JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Bill Few Associates#1401 · 33,603 sh | 33,603 | $11.0M | — | -1.8% |
| 1402 | Nikulski Financial#1402 · 33,597 sh | 33,597 | $11.0M | 2.37% | +0.4% |
| 1403 | Focus Financial Network#1403 · 33,578 sh | 33,578 | $11.0M | — | +5.8% |
| 1404 | Clarity Wealth Advisors#1404 · 33,494 sh | 33,494 | $11.0M | — | -0.5% |
| 1405 | PREVAIL INNOVATIVE WEALTH ADVISORS#1405 · 33,415 sh | 33,415 | $10.9M | — | +33.5% |
| 1406 | MSH Capital Advisors#1406 · 33,369 sh | 33,369 | $10.9M | 1.90% | +17.2% |
| 1407 | UDINE WEALTH MANAGEMENT#1407 · 33,307 sh | 33,307 | $10.9M | — | +1.5% |
| 1408 | Violich Capital Management#1408 · 33,302 sh | 33,302 | $10.9M | — | +18.2% |
| 1409 | Rockline Wealth Management#1409 · 33,212 sh | 33,212 | $10.9M | — | -3.3% |
| 1410 | Avestar Capital#1410 · 33,125 sh | 33,125 | $10.8M | 0.61% | -0.6% |
| 1411 | Trivium Point Advisory#1411 · 33,061 sh | 33,061 | $10.8M | 0.98% | +17.9% |
| 1412 | Kentucky Farm Bureau Mutual Insurance#1412 · 33,000 sh | 33,000 | $10.8M | 3.00% | 0.0% |
| 1413 | Founders Capital Management#1413 · 32,950 sh | 32,950 | $10.8M | — | +0.4% |
| 1414 | Somerset#1414 · 32,949 sh | 32,949 | $10.8M | — | +0.1% |
| 1415 | Charles Schwab#1415 · 32,921 sh | 32,921 | $10.8M | — | +8.9% |
| 1416 | Aquatic Capital Management#1416 · 32,830 sh | 32,830 | $10.7M | 0.37% | +7.4% |
| 1417 | 1248 Management#1417 · 32,729 sh | 32,729 | $10.7M | 4.19% | 0.0% |
| 1418 | Core Alternative Capital#1418 · 32,712 sh | 32,712 | $10.7M | 3.20% | -8.4% |
| 1419 | Cooper Capital Advisors#1419 · 32,690 sh | 32,690 | $10.7M | 4.64% | +5.1% |
| 1420 | GUYASUTA INVESTMENT ADVISORS#1420 · 32,545 sh | 32,545 | $10.7M | — | +0.2% |
| 1421 | Sentinus#1421 · 32,442 sh | 32,442 | $10.6M | 0.85% | +5.7% |
| 1422 | CoreCap Advisors#1422 · 32,313 sh | 32,313 | $10.6M | — | +4.5% |
| 1423 | Great Lakes Retirement#1423 · 32,198 sh | 32,198 | $10.5M | — | +4.3% |
| 1424 | BOSTON RESEARCH & MANAGEMENT#1424 · 32,195 sh | 32,195 | $10.5M | 2.33% | -0.5% |
| 1425 | SeaBridge Investment Advisors#1425 · 32,167 sh | 32,167 | $10.5M | 1.52% | +0.3% |
| 1426 | Cove Private Wealth#1426 · 32,121 sh | 32,121 | $10.5M | 2.03% | +2.8% |
| 1427 | Bell & Brown Wealth Advisors#1427 · 32,120 sh | 32,120 | $10.5M | — | -0.7% |
| 1428 | PHILADELPHIA#1428 · 32,064 sh | 32,064 | $10.5M | 0.67% | -3.4% |
| 1429 | CHAPIN DAVIS#1429 · 31,933 sh | 31,933 | $10.5M | — | +1.6% |
| 1430 | LITTLE HOUSE CAPITAL#1430 · 31,858 sh | 31,858 | $10.4M | 2.34% | +1.5% |
| 1431 | McBroom & Associates#1431 · 31,851 sh | 31,851 | $10.4M | 5.24% | +0.4% |
| 1432 | GREENWOOD CAPITAL ASSOCIATES#1432 · 31,815 sh | 31,815 | $10.4M | 1.02% | -4.2% |
| 1433 | Columbia Asset Management#1433 · 31,797 sh | 31,797 | $10.4M | — | -3.9% |
| 1434 | OXFORD FINANCIAL GROUP, LTD.#1434 · 31,778 sh | 31,778 | $10.4M | 0.53% | -29.1% |
| 1435 | Capital Asset Advisory Services#1435 · 31,760 sh | 31,760 | $10.4M | 0.38% | +4.7% |
| 1436 | Patriot Financial Group Insurance Agency#1436 · 31,761 sh | 31,761 | $10.4M | — | -51.7% |
| 1437 | JACOBS LEVY EQUITY MANAGEMENT#1437 · 31,735 sh | 31,735 | $10.4M | 0.04% | -5.9% |
| 1438 | MATTERN CAPITAL MANAGEMENT#1438 · 31,711 sh | 31,711 | $10.4M | 1.21% | +510.4% |
| 1439 | Addison Capital#1439 · 31,707 sh | 31,707 | $10.4M | 1.70% | +2.5% |
| 1440 | Bedel Financial Consulting#1440 · 31,680 sh | 31,680 | $10.4M | 0.97% | +0.6% |
| 1441 | Mirova US#1441 · 31,658 sh | 31,658 | $10.4M | 0.11% | New |
| 1442 | Brown Shipley& Ltd#1442 · 31,601 sh | 31,601 | $10.3M | — | +1.7% |
| 1443 | JT Stratford#1443 · 31,571 sh | 31,571 | $10.3M | 1.13% | +3.3% |
| 1444 | Kestra Investment Management#1444 · 31,368 sh | 31,368 | $10.3M | 0.20% | +34.6% |
| 1445 | LVW Advisors#1445 · 31,362 sh | 31,362 | $10.3M | — | -33.1% |
| 1446 | Summerhill Capital Management lnc.#1446 · 31,239 sh | 31,239 | $10.2M | 8.16% | -2.3% |
| 1447 | EVEXIA WEALTH#1447 · 28,967 sh | 28,967 | $10.2M | 2.76% | +0.1% |
| 1448 | PFG Advisors#1448 · 31,203 sh | 31,203 | $10.2M | — | -15.2% |
| 1449 | ADVOCATE GROUP#1449 · 31,195 sh | 31,195 | $10.2M | — | -6.4% |
| 1450 | Founders Financial Alliance#1450 · 31,144 sh | 31,144 | $10.2M | 1.35% | +0.9% |
| 1451 | HCR Wealth Advisors#1451 · 31,113 sh | 31,113 | $10.2M | — | +0.4% |
| 1452 | LEUTHOLD GROUP#1452 · 31,099 sh | 31,099 | $10.2M | 1.02% | -5.0% |
| 1453 | Berkshire Bank#1453 · 31,087 sh | 31,087 | $10.2M | 1.94% | -3.5% |
| 1454 | DCM Advisors#1454 · 31,070 sh | 31,070 | $10.2M | 4.01% | +3.8% |
| 1455 | Ninety One North America#1455 · 31,011 sh | 31,011 | $10.2M | — | 0.0% |
| 1456 | Concord Wealth Partners#1456 · 30,997 sh | 30,997 | $10.1M | 1.16% | +0.7% |
| 1457 | Kovitz Investment Group Partners#1457 · 30,991 sh | 30,991 | $10.1M | 0.22% | -64.0% |
| 1458 | Ironvine Capital Partners#1458 · 30,971 sh | 30,971 | $10.1M | 0.94% | 0.0% |
| 1459 | Manhattan West Asset Management#1459 · 30,920 sh | 30,920 | $10.1M | 1.69% | +5.4% |
| 1460 | Advanced Asset Management Advisors#1460 · 30,913 sh | 30,913 | $10.1M | — | -0.2% |
| 1461 | NTV ASSET MANAGEMENT#1461 · 30,902 sh | 30,902 | $10.1M | — | -0.5% |
| 1462 | Grove Bank#1462 · 30,891 sh | 30,891 | $10.1M | — | +1.7% |
| 1463 | Palmer Knight#1463 · 30,797 sh | 30,797 | $10.1M | 3.88% | +15.7% |
| 1464 | EVERETT HARRIS#1464 · 30,793 sh | 30,793 | $10.1M | 0.12% | +10.2% |
| 1465 | Abbot Financial Management#1465 · 30,787 sh | 30,787 | $10.1M | 3.44% | +0.1% |
| 1466 | Field & Main Bank#1466 · 30,773 sh | 30,773 | $10.1M | 2.08% | -0.5% |
| 1467 | Palumbo Wealth Management#1467 · 30,682 sh | 30,682 | $10.0M | 2.10% | -0.1% |
| 1468 | Essex#1468 · 30,678 sh | 30,678 | $10.0M | — | -6.4% |
| 1469 | MITCHELL MCLEOD PUGH & WILLIAMS#1469 · 30,629 sh | 30,629 | $10.0M | 1.23% | -0.3% |
| 1470 | CHEMUNG CANAL#1470 · 30,577 sh | 30,577 | $10.0M | 1.85% | -0.4% |
| 1471 | PHILLIPS FINANCIAL MANAGEMENT#1471 · 30,532 sh | 30,532 | $10.0M | — | +0.6% |
| 1472 | Titan Wealth (CI) Ltd#1472 · 30,527 sh | 30,527 | $10.0M | 3.71% | +4.8% |
| 1473 | Platform Technology Partners#1473 · 30,506 sh | 30,506 | $10.0M | 1.63% | -2.5% |
| 1474 | Mandatum Life Insurance Ltd#1474 · 30,502 sh | 30,502 | $10.0M | 1.85% | 0.0% |
| 1475 | Alpha Omega Wealth Management#1475 · 30,491 sh | 30,491 | $10.0M | — | -2.3% |
| 1476 | Kera Capital Partners#1476 · 30,436 sh | 30,436 | $10.0M | 0.96% | +6.2% |
| 1477 | MSA Advisors#1477 · 30,400 sh | 30,400 | $10.0M | 2.56% | 0.0% |
| 1478 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1478 · 30,379 sh | 30,379 | $9.9M | 0.03% | +22.6% |
| 1479 | National Philanthropic#1479 · 30,367 sh | 30,367 | $9.9M | 0.14% | +42.3% |
| 1480 | Patten Group#1480 · 30,366 sh | 30,366 | $9.9M | — | +0.1% |
| 1481 | DF DENT#1481 · 30,347 sh | 30,347 | $9.9M | 0.19% | +2.3% |
| 1482 | AMICA MUTUAL INSURANCE#1482 · 30,347 sh | 30,347 | $9.9M | 0.83% | -4.3% |
| 1483 | Frec Markets#1483 · 30,327 sh | 30,327 | $9.9M | 0.89% | +36.0% |
| 1484 | American#1484 · 30,269 sh | 30,269 | $9.9M | 0.76% | -8.1% |
| 1485 | Sage Mountain Advisors#1485 · 30,247 sh | 30,247 | $9.9M | 0.61% | +1.8% |
| 1486 | William B. Walkup & Associates#1486 · 30,237 sh | 30,237 | $9.9M | 4.77% | -1.1% |
| 1487 | Bell Asset Management Ltd#1487 · 30,236 sh | 30,236 | $9.9M | — | +2.5% |
| 1488 | Onex Canada Asset Management#1488 · 30,235 sh | 30,235 | $9.9M | 1.52% | 0.0% |
| 1489 | WEALTH EFFECTS#1489 · 30,178 sh | 30,178 | $9.9M | — | +1.6% |
| 1490 | JBF Capital#1490 · 30,000 sh | 30,000 | $9.8M | 1.29% | +500.0% |
| 1491 | ALLEN HOLDING#1491 · 30,000 sh | 30,000 | $9.8M | 0.97% | 0.0% |
| 1492 | RDA Financial Network#1492 · 29,995 sh | 29,995 | $9.8M | — | +0.7% |
| 1493 | Checchi Capital Advisers#1493 · 29,988 sh | 29,988 | $9.8M | 0.44% | -0.8% |
| 1494 | FIRST INTERSTATE BANK#1494 · 29,970 sh | 29,970 | $9.8M | — | +1.5% |
| 1495 | E Fund Management , Ltd.#1495 · 29,956 sh | 29,956 | $9.8M | 0.22% | +7.1% |
| 1496 | R.M.SINCERBEAUX CAPITAL MANAGEMENT#1496 · 29,870 sh | 29,870 | $9.8M | 5.20% | 0.0% |
| 1497 | Asset Management#1497 · 29,854 sh | 29,854 | $9.8M | 0.61% | -4.3% |
| 1498 | Hayek Kallen Investment Management#1498 · 29,852 sh | 29,852 | $9.8M | 2.96% | +1.0% |
| 1499 | Sandhill Capital Partners#1499 · 29,817 sh | 29,817 | $9.8M | 0.79% | -0.4% |
| 1500 | Hixon Zuercher#1500 · 29,750 sh | 29,750 | $9.7M | — | -1.4% |
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.