JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Capital Investment Advisory Services#1501 · 29,679 sh | 29,679 | $9.7M | 0.60% | +8.3% |
| 1502 | JERICHO FINANCIAL, LLP#1502 · 29,658 sh | 29,658 | $9.7M | — | +15.0% |
| 1503 | GeoWealth Management#1503 · 29,636 sh | 29,636 | $9.7M | 0.31% | -8.3% |
| 1504 | Private Wealth Asset Management#1504 · 29,626 sh | 29,626 | $9.7M | 0.93% | +5.4% |
| 1505 | Lineweaver Wealth Advisors#1505 · 29,625 sh | 29,625 | $9.7M | — | +5.8% |
| 1506 | RPg Family Wealth Advisory#1506 · 29,603 sh | 29,603 | $9.7M | 1.58% | +1.6% |
| 1507 | Temasek (Private) Ltd#1507 · 29,588 sh | 29,588 | $9.7M | 0.03% | New |
| 1508 | Baader Bank Aktiengesellschaft#1508 · 29,584 sh | 29,584 | $9.7M | 0.73% | -3.5% |
| 1509 | AMARILLO NATIONAL BANK#1509 · 29,568 sh | 29,568 | $9.7M | — | 0.0% |
| 1510 | Beutel, Goodman & Ltd.#1510 · 29,568 sh | 29,568 | $9.7M | 0.07% | -5.8% |
| 1511 | Ausdal Financial Partners#1511 · 29,524 sh | 29,524 | $9.7M | 0.38% | +1.4% |
| 1512 | Meiji Yasuda Life Insurance#1512 · 29,517 sh | 29,517 | $9.7M | 0.32% | -2.9% |
| 1513 | Greystone Financial Group#1513 · 29,508 sh | 29,508 | $9.7M | — | -3.6% |
| 1514 | BANK OF HAWAII#1514 · 29,487 sh | 29,487 | $9.7M | 0.48% | -0.1% |
| 1515 | Argyle Capital Management#1515 · 29,477 sh | 29,477 | $9.6M | 2.78% | +0.2% |
| 1516 | ADVISORTRUST PARTNERS#1516 · 29,465 sh | 29,465 | $9.6M | 3.30% | +4.8% |
| 1517 | CX Institutional#1517 · 29,458 sh | 29,458 | $9.6M | — | -23.9% |
| 1518 | HOEY INVESTMENTS#1518 · 29,421 sh | 29,421 | $9.6M | 1.24% | -0.9% |
| 1519 | Heritage Wealth Management#1519 · 29,383 sh | 29,383 | $9.6M | 2.40% | -1.0% |
| 1520 | Concorde Financial#1520 · 29,367 sh | 29,367 | $9.6M | 7.74% | -0.3% |
| 1521 | Patient Capital Management#1521 · 29,360 sh | 29,360 | $9.6M | 0.32% | 0.0% |
| 1522 | Baugh & Associates#1522 · 29,322 sh | 29,322 | $9.6M | — | -6.4% |
| 1523 | WealthPlan Investment Management#1523 · 29,282 sh | 29,282 | $9.6M | — | -2.9% |
| 1524 | E&G Advisors#1524 · 29,344 sh | 29,344 | $9.6M | — | -0.2% |
| 1525 | LAKE STREET PRIVATE WEALTH#1525 · 29,272 sh | 29,272 | $9.6M | — | -3.9% |
| 1526 | MV CAPITAL MANAGEMENT#1526 · 29,272 sh | 29,272 | $9.6M | 0.85% | +1.2% |
| 1527 | AdvisorNet Financial#1527 · 29,260 sh | 29,260 | $9.6M | — | -15.7% |
| 1528 | Premier Path Wealth Partners#1528 · 29,243 sh | 29,243 | $9.6M | — | +4.9% |
| 1529 | Washington Advisors#1529 · 29,204 sh | 29,204 | $9.6M | — | -2.6% |
| 1530 | Herold Advisors#1530 · 29,211 sh | 29,211 | $9.6M | — | +1.1% |
| 1531 | RB Capital Management#1531 · 29,173 sh | 29,173 | $9.5M | 1.86% | -0.3% |
| 1532 | WESTCO ADVISORY SERVICES#1532 · 29,166 sh | 29,166 | $9.5M | — | -4.0% |
| 1533 | High Note Wealth#1533 · 29,150 sh | 29,150 | $9.5M | 1.63% | +1.0% |
| 1534 | SEAVIEW INVESTMENT MANAGERS#1534 · 29,085 sh | 29,085 | $9.5M | 2.84% | +1.7% |
| 1535 | Ironwood Investment Counsel#1535 · 29,069 sh | 29,069 | $9.5M | 1.25% | +1.3% |
| 1536 | Hamilton Point Investment Advisors#1536 · 29,054 sh | 29,054 | $9.5M | 1.34% | +0.2% |
| 1537 | KTF INVESTMENTS#1537 · 29,053 sh | 29,053 | $9.5M | — | +8.9% |
| 1538 | Dynasty Wealth Management#1538 · 29,047 sh | 29,047 | $9.5M | 0.07% | -2.2% |
| 1539 | Evergreen Wealth Solutions#1539 · 26,149 sh | 26,149 | $9.5M | 0.50% | +35.2% |
| 1540 | HALL CAPITAL MANAGEMENT#1540 · 29,004 sh | 29,004 | $9.5M | 2.96% | -1.4% |
| 1541 | Shelter Mutual Insurance#1541 · 29,000 sh | 29,000 | $9.5M | 2.01% | 0.0% |
| 1542 | SCHMIDT P J INVESTMENT MANAGEMENT#1542 · 28,976 sh | 28,976 | $9.5M | 1.47% | -0.1% |
| 1543 | IFC Advisors#1543 · 28,966 sh | 28,966 | $9.5M | 1.20% | 0.0% |
| 1544 | Coastline#1544 · 28,950 sh | 28,950 | $9.5M | — | +0.2% |
| 1545 | SPIREPOINT PRIVATE CLIENT#1545 · 28,920 sh | 28,920 | $9.5M | 0.77% | -0.9% |
| 1546 | KG&L Capital Management#1546 · 28,885 sh | 28,885 | $9.5M | — | -3.6% |
| 1547 | Cottage Street Advisors#1547 · 28,709 sh | 28,709 | $9.4M | — | -4.3% |
| 1548 | MTM Investment Management#1548 · 28,774 sh | 28,774 | $9.4M | 2.69% | +0.3% |
| 1549 | DRW Securities#1549 · 28,756 sh | 28,756 | $9.4M | 0.23% | +2.3% |
| 1550 | HOERTKORN RICHARD CHARLES#1550 · 28,721 sh | 28,721 | $9.4M | 6.30% | -0.4% |
| 1551 | Proficio Capital Partners#1551 · 28,707 sh | 28,707 | $9.4M | 0.34% | +562.4% |
| 1552 | White Pine Investment#1552 · 28,657 sh | 28,657 | $9.4M | — | -0.9% |
| 1553 | Hartford Financial Management#1553 · 28,642 sh | 28,642 | $9.4M | — | -1.7% |
| 1554 | ZEVENBERGEN CAPITAL INVESTMENTS#1554 · 28,623 sh | 28,623 | $9.4M | — | -1.3% |
| 1555 | MCDONALD PARTNERS#1555 · 28,608 sh | 28,608 | $9.4M | 2.27% | -31.3% |
| 1556 | GUARDIAN WEALTH ADVISORS, / NC#1556 · 28,569 sh | 28,569 | $9.4M | 0.52% | -0.1% |
| 1557 | Smithfield#1557 · 28,479 sh | 28,479 | $9.3M | 0.37% | -0.3% |
| 1558 | Parisi Gray Wealth Management#1558 · 28,459 sh | 28,459 | $9.3M | — | -1.1% |
| 1559 | MARIETTA INVESTMENT PARTNERS#1559 · 28,436 sh | 28,436 | $9.3M | 1.60% | +0.3% |
| 1560 | Trifecta Capital Advisors#1560 · 28,433 sh | 28,433 | $9.3M | — | +0.4% |
| 1561 | Compton Wealth Advisory Group#1561 · 27,851 sh | 27,851 | $9.3M | — | -0.2% |
| 1562 | MARINO, STRAM & ASSOCIATES#1562 · 28,402 sh | 28,402 | $9.3M | — | -0.5% |
| 1563 | AMI INVESTMENT MANAGEMENT#1563 · 28,379 sh | 28,379 | $9.3M | 1.97% | -3.7% |
| 1564 | CreativeOne Wealth#1564 · 28,378 sh | 28,378 | $9.3M | 0.20% | -9.0% |
| 1565 | NORDEN GROUP#1565 · 28,371 sh | 28,371 | $9.3M | — | +20.4% |
| 1566 | United Bank#1566 · 28,348 sh | 28,348 | $9.3M | 2.82% | -0.8% |
| 1567 | BROOKS, MOORE & ASSOCIATES#1567 · 28,264 sh | 28,264 | $9.3M | 4.15% | +5.2% |
| 1568 | Beau Ventures#1568 · 28,231 sh | 28,231 | $9.2M | — | +0.1% |
| 1569 | Brentview Investment Management#1569 · 28,187 sh | 28,187 | $9.2M | 3.65% | +3.1% |
| 1570 | K.J. Harrison & Partners#1570 · 28,155 sh | 28,155 | $9.2M | 1.31% | -2.4% |
| 1571 | Lauterbach Financial Advisors#1571 · 28,147 sh | 28,147 | $9.2M | — | 0.0% |
| 1572 | Texas Bank#1572 · 28,131 sh | 28,131 | $9.2M | 3.02% | 0.0% |
| 1573 | LEE DANNER & BASS#1573 · 28,116 sh | 28,116 | $9.2M | 0.53% | 0.0% |
| 1574 | MCF Advisors#1574 · 28,017 sh | 28,017 | $9.2M | 0.33% | +4.6% |
| 1575 | HOLDERNESS INVESTMENTS#1575 · 28,006 sh | 28,006 | $9.2M | 1.53% | +2.4% |
| 1576 | Pathway Financial Advisers#1576 · 27,930 sh | 27,930 | $9.1M | 2.30% | 0.0% |
| 1577 | Codex Capital Asset Management L.L.C.#1577 · 28,050 sh | 28,050 | $9.1M | 3.16% | -25.7% |
| 1578 | Drucker Wealth 3.0#1578 · 27,905 sh | 27,905 | $9.1M | 1.44% | +0.1% |
| 1579 | Everhart Financial Group#1579 · 27,883 sh | 27,883 | $9.1M | — | +3.4% |
| 1580 | NWAM#1580 · 27,880 sh | 27,880 | $9.1M | 0.46% | +31.4% |
| 1581 | PROFUND ADVISORS#1581 · 27,853 sh | 27,853 | $9.1M | 0.25% | -3.2% |
| 1582 | Qtron Investments#1582 · 27,841 sh | 27,841 | $9.1M | 1.22% | -12.4% |
| 1583 | Zhang Financial#1583 · 27,780 sh | 27,780 | $9.1M | 0.27% | +2.2% |
| 1584 | RED CEDAR INVESTMENT MANAGEMENT#1584 · 27,711 sh | 27,711 | $9.1M | 0.86% | 0.0% |
| 1585 | BBR PARTNERS#1585 · 27,621 sh | 27,621 | $9.0M | 0.42% | -2.5% |
| 1586 | BRANDYWINE OAK PRIVATE WEALTH#1586 · 27,611 sh | 27,611 | $9.0M | — | +9.7% |
| 1587 | Brevan Howard Capital Management#1587 · 27,599 sh | 27,599 | $9.0M | 0.07% | -29.8% |
| 1588 | Indivisible Partners#1588 · 27,539 sh | 27,539 | $9.0M | — | +29.3% |
| 1589 | CMH Wealth Management#1589 · 27,516 sh | 27,516 | $9.0M | — | +2.2% |
| 1590 | Act Two Investors#1590 · 27,491 sh | 27,491 | $9.0M | 1.82% | 0.0% |
| 1591 | Consolidated Investment Group#1591 · 27,457 sh | 27,457 | $9.0M | 0.78% | 0.0% |
| 1592 | Modus Advisors#1592 · 27,432 sh | 27,432 | $9.0M | 2.22% | +0.7% |
| 1593 | Lincoln Capital#1593 · 27,365 sh | 27,365 | $9.0M | — | -2.6% |
| 1594 | Essex Savings Bank#1594 · 27,346 sh | 27,346 | $9.0M | — | -0.5% |
| 1595 | SYCOMORE ASSET MANAGEMENT#1595 · 29,164 sh | 29,164 | $8.9M | — | 0.0% |
| 1596 | Union Heritage Capital#1596 · 27,305 sh | 27,305 | $8.9M | 3.03% | 0.0% |
| 1597 | Connecticut Wealth Management#1597 · 27,246 sh | 27,246 | $8.9M | — | -0.1% |
| 1598 | Myriad Asset Management Advisors#1598 · 27,212 sh | 27,212 | $8.9M | 2.10% | +42.3% |
| 1599 | SIMON QUICK ADVISORS#1599 · 27,175 sh | 27,175 | $8.9M | — | -2.0% |
| 1600 | Stone Summit Wealth#1600 · 27,174 sh | 27,174 | $8.9M | — | -3.8% |
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.