JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | Gateway Wealth Partners#1901 · 19,528 sh | 19,528 | $6.4M | 0.38% | -24.1% |
| 1902 | Glen Eagle Advisors#1902 · 19,485 sh | 19,485 | $6.4M | 0.80% | +12.8% |
| 1903 | Point#1903 · 19,482 sh | 19,482 | $6.4M | 0.54% | -12.3% |
| 1904 | Winthrop Advisory Group#1904 · 19,412 sh | 19,412 | $6.4M | — | +5.0% |
| 1905 | MIDLAND WEALTH ADVISORS#1905 · 19,399 sh | 19,399 | $6.3M | — | -0.2% |
| 1906 | PINKERTON WEALTH#1906 · 21,524 sh | 21,524 | $6.3M | 0.54% | +0.6% |
| 1907 | Huber Capital Management#1907 · 19,333 sh | 19,333 | $6.3M | 0.93% | 0.0% |
| 1908 | Morangie Management#1908 · 19,332 sh | 19,332 | $6.3M | — | -0.5% |
| 1909 | Winthrop Partners - WNY#1909 · 19,285 sh | 19,285 | $6.3M | 3.12% | +0.5% |
| 1910 | Mayflower Financial Advisors#1910 · 19,246 sh | 19,246 | $6.3M | 0.54% | +5.0% |
| 1911 | HIGHLINE WEALTH PARTNERS#1911 · 19,206 sh | 19,206 | $6.3M | — | +0.3% |
| 1912 | WHITE PINE CAPITAL#1912 · 19,172 sh | 19,172 | $6.3M | 1.48% | -0.5% |
| 1913 | CHESAPEAKE ASSET MANAGEMENT#1913 · 19,168 sh | 19,168 | $6.3M | 4.79% | +0.5% |
| 1914 | QUEST INVESTMENT MANAGEMENT#1914 · 19,167 sh | 19,167 | $6.3M | 0.73% | -27.9% |
| 1915 | Keel Point#1915 · 19,143 sh | 19,143 | $6.3M | 0.37% | +9.9% |
| 1916 | KELLEHER FINANCIAL ADVISORS#1916 · 25,724 sh | 25,724 | $6.3M | 0.89% | +60.2% |
| 1917 | Banco de Sabadell, S.A#1917 · 19,100 sh | 19,100 | $6.3M | 3.67% | +0.9% |
| 1918 | Castle Rock Wealth Management#1918 · 18,714 sh | 18,714 | $6.3M | — | +1.0% |
| 1919 | Peak Planning Group#1919 · 19,098 sh | 19,098 | $6.3M | 1.41% | -1.2% |
| 1920 | Certified Advisory#1920 · 19,050 sh | 19,050 | $6.2M | 0.50% | 0.0% |
| 1921 | Wills Financial Group#1921 · 19,047 sh | 19,047 | $6.2M | 2.27% | +4.4% |
| 1922 | Processus Wealth & Capital Management#1922 · 19,030 sh | 19,030 | $6.2M | — | 0.0% |
| 1923 | DeDora Capital#1923 · 19,014 sh | 19,014 | $6.2M | — | +2.2% |
| 1924 | Sovran Advisors#1924 · 17,417 sh | 17,417 | $6.2M | 0.46% | -7.5% |
| 1925 | Athena Investment Management#1925 · 18,980 sh | 18,980 | $6.2M | 3.68% | -21.8% |
| 1926 | VISTA INVESTMENT MANAGEMENT#1926 · 18,884 sh | 18,884 | $6.2M | 1.86% | -1.2% |
| 1927 | VIEWPOINT INVESTMENT PARTNERS#1927 · 18,250 sh | 18,250 | $6.2M | — | +0.1% |
| 1928 | LIBERTY ONE INVESTMENT MANAGEMENT#1928 · 18,862 sh | 18,862 | $6.2M | 0.62% | +5.4% |
| 1929 | Ranch Capital Advisors#1929 · 18,859 sh | 18,859 | $6.2M | 1.96% | +8.3% |
| 1930 | DARK FOREST CAPITAL MANAGEMENT#1930 · 18,834 sh | 18,834 | $6.2M | 0.40% | +30.4% |
| 1931 | Fire Capital Management#1931 · 18,832 sh | 18,832 | $6.2M | 2.51% | -5.3% |
| 1932 | WILKINS INVESTMENT COUNSEL#1932 · 18,828 sh | 18,828 | $6.2M | 0.83% | -1.2% |
| 1933 | Elyxium Wealth#1933 · 18,810 sh | 18,810 | $6.2M | 0.65% | +23.6% |
| 1934 | Legacy Advisors#1934 · 18,800 sh | 18,800 | $6.2M | — | +12.1% |
| 1935 | CFS Investment Advisory Services#1935 · 18,389 sh | 18,389 | $6.2M | — | -0.1% |
| 1936 | CHANNEL WEALTH#1936 · 18,779 sh | 18,779 | $6.1M | 1.38% | -9.7% |
| 1937 | SHRIER WEALTH MANAGEMENT#1937 · 18,778 sh | 18,778 | $6.1M | — | +0.6% |
| 1938 | Valley Brook Capital Group#1938 · 18,772 sh | 18,772 | $6.1M | — | +1.4% |
| 1939 | Clear Creek Financial Management#1939 · 18,760 sh | 18,760 | $6.1M | 0.39% | +1.5% |
| 1940 | LINCLUDEN MANAGEMENT LTD#1940 · 18,711 sh | 18,711 | $6.1M | 0.60% | +1.4% |
| 1941 | ALTFEST L J#1941 · 18,682 sh | 18,682 | $6.1M | 0.59% | -0.8% |
| 1942 | Kampmann Melissa S.#1942 · 18,640 sh | 18,640 | $6.1M | 4.61% | -0.3% |
| 1943 | Kathmere Capital Management#1943 · 18,627 sh | 18,627 | $6.1M | — | +3.5% |
| 1944 | L2 Asset Management#1944 · 18,626 sh | 18,626 | $6.1M | 0.63% | +3.0% |
| 1945 | Portfolio Design Labs#1945 · 18,613 sh | 18,613 | $6.1M | 1.00% | -13.2% |
| 1946 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#1946 · 18,608 sh | 18,608 | $6.1M | 1.16% | 0.0% |
| 1947 | Engineers Gate Manager#1947 · 18,583 sh | 18,583 | $6.1M | 0.08% | -43.5% |
| 1948 | Platt Wealth Management#1948 · 18,567 sh | 18,567 | $6.1M | 4.89% | +0.7% |
| 1949 | Y.D. More Investments Ltd#1949 · 18,561 sh | 18,561 | $6.1M | 0.19% | +5.0% |
| 1950 | LMR Partners LLP#1950 · 18,511 sh | 18,511 | $6.1M | 0.02% | New |
| 1951 | Mattson Financial Services#1951 · 17,658 sh | 17,658 | $6.1M | 1.27% | +4.4% |
| 1952 | Mitsubishi UFJ Asset Management (UK) Ltd.#1952 · 18,500 sh | 18,500 | $6.1M | — | +5.7% |
| 1953 | Raab & Moskowitz Asset Management#1953 · 18,491 sh | 18,491 | $6.1M | 1.22% | -0.6% |
| 1954 | Legacy CG#1954 · 18,490 sh | 18,490 | $6.1M | 1.55% | -1.1% |
| 1955 | MOKAN Wealth Management#1955 · 18,467 sh | 18,467 | $6.0M | 2.31% | +19.7% |
| 1956 | WISCONSIN CAPITAL MANAGEMENT#1956 · 18,448 sh | 18,448 | $6.0M | 2.87% | +1.0% |
| 1957 | Continuum Advisory#1957 · 18,447 sh | 18,447 | $6.0M | 0.49% | -5.8% |
| 1958 | Portside Wealth Group#1958 · 18,442 sh | 18,442 | $6.0M | — | +3.1% |
| 1959 | EVERMAY WEALTH MANAGEMENT#1959 · 18,432 sh | 18,432 | $6.0M | 0.62% | +2.3% |
| 1960 | Advisor Resource Council#1960 · 17,862 sh | 17,862 | $6.0M | 1.70% | +0.8% |
| 1961 | 180 WEALTH ADVISORS#1961 · 18,391 sh | 18,391 | $6.0M | 0.60% | -1.1% |
| 1962 | Atlantic Edge Private Wealth Management#1962 · 18,378 sh | 18,378 | $6.0M | — | +0.9% |
| 1963 | Integrated Investment Consultants#1963 · 18,360 sh | 18,360 | $6.0M | 1.18% | 0.0% |
| 1964 | SHERMAN PORFOLIOS#1964 · 20,417 sh | 20,417 | $6.0M | 0.47% | -0.5% |
| 1965 | Forza Wealth Management#1965 · 18,235 sh | 18,235 | $6.0M | — | 0.0% |
| 1966 | FINANCIAL ADVISORY PARTNERS#1966 · 18,233 sh | 18,233 | $6.0M | — | -1.1% |
| 1967 | TITLEIST ASSET MANAGEMENT#1967 · 18,206 sh | 18,206 | $6.0M | — | +6.2% |
| 1968 | Atlas Legacy Advisors#1968 · 18,422 sh | 18,422 | $5.9M | 0.88% | +24.9% |
| 1969 | Wealth Alliance Advisory Group#1969 · 18,144 sh | 18,144 | $5.9M | — | +24.5% |
| 1970 | GRAYBILL WEALTH MANAGEMENT, LTD.#1970 · 18,115 sh | 18,115 | $5.9M | 1.60% | 0.0% |
| 1971 | Cypress Wealth Services#1971 · 18,115 sh | 18,115 | $5.9M | — | -1.4% |
| 1972 | Knott David M Jr#1972 · 18,098 sh | 18,098 | $5.9M | 3.13% | -7.1% |
| 1973 | Canton Hathaway#1973 · 18,089 sh | 18,089 | $5.9M | — | -3.2% |
| 1974 | Harold Davidson & Associates#1974 · 18,072 sh | 18,072 | $5.9M | 2.57% | -2.1% |
| 1975 | Tranquility Partners#1975 · 18,053 sh | 18,053 | $5.9M | — | +0.9% |
| 1976 | Snider Financial Group#1976 · 18,029 sh | 18,029 | $5.9M | — | +2.0% |
| 1977 | Newman Dignan & Sheerar#1977 · 18,024 sh | 18,024 | $5.9M | — | -1.3% |
| 1978 | Heartland Bank#1978 · 18,020 sh | 18,020 | $5.9M | 1.22% | +1.3% |
| 1979 | Optas#1979 · 18,011 sh | 18,011 | $5.9M | 0.83% | +1.5% |
| 1980 | Talon Private Wealth#1980 · 18,008 sh | 18,008 | $5.9M | 0.34% | +92.3% |
| 1981 | Rydar Equities#1981 · 17,188 sh | 17,188 | $5.9M | — | +4.5% |
| 1982 | Quadcap Wealth Management#1982 · 17,993 sh | 17,993 | $5.9M | 0.57% | +4.8% |
| 1983 | S Harris Financial Group#1983 · 17,984 sh | 17,984 | $5.9M | 4.56% | +0.1% |
| 1984 | DENALI ADVISORS#1984 · 17,970 sh | 17,970 | $5.9M | 0.59% | +1.1% |
| 1985 | Leisure Capital Management#1985 · 17,939 sh | 17,939 | $5.9M | 1.83% | +0.1% |
| 1986 | Oak Asset Management#1986 · 17,921 sh | 17,921 | $5.9M | — | -0.4% |
| 1987 | MAGNOLIA CAPITAL ADVISORS#1987 · 17,886 sh | 17,886 | $5.9M | 1.00% | +0.2% |
| 1988 | Hanson & Doremus Investment Management#1988 · 17,847 sh | 17,847 | $5.8M | — | -0.7% |
| 1989 | CITIZENS & NORTHERN#1989 · 17,802 sh | 17,802 | $5.8M | 1.33% | -11.9% |
| 1990 | Hedeker Wealth#1990 · 17,788 sh | 17,788 | $5.8M | — | -2.8% |
| 1991 | Westerkirk Capital#1991 · 17,758 sh | 17,758 | $5.8M | 0.56% | 0.0% |
| 1992 | True North Advisors#1992 · 17,701 sh | 17,701 | $5.8M | — | -8.6% |
| 1993 | SFMG#1993 · 17,677 sh | 17,677 | $5.8M | 0.35% | -4.2% |
| 1994 | MARSHALL INVESTMENT MANAGEMENT#1994 · 17,670 sh | 17,670 | $5.8M | 2.40% | +7.8% |
| 1995 | Key FInancial#1995 · 17,667 sh | 17,667 | $5.8M | 0.95% | -19.9% |
| 1996 | Flavin Financial Services#1996 · 17,657 sh | 17,657 | $5.8M | — | +13.3% |
| 1997 | Intrepid Financial Planning Group#1997 · 17,651 sh | 17,651 | $5.8M | 1.96% | -0.3% |
| 1998 | Overbrook Management#1998 · 17,629 sh | 17,629 | $5.8M | — | +11.3% |
| 1999 | NORTHCAPE WEALTH MANAGEMENT#1999 · 17,616 sh | 17,616 | $5.8M | 1.51% | -2.2% |
| 2000 | Register Financial Advisors#2000 · 17,594 sh | 17,594 | $5.8M | — | +2.3% |
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.