |
| 983 | Pictet North America Advisors SA#983 · 64,836 sh | 64,836 | $21.2M | — | -4.0% |
| 984 | MidFirst Bank#984 · 64,768 sh | 64,768 | $21.2M | 1.50% | +1.3% |
| 985 | Generate Investment Management Ltd#985 · 64,643 sh | 64,643 | $21.2M | — | +126.8% |
| 986 | Western Wealth Management#986 · 64,631 sh | 64,631 | $21.2M | 0.69% | +1.5% |
| 987 | Integrated Advisors Network#987 · 64,583 sh | 64,583 | $21.1M | — | +25.5% |
| 988 | Princeton Global Asset Management#988 · 64,373 sh | 64,373 | $21.1M | — | -0.1% |
| 989 | TriCert Investment Counsel#989 · 64,298 sh | 64,298 | $21.0M | 1.96% | — |
| 990 | Biondo Investment Advisors#990 · 64,082 sh | 64,082 | $21.0M | 2.57% | -17.5% |
| 991 | Financiere des Professionnels - Fonds d,investissement#991 · 64,062 sh | 64,062 | $21.0M | 1.18% | -4.2% |
| 992 | 1ST SOURCE BANK#992 · 63,985 sh | 63,985 | $20.9M | 0.95% | -0.2% |
| 993 | Strategic Wealth Investment Group#993 · 63,927 sh | 63,927 | $20.9M | 2.54% | -9.7% |
| 994 | MEANS INVESTMENT#994 · 63,922 sh | 63,922 | $20.9M | 1.58% | -1.9% |
| 995 | Capstone Financial Advisors#995 · 63,735 sh | 63,735 | $20.9M | 1.02% | -3.5% |
| 996 | Strategic Wealth Partners, Ltd.#996 · 63,666 sh | 63,666 | $20.8M | 1.29% | +5.9% |
| 997 | EDGAR LOMAX#997 · 63,662 sh | 63,662 | $20.8M | 1.56% | -8.2% |
| 998 | PETTYJOHN, WOOD & WHITE#998 · 63,499 sh | 63,499 | $20.8M | 3.02% | -0.5% |
| 999 | Leith Wheeler Investment Counsel Ltd.#999 · 63,489 sh | 63,489 | $20.8M | 1.58% | -0.9% |
| 1000 | GRIFFIN ASSET MANAGEMENT#1000 · 63,452 sh | 63,452 | $20.8M | — | -1.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.