JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Atlas Brown#1701 · 23,967 sh | 23,967 | $7.8M | — | -0.8% |
| 1702 | Agate Pass Investment Management#1702 · 23,958 sh | 23,958 | $7.8M | — | -9.5% |
| 1703 | MONETARY MANAGEMENT GROUP#1703 · 23,885 sh | 23,885 | $7.8M | 1.61% | -1.8% |
| 1704 | ARROW FINANCIAL#1704 · 23,826 sh | 23,826 | $7.8M | — | -2.4% |
| 1705 | Legacy#1705 · 23,810 sh | 23,810 | $7.8M | 1.38% | -2.0% |
| 1706 | Skylands Capital#1706 · 23,785 sh | 23,785 | $7.8M | — | -6.3% |
| 1707 | CALIBER WEALTH MANAGEMENT, / KS#1707 · 23,778 sh | 23,778 | $7.8M | 0.75% | -0.2% |
| 1708 | United Advisor Group#1708 · 23,759 sh | 23,759 | $7.8M | 0.82% | +3.3% |
| 1709 | CATALYST FINANCIAL PARTNERS#1709 · 23,719 sh | 23,719 | $7.8M | 0.77% | +4.6% |
| 1710 | Paradiem#1710 · 23,716 sh | 23,716 | $7.8M | 1.67% | -32.6% |
| 1711 | ICON ADVISERS#1711 · 23,680 sh | 23,680 | $7.8M | 1.46% | 0.0% |
| 1712 | Martin Capital Partners#1712 · 23,678 sh | 23,678 | $7.8M | — | +1.0% |
| 1713 | Crystal Rock Capital Management#1713 · 23,668 sh | 23,668 | $7.7M | 3.95% | 0.0% |
| 1714 | SGL Investment Advisors#1714 · 21,529 sh | 21,529 | $7.7M | 2.67% | +2.2% |
| 1715 | Mathes Company#1715 · 39,588 sh | 39,588 | $7.7M | 2.41% | 0.0% |
| 1716 | Hudson Capital Management#1716 · 23,625 sh | 23,625 | $7.7M | — | -0.9% |
| 1717 | Winch Advisory Services#1717 · 23,603 sh | 23,603 | $7.7M | 1.60% | -1.4% |
| 1718 | MORTON COMMUNITY BANK#1718 · 23,580 sh | 23,580 | $7.7M | 1.57% | -0.2% |
| 1719 | DEAN INVESTMENT ASSOCIATES#1719 · 23,558 sh | 23,558 | $7.7M | 1.01% | -4.9% |
| 1720 | Bridgewater Associates#1720 · 23,548 sh | 23,548 | $7.7M | 0.03% | New |
| 1721 | CLIFTONLARSONALLEN WEALTH ADVISORS#1721 · 23,541 sh | 23,541 | $7.7M | — | +13.3% |
| 1722 | EARNED WEALTH ADVISORS#1722 · 23,519 sh | 23,519 | $7.7M | 0.50% | -15.2% |
| 1723 | SHEETS SMITH WEALTH MANAGEMENT#1723 · 23,451 sh | 23,451 | $7.7M | — | -0.2% |
| 1724 | Rockport Wealth#1724 · 23,443 sh | 23,443 | $7.7M | 1.29% | 0.0% |
| 1725 | DLK Investment Management#1725 · 37,931 sh | 37,931 | $7.7M | — | +24.8% |
| 1726 | Greenfield Savings Bank#1726 · 23,408 sh | 23,408 | $7.7M | — | -0.6% |
| 1727 | Advisor OS#1727 · 23,396 sh | 23,396 | $7.7M | 0.51% | +0.4% |
| 1728 | Pavion Blue Capital#1728 · 23,056 sh | 23,056 | $7.6M | 3.08% | -0.2% |
| 1729 | Trinity Legacy Partners#1729 · 22,274 sh | 22,274 | $7.6M | 1.53% | -3.3% |
| 1730 | Evergreen Private Wealth#1730 · 23,343 sh | 23,343 | $7.6M | 2.83% | +1.8% |
| 1731 | Triangle Securities Wealth Management#1731 · 23,316 sh | 23,316 | $7.6M | — | -0.7% |
| 1732 | McKinley Carter Wealth Services#1732 · 23,301 sh | 23,301 | $7.6M | — | +1.9% |
| 1733 | S#1733 · 23,285 sh | 23,285 | $7.6M | 0.44% | -2.7% |
| 1734 | Jacobs Equity#1734 · 23,273 sh | 23,273 | $7.6M | 5.26% | +1052.7% |
| 1735 | HUDSON EDGE INVESTMENT PARTNERS#1735 · 23,260 sh | 23,260 | $7.6M | 1.04% | -16.6% |
| 1736 | Prudent Man Advisors#1736 · 23,210 sh | 23,210 | $7.6M | 1.74% | +11.3% |
| 1737 | Commonwealth Retirement Investments#1737 · 23,201 sh | 23,201 | $7.6M | — | -37.6% |
| 1738 | ROSENBLUM SILVERMAN SUTTON S F#1738 · 23,195 sh | 23,195 | $7.6M | 1.82% | -1.0% |
| 1739 | SENTINEL LBA#1739 · 23,166 sh | 23,166 | $7.6M | 0.67% | -9.6% |
| 1740 | SPIRIT OF AMERICA MANAGEMENT#1740 · 23,092 sh | 23,092 | $7.6M | — | 0.0% |
| 1741 | MOUNT VERNON ASSOCIATES#1741 · 23,084 sh | 23,084 | $7.6M | — | -6.3% |
| 1742 | EPG Wealth Management#1742 · 23,059 sh | 23,059 | $7.5M | 1.81% | +10.8% |
| 1743 | Gilliland Jeter Wealth Management#1743 · 23,018 sh | 23,018 | $7.5M | 1.97% | -1.3% |
| 1744 | Shoker Investment Counsel#1744 · 23,011 sh | 23,011 | $7.5M | 1.89% | +5.5% |
| 1745 | Enhancing Capital#1745 · 23,000 sh | 23,000 | $7.5M | — | 0.0% |
| 1746 | STEEL GROVE CAPITAL ADVISORS#1746 · 22,985 sh | 22,985 | $7.5M | — | +1.4% |
| 1747 | Blue Edge Capital#1747 · 22,972 sh | 22,972 | $7.5M | 0.90% | -0.4% |
| 1748 | VIRGINIA WEALTH MANAGEMENT GROUP#1748 · 22,945 sh | 22,945 | $7.5M | — | 0.0% |
| 1749 | TrueNorth#1749 · 22,933 sh | 22,933 | $7.5M | 0.47% | +9.6% |
| 1750 | Howard Capital Management#1750 · 22,919 sh | 22,919 | $7.5M | — | +77.6% |
| 1751 | Leelyn Smith#1751 · 22,894 sh | 22,894 | $7.5M | 0.91% | -0.4% |
| 1752 | River Street Advisors#1752 · 22,875 sh | 22,875 | $7.5M | — | +1.8% |
| 1753 | 1834 INVESTMENT ADVISORS#1753 · 22,859 sh | 22,859 | $7.5M | — | -3.0% |
| 1754 | Ramirez Asset Management#1754 · 25,489 sh | 25,489 | $7.5M | 0.78% | +12.3% |
| 1755 | Malaga Cove Capital#1755 · 22,793 sh | 22,793 | $7.5M | — | -1.0% |
| 1756 | Generali Investments, Management#1756 · 22,788 sh | 22,788 | $7.5M | — | +77.0% |
| 1757 | TigerOak Management, L.L.C.#1757 · 22,761 sh | 22,761 | $7.5M | — | +0.4% |
| 1758 | Kentucky#1758 · 22,724 sh | 22,724 | $7.4M | — | +6.1% |
| 1759 | Curbstone Financial Management#1759 · 22,720 sh | 22,720 | $7.4M | — | +6.1% |
| 1760 | NICHOLS & PRATT ADVISERS LLP#1760 · 22,707 sh | 22,707 | $7.4M | — | 0.0% |
| 1761 | Silvant Capital Management#1761 · 22,697 sh | 22,697 | $7.4M | 0.22% | 0.0% |
| 1762 | Gradient Capital Advisors#1762 · 22,691 sh | 22,691 | $7.4M | — | +0.1% |
| 1763 | Concentric Capital Strategies#1763 · 22,684 sh | 22,684 | $7.4M | 0.41% | +246.7% |
| 1764 | Royal Capital Wealth Management#1764 · 22,671 sh | 22,671 | $7.4M | 4.17% | +0.3% |
| 1765 | SAX WEALTH ADVISORS#1765 · 25,214 sh | 25,214 | $7.4M | — | +13.4% |
| 1766 | Town & Country Bank & dba First Bankers#1766 · 22,655 sh | 22,655 | $7.4M | 2.31% | -5.2% |
| 1767 | Fragasso Group#1767 · 22,558 sh | 22,558 | $7.4M | — | +1.3% |
| 1768 | Gerber Kawasaki Wealth & Investment Management#1768 · 22,544 sh | 22,544 | $7.4M | 0.20% | -2.1% |
| 1769 | Markowski Investments#1769 · 22,514 sh | 22,514 | $7.4M | 1.62% | — |
| 1770 | MALTESE CAPITAL MANAGEMENT#1770 · 22,500 sh | 22,500 | $7.4M | 1.34% | +22.9% |
| 1771 | NatWest Group plc#1771 · 22,476 sh | 22,476 | $7.4M | 1.31% | -0.1% |
| 1772 | Cohen Investment Advisors#1772 · 22,444 sh | 22,444 | $7.3M | — | -1.8% |
| 1773 | Entropy Technologies#1773 · 22,416 sh | 22,416 | $7.3M | 0.29% | New |
| 1774 | Norway Savings Bank#1774 · 22,415 sh | 22,415 | $7.3M | — | -1.7% |
| 1775 | SOA Wealth Advisors#1775 · 32,007 sh | 32,007 | $7.3M | 1.15% | -26.1% |
| 1776 | Catherine Avery Investment Management#1776 · 22,241 sh | 22,241 | $7.3M | — | -0.2% |
| 1777 | Bell Bank#1777 · 22,218 sh | 22,218 | $7.3M | — | +7.3% |
| 1778 | Sterling Investment Advisors, Ltd.#1778 · 22,209 sh | 22,209 | $7.3M | 1.21% | -4.5% |
| 1779 | HARBOR ADVISORY#1779 · 22,192 sh | 22,192 | $7.3M | 1.94% | -3.9% |
| 1780 | PRINCETON CAPITAL MANAGEMENT#1780 · 22,180 sh | 22,180 | $7.3M | 1.64% | +3.1% |
| 1781 | Archford Capital Strategies#1781 · 22,153 sh | 22,153 | $7.3M | — | -21.1% |
| 1782 | TRUSTCO BANK N Y#1782 · 22,136 sh | 22,136 | $7.2M | 5.28% | +1.7% |
| 1783 | Peachtree Investment Partners#1783 · 22,114 sh | 22,114 | $7.2M | 2.32% | -0.6% |
| 1784 | MOODY NATIONAL BANK DIVISION#1784 · 22,096 sh | 22,096 | $7.2M | — | -2.6% |
| 1785 | Marest Capital#1785 · 22,050 sh | 22,050 | $7.2M | — | +0.5% |
| 1786 | BRIGHT ROCK CAPITAL MANAGEMENT#1786 · 22,000 sh | 22,000 | $7.2M | — | 0.0% |
| 1787 | LOM Asset Management Ltd#1787 · 21,938 sh | 21,938 | $7.2M | 1.86% | +0.8% |
| 1788 | NCM Capital Management#1788 · 21,937 sh | 21,937 | $7.2M | 2.21% | +2.1% |
| 1789 | Hillsdale Investment Management#1789 · 21,922 sh | 21,922 | $7.2M | 0.16% | -29.6% |
| 1790 | Daniel Investment Group#1790 · 21,906 sh | 21,906 | $7.2M | 4.25% | — |
| 1791 | GABLES CAPITAL MANAGEMENT#1791 · 21,894 sh | 21,894 | $7.2M | 2.59% | +0.9% |
| 1792 | Scissortail Wealth Management#1792 · 21,868 sh | 21,868 | $7.2M | 1.38% | -6.7% |
| 1793 | Perkins Coie#1793 · 21,810 sh | 21,810 | $7.1M | — | -5.3% |
| 1794 | DOLIVER ADVISORS#1794 · 21,802 sh | 21,802 | $7.1M | — | -0.1% |
| 1795 | Strategic Investment Advisors / MI#1795 · 21,785 sh | 21,785 | $7.1M | 0.43% | -2.6% |
| 1796 | DOVER ADVISORS#1796 · 22,128 sh | 22,128 | $7.1M | 2.92% | +1.3% |
| 1797 | VeraBank, N.A.#1797 · 21,765 sh | 21,765 | $7.1M | 1.18% | -1.9% |
| 1798 | Umpqua Bank#1798 · 21,731 sh | 21,731 | $7.1M | 1.59% | +2.5% |
| 1799 | Providence Wealth Advisors#1799 · 21,242 sh | 21,242 | $7.1M | 4.19% | +1.7% |
| 1800 | Beaton Management#1800 · 21,704 sh | 21,704 | $7.1M | 2.89% | +0.7% |
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.