JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Game Plan Financial Advisors#2001 · 17,575 sh | 17,575 | $5.8M | 2.14% | +2.0% |
| 2002 | FIRETRAIL INVESTMENTS PTY LTD#2002 · 17,672 sh | 17,672 | $5.7M | 1.62% | -2.8% |
| 2003 | Biltmore Family Office#2003 · 17,558 sh | 17,558 | $5.7M | 0.76% | -4.3% |
| 2004 | FIRST COMMONWEALTH FINANCIAL#2004 · 17,552 sh | 17,552 | $5.7M | 0.80% | +1.3% |
| 2005 | Grandview Asset Management#2005 · 17,540 sh | 17,540 | $5.7M | — | +1.4% |
| 2006 | Brookmont Capital Management#2006 · 17,517 sh | 17,517 | $5.7M | — | +0.2% |
| 2007 | Accredited Investors#2007 · 17,511 sh | 17,511 | $5.7M | 0.25% | -14.8% |
| 2008 | Hudson Value Partners#2008 · 17,496 sh | 17,496 | $5.7M | 1.44% | +8.8% |
| 2009 | INVESTMENT PARTNERS, LTD.#2009 · 17,484 sh | 17,484 | $5.7M | 1.79% | +1.1% |
| 2010 | Interchange Capital Partners#2010 · 17,438 sh | 17,438 | $5.7M | 1.07% | +18.4% |
| 2011 | Storgate#2011 · 17,433 sh | 17,433 | $5.7M | 1.18% | +903.6% |
| 2012 | Triasima Portfolio Management#2012 · 17,419 sh | 17,419 | $5.7M | — | -16.1% |
| 2013 | HF Advisory Group#2013 · 17,377 sh | 17,377 | $5.7M | — | -4.1% |
| 2014 | Aries Wealth Management#2014 · 17,372 sh | 17,372 | $5.7M | — | -0.1% |
| 2015 | BRASADA CAPITAL MANAGEMENT#2015 · 0 sh | 0 | $5.7M | 1.02% | -100.0% |
| 2016 | WEALTH ALLIANCE#2016 · 17,342 sh | 17,342 | $5.7M | 0.47% | +8.2% |
| 2017 | Cornell Pochily Investment Advisors#2017 · 17,294 sh | 17,294 | $5.7M | — | +0.4% |
| 2018 | SMITH, MOORE#2018 · 17,284 sh | 17,284 | $5.7M | 0.37% | +0.6% |
| 2019 | WealthPLAN Partners#2019 · 17,279 sh | 17,279 | $5.7M | — | -8.9% |
| 2020 | Center for Financial Planning#2020 · 17,273 sh | 17,273 | $5.7M | — | -0.5% |
| 2021 | Sculati Wealth Management#2021 · 16,559 sh | 16,559 | $5.6M | — | -4.3% |
| 2022 | Gibbs Wealth Management#2022 · 17,222 sh | 17,222 | $5.6M | — | +13.5% |
| 2023 | Quadrant Private Wealth Management#2023 · 17,213 sh | 17,213 | $5.6M | 1.26% | -0.2% |
| 2024 | Supplemental Annuity Collective of NJ#2024 · 17,186 sh | 17,186 | $5.6M | 1.44% | -6.8% |
| 2025 | Alpine Bank Wealth Management#2025 · 17,173 sh | 17,173 | $5.6M | — | -1.4% |
| 2026 | Pines Wealth Management#2026 · 17,161 sh | 17,161 | $5.6M | — | -0.9% |
| 2027 | AFFINITY WEALTH MANAGEMENT#2027 · 17,138 sh | 17,138 | $5.6M | 0.72% | 0.0% |
| 2028 | TIEMANN INVESTMENT ADVISORS#2028 · 17,110 sh | 17,110 | $5.6M | 2.03% | -1.6% |
| 2029 | ArrowMark Colorado#2029 · 17,106 sh | 17,106 | $5.6M | 0.23% | -7.4% |
| 2030 | Wellspring Financial Advisors#2030 · 17,097 sh | 17,097 | $5.6M | 0.37% | -3.6% |
| 2031 | WILLIAM BLAIR INVESTMENT MANAGEMENT#2031 · 17,088 sh | 17,088 | $5.6M | 0.02% | -16.9% |
| 2032 | Jessup Wealth Management#2032 · 17,060 sh | 17,060 | $5.6M | — | -2.3% |
| 2033 | NATURAL INVESTMENTS#2033 · 17,036 sh | 17,036 | $5.6M | 1.22% | +3.0% |
| 2034 | Farmers & Merchants of Chambersburg PA#2034 · 17,021 sh | 17,021 | $5.6M | — | -6.9% |
| 2035 | Prestige Wealth Management Group#2035 · 17,005 sh | 17,005 | $5.6M | 1.01% | +14.7% |
| 2036 | Leeward Financial Partners#2036 · 16,987 sh | 16,987 | $5.6M | — | +5.4% |
| 2037 | Triveni Capital Investments#2037 · 16,981 sh | 16,981 | $5.6M | 6.63% | -30.3% |
| 2038 | Piscataqua Savings Bank#2038 · 16,980 sh | 16,980 | $5.6M | — | -8.2% |
| 2039 | FSB PREMIER WEALTH MANAGEMENT#2039 · 16,968 sh | 16,968 | $5.6M | 1.56% | -11.6% |
| 2040 | Bank OZK#2040 · 16,950 sh | 16,950 | $5.5M | 1.65% | -2.6% |
| 2041 | Boltwood Capital Management#2041 · 16,944 sh | 16,944 | $5.5M | — | -0.2% |
| 2042 | MeadowBrook Investment Advisors#2042 · 16,938 sh | 16,938 | $5.5M | 4.39% | -1.2% |
| 2043 | WEST MICHIGAN ADVISORS#2043 · 18,844 sh | 18,844 | $5.5M | 1.22% | 0.0% |
| 2044 | FAIRFIELD, BUSH#2044 · 16,930 sh | 16,930 | $5.5M | 2.72% | -0.5% |
| 2045 | NWF Advisory Services#2045 · 16,880 sh | 16,880 | $5.5M | — | +1.0% |
| 2046 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#2046 · 16,860 sh | 16,860 | $5.5M | 0.61% | -0.1% |
| 2047 | Prosperitas Financial#2047 · 16,838 sh | 16,838 | $5.5M | 1.76% | +9.4% |
| 2048 | HARVEY INVESTMENT#2048 · 16,836 sh | 16,836 | $5.5M | — | -10.9% |
| 2049 | PCM Encore#2049 · 16,805 sh | 16,805 | $5.5M | 0.97% | +0.2% |
| 2050 | 3Chopt Investment Partners#2050 · 16,776 sh | 16,776 | $5.5M | 1.03% | -4.8% |
| 2051 | INVESTMENT ADVISORY SERVICES /TX#2051 · 16,720 sh | 16,720 | $5.5M | 1.58% | +0.1% |
| 2052 | Tannin Capital#2052 · 16,711 sh | 16,711 | $5.5M | 3.60% | -1.0% |
| 2053 | SWEENEY & MICHEL#2053 · 15,286 sh | 15,286 | $5.5M | — | -10.8% |
| 2054 | SEARLE#2054 · 16,692 sh | 16,692 | $5.5M | 1.23% | 0.0% |
| 2055 | Resurgent Financial Advisors#2055 · 16,655 sh | 16,655 | $5.5M | 1.52% | +3.1% |
| 2056 | FCG Investment#2056 · 16,630 sh | 16,630 | $5.4M | — | +10.6% |
| 2057 | Cinctive Capital Management#2057 · 16,594 sh | 16,594 | $5.4M | 0.20% | -54.9% |
| 2058 | Bull Street Advisors#2058 · 16,568 sh | 16,568 | $5.4M | — | +0.5% |
| 2059 | Blueprint Investment Partners#2059 · 16,553 sh | 16,553 | $5.4M | 0.45% | +4.9% |
| 2060 | Summit Global Investments#2060 · 16,542 sh | 16,542 | $5.4M | 0.30% | -18.1% |
| 2061 | KP Management#2061 · 16,527 sh | 16,527 | $5.4M | 1.02% | 0.0% |
| 2062 | Weaver Capital Management#2062 · 18,389 sh | 18,389 | $5.4M | — | 0.0% |
| 2063 | VISION FINANCIAL MARKETS#2063 · 16,432 sh | 16,432 | $5.4M | — | 0.0% |
| 2064 | TANDEM CAPITAL MANAGEMENT#2064 · 16,520 sh | 16,520 | $5.4M | — | +1.8% |
| 2065 | CERTUITY#2065 · 16,514 sh | 16,514 | $5.4M | 0.27% | -0.7% |
| 2066 | DAGCO#2066 · 16,496 sh | 16,496 | $5.4M | — | +17.8% |
| 2067 | Blume Capital Management#2067 · 16,491 sh | 16,491 | $5.4M | — | -1.6% |
| 2068 | WP Advisors#2068 · 16,485 sh | 16,485 | $5.4M | — | -2.1% |
| 2069 | GUERRA PAN ADVISORS#2069 · 16,460 sh | 16,460 | $5.4M | — | -9.9% |
| 2070 | CONDOR CAPITAL MANAGEMENT#2070 · 16,401 sh | 16,401 | $5.4M | 0.40% | +0.8% |
| 2071 | CNB Bank#2071 · 16,224 sh | 16,224 | $5.3M | 2.07% | +2.0% |
| 2072 | Lebenthal Global Advisors#2072 · 16,188 sh | 16,188 | $5.3M | 0.71% | +1.0% |
| 2073 | Beaumont Financial Advisors#2073 · 16,183 sh | 16,183 | $5.3M | — | +1.3% |
| 2074 | MARTIN#2074 · 16,162 sh | 16,162 | $5.3M | 0.83% | +0.3% |
| 2075 | FLC Capital Advisors#2075 · 16,124 sh | 16,124 | $5.3M | 0.85% | 0.0% |
| 2076 | MOSAIC FAMILY WEALTH PARTNERS#2076 · 16,056 sh | 16,056 | $5.3M | 0.35% | +40.6% |
| 2077 | Stonebrook Private#2077 · 16,046 sh | 16,046 | $5.3M | 0.96% | -4.6% |
| 2078 | Churchill Financial Advisors#2078 · 16,013 sh | 16,013 | $5.2M | — | 0.0% |
| 2079 | Ironwood Financial#2079 · 15,656 sh | 15,656 | $5.2M | — | +0.4% |
| 2080 | Select Asset Management#2080 · 15,990 sh | 15,990 | $5.2M | 1.51% | +12.7% |
| 2081 | Focused Wealth Management#2081 · 15,973 sh | 15,973 | $5.2M | 0.45% | +3.2% |
| 2082 | Cetera Company, N.A#2082 · 15,969 sh | 15,969 | $5.2M | 2.62% | -0.8% |
| 2083 | ASHTON THOMAS SECURITIES#2083 · 16,055 sh | 16,055 | $5.2M | — | +17.7% |
| 2084 | INTEGRAL INVESTMENT ADVISORS#2084 · 15,930 sh | 15,930 | $5.2M | 1.15% | +1.0% |
| 2085 | Alteri Wealth#2085 · 15,919 sh | 15,919 | $5.2M | 1.44% | +2.4% |
| 2086 | Stillwater Wealth Management Group#2086 · 15,907 sh | 15,907 | $5.2M | — | +2.3% |
| 2087 | Worth Financial Advisory Group#2087 · 15,893 sh | 15,893 | $5.2M | — | New |
| 2088 | ENTERPRISE FINANCIAL SERVICES#2088 · 15,877 sh | 15,877 | $5.2M | 2.12% | +3.5% |
| 2089 | Ullmann Wealth Partners Group#2089 · 15,875 sh | 15,875 | $5.2M | 0.47% | +1.4% |
| 2090 | Quent Capital#2090 · 15,856 sh | 15,856 | $5.2M | 0.32% | +7.9% |
| 2091 | Kesler, Norman & Wride#2091 · 15,851 sh | 15,851 | $5.2M | 0.82% | -7.2% |
| 2092 | Regal Investment Advisors#2092 · 15,845 sh | 15,845 | $5.2M | 0.27% | -8.2% |
| 2093 | CENTRAL BANK#2093 · 15,826 sh | 15,826 | $5.2M | — | -9.6% |
| 2094 | RICHARDS, MERRILL & PETERSON#2094 · 15,824 sh | 15,824 | $5.2M | — | +0.6% |
| 2095 | Ballast#2095 · 15,817 sh | 15,817 | $5.2M | — | +12.3% |
| 2096 | Quotient Wealth Partners#2096 · 15,775 sh | 15,775 | $5.2M | 0.12% | +5.1% |
| 2097 | CHATHAM CAPITAL GROUP#2097 · 15,768 sh | 15,768 | $5.2M | — | -0.6% |
| 2098 | FOUNDERS FINANCIAL SECURITIES#2098 · 15,751 sh | 15,751 | $5.2M | 0.26% | +0.5% |
| 2099 | Lafayette Investments#2099 · 15,746 sh | 15,746 | $5.2M | 0.95% | +0.5% |
| 2100 | Vanguard National#2100 · 15,720 sh | 15,720 | $5.1M | 0.28% | -1.5% |
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.