JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Apella Capital#1301 · 37,413 sh | 37,413 | $12.7M | — | -0.9% |
| 1302 | CONTRAVISORY INVESTMENT MANAGEMENT#1302 · 38,707 sh | 38,707 | $12.7M | — | -0.6% |
| 1303 | Wealth Enhancement Services#1303 · 38,645 sh | 38,645 | $12.6M | — | -8.0% |
| 1304 | HOWLAND CAPITAL MANAGEMENT#1304 · 38,632 sh | 38,632 | $12.6M | — | -1.6% |
| 1305 | StoneX Group#1305 · 38,617 sh | 38,617 | $12.6M | 0.51% | +4.7% |
| 1306 | AlphaStar Capital Management#1306 · 38,556 sh | 38,556 | $12.6M | — | +12.5% |
| 1307 | Anchor Investment Management#1307 · 38,543 sh | 38,543 | $12.6M | 0.95% | -5.3% |
| 1308 | Fusion Capital#1308 · 38,487 sh | 38,487 | $12.6M | 2.93% | +1.3% |
| 1309 | SHELTON CAPITAL MANAGEMENT#1309 · 38,456 sh | 38,456 | $12.6M | 0.23% | -11.0% |
| 1310 | Fulcrum Capital#1310 · 38,230 sh | 38,230 | $12.5M | — | -4.6% |
| 1311 | TEMA ETFS#1311 · 38,205 sh | 38,205 | $12.5M | — | +5.5% |
| 1312 | ASSET PLANNING SERVICES /LA#1312 · 38,172 sh | 38,172 | $12.5M | — | -4.2% |
| 1313 | Strategic Advisors#1313 · 38,119 sh | 38,119 | $12.5M | — | -0.8% |
| 1314 | ANGELES WEALTH MANAGEMENT#1314 · 38,089 sh | 38,089 | $12.5M | — | +6.6% |
| 1315 | Constitution Capital#1315 · 38,086 sh | 38,086 | $12.5M | — | -5.7% |
| 1316 | Stonebridge Financial Group#1316 · 38,079 sh | 38,079 | $12.5M | — | +4.8% |
| 1317 | Bangor Savings Bank#1317 · 38,072 sh | 38,072 | $12.5M | — | -2.1% |
| 1318 | GAM Holding AG#1318 · 38,045 sh | 38,045 | $12.5M | 0.95% | -6.4% |
| 1319 | VAN STRUM & TOWNE#1319 · 38,042 sh | 38,042 | $12.5M | 3.40% | +0.7% |
| 1320 | BEACON FINANCIAL GROUP#1320 · 38,027 sh | 38,027 | $12.4M | — | -0.6% |
| 1321 | SageView Advisory Group#1321 · 37,999 sh | 37,999 | $12.4M | 0.41% | -1.0% |
| 1322 | Cumberland Partners Ltd#1322 · 37,954 sh | 37,954 | $12.4M | 0.80% | 0.0% |
| 1323 | HighPoint Advisor Group#1323 · 37,735 sh | 37,735 | $12.4M | 0.44% | +3.3% |
| 1324 | Financial Strategies Group#1324 · 35,740 sh | 35,740 | $12.3M | 1.97% | +1.2% |
| 1325 | New Hampshire#1325 · 37,604 sh | 37,604 | $12.3M | — | +16.1% |
| 1326 | Plan Group Financial#1326 · 37,583 sh | 37,583 | $12.3M | — | -4.4% |
| 1327 | Lighthouse Investment Partners#1327 · 37,541 sh | 37,541 | $12.3M | 0.34% | -36.8% |
| 1328 | Bogart Wealth#1328 · 37,403 sh | 37,403 | $12.2M | 0.42% | +3.0% |
| 1329 | HARVEY CAPITAL MANAGEMENT#1329 · 37,387 sh | 37,387 | $12.2M | 2.52% | -0.5% |
| 1330 | BigSur Wealth Management#1330 · 37,290 sh | 37,290 | $12.2M | — | +23.5% |
| 1331 | Xcel Wealth Management#1331 · 37,089 sh | 37,089 | $12.1M | — | -3.7% |
| 1332 | Compass Wealth Management#1332 · 37,070 sh | 37,070 | $12.1M | — | +0.2% |
| 1333 | FFG Partners#1333 · 37,046 sh | 37,046 | $12.1M | — | -5.8% |
| 1334 | MOORE CAPITAL MANAGEMENT#1334 · 37,008 sh | 37,008 | $12.1M | 0.18% | New |
| 1335 | Chemistry Wealth Management#1335 · 36,914 sh | 36,914 | $12.1M | — | -0.9% |
| 1336 | B & T Capital Management DBA Alpha Capital Management#1336 · 36,817 sh | 36,817 | $12.1M | 1.56% | -1.0% |
| 1337 | Argent Advisors#1337 · 36,746 sh | 36,746 | $12.0M | 3.01% | +32.3% |
| 1338 | Concord Investment Counsel#1338 · 36,656 sh | 36,656 | $12.0M | 3.28% | 0.0% |
| 1339 | PRIVATE NA#1339 · 36,638 sh | 36,638 | $12.0M | — | -1.1% |
| 1340 | Valmark Advisers#1340 · 36,457 sh | 36,457 | $11.9M | 0.13% | -0.5% |
| 1341 | Rehmann Capital Advisory Group#1341 · 36,423 sh | 36,423 | $11.9M | 0.55% | +6.6% |
| 1342 | DT Investment Partners#1342 · 36,349 sh | 36,349 | $11.9M | 0.89% | 0.0% |
| 1343 | L & S Advisors#1343 · 36,341 sh | 36,341 | $11.9M | 1.23% | +256.9% |
| 1344 | BOYD WATTERSON ASSET MANAGEMENT#1344 · 36,309 sh | 36,309 | $11.9M | 3.20% | -1.9% |
| 1345 | Northside Capital Management#1345 · 36,212 sh | 36,212 | $11.9M | — | -12.0% |
| 1346 | Cordatus Wealth Management#1346 · 36,163 sh | 36,163 | $11.8M | — | -0.6% |
| 1347 | FIRST BUSINESS FINANCIAL SERVICES#1347 · 36,121 sh | 36,121 | $11.8M | 0.92% | +2.2% |
| 1348 | RFG Advisory#1348 · 36,121 sh | 36,121 | $11.8M | 0.18% | +9.2% |
| 1349 | Soltis Investment Advisors#1349 · 36,052 sh | 36,052 | $11.8M | 0.66% | +10.5% |
| 1350 | CVFG#1350 · 36,001 sh | 36,001 | $11.8M | 1.24% | 0.0% |
| 1351 | HORAN Wealth#1351 · 35,981 sh | 35,981 | $11.8M | 0.96% | +1.5% |
| 1352 | EverSource Wealth Advisors#1352 · 35,950 sh | 35,950 | $11.8M | 0.40% | -95.4% |
| 1353 | BCS Private Wealth Management#1353 · 35,945 sh | 35,945 | $11.8M | 3.54% | -7.9% |
| 1354 | TRUSTMARK NATIONAL BANK DEPARTMENT#1354 · 35,922 sh | 35,922 | $11.8M | 0.70% | 0.0% |
| 1355 | Resonant Capital Advisors#1355 · 35,882 sh | 35,882 | $11.7M | — | -0.2% |
| 1356 | TUDOR INVESTMENT ET AL#1356 · 35,855 sh | 35,855 | $11.7M | 0.02% | -92.7% |
| 1357 | Aaron Wealth Advisors#1357 · 35,779 sh | 35,779 | $11.7M | — | +2.4% |
| 1358 | Tradewinds#1358 · 35,409 sh | 35,409 | $11.7M | 2.63% | -0.1% |
| 1359 | Hilltop#1359 · 35,611 sh | 35,611 | $11.7M | 0.90% | -0.6% |
| 1360 | Blue Fin Capital#1360 · 35,577 sh | 35,577 | $11.6M | 1.68% | +0.3% |
| 1361 | Naviter Wealth#1361 · 35,526 sh | 35,526 | $11.6M | 1.06% | +32.7% |
| 1362 | OLD SECOND NATIONAL BANK OF AURORA#1362 · 35,429 sh | 35,429 | $11.6M | — | -2.7% |
| 1363 | Frisch Financial Group#1363 · 35,413 sh | 35,413 | $11.6M | 1.99% | -3.2% |
| 1364 | CFM WEALTH PARTNERS#1364 · 35,410 sh | 35,410 | $11.6M | 1.48% | -1.1% |
| 1365 | Gryphon Financial Partners#1365 · 35,296 sh | 35,296 | $11.6M | 1.02% | -3.3% |
| 1366 | Werlinich Asset Management#1366 · 35,260 sh | 35,260 | $11.5M | — | +0.1% |
| 1367 | Access Investment Management#1367 · 35,250 sh | 35,250 | $11.5M | — | 0.0% |
| 1368 | ALEXANDER LABRUNERIE#1368 · 35,226 sh | 35,226 | $11.5M | 4.04% | +0.1% |
| 1369 | Forum Financial Management#1369 · 35,013 sh | 35,013 | $11.5M | — | -14.6% |
| 1370 | Legacy Financial Advisors#1370 · 34,993 sh | 34,993 | $11.5M | 1.40% | +3.2% |
| 1371 | EVERPAR ADVISORS#1371 · 34,866 sh | 34,866 | $11.4M | 3.25% | +1.6% |
| 1372 | Fulcrum Asset Management LLP#1372 · 448,515,051 sh | 448,515,051 | $11.4M | 1.13% | New |
| 1373 | McGinn Penninger Investment Management#1373 · 34,708 sh | 34,708 | $11.4M | 6.91% | -1.6% |
| 1374 | Permanens Capital L.P.#1374 · 34,689 sh | 34,689 | $11.4M | 1.17% | +1.8% |
| 1375 | Stamos Capital Partners, L.P.#1375 · 34,663 sh | 34,663 | $11.3M | 1.74% | -3.6% |
| 1376 | AUGUSTINE ASSET MANAGEMENT#1376 · 34,648 sh | 34,648 | $11.3M | — | -0.7% |
| 1377 | Clearstead#1377 · 34,624 sh | 34,624 | $11.3M | 1.48% | -12.7% |
| 1378 | Occidental Asset Management#1378 · 34,483 sh | 34,483 | $11.3M | 1.12% | +3.6% |
| 1379 | UNIVEST FINANCIAL#1379 · 34,423 sh | 34,423 | $11.3M | 0.55% | +0.8% |
| 1380 | EVOLVE PRIVATE WEALTH#1380 · 34,350 sh | 34,350 | $11.2M | 0.69% | -25.7% |
| 1381 | Koshinski Asset Management#1381 · 34,321 sh | 34,321 | $11.2M | 0.60% | -0.6% |
| 1382 | CHICAGO NA#1382 · 34,261 sh | 34,261 | $11.2M | 1.63% | +1.0% |
| 1383 | Capital Investment Counsel#1383 · 34,260 sh | 34,260 | $11.2M | — | +0.8% |
| 1384 | INTEGRITY ALLIANCE#1384 · 34,253 sh | 34,253 | $11.2M | 0.35% | +2.5% |
| 1385 | Nelson, Van Denburg & Campbell Wealth Management Group#1385 · 34,247 sh | 34,247 | $11.2M | — | -1.0% |
| 1386 | Hodges Capital Management#1386 · 34,179 sh | 34,179 | $11.2M | 0.74% | -0.1% |
| 1387 | Pegasus Asset Management#1387 · 34,142 sh | 34,142 | $11.2M | 3.18% | +0.4% |
| 1388 | Granite Bay Wealth Management#1388 · 34,101 sh | 34,101 | $11.2M | 1.03% | +18.7% |
| 1389 | Johnson Financial Group#1389 · 34,083 sh | 34,083 | $11.2M | 0.37% | -4.1% |
| 1390 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1390 · 34,051 sh | 34,051 | $11.1M | 1.29% | +16.0% |
| 1391 | Wealth Advisory Solutions#1391 · 34,035 sh | 34,035 | $11.1M | — | -1.0% |
| 1392 | Argentarii#1392 · 30,768 sh | 30,768 | $11.1M | 3.36% | -1.3% |
| 1393 | West Branch Capital#1393 · 33,949 sh | 33,949 | $11.1M | — | -0.3% |
| 1394 | D L CARLSON INVESTMENT GROUP#1394 · 33,895 sh | 33,895 | $11.1M | 1.77% | -5.3% |
| 1395 | Allen Capital Group#1395 · 33,826 sh | 33,826 | $11.1M | 0.90% | -29.3% |
| 1396 | Indiana & Investment Management#1396 · 33,768 sh | 33,768 | $11.1M | — | +2.1% |
| 1397 | Obermeyer Wealth Partners#1397 · 33,759 sh | 33,759 | $11.1M | — | +0.5% |
| 1398 | EXCALIBUR MANAGEMENT#1398 · 33,718 sh | 33,718 | $11.0M | 3.64% | -0.7% |
| 1399 | INTACT INVESTMENT MANAGEMENT#1399 · 33,700 sh | 33,700 | $11.0M | 0.31% | -24.6% |
| 1400 | BOCHK Asset Management Ltd#1400 · 33,700 sh | 33,700 | $11.0M | 1.74% | +97.1% |
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.