JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | Tradition Wealth Management#2101 · 15,691 sh | 15,691 | $5.1M | 0.31% | -7.0% |
| 2102 | Antonelli Financial Advisors#2102 · 15,684 sh | 15,684 | $5.1M | — | +0.5% |
| 2103 | Montz Harcus Wealth Management#2103 · 15,669 sh | 15,669 | $5.1M | — | -7.4% |
| 2104 | Institute for Wealth Management#2104 · 15,662 sh | 15,662 | $5.1M | 0.45% | -0.3% |
| 2105 | First National Bank of Hutchinson#2105 · 15,641 sh | 15,641 | $5.1M | 2.81% | +16.4% |
| 2106 | MCCARTER PRIVATE WEALTH SERVICES#2106 · 15,630 sh | 15,630 | $5.1M | — | +3.2% |
| 2107 | Vectors Research Management#2107 · 15,618 sh | 15,618 | $5.1M | 1.34% | +4.8% |
| 2108 | Total Clarity Wealth Management#2108 · 15,612 sh | 15,612 | $5.1M | 0.99% | +31.7% |
| 2109 | WADDELL & ASSOCIATES#2109 · 15,606 sh | 15,606 | $5.1M | 0.25% | +12.3% |
| 2110 | FSM Wealth Advisors#2110 · 15,592 sh | 15,592 | $5.1M | 0.54% | +5.8% |
| 2111 | Marion Wealth Management#2111 · 15,540 sh | 15,540 | $5.1M | — | +2.2% |
| 2112 | Trivant Custom Portfolio Group#2112 · 15,534 sh | 15,534 | $5.1M | 2.71% | -0.2% |
| 2113 | DILLON & ASSOCIATES#2113 · 15,544 sh | 15,544 | $5.1M | — | -0.3% |
| 2114 | 44 WEALTH MANAGEMENT#2114 · 15,522 sh | 15,522 | $5.1M | 1.68% | -6.0% |
| 2115 | FIRST UNITED BANK#2115 · 15,513 sh | 15,513 | $5.1M | — | -1.4% |
| 2116 | Centric Wealth Management#2116 · 16,502 sh | 16,502 | $5.1M | 0.79% | 0.0% |
| 2117 | KLCM Advisors#2117 · 15,506 sh | 15,506 | $5.1M | 0.40% | +0.1% |
| 2118 | SAXON INTERESTS#2118 · 15,495 sh | 15,495 | $5.1M | — | -1.8% |
| 2119 | GenTrust#2119 · 15,481 sh | 15,481 | $5.1M | 0.19% | +15.8% |
| 2120 | Invera Wealth Advisors#2120 · 15,464 sh | 15,464 | $5.1M | 2.72% | -3.1% |
| 2121 | Chung Wu Investment Group#2121 · 15,437 sh | 15,437 | $5.1M | 3.32% | 0.0% |
| 2122 | EARNEST PARTNERS#2122 · 15,429 sh | 15,429 | $5.1M | 0.02% | -1.9% |
| 2123 | Crews Bank#2123 · 15,428 sh | 15,428 | $5.1M | 0.66% | -1.6% |
| 2124 | OUTFITTERS FINANCIAL#2124 · 15,417 sh | 15,417 | $5.0M | — | -0.7% |
| 2125 | Archer Investment#2125 · 15,401 sh | 15,401 | $5.0M | 0.99% | +2.6% |
| 2126 | RAELIPSKIE PARTNERSHIP#2126 · 15,362 sh | 15,362 | $5.0M | 1.90% | +0.8% |
| 2127 | Triumph Capital Management#2127 · 15,336 sh | 15,336 | $5.0M | — | -9.1% |
| 2128 | BUCKHEAD CAPITAL MANAGEMENT#2128 · 15,331 sh | 15,331 | $5.0M | 1.72% | +0.6% |
| 2129 | FIDUCIARY FAMILY OFFICE#2129 · 15,319 sh | 15,319 | $5.0M | 1.25% | +4.6% |
| 2130 | Canvas Wealth Advisors#2130 · 15,294 sh | 15,294 | $5.0M | 0.70% | +5.6% |
| 2131 | ARBOR WEALTH ADVISORS#2131 · 15,267 sh | 15,267 | $5.0M | 2.01% | -1.5% |
| 2132 | NWM ADVISORS#2132 · 15,260 sh | 15,260 | $5.0M | 3.93% | +1.7% |
| 2133 | CORNERSTONE ENTERPRISES#2133 · 15,234 sh | 15,234 | $5.0M | — | +27.0% |
| 2134 | MJP ASSOCIATES#2134 · 15,204 sh | 15,204 | $5.0M | 0.54% | -3.9% |
| 2135 | Hilltop Partners#2135 · 15,195 sh | 15,195 | $5.0M | 1.21% | +10.9% |
| 2136 | VERUS CAPITAL PARTNERS#2136 · 15,179 sh | 15,179 | $5.0M | 0.27% | -1.7% |
| 2137 | Stiles Financial Services#2137 · 15,146 sh | 15,146 | $5.0M | 1.25% | +4.0% |
| 2138 | Twelve Points Wealth Management#2138 · 15,139 sh | 15,139 | $5.0M | 0.99% | -1.9% |
| 2139 | TriaGen Wealth Management#2139 · 15,119 sh | 15,119 | $4.9M | — | +87.0% |
| 2140 | Resolute Wealth Strategies#2140 · 15,117 sh | 15,117 | $4.9M | 1.92% | +3.5% |
| 2141 | ORLEANS CAPITAL MANAGEMENT#2141 · 15,111 sh | 15,111 | $4.9M | 2.55% | +20.0% |
| 2142 | FWL INVESTMENT MANAGEMENT#2142 · 15,042 sh | 15,042 | $4.9M | 0.90% | -2.2% |
| 2143 | TRED AVON FAMILY WEALTH#2143 · 15,036 sh | 15,036 | $4.9M | — | -0.5% |
| 2144 | OPINICUS CAPITAL#2144 · 15,029 sh | 15,029 | $4.9M | 2.63% | -0.8% |
| 2145 | OKABENA INVESTMENT SERVICES#2145 · 15,027 sh | 15,027 | $4.9M | 0.88% | 0.0% |
| 2146 | CAPITAL FINANCIAL GROUP \\#2146 · 15,026 sh | 15,026 | $4.9M | 2.57% | -2.9% |
| 2147 | MONETTA FINANCIAL SERVICES#2147 · 15,000 sh | 15,000 | $4.9M | 3.31% | 0.0% |
| 2148 | BOK Financial Private Wealth#2148 · 14,993 sh | 14,993 | $4.9M | 0.25% | -6.6% |
| 2149 | Counterweight Ventures#2149 · 14,986 sh | 14,986 | $4.9M | 2.45% | -3.5% |
| 2150 | Purus Wealth Management#2150 · 14,986 sh | 14,986 | $4.9M | — | +0.2% |
| 2151 | Inscription Capital#2151 · 14,985 sh | 14,985 | $4.9M | 0.43% | +20.1% |
| 2152 | First City Capital Management#2152 · 14,968 sh | 14,968 | $4.9M | 2.38% | -0.5% |
| 2153 | SageGuard Financial Group#2153 · 14,953 sh | 14,953 | $4.9M | 0.69% | +13.5% |
| 2154 | BIP Wealth#2154 · 14,948 sh | 14,948 | $4.9M | — | +15.6% |
| 2155 | Global Financial Private Client#2155 · 14,938 sh | 14,938 | $4.9M | — | +6.3% |
| 2156 | PRECEDENT WEALTH PARTNERS#2156 · 14,921 sh | 14,921 | $4.9M | — | +15.4% |
| 2157 | Octavia Wealth Advisors#2157 · 14,913 sh | 14,913 | $4.9M | 0.42% | -3.4% |
| 2158 | TBH Global Asset Management#2158 · 14,903 sh | 14,903 | $4.9M | 0.89% | -1.9% |
| 2159 | VCI Wealth Management#2159 · 14,902 sh | 14,902 | $4.9M | 1.22% | +3.1% |
| 2160 | Galaxy Digital Capital Management GP#2160 · 14,891 sh | 14,891 | $4.9M | 2.37% | +120.5% |
| 2161 | Tempo Wealth#2161 · 14,884 sh | 14,884 | $4.9M | — | +10.4% |
| 2162 | Sawyer & Company#2162 · 14,882 sh | 14,882 | $4.9M | — | -0.9% |
| 2163 | LRI Investments#2163 · 37,791 sh | 37,791 | $4.9M | 0.39% | +2.5% |
| 2164 | BANK HAPOALIM BM#2164 · 14,855 sh | 14,855 | $4.9M | 0.32% | -3.2% |
| 2165 | Crescent Sterling, Ltd.#2165 · 14,852 sh | 14,852 | $4.9M | — | -0.8% |
| 2166 | Juno Financial Group#2166 · 14,834 sh | 14,834 | $4.9M | 1.72% | -0.1% |
| 2167 | Acumen Wealth Advisors#2167 · 14,821 sh | 14,821 | $4.9M | 1.03% | +106.6% |
| 2168 | Van Cleef Asset Management#2168 · 14,821 sh | 14,821 | $4.9M | — | 0.0% |
| 2169 | Greenline Partners#2169 · 14,816 sh | 14,816 | $4.8M | 0.49% | 0.0% |
| 2170 | HICKS CAPITAL MANAGEMENT#2170 · 14,802 sh | 14,802 | $4.8M | — | +1.1% |
| 2171 | TFR Capital#2171 · 14,795 sh | 14,795 | $4.8M | 1.36% | +14.1% |
| 2172 | ADVISORS MANAGEMENT GROUP#2172 · 14,787 sh | 14,787 | $4.8M | 0.80% | -1.0% |
| 2173 | J.Safra Asset Management#2173 · 14,770 sh | 14,770 | $4.8M | 0.22% | +1.8% |
| 2174 | Summit Wealth Partners#2174 · 14,767 sh | 14,767 | $4.8M | 0.69% | +0.1% |
| 2175 | Accent Capital Management#2175 · 14,737 sh | 14,737 | $4.8M | 2.08% | +397.0% |
| 2176 | Old Mission Investment#2176 · 14,728 sh | 14,728 | $4.8M | — | -0.1% |
| 2177 | SAWGRASS ASSET MANAGEMENT#2177 · 14,721 sh | 14,721 | $4.8M | 0.64% | -6.3% |
| 2178 | NVWM#2178 · 14,687 sh | 14,687 | $4.8M | — | -1.1% |
| 2179 | BECK CAPITAL MANAGEMENT#2179 · 14,683 sh | 14,683 | $4.8M | 0.88% | +3.7% |
| 2180 | Voya Financial Advisors#2180 · 14,585 sh | 14,585 | $4.8M | 0.42% | -14.7% |
| 2181 | Onyx Bridge Wealth Group#2181 · 14,671 sh | 14,671 | $4.8M | — | +0.3% |
| 2182 | JPL Wealth Management#2182 · 14,640 sh | 14,640 | $4.8M | 0.95% | -0.2% |
| 2183 | Apollon Financial#2183 · 14,617 sh | 14,617 | $4.8M | — | +1.3% |
| 2184 | Main Street Financial Solutions#2184 · 14,600 sh | 14,600 | $4.8M | 0.31% | +12.9% |
| 2185 | Integrity Financial#2185 · 14,594 sh | 14,594 | $4.8M | 2.28% | -12.8% |
| 2186 | PGIM Custom Harvest#2186 · 14,568 sh | 14,568 | $4.8M | 0.06% | +9.2% |
| 2187 | SeaCrest Wealth Management#2187 · 14,560 sh | 14,560 | $4.8M | — | -29.6% |
| 2188 | Highview Capital Management#2188 · 14,556 sh | 14,556 | $4.8M | 1.37% | +2.9% |
| 2189 | Boit C F David#2189 · 14,551 sh | 14,551 | $4.8M | 2.00% | 0.0% |
| 2190 | Sterling Investment Counsel#2190 · 14,512 sh | 14,512 | $4.8M | — | -2.6% |
| 2191 | Marathon Wealth Advisors#2191 · 14,499 sh | 14,499 | $4.7M | 1.62% | +1.4% |
| 2192 | Purkiss Capital Advisors#2192 · 14,489 sh | 14,489 | $4.7M | 1.81% | +5.1% |
| 2193 | Southland Equity Partners#2193 · 14,489 sh | 14,489 | $4.7M | — | +1.1% |
| 2194 | HOLLENCREST SECURITIES#2194 · 14,463 sh | 14,463 | $4.7M | 0.31% | -77.0% |
| 2195 | Roof Eidam Maycock Peralta#2195 · 14,424 sh | 14,424 | $4.7M | — | -1.8% |
| 2196 | Foster Victor Wealth Advisors#2196 · 13,758 sh | 13,758 | $4.7M | — | -4.1% |
| 2197 | BOS Asset Management#2197 · 14,392 sh | 14,392 | $4.7M | — | -1.1% |
| 2198 | NORTHSTAR ASSET MANAGEMENT#2198 · 13,325 sh | 13,325 | $4.7M | — | 0.0% |
| 2199 | Black Swift Group#2199 · 14,358 sh | 14,358 | $4.7M | 0.68% | +156.9% |
| 2200 | BARON SILVER STEVENS FINANCIAL ADVISORS#2200 · 14,335 sh | 14,335 | $4.7M | 0.59% | +78.9% |
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.