JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Ameritas Investment Partners#1601 · 27,168 sh | 27,168 | $8.9M | 0.24% | -4.4% |
| 1602 | Concord Asset Management#1602 · 27,164 sh | 27,164 | $8.9M | 1.38% | -1.7% |
| 1603 | ROMANO BROTHERS AND COMPANY#1603 · 27,161 sh | 27,161 | $8.9M | — | +0.1% |
| 1604 | Liberty Capital Management#1604 · 27,048 sh | 27,048 | $8.9M | 1.52% | — |
| 1605 | Arjuna Capital#1605 · 27,037 sh | 27,037 | $8.9M | 1.99% | -17.3% |
| 1606 | ASPIRIANT#1606 · 27,003 sh | 27,003 | $8.8M | — | +6.2% |
| 1607 | SkyOak Wealth#1607 · 26,977 sh | 26,977 | $8.8M | 1.44% | +1.0% |
| 1608 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#1608 · 26,964 sh | 26,964 | $8.8M | — | +0.5% |
| 1609 | Harel Insurance Investments & Financial Services Ltd.#1609 · 26,975 sh | 26,975 | $8.8M | 0.04% | +9.9% |
| 1610 | Diversified Enterprises#1610 · 26,872 sh | 26,872 | $8.8M | — | -0.9% |
| 1611 | HENGEHOLD CAPITAL MANAGEMENT#1611 · 26,844 sh | 26,844 | $8.8M | — | -0.5% |
| 1612 | S-Bank Fund Management Ltd#1612 · 26,833 sh | 26,833 | $8.8M | 1.19% | +8.9% |
| 1613 | Empire Financial Management Company#1613 · 26,831 sh | 26,831 | $8.8M | 3.48% | -31.6% |
| 1614 | KKM Financial#1614 · 26,824 sh | 26,824 | $8.8M | 1.20% | +12.6% |
| 1615 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#1615 · 26,692 sh | 26,692 | $8.7M | — | -1.3% |
| 1616 | WealthShield Partners#1616 · 26,655 sh | 26,655 | $8.7M | 1.33% | -15.1% |
| 1617 | Cornerstone Wealth Management#1617 · 26,626 sh | 26,626 | $8.7M | 0.37% | -2.9% |
| 1618 | OAK FAMILY ADVISORS#1618 · 26,582 sh | 26,582 | $8.7M | — | -2.1% |
| 1619 | Brick & Kyle, Associates#1619 · 29,578 sh | 29,578 | $8.7M | 2.87% | 0.0% |
| 1620 | Hi-Line Capital Management#1620 · 26,580 sh | 26,580 | $8.7M | 2.45% | -13.3% |
| 1621 | Mattern Wealth Management#1621 · 26,466 sh | 26,466 | $8.7M | 1.42% | +1.4% |
| 1622 | Covington Investment Advisors#1622 · 26,442 sh | 26,442 | $8.7M | 1.12% | -6.1% |
| 1623 | PEDDOCK CAPITAL ADVISORS#1623 · 26,404 sh | 26,404 | $8.6M | — | -0.1% |
| 1624 | Sitrin Capital Management#1624 · 26,388 sh | 26,388 | $8.6M | — | -1.6% |
| 1625 | First PREMIER Bank#1625 · 26,358 sh | 26,358 | $8.6M | — | -0.4% |
| 1626 | StrongBox Wealth#1626 · 26,280 sh | 26,280 | $8.6M | 2.45% | +0.3% |
| 1627 | Relyea Zuckerberg Hanson#1627 · 26,260 sh | 26,260 | $8.6M | — | +10.8% |
| 1628 | Kensington Investment Counsel#1628 · 26,248 sh | 26,248 | $8.6M | 3.73% | -4.9% |
| 1629 | BFSG#1629 · 26,235 sh | 26,235 | $8.6M | 0.76% | -0.4% |
| 1630 | Asset Dedication#1630 · 26,184 sh | 26,184 | $8.6M | 0.54% | -2.5% |
| 1631 | CONSOLIDATED CAPITAL MANAGEMENT#1631 · 26,183 sh | 26,183 | $8.6M | — | +1.4% |
| 1632 | Klingman & Associates#1632 · 26,178 sh | 26,178 | $8.6M | — | +1.5% |
| 1633 | BNC WEALTH MANAGEMENT#1633 · 26,141 sh | 26,141 | $8.6M | — | -0.7% |
| 1634 | First Pacific Financial#1634 · 26,016 sh | 26,016 | $8.5M | — | +7.8% |
| 1635 | Investment Research & Advisory Group#1635 · 25,929 sh | 25,929 | $8.5M | — | +0.2% |
| 1636 | Mine & Arao Wealth Creation & Management#1636 · 25,931 sh | 25,931 | $8.5M | 3.08% | +2.5% |
| 1637 | Comprehensive Financial Consultants Institutional#1637 · 25,922 sh | 25,922 | $8.5M | — | +0.6% |
| 1638 | Pinnacle Wealth Planning Services#1638 · 25,898 sh | 25,898 | $8.5M | 0.81% | -0.7% |
| 1639 | HOHIMER WEALTH MANAGEMENT#1639 · 25,882 sh | 25,882 | $8.5M | 0.85% | +2.2% |
| 1640 | Sagewood Asset Management#1640 · 25,880 sh | 25,880 | $8.5M | 1.92% | +9.7% |
| 1641 | Montecito Bank#1641 · 25,861 sh | 25,861 | $8.5M | — | +0.6% |
| 1642 | Graves-Light Private Wealth Management#1642 · 25,815 sh | 25,815 | $8.4M | — | -1.8% |
| 1643 | Marble Wealth#1643 · 25,738 sh | 25,738 | $8.4M | 1.29% | +0.7% |
| 1644 | LJI Wealth Management#1644 · 25,675 sh | 25,675 | $8.4M | 1.18% | +0.8% |
| 1645 | Old Port Advisors#1645 · 25,672 sh | 25,672 | $8.4M | — | +1.6% |
| 1646 | Uncommon Cents Investing#1646 · 25,630 sh | 25,630 | $8.4M | — | 0.0% |
| 1647 | Catalyst Funds Management Pty Ltd#1647 · 25,600 sh | 25,600 | $8.4M | 0.47% | +79.1% |
| 1648 | Strategic Blueprint#1648 · 25,519 sh | 25,519 | $8.4M | — | +0.9% |
| 1649 | Ethos Financial Group#1649 · 24,341 sh | 24,341 | $8.3M | 0.56% | -4.0% |
| 1650 | DELTA CAPITAL MANAGEMENT#1650 · 25,455 sh | 25,455 | $8.3M | — | +4.2% |
| 1651 | Bank of New Hampshire#1651 · 25,431 sh | 25,431 | $8.3M | — | -2.0% |
| 1652 | ALTA CAPITAL MANAGEMENT#1652 · 25,346 sh | 25,346 | $8.3M | 0.62% | -1.6% |
| 1653 | Northwest Bancshares#1653 · 25,331 sh | 25,331 | $8.3M | 1.49% | +1.5% |
| 1654 | Aprio Wealth Management#1654 · 25,329 sh | 25,329 | $8.3M | 0.41% | -0.4% |
| 1655 | CIGNA INVESTMENTS#1655 · 25,303 sh | 25,303 | $8.3M | — | -2.3% |
| 1656 | Pacifica Partners#1656 · 24,766 sh | 24,766 | $8.3M | — | -1.2% |
| 1657 | AM INVESTMENT STRATEGIES#1657 · 25,257 sh | 25,257 | $8.3M | 1.59% | -2.9% |
| 1658 | ARVEST INVESTMENTS#1658 · 25,203 sh | 25,203 | $8.2M | — | +6.1% |
| 1659 | Krilogy Financial#1659 · 25,202 sh | 25,202 | $8.2M | — | +6.1% |
| 1660 | Sompo Asset Management , Ltd.#1660 · 25,141 sh | 25,141 | $8.2M | 1.35% | -3.2% |
| 1661 | Covenant Asset Management#1661 · 25,140 sh | 25,140 | $8.2M | — | -3.0% |
| 1662 | Cambria Investment Management, L.P.#1662 · 25,098 sh | 25,098 | $8.2M | 0.41% | +68.3% |
| 1663 | MIRAE ASSET SECURITIES (USA)#1663 · 25,083 sh | 25,083 | $8.2M | — | New |
| 1664 | Arlington Financial Advisors#1664 · 25,081 sh | 25,081 | $8.2M | — | +0.2% |
| 1665 | ROWLANDMILLER & PARTNERS.ADV#1665 · 25,078 sh | 25,078 | $8.2M | 1.50% | -2.8% |
| 1666 | Marex Group plc#1666 · 25,055 sh | 25,055 | $8.2M | 0.03% | -92.8% |
| 1667 | Mission Creek Capital Partners#1667 · 46,062 sh | 46,062 | $8.2M | 1.44% | +7.0% |
| 1668 | Eos Management, L.P.#1668 · 25,000 sh | 25,000 | $8.2M | 3.24% | 0.0% |
| 1669 | Atlas Wealth#1669 · 24,980 sh | 24,980 | $8.2M | 1.17% | -94.5% |
| 1670 | Socorro Asset Management#1670 · 24,930 sh | 24,930 | $8.2M | 3.66% | -3.4% |
| 1671 | HENNESSY ADVISORS#1671 · 24,900 sh | 24,900 | $8.2M | 0.26% | -1.6% |
| 1672 | Citizens Business Bank#1672 · 24,882 sh | 24,882 | $8.1M | 1.23% | -0.1% |
| 1673 | WRIGHT INVESTORS SERVICE#1673 · 24,858 sh | 24,858 | $8.1M | 2.22% | -1.4% |
| 1674 | RWQ Financial Management Services#1674 · 24,813 sh | 24,813 | $8.1M | — | -19.0% |
| 1675 | Third View Private Wealth#1675 · 24,775 sh | 24,775 | $8.1M | 1.00% | +2.1% |
| 1676 | Formidable Asset Management#1676 · 27,555 sh | 27,555 | $8.1M | 1.29% | +2.4% |
| 1677 | BROWN, LISLE/CUMMINGS#1677 · 24,747 sh | 24,747 | $8.1M | — | -0.1% |
| 1678 | GARDNER RUSSO & QUINN#1678 · 24,719 sh | 24,719 | $8.1M | 0.09% | -83.4% |
| 1679 | Scott & Selber#1679 · 24,698 sh | 24,698 | $8.1M | — | 0.0% |
| 1680 | Family Legacy#1680 · 24,668 sh | 24,668 | $8.1M | — | -0.6% |
| 1681 | DUDLEY CAPITAL MANAGEMENT#1681 · 24,573 sh | 24,573 | $8.0M | — | 0.0% |
| 1682 | Joseph Group Capital Management#1682 · 24,543 sh | 24,543 | $8.0M | 1.69% | +2.1% |
| 1683 | Midwest Professional Planners, LTD.#1683 · 24,533 sh | 24,533 | $8.0M | 1.57% | -5.1% |
| 1684 | Benin Management#1684 · 24,531 sh | 24,531 | $8.0M | — | +0.8% |
| 1685 | Strategic Financial Services#1685 · 24,505 sh | 24,505 | $8.0M | 0.35% | -1.1% |
| 1686 | ABLES, IANNONE, MOORE & ASSOCIATES#1686 · 24,495 sh | 24,495 | $8.0M | — | -1.2% |
| 1687 | Symphony Financial, Ltd.#1687 · 24,316 sh | 24,316 | $8.0M | — | -7.2% |
| 1688 | Stony Point Wealth Management#1688 · 24,432 sh | 24,432 | $8.0M | 2.83% | -1.9% |
| 1689 | AGP FRANKLIN#1689 · 24,405 sh | 24,405 | $8.0M | 3.46% | +2.4% |
| 1690 | MONECO Advisors#1690 · 24,394 sh | 24,394 | $8.0M | 0.49% | +20.9% |
| 1691 | Kovack Advisors#1691 · 24,034 sh | 24,034 | $8.0M | 0.38% | -4.9% |
| 1692 | Edgestream Partners, L.P.#1692 · 24,323 sh | 24,323 | $8.0M | 0.24% | +196.5% |
| 1693 | Bison Wealth#1693 · 23,533 sh | 23,533 | $7.9M | — | +5.2% |
| 1694 | Roberts Wealth Advisors#1694 · 24,239 sh | 24,239 | $7.9M | — | -1.2% |
| 1695 | Harbor Advisors#1695 · 24,148 sh | 24,148 | $7.9M | 0.99% | 0.0% |
| 1696 | BCWM#1696 · 24,146 sh | 24,146 | $7.9M | 2.31% | -13.5% |
| 1697 | Mechanics Financial#1697 · 24,120 sh | 24,120 | $7.9M | 2.82% | +1.9% |
| 1698 | GFS Advisors#1698 · 77 sh | 77 | $7.9M | 0.45% | -100.0% |
| 1699 | Cherokee Insurance#1699 · 24,010 sh | 24,010 | $7.9M | 3.03% | 0.0% |
| 1700 | Bretton Capital Management#1700 · 24,000 sh | 24,000 | $7.9M | — | 0.0% |
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.