JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | Abacus Planning Group#1801 · 21,700 sh | 21,700 | $7.1M | 0.88% | +0.8% |
| 1802 | Financial Engines Advisors L.L.C.#1802 · 21,685 sh | 21,685 | $7.1M | 0.01% | +1.3% |
| 1803 | Huntleigh Advisors#1803 · 21,618 sh | 21,618 | $7.1M | 0.99% | +2.5% |
| 1804 | Left Brain Wealth Management#1804 · 21,616 sh | 21,616 | $7.1M | 2.13% | -0.1% |
| 1805 | TRUE Private Wealth Advisors#1805 · 21,606 sh | 21,606 | $7.1M | — | -3.7% |
| 1806 | BRADY FAMILY WEALTH#1806 · 21,534 sh | 21,534 | $7.0M | 2.03% | +5.5% |
| 1807 | Missouri & Investment#1807 · 20,032 sh | 20,032 | $7.0M | 1.91% | +2.2% |
| 1808 | O'ROURKE & COMPANY#1808 · 21,517 sh | 21,517 | $7.0M | 2.46% | -0.8% |
| 1809 | Cane Capital Partners#1809 · 21,510 sh | 21,510 | $7.0M | — | -6.2% |
| 1810 | Convergence Financial#1810 · 21,503 sh | 21,503 | $7.0M | 0.56% | +89.9% |
| 1811 | Pine Ridge Advisers#1811 · 21,500 sh | 21,500 | $7.0M | 0.42% | 0.0% |
| 1812 | Consolidated Portfolio Review#1812 · 21,500 sh | 21,500 | $7.0M | 0.59% | 0.0% |
| 1813 | Marks Group Wealth Management#1813 · 21,463 sh | 21,463 | $7.0M | 0.61% | +3.2% |
| 1814 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#1814 · 21,421 sh | 21,421 | $7.0M | 1.10% | +1.3% |
| 1815 | Finer Wealth Management#1815 · 21,352 sh | 21,352 | $7.0M | — | +0.9% |
| 1816 | Eagle Capital Management#1816 · 21,312 sh | 21,312 | $7.0M | — | -1.4% |
| 1817 | Peloton Wealth Strategists#1817 · 21,285 sh | 21,285 | $7.0M | 2.58% | -1.4% |
| 1818 | AustralianSuper Pty Ltd#1818 · 21,257 sh | 21,257 | $7.0M | 0.03% | -77.5% |
| 1819 | Hunter Perkins Capital Management#1819 · 21,252 sh | 21,252 | $7.0M | 1.56% | +10.2% |
| 1820 | MCRAE CAPITAL MANAGEMENT#1820 · 21,227 sh | 21,227 | $6.9M | — | -3.2% |
| 1821 | Aureus Asset Management#1821 · 21,189 sh | 21,189 | $6.9M | 0.42% | +4.5% |
| 1822 | Carrera Capital Advisors#1822 · 21,175 sh | 21,175 | $6.9M | 1.03% | +0.8% |
| 1823 | MARATHON CAPITAL MANAGEMENT#1823 · 21,166 sh | 21,166 | $6.9M | — | +0.3% |
| 1824 | Seascape Capital Management#1824 · 21,106 sh | 21,106 | $6.9M | 1.66% | +0.1% |
| 1825 | DELTA FINANCIAL ADVISORS#1825 · 21,085 sh | 21,085 | $6.9M | 1.64% | 0.0% |
| 1826 | Vertrix Wealth Management#1826 · 21,084 sh | 21,084 | $6.9M | — | +0.5% |
| 1827 | Carnegie Lake Advisors#1827 · 21,064 sh | 21,064 | $6.9M | 2.57% | -0.5% |
| 1828 | Waldron Private Wealth#1828 · 21,060 sh | 21,060 | $6.9M | 0.24% | -1.7% |
| 1829 | Wynn Capital#1829 · 21,051 sh | 21,051 | $6.9M | — | -0.3% |
| 1830 | BANK OF STOCKTON#1830 · 21,037 sh | 21,037 | $6.9M | — | -3.2% |
| 1831 | Alberta Investment Management#1831 · 21,000 sh | 21,000 | $6.9M | 0.04% | 0.0% |
| 1832 | TMB Capital Partners#1832 · 20,995 sh | 20,995 | $6.9M | — | -1.6% |
| 1833 | TOWNSQUARE CAPITAL#1833 · 20,982 sh | 20,982 | $6.9M | 1.26% | +4.0% |
| 1834 | Second Line Capital#1834 · 20,969 sh | 20,969 | $6.9M | 1.28% | -3.0% |
| 1835 | CAPITAL CITY#1835 · 20,968 sh | 20,968 | $6.9M | — | +3.0% |
| 1836 | BKM Wealth Management#1836 · 20,960 sh | 20,960 | $6.9M | — | +7.7% |
| 1837 | MONTCHANIN ASSET MANAGEMENT#1837 · 20,945 sh | 20,945 | $6.9M | 6.99% | -8.7% |
| 1838 | BankPlus Department#1838 · 20,940 sh | 20,940 | $6.9M | 1.60% | +4.8% |
| 1839 | BUTENSKY & COHEN FINANCIAL SECURITY#1839 · 20,934 sh | 20,934 | $6.9M | — | -1.3% |
| 1840 | Signet Investment Advisory Group#1840 · 20,910 sh | 20,910 | $6.8M | 3.01% | -0.8% |
| 1841 | NOVEM GROUP#1841 · 20,907 sh | 20,907 | $6.8M | — | +0.1% |
| 1842 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1842 · 20,882 sh | 20,882 | $6.8M | — | -15.1% |
| 1843 | Synergy Financial Management#1843 · 20,798 sh | 20,798 | $6.8M | 0.64% | +6.1% |
| 1844 | Advyzon Investment Management#1844 · 20,794 sh | 20,794 | $6.8M | 0.49% | +16.8% |
| 1845 | HOME FEDERAL BANK OF TENNESSEE#1845 · 20,790 sh | 20,790 | $6.8M | — | +11.2% |
| 1846 | GRANDFIELD & DODD#1846 · 20,774 sh | 20,774 | $6.8M | 0.36% | +0.1% |
| 1847 | STUDIO INVESTMENT MANAGEMENT#1847 · 20,738 sh | 20,738 | $6.8M | — | -2.0% |
| 1848 | Hudock#1848 · 20,732 sh | 20,732 | $6.8M | — | -5.7% |
| 1849 | Souders Financial Advisors#1849 · 20,730 sh | 20,730 | $6.8M | 0.68% | -0.5% |
| 1850 | MONARCH CAPITAL MANAGEMENT#1850 · 20,695 sh | 20,695 | $6.8M | — | +0.7% |
| 1851 | Perpetual Ltd#1851 · 20,652 sh | 20,652 | $6.8M | — | +28.3% |
| 1852 | VALLEY WEALTH MANAGERS#1852 · 20,642 sh | 20,642 | $6.8M | — | +0.7% |
| 1853 | SBI Securities , Ltd.#1853 · 20,636 sh | 20,636 | $6.8M | — | -5.7% |
| 1854 | Aspen Investment Management#1854 · 20,540 sh | 20,540 | $6.7M | 1.81% | +0.2% |
| 1855 | Asset One Wealth Management#1855 · 19,371 sh | 19,371 | $6.7M | 0.71% | +5.1% |
| 1856 | WASATCH ADVISORS#1856 · 20,510 sh | 20,510 | $6.7M | — | -0.8% |
| 1857 | Advisory Alpha#1857 · 20,476 sh | 20,476 | $6.7M | 0.16% | +50.9% |
| 1858 | WITTENBERG INVESTMENT MANAGEMENT#1858 · 20,543 sh | 20,543 | $6.7M | 2.29% | -0.1% |
| 1859 | KPP Advisory Services#1859 · 20,441 sh | 20,441 | $6.7M | — | +6.0% |
| 1860 | CONNABLE OFFICE#1860 · 20,425 sh | 20,425 | $6.7M | 0.59% | +1.1% |
| 1861 | Massachusetts Wealth Management#1861 · 20,405 sh | 20,405 | $6.7M | — | -0.2% |
| 1862 | REGATTA CAPITAL GROUP#1862 · 20,396 sh | 20,396 | $6.7M | — | -15.8% |
| 1863 | OneAscent Financial Services#1863 · 20,326 sh | 20,326 | $6.7M | 0.32% | -1.8% |
| 1864 | Excelsior Advisor Network#1864 · 20,287 sh | 20,287 | $6.6M | 0.87% | +270.2% |
| 1865 | Acropolis Investment Management#1865 · 20,265 sh | 20,265 | $6.6M | — | -0.1% |
| 1866 | Owen LaRue#1866 · 20,259 sh | 20,259 | $6.6M | 2.31% | -28.4% |
| 1867 | Ritter Daniher Financial Advisory / DE#1867 · 20,232 sh | 20,232 | $6.6M | 1.01% | -0.8% |
| 1868 | Pinnacle Bancorp#1868 · 20,184 sh | 20,184 | $6.6M | — | -0.1% |
| 1869 | PARADIGM ASSET MANAGEMENT#1869 · 20,150 sh | 20,150 | $6.6M | 1.41% | -31.4% |
| 1870 | Impact Capital Partners#1870 · 20,144 sh | 20,144 | $6.6M | — | +1.2% |
| 1871 | Intellectus Partners#1871 · 20,134 sh | 20,134 | $6.6M | 1.14% | +1.6% |
| 1872 | Wakefield Asset Management LLLP#1872 · 20,132 sh | 20,132 | $6.6M | 1.48% | +0.8% |
| 1873 | Tyche Wealth Partners#1873 · 20,119 sh | 20,119 | $6.6M | 0.92% | -0.1% |
| 1874 | Ocean Capital Management#1874 · 20,101 sh | 20,101 | $6.6M | 1.22% | +0.2% |
| 1875 | WD RUTHERFORD#1875 · 20,056 sh | 20,056 | $6.6M | 2.38% | -1.7% |
| 1876 | Trinity Financial Advisors#1876 · 20,050 sh | 20,050 | $6.6M | — | -0.7% |
| 1877 | PW Nova Financial Services#1877 · 20,024 sh | 20,024 | $6.6M | — | +6.5% |
| 1878 | Baypointe Partners#1878 · 20,000 sh | 20,000 | $6.5M | — | -20.0% |
| 1879 | Goldstone Financial Group#1879 · 19,997 sh | 19,997 | $6.5M | 0.60% | +1.7% |
| 1880 | Annis Gardner Whiting Capital Advisors#1880 · 19,980 sh | 19,980 | $6.5M | 0.98% | -1.3% |
| 1881 | Zullo Investment Group#1881 · 19,973 sh | 19,973 | $6.5M | — | -3.7% |
| 1882 | Nicholas Investment Partners#1882 · 19,967 sh | 19,967 | $6.5M | 0.37% | 0.0% |
| 1883 | Gold Investment Management Ltd.#1883 · 19,913 sh | 19,913 | $6.5M | — | -0.4% |
| 1884 | Waterloo Capital, L.P.#1884 · 19,900 sh | 19,900 | $6.5M | 0.37% | +5.6% |
| 1885 | Triad Wealth Partners#1885 · 18,467 sh | 18,467 | $6.5M | — | +8.6% |
| 1886 | ADIRONDACK#1886 · 19,892 sh | 19,892 | $6.5M | — | -1.2% |
| 1887 | Slagle Financial#1887 · 19,833 sh | 19,833 | $6.5M | 1.94% | -17.3% |
| 1888 | Cassaday & Wealth Management#1888 · 19,805 sh | 19,805 | $6.5M | 0.12% | +1.2% |
| 1889 | VAN ECK ASSOCIATES#1889 · 19,766 sh | 19,766 | $6.5M | <0.01% | -10.2% |
| 1890 | Altrius Capital Management#1890 · 19,748 sh | 19,748 | $6.5M | 1.23% | +3.9% |
| 1891 | San Luis Wealth Advisors#1891 · 19,696 sh | 19,696 | $6.4M | — | +8.4% |
| 1892 | STEVENS CAPITAL MANAGEMENT#1892 · 19,690 sh | 19,690 | $6.4M | 1.55% | -15.4% |
| 1893 | Ayrshire Capital Management#1893 · 19,689 sh | 19,689 | $6.4M | — | +0.7% |
| 1894 | Family Management#1894 · 19,674 sh | 19,674 | $6.4M | 0.66% | -0.9% |
| 1895 | Nvest Financial#1895 · 19,583 sh | 19,583 | $6.4M | 2.03% | -0.7% |
| 1896 | InvesTrust#1896 · 19,579 sh | 19,579 | $6.4M | — | -3.0% |
| 1897 | BUFFALO BUSINESS & ESTATE SERVICES LTD#1897 · 19,575 sh | 19,575 | $6.4M | 0.81% | +5.8% |
| 1898 | PATRICK M SWEENEY & ASSOCIATES#1898 · 19,568 sh | 19,568 | $6.4M | — | -17.2% |
| 1899 | HEADINVEST#1899 · 19,554 sh | 19,554 | $6.4M | 1.19% | +3.1% |
| 1900 | Fischer Financial Services#1900 · 19,534 sh | 19,534 | $6.4M | 1.61% | +3.6% |
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.