JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | THOMPSON SIEGEL & WALMSLEY#1201 · 44,337 sh | 44,337 | $14.5M | 0.26% | -11.8% |
| 1202 | First National Advisers#1202 · 44,312 sh | 44,312 | $14.5M | 2.04% | -7.0% |
| 1203 | Jacobi Capital Management#1203 · 44,307 sh | 44,307 | $14.5M | 0.71% | -0.5% |
| 1204 | Rollins Financial Advisors#1204 · 44,211 sh | 44,211 | $14.5M | 1.91% | -0.2% |
| 1205 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#1205 · 44,183 sh | 44,183 | $14.5M | 1.71% | +0.6% |
| 1206 | CITY HOLDING#1206 · 44,128 sh | 44,128 | $14.4M | — | -0.1% |
| 1207 | VIKING FUND MANAGEMENT#1207 · 44,000 sh | 44,000 | $14.4M | — | 0.0% |
| 1208 | SteelPeak Wealth#1208 · 43,921 sh | 43,921 | $14.4M | — | -37.8% |
| 1209 | Global Wealth Management Investment Advisory#1209 · 43,907 sh | 43,907 | $14.4M | 2.05% | +4.8% |
| 1210 | Stokes Family Office#1210 · 43,872 sh | 43,872 | $14.4M | 1.67% | -9.5% |
| 1211 | Security National Bank#1211 · 43,630 sh | 43,630 | $14.3M | — | +10.4% |
| 1212 | Mystic Asset Management#1212 · 43,626 sh | 43,626 | $14.3M | — | -0.8% |
| 1213 | SevenBridge Financial Group#1213 · 39,916 sh | 39,916 | $14.3M | — | -0.5% |
| 1214 | INDEPENDENT FINANCIAL GROUP#1214 · 43,575 sh | 43,575 | $14.3M | — | +64.9% |
| 1215 | Tulsa Wealth Advisors#1215 · 43,509 sh | 43,509 | $14.2M | 2.01% | +1.1% |
| 1216 | Ipswich Investment Management#1216 · 43,326 sh | 43,326 | $14.2M | — | -3.4% |
| 1217 | Providence Capital Advisors#1217 · 43,280 sh | 43,280 | $14.2M | 2.15% | +3.7% |
| 1218 | NEW ENGLAND ASSET MANAGEMENT#1218 · 43,147 sh | 43,147 | $14.1M | 1.64% | +0.7% |
| 1219 | IFG Advisory#1219 · 43,108 sh | 43,108 | $14.1M | 0.49% | New |
| 1220 | Orange Investment Advisors#1220 · 43,067 sh | 43,067 | $14.1M | — | -5.1% |
| 1221 | F/m Investments#1221 · 43,065 sh | 43,065 | $14.1M | 0.72% | +4.1% |
| 1222 | BANQUE PICTET & CIE SA#1222 · 43,013 sh | 43,013 | $14.1M | — | -23.8% |
| 1223 | New Republic Capital#1223 · 42,950 sh | 42,950 | $14.1M | 3.24% | +19.8% |
| 1224 | TRANSCEND WEALTH COLLECTIVE#1224 · 42,904 sh | 42,904 | $14.0M | 0.95% | -1.3% |
| 1225 | STRATEGIC PLANNING GROUP#1225 · 42,895 sh | 42,895 | $14.0M | — | +4.0% |
| 1226 | PLIMOTH#1226 · 42,859 sh | 42,859 | $14.0M | — | -2.0% |
| 1227 | Nordwand Advisors#1227 · 42,752 sh | 42,752 | $14.0M | 2.15% | +1.1% |
| 1228 | INTRUST BANK NA#1228 · 42,703 sh | 42,703 | $14.0M | 1.03% | -1.6% |
| 1229 | RMR Wealth Builders#1229 · 42,694 sh | 42,694 | $14.0M | — | +9.6% |
| 1230 | Interval Partners#1230 · 42,677 sh | 42,677 | $14.0M | 0.36% | -45.3% |
| 1231 | SCHULHOFF#1231 · 42,624 sh | 42,624 | $14.0M | 5.60% | -4.2% |
| 1232 | GUARDIAN CAPITAL#1232 · 42,546 sh | 42,546 | $13.9M | 0.34% | +0.9% |
| 1233 | PATTON ALBERTSON MILLER GROUP#1233 · 42,407 sh | 42,407 | $13.9M | — | -1.4% |
| 1234 | Purpose Unlimited#1234 · 42,219 sh | 42,219 | $13.9M | 0.53% | +267.6% |
| 1235 | Parcion Private Wealth#1235 · 42,322 sh | 42,322 | $13.9M | 0.77% | +2.0% |
| 1236 | THOMPSON INVESTMENT MANAGEMENT#1236 · 42,275 sh | 42,275 | $13.8M | — | -0.1% |
| 1237 | Sone Capital Management#1237 · 42,160 sh | 42,160 | $13.8M | 1.05% | +78.0% |
| 1238 | Pinnacle Wealth Management Advisory Group#1238 · 42,093 sh | 42,093 | $13.8M | — | +3.9% |
| 1239 | Systematic Alpha Investments#1239 · 42,064 sh | 42,064 | $13.8M | 0.37% | +14.3% |
| 1240 | TOWNSEND ASSET MANAGEMENT /NC#1240 · 42,014 sh | 42,014 | $13.8M | 4.41% | -0.6% |
| 1241 | Family Capital#1241 · 42,002 sh | 42,002 | $13.7M | — | -12.0% |
| 1242 | Manitou Investment Management Ltd.#1242 · 41,996 sh | 41,996 | $13.7M | — | -6.0% |
| 1243 | WESPAC Advisors SoCal#1243 · 41,979 sh | 41,979 | $13.7M | — | +3.2% |
| 1244 | PARTHENON#1244 · 41,853 sh | 41,853 | $13.7M | — | -0.2% |
| 1245 | Matthew 25 Management#1245 · 41,750 sh | 41,750 | $13.7M | 3.96% | -9.2% |
| 1246 | INSPIRE , N.A.#1246 · 41,538 sh | 41,538 | $13.6M | 1.87% | -0.2% |
| 1247 | Nelson Capital Management#1247 · 41,528 sh | 41,528 | $13.6M | 1.49% | -2.5% |
| 1248 | Farmers & Merchants of Long Beach#1248 · 41,459 sh | 41,459 | $13.6M | — | +1.0% |
| 1249 | Optiver Holding B.V.#1249 · 41,436 sh | 41,436 | $13.6M | <0.01% | -5.7% |
| 1250 | Beverly Hills Private Wealth#1250 · 41,307 sh | 41,307 | $13.5M | 2.58% | -11.0% |
| 1251 | COERENTE CAPITAL MANAGEMENT#1251 · 41,273 sh | 41,273 | $13.5M | 2.49% | -1.3% |
| 1252 | Avidian Wealth Solutions#1252 · 41,212 sh | 41,212 | $13.5M | — | +1.9% |
| 1253 | Liontrust Investment Partners LLP#1253 · 41,143 sh | 41,143 | $13.5M | 0.20% | -17.8% |
| 1254 | First Nebraska#1254 · 41,129 sh | 41,129 | $13.5M | 1.09% | +0.2% |
| 1255 | ALGERT GLOBAL#1255 · 41,050 sh | 41,050 | $13.4M | 0.16% | -2.1% |
| 1256 | First National Bank of Mount Dora, Investment Services#1256 · 41,010 sh | 41,010 | $13.4M | — | -0.5% |
| 1257 | LAUREL OAK WEALTH MANAGEMENT#1257 · 41,003 sh | 41,003 | $13.4M | — | +4.7% |
| 1258 | RBF Capital#1258 · 41,000 sh | 41,000 | $13.4M | 0.56% | 0.0% |
| 1259 | Trueblood Wealth Management#1259 · 40,888 sh | 40,888 | $13.4M | — | -0.6% |
| 1260 | Elk River Wealth Management#1260 · 40,712 sh | 40,712 | $13.3M | 2.12% | -8.8% |
| 1261 | Westover Capital Advisors#1261 · 40,663 sh | 40,663 | $13.3M | — | -3.9% |
| 1262 | LATHROP INVESTMENT MANAGEMENT#1262 · 40,610 sh | 40,610 | $13.3M | 2.35% | -1.6% |
| 1263 | GW HENSSLER & ASSOCIATES LTD#1263 · 40,610 sh | 40,610 | $13.3M | — | -0.1% |
| 1264 | Ronald Blue#1264 · 40,592 sh | 40,592 | $13.3M | — | -2.3% |
| 1265 | Vancity Investment Management Ltd#1265 · 40,566 sh | 40,566 | $13.3M | 1.99% | +16.8% |
| 1266 | Arista Wealth Management#1266 · 40,475 sh | 40,475 | $13.2M | 1.43% | +0.1% |
| 1267 | Nippon Life Global Investors Americas#1267 · 40,440 sh | 40,440 | $13.2M | 0.53% | -4.8% |
| 1268 | Unison Asset Management#1268 · 40,419 sh | 40,419 | $13.2M | 5.37% | -6.9% |
| 1269 | Claro Advisors#1269 · 40,391 sh | 40,391 | $13.2M | 1.39% | -0.2% |
| 1270 | Citizens National Bank Department#1270 · 40,309 sh | 40,309 | $13.2M | 1.94% | -0.4% |
| 1271 | L. Roy Papp & Associates, LLP#1271 · 40,201 sh | 40,201 | $13.2M | — | +30.5% |
| 1272 | Hilton Capital Management#1272 · 39,907 sh | 39,907 | $13.1M | 0.89% | +9.8% |
| 1273 | BALLAST ADVISORS#1273 · 39,889 sh | 39,889 | $13.1M | 3.11% | -2.6% |
| 1274 | Redmond Asset Management#1274 · 39,877 sh | 39,877 | $13.1M | 3.26% | -2.9% |
| 1275 | Bellars Harris Wealth Management#1275 · 39,817 sh | 39,817 | $13.0M | 2.65% | — |
| 1276 | Accurate Wealth Management#1276 · 38,726 sh | 38,726 | $13.0M | — | +5.3% |
| 1277 | Chronos Wealth Management#1277 · 39,794 sh | 39,794 | $13.0M | — | -1.0% |
| 1278 | Kintegral Advisory#1278 · 39,744 sh | 39,744 | $13.0M | — | 0.0% |
| 1279 | ALPINE WOODS CAPITAL INVESTORS#1279 · 39,661 sh | 39,661 | $13.0M | 2.82% | +6.1% |
| 1280 | Icon Wealth Advisors#1280 · 39,608 sh | 39,608 | $13.0M | 0.78% | +15.1% |
| 1281 | XML Financial#1281 · 39,600 sh | 39,600 | $13.0M | 0.94% | -0.2% |
| 1282 | Nilsine Partners#1282 · 39,511 sh | 39,511 | $12.9M | 0.89% | +1.5% |
| 1283 | Lorne Steinberg Wealth Management#1283 · 39,408 sh | 39,408 | $12.9M | — | +1.6% |
| 1284 | American Money Management#1284 · 39,379 sh | 39,379 | $12.9M | 1.84% | -2.4% |
| 1285 | Broadleaf Partners#1285 · 39,360 sh | 39,360 | $12.9M | 2.49% | +2.4% |
| 1286 | Bradley & Private Wealth Management#1286 · 39,329 sh | 39,329 | $12.9M | — | +0.3% |
| 1287 | Altrafin AG#1287 · 39,326 sh | 39,326 | $12.9M | 5.04% | +0.4% |
| 1288 | WETZEL INVESTMENT ADVISORS#1288 · 39,301 sh | 39,301 | $12.9M | — | -1.1% |
| 1289 | GC Wealth Management RIA#1289 · 39,243 sh | 39,243 | $12.8M | 0.74% | -24.2% |
| 1290 | Sargent Investment Group#1290 · 39,208 sh | 39,208 | $12.8M | 1.54% | +1.1% |
| 1291 | AssuredPartners Investment Advisors#1291 · 39,170 sh | 39,170 | $12.8M | 1.24% | -3.1% |
| 1292 | Stablepoint Partners#1292 · 39,169 sh | 39,169 | $12.8M | 1.77% | +0.1% |
| 1293 | WALTER & KEENAN WEALTH MANAGEMENT /IN#1293 · 39,146 sh | 39,146 | $12.8M | 3.17% | +0.8% |
| 1294 | NBC SECURITIES#1294 · 39,115 sh | 39,115 | $12.8M | 0.87% | -1.1% |
| 1295 | CHILTON INVESTMENT#1295 · 39,093 sh | 39,093 | $12.8M | 0.31% | -0.4% |
| 1296 | Mechanics Bank Department#1296 · 39,083 sh | 39,083 | $12.8M | — | -0.8% |
| 1297 | MATHER GROUP#1297 · 39,077 sh | 39,077 | $12.8M | — | +79.4% |
| 1298 | Inlet Private Wealth#1298 · 38,940 sh | 38,940 | $12.7M | — | -10.4% |
| 1299 | First Western Bank#1299 · 38,920 sh | 38,920 | $12.7M | 0.62% | -5.0% |
| 1300 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1300 · 1,667,427 sh | 1,667,427 | $12.7M | 0.76% | +32.1% |
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.