JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Essex Financial Services#1001 · 63,447 sh | 63,447 | $20.8M | 1.03% | -0.8% |
| 1002 | Sound View Wealth Advisors Group#1002 · 63,442 sh | 63,442 | $20.8M | 1.29% | -1.9% |
| 1003 | Covea Finance#1003 · 63,265 sh | 63,265 | $20.7M | — | 0.0% |
| 1004 | One Capital Management#1004 · 70,363 sh | 70,363 | $20.7M | 0.58% | 0.0% |
| 1005 | BURLING WEALTH PARTNERS#1005 · 63,141 sh | 63,141 | $20.7M | 3.02% | +0.1% |
| 1006 | HARBOUR INVESTMENTS#1006 · 63,069 sh | 63,069 | $20.6M | 0.28% | -2.1% |
| 1007 | Intellus Advisors#1007 · 63,033 sh | 63,033 | $20.6M | 2.51% | -1.1% |
| 1008 | EXCHANGE TRADED CONCEPTS#1008 · 63,025 sh | 63,025 | $20.6M | 0.09% | -11.7% |
| 1009 | MainStreet Investment Advisors#1009 · 62,999 sh | 62,999 | $20.6M | 2.81% | -0.3% |
| 1010 | CAPE COD FIVE CENTS SAVINGS BANK#1010 · 62,804 sh | 62,804 | $20.6M | 1.67% | — |
| 1011 | Confluence Wealth Services#1011 · 62,628 sh | 62,628 | $20.5M | 0.59% | +27.9% |
| 1012 | Close Asset Management Ltd#1012 · 62,620 sh | 62,620 | $20.5M | 0.55% | 0.0% |
| 1013 | NorthRock Partners#1013 · 62,473 sh | 62,473 | $20.4M | 0.30% | +3.4% |
| 1014 | Carmel Capital Management L.L.C.#1014 · 62,144 sh | 62,144 | $20.3M | 4.46% | +0.1% |
| 1015 | Plato Investment Management Ltd#1015 · 62,447 sh | 62,447 | $20.3M | 1.16% | +1.7% |
| 1016 | BANK OF NOVA SCOTIA#1016 · 61,976 sh | 61,976 | $20.3M | 1.68% | +2.1% |
| 1017 | Emerald Investment Advisers#1017 · 61,789 sh | 61,789 | $20.2M | 1.35% | +7.3% |
| 1018 | Joel Isaacson#1018 · 61,713 sh | 61,713 | $20.2M | 0.58% | +5.3% |
| 1019 | Van Hulzen Asset Management#1019 · 61,539 sh | 61,539 | $20.1M | 1.43% | -2.9% |
| 1020 | Wealthcare Advisory Partners#1020 · 61,535 sh | 61,535 | $20.1M | — | -11.9% |
| 1021 | Iowa State Bank#1021 · 61,472 sh | 61,472 | $20.1M | — | -6.2% |
| 1022 | FAGAN ASSOCIATES#1022 · 61,321 sh | 61,321 | $20.1M | — | +0.3% |
| 1023 | Copeland Capital Management#1023 · 61,214 sh | 61,214 | $20.0M | — | -0.7% |
| 1024 | Baldwin Investment Management#1024 · 61,191 sh | 61,191 | $20.0M | 1.94% | +27.0% |
| 1025 | WHALEROCK POINT PARTNERS#1025 · 103,414 sh | 103,414 | $20.0M | 3.40% | +4.8% |
| 1026 | Cardinal Point Capital Management, ULC#1026 · 60,964 sh | 60,964 | $20.0M | — | +0.1% |
| 1027 | Keystone Financial Group#1027 · 60,800 sh | 60,800 | $19.9M | 1.18% | +0.5% |
| 1028 | Parallax Volatility Advisers, L.P.#1028 · 60,554 sh | 60,554 | $19.8M | 0.03% | +4.4% |
| 1029 | New Age Alpha Advisors#1029 · 60,185 sh | 60,185 | $19.7M | 0.83% | -5.1% |
| 1030 | Texas Capital Bank Wealth Management Services#1030 · 60,118 sh | 60,118 | $19.7M | 1.05% | +0.2% |
| 1031 | Traynor Capital Management#1031 · 60,094 sh | 60,094 | $19.7M | 0.90% | +0.1% |
| 1032 | Buckley Wealth Management#1032 · 59,992 sh | 59,992 | $19.6M | 4.86% | -0.2% |
| 1033 | KINGSWOOD WEALTH ADVISORS#1033 · 59,945 sh | 59,945 | $19.6M | — | -0.6% |
| 1034 | Zuckerman Investment Group#1034 · 59,805 sh | 59,805 | $19.6M | 1.66% | -0.6% |
| 1035 | MITCHELL CAPITAL MANAGEMENT#1035 · 59,730 sh | 59,730 | $19.6M | 2.97% | -2.2% |
| 1036 | Farmers National Bank#1036 · 59,566 sh | 59,566 | $19.5M | 4.07% | -8.4% |
| 1037 | Smartleaf Asset Management#1037 · 59,052 sh | 59,052 | $19.5M | 0.63% | 0.0% |
| 1038 | Buck Wealth Strategies#1038 · 59,289 sh | 59,289 | $19.4M | 2.03% | +6.1% |
| 1039 | SFE Investment Counsel#1039 · 59,236 sh | 59,236 | $19.4M | 2.61% | -0.5% |
| 1040 | Sara-Bay Financial#1040 · 59,206 sh | 59,206 | $19.4M | — | -0.3% |
| 1041 | WINSLOW ASSET MANAGEMENT#1041 · 59,011 sh | 59,011 | $19.3M | 3.36% | -1.9% |
| 1042 | FULTON BREAKEFIELD BROENNIMAN#1042 · 59,000 sh | 59,000 | $19.3M | 1.14% | +0.1% |
| 1043 | AR ASSET MANAGEMENT#1043 · 58,772 sh | 58,772 | $19.2M | 3.52% | -42.3% |
| 1044 | SCHNIEDERS CAPITAL MANAGEMENT#1044 · 58,746 sh | 58,746 | $19.2M | 2.52% | +2.3% |
| 1045 | CYPRESS ASSET MANAGEMENT#1045 · 58,703 sh | 58,703 | $19.2M | — | +0.7% |
| 1046 | Osprey Private Wealth#1046 · 58,600 sh | 58,600 | $19.2M | 4.95% | +1.3% |
| 1047 | Cardinal Capital Management#1047 · 58,423 sh | 58,423 | $19.1M | — | -0.6% |
| 1048 | Applied Finance Capital Management#1048 · 58,030 sh | 58,030 | $19.0M | 1.41% | -15.1% |
| 1049 | Next Level Private#1049 · 58,008 sh | 58,008 | $19.0M | — | +0.6% |
| 1050 | Galvin, Gaustad & Stein#1050 · 57,981 sh | 57,981 | $19.0M | — | -15.0% |
| 1051 | LVM CAPITAL MANAGEMENT LTD#1051 · 57,953 sh | 57,953 | $19.0M | — | +0.1% |
| 1052 | BTG Pactual Asset Management US#1052 · 57,792 sh | 57,792 | $18.9M | 1.18% | +12.0% |
| 1053 | HARBOR INVESTMENT ADVISORY#1053 · 57,733 sh | 57,733 | $18.9M | — | +3.4% |
| 1054 | WealthBridge Investment Counsel#1054 · 57,728 sh | 57,728 | $18.9M | — | -0.8% |
| 1055 | Allen Mooney & Barnes Investment Advisors#1055 · 57,680 sh | 57,680 | $18.9M | — | -4.4% |
| 1056 | CAMDEN NATIONAL BANK#1056 · 57,663 sh | 57,663 | $18.9M | 2.46% | -1.0% |
| 1057 | Procyon Advisors#1057 · 57,623 sh | 57,623 | $18.9M | — | -2.4% |
| 1058 | Jones Collombin Investment Counsel#1058 · 64,099 sh | 64,099 | $18.9M | 5.78% | 0.0% |
| 1059 | Frank, Rimerman Advisors#1059 · 57,576 sh | 57,576 | $18.8M | — | -1.1% |
| 1060 | GERMAN AMERICAN BANCORP#1060 · 57,445 sh | 57,445 | $18.8M | 1.41% | +0.4% |
| 1061 | Segment Wealth Management#1061 · 57,319 sh | 57,319 | $18.8M | — | +1.4% |
| 1062 | Cornerstone Wealth Group#1062 · 57,277 sh | 57,277 | $18.7M | 1.11% | -3.3% |
| 1063 | EQUITABLE#1063 · 57,179 sh | 57,179 | $18.7M | — | +1.2% |
| 1064 | SRH ADVISORS#1064 · 57,150 sh | 57,150 | $18.7M | — | -0.1% |
| 1065 | JAMISON PRIVATE WEALTH MANAGEMENT#1065 · 57,141 sh | 57,141 | $18.7M | — | +1.5% |
| 1066 | Mirador Capital Partners#1066 · 56,740 sh | 56,740 | $18.6M | — | -0.7% |
| 1067 | CAPITAL INTERNATIONAL LTD#1067 · 56,587 sh | 56,587 | $18.5M | 0.60% | +1.7% |
| 1068 | Intesa Sanpaolo S.p.A.#1068 · 56,561 sh | 56,561 | $18.5M | 0.63% | +16.1% |
| 1069 | Stratos Investment Management#1069 · 56,449 sh | 56,449 | $18.5M | 0.67% | +1.2% |
| 1070 | Impax Asset Management Group plc#1070 · 56,429 sh | 56,429 | $18.5M | 0.12% | 0.0% |
| 1071 | Signal Advisors Wealth#1071 · 56,358 sh | 56,358 | $18.4M | — | +20.7% |
| 1072 | PERRYMAN FINANCIAL ADVISORY#1072 · 56,241 sh | 56,241 | $18.4M | — | +1.0% |
| 1073 | Haverford Financial Services#1073 · 56,133 sh | 56,133 | $18.4M | 5.42% | -0.4% |
| 1074 | YHB Investment Advisors#1074 · 55,809 sh | 55,809 | $18.3M | — | +6.5% |
| 1075 | OVERSEA-CHINESE BANKING Ltd#1075 · 55,774 sh | 55,774 | $18.3M | 0.39% | +19.6% |
| 1076 | Intesa Sanpaolo Wealth Management#1076 · 55,719 sh | 55,719 | $18.2M | 3.65% | +8.9% |
| 1077 | Wedmont Private Capital#1077 · 54,011 sh | 54,011 | $18.2M | — | +6.8% |
| 1078 | AMERICAN NATIONAL BANK#1078 · 55,279 sh | 55,279 | $18.1M | — | -1.6% |
| 1079 | Radnor Capital Management#1079 · 55,263 sh | 55,263 | $18.1M | — | 0.0% |
| 1080 | Laurel Wealth Advisors#1080 · 55,202 sh | 55,202 | $18.1M | 1.75% | -1.0% |
| 1081 | Stolper#1081 · 55,195 sh | 55,195 | $18.1M | — | +0.4% |
| 1082 | Stratos Wealth Advisors#1082 · 55,138 sh | 55,138 | $18.0M | 0.99% | -0.2% |
| 1083 | NWI MANAGEMENT#1083 · 55,000 sh | 55,000 | $18.0M | 0.83% | 0.0% |
| 1084 | Sava Infond d.o.o.#1084 · 54,790 sh | 54,790 | $17.9M | 1.27% | +100.0% |
| 1085 | NATIONS FINANCIAL GROUP , /IA#1085 · 54,774 sh | 54,774 | $17.9M | 0.86% | +1.2% |
| 1086 | Baker Ellis Asset Management#1086 · 54,750 sh | 54,750 | $17.9M | — | -1.1% |
| 1087 | Sigma Planning#1087 · 54,714 sh | 54,714 | $17.9M | — | +0.3% |
| 1088 | Clear Trail Advisors#1088 · 54,669 sh | 54,669 | $17.9M | — | -1.7% |
| 1089 | Magnus Financial Group#1089 · 54,658 sh | 54,658 | $17.9M | — | +0.1% |
| 1090 | South Dakota Investment Council#1090 · 54,648 sh | 54,648 | $17.9M | 0.31% | -1.3% |
| 1091 | Perennial Advisors#1091 · 54,419 sh | 54,419 | $17.8M | — | -3.1% |
| 1092 | Mengis Capital Management#1092 · 54,286 sh | 54,286 | $17.8M | — | 0.0% |
| 1093 | Community Bank of Raymore#1093 · 54,276 sh | 54,276 | $17.8M | — | -0.5% |
| 1094 | INDEPENDENT INVESTORS#1094 · 54,204 sh | 54,204 | $17.7M | 3.39% | -2.9% |
| 1095 | Arvest Bank Division#1095 · 54,029 sh | 54,029 | $17.7M | 0.86% | -2.2% |
| 1096 | MARSICO CAPITAL MANAGEMENT#1096 · 53,995 sh | 53,995 | $17.7M | 0.46% | -65.6% |
| 1097 | Visionary Wealth Advisors#1097 · 53,977 sh | 53,977 | $17.7M | 0.70% | -0.5% |
| 1098 | Meridian Wealth Advisors#1098 · 53,780 sh | 53,780 | $17.6M | 2.00% | +3.3% |
| 1099 | VALICENTI ADVISORY SERVICES#1099 · 53,539 sh | 53,539 | $17.5M | — | +0.3% |
| 1100 | Vestcor#1100 · 53,310 sh | 53,310 | $17.4M | 0.43% | -2.6% |
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.