JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | HOWARD FINANCIAL SERVICES, LTD.#2201 · 14,298 sh | 14,298 | $4.7M | — | +99.7% |
| 2202 | Aull & Monroe Investment Management#2202 · 14,276 sh | 14,276 | $4.7M | — | +0.2% |
| 2203 | Commonwealth Financial Services#2203 · 19,171 sh | 19,171 | $4.7M | — | +37.4% |
| 2204 | HARTLINE INVESTMENT#2204 · 14,251 sh | 14,251 | $4.7M | 0.41% | -2.1% |
| 2205 | Turn8 Private Wealth#2205 · 13,775 sh | 13,775 | $4.7M | 3.11% | -11.4% |
| 2206 | CENTRAL VALLEY ADVISORS#2206 · 14,243 sh | 14,243 | $4.7M | 1.20% | -1.9% |
| 2207 | Schear Investment Advisers#2207 · 14,236 sh | 14,236 | $4.7M | — | +4.3% |
| 2208 | Maia Wealth#2208 · 14,231 sh | 14,231 | $4.7M | — | +11.3% |
| 2209 | Cornerstone Advisory#2209 · 14,225 sh | 14,225 | $4.7M | 0.39% | +2.9% |
| 2210 | ORG Wealth Partners#2210 · 14,196 sh | 14,196 | $4.7M | 0.70% | +0.1% |
| 2211 | Congress Park Capital#2211 · 14,187 sh | 14,187 | $4.6M | — | -0.2% |
| 2212 | Canopy Partners#2212 · 14,168 sh | 14,168 | $4.6M | 1.40% | +0.3% |
| 2213 | Everest Financial Group#2213 · 14,142 sh | 14,142 | $4.6M | 0.63% | -0.8% |
| 2214 | Wealth Intelligence#2214 · 14,123 sh | 14,123 | $4.6M | — | +0.7% |
| 2215 | DAVIDSON#2215 · 14,102 sh | 14,102 | $4.6M | — | +6.4% |
| 2216 | SNOWWATER INVESTMENT PARTNERS#2216 · 14,092 sh | 14,092 | $4.6M | 3.19% | +1.6% |
| 2217 | YANKCOM Partnership#2217 · 14,080 sh | 14,080 | $4.6M | — | +23.8% |
| 2218 | PETERSON WEALTH MANAGEMENT#2218 · 14,078 sh | 14,078 | $4.6M | 2.15% | +3.9% |
| 2219 | ECLECTIC ASSOCIATES#2219 · 14,037 sh | 14,037 | $4.6M | — | -3.0% |
| 2220 | Mirabaud & Cie SA#2220 · 14,033 sh | 14,033 | $4.6M | 1.84% | -30.5% |
| 2221 | SWS Partners#2221 · 14,026 sh | 14,026 | $4.6M | — | -1.3% |
| 2222 | IPG Investment Advisors#2222 · 14,009 sh | 14,009 | $4.6M | 0.66% | 0.0% |
| 2223 | Breakwater Capital Group#2223 · 14,004 sh | 14,004 | $4.6M | — | +0.4% |
| 2224 | Park Place Capital#2224 · 14,001 sh | 14,001 | $4.6M | 0.73% | -17.7% |
| 2225 | DUMONT & BLAKE INVESTMENT ADVISORS#2225 · 13,998 sh | 13,998 | $4.6M | 1.03% | -5.8% |
| 2226 | LM Advisors#2226 · 13,918 sh | 13,918 | $4.6M | 0.53% | +237.7% |
| 2227 | Machina Capital S.A.S.#2227 · 13,924 sh | 13,924 | $4.6M | 0.72% | +55.5% |
| 2228 | KILEY JUERGENS WEALTH MANAGEMENT#2228 · 13,923 sh | 13,923 | $4.6M | 0.71% | -1.1% |
| 2229 | CVA Family Office#2229 · 13,920 sh | 13,920 | $4.6M | 0.41% | +1.8% |
| 2230 | SITTNER & NELSON#2230 · 13,914 sh | 13,914 | $4.6M | 1.43% | -0.6% |
| 2231 | Sivia Capital Partners#2231 · 13,897 sh | 13,897 | $4.5M | 0.55% | +292.0% |
| 2232 | CrossGen Wealth#2232 · 13,849 sh | 13,849 | $4.5M | 3.52% | +0.6% |
| 2233 | PEOPLES FINANCIAL SERVICES#2233 · 13,808 sh | 13,808 | $4.5M | — | -0.6% |
| 2234 | Prosperity Financial Group#2234 · 13,788 sh | 13,788 | $4.5M | 1.40% | +0.3% |
| 2235 | TOWER & INVESTMENT#2235 · 13,774 sh | 13,774 | $4.5M | 2.74% | -4.0% |
| 2236 | Solitude Financial Services#2236 · 13,764 sh | 13,764 | $4.5M | — | +1.3% |
| 2237 | Campbell & Investment Adviser#2237 · 13,733 sh | 13,733 | $4.5M | 0.24% | New |
| 2238 | Facet Wealth#2238 · 13,688 sh | 13,688 | $4.5M | 0.06% | +31.9% |
| 2239 | Navigation Group#2239 · 13,684 sh | 13,684 | $4.5M | 0.87% | 0.0% |
| 2240 | Cornerstone Planning#2240 · 13,666 sh | 13,666 | $4.5M | 1.03% | -0.3% |
| 2241 | WEIK CAPITAL MANAGEMENT#2241 · 13,663 sh | 13,663 | $4.5M | 1.72% | -2.6% |
| 2242 | Phoenix Wealth Advisors#2242 · 13,655 sh | 13,655 | $4.5M | 1.51% | -1.2% |
| 2243 | Orca Wealth Management#2243 · 13,655 sh | 13,655 | $4.5M | — | -1.4% |
| 2244 | Vines Capital Management#2244 · 13,651 sh | 13,651 | $4.5M | 3.67% | +0.6% |
| 2245 | Insight Inv#2245 · 13,625 sh | 13,625 | $4.5M | 2.10% | -0.3% |
| 2246 | AFFINITY INVESTMENT ADVISORS#2246 · 13,621 sh | 13,621 | $4.5M | 2.26% | -4.1% |
| 2247 | WEATHERLY ASSET MANAGEMENT L. P.#2247 · 13,613 sh | 13,613 | $4.5M | — | -2.6% |
| 2248 | Alta Wealth Advisors#2248 · 13,592 sh | 13,592 | $4.4M | 1.21% | -2.2% |
| 2249 | Ameliora Wealth Management Ltd.#2249 · 13,586 sh | 13,586 | $4.4M | — | -1.8% |
| 2250 | Revolve Wealth Partners#2250 · 13,585 sh | 13,585 | $4.4M | — | +6.2% |
| 2251 | HAMEL ASSOCIATES#2251 · 13,585 sh | 13,585 | $4.4M | 1.23% | -4.2% |
| 2252 | MASECO LLP#2252 · 13,578 sh | 13,578 | $4.4M | 0.12% | +0.3% |
| 2253 | Pinnacle West Asset Management#2253 · 13,570 sh | 13,570 | $4.4M | 3.07% | 0.0% |
| 2254 | Signature Wealth Management Partners#2254 · 13,562 sh | 13,562 | $4.4M | — | +0.2% |
| 2255 | Victrix Investment Advisors#2255 · 13,533 sh | 13,533 | $4.4M | — | +9.2% |
| 2256 | CHAPMAN FINANCIAL GROUP#2256 · 13,520 sh | 13,520 | $4.4M | — | -0.5% |
| 2257 | ACCOUNT MANAGEMENT#2257 · 13,513 sh | 13,513 | $4.4M | 4.47% | 0.0% |
| 2258 | Golden State Wealth Management#2258 · 13,508 sh | 13,508 | $4.4M | 0.40% | -3.1% |
| 2259 | Twin Lakes Capital Management#2259 · 13,493 sh | 13,493 | $4.4M | 1.69% | +0.1% |
| 2260 | ARGUS INVESTORS' COUNSEL#2260 · 13,476 sh | 13,476 | $4.4M | — | -2.5% |
| 2261 | TRAPHAGEN INVESTMENT ADVISORS#2261 · 13,459 sh | 13,459 | $4.4M | — | +0.1% |
| 2262 | Capital Group Investment Management Pte. Ltd.#2262 · 13,428 sh | 13,428 | $4.4M | 0.66% | +3.8% |
| 2263 | DELTA ASSET MANAGEMENT#2263 · 13,419 sh | 13,419 | $4.4M | 0.38% | -0.7% |
| 2264 | Monetary Solutions, Ltd#2264 · 13,409 sh | 13,409 | $4.4M | — | -1.0% |
| 2265 | Kepler Cheuvreux (Suisse) SA#2265 · 13,393 sh | 13,393 | $4.4M | — | -40.6% |
| 2266 | SmartHarvest Portfolios#2266 · 13,371 sh | 13,371 | $4.4M | — | +36.6% |
| 2267 | SILVER OAK SECURITIES#2267 · 13,353 sh | 13,353 | $4.4M | 0.27% | -0.5% |
| 2268 | Aster Capital Management (DIFC) Ltd#2268 · 13,308 sh | 13,308 | $4.4M | 0.93% | +373.8% |
| 2269 | Lodestone Wealth Management#2269 · 13,295 sh | 13,295 | $4.4M | — | -6.3% |
| 2270 | Manchester Capital Management#2270 · 13,288 sh | 13,288 | $4.3M | — | +1.0% |
| 2271 | Eagle Bluffs Wealth Management#2271 · 13,277 sh | 13,277 | $4.3M | — | +1.8% |
| 2272 | TWIN CITY PRIVATE WEALTH#2272 · 13,274 sh | 13,274 | $4.3M | 3.05% | +1.0% |
| 2273 | Greenwich Wealth Management#2273 · 13,236 sh | 13,236 | $4.3M | 0.16% | +0.4% |
| 2274 | PYA Waltman Capital#2274 · 13,235 sh | 13,235 | $4.3M | 1.03% | +39.6% |
| 2275 | MBL Wealth#2275 · 13,232 sh | 13,232 | $4.3M | — | -2.0% |
| 2276 | First Dallas Securities#2276 · 13,219 sh | 13,219 | $4.3M | 1.43% | 0.0% |
| 2277 | YARGER WEALTH STRATEGIES#2277 · 12,858 sh | 12,858 | $4.3M | 1.55% | -3.7% |
| 2278 | BURKE & HERBERT BANK#2278 · 13,215 sh | 13,215 | $4.3M | 1.07% | -8.7% |
| 2279 | TICINO WEALTH#2279 · 13,207 sh | 13,207 | $4.3M | — | +161.0% |
| 2280 | Empirical Asset Management#2280 · 13,153 sh | 13,153 | $4.3M | 0.97% | -3.9% |
| 2281 | LMG Wealth Partners#2281 · 13,142 sh | 13,142 | $4.3M | 0.69% | -1.4% |
| 2282 | AIRE ADVISORS#2282 · 13,127 sh | 13,127 | $4.3M | — | +1.3% |
| 2283 | Consilium Wealth Advisory#2283 · 13,115 sh | 13,115 | $4.3M | — | -16.0% |
| 2284 | Burford Brothers#2284 · 13,092 sh | 13,092 | $4.3M | — | +1.8% |
| 2285 | BENEDICT FINANCIAL ADVISORS#2285 · 13,077 sh | 13,077 | $4.3M | — | -0.8% |
| 2286 | Alaethes Wealth#2286 · 13,069 sh | 13,069 | $4.3M | 1.24% | -0.1% |
| 2287 | Crewe Advisors#2287 · 13,043 sh | 13,043 | $4.3M | 0.31% | +2.5% |
| 2288 | Sound Income Strategies#2288 · 13,029 sh | 13,029 | $4.3M | — | +8.3% |
| 2289 | Loudon Investment Management#2289 · 13,005 sh | 13,005 | $4.3M | 2.09% | -0.4% |
| 2290 | Ulysses Management#2290 · 13,000 sh | 13,000 | $4.3M | 0.84% | 0.0% |
| 2291 | LYNX CAPITAL GROUP LTD#2291 · 12,983 sh | 12,983 | $4.2M | 1.72% | -2.7% |
| 2292 | CGN Advisors#2292 · 12,941 sh | 12,941 | $4.2M | — | +1.1% |
| 2293 | Holistic Financial Partners#2293 · 12,899 sh | 12,899 | $4.2M | 2.58% | -13.8% |
| 2294 | XXI WEALTH#2294 · 12,887 sh | 12,887 | $4.2M | — | +1.1% |
| 2295 | SIERRA SUMMIT ADVISORS#2295 · 12,862 sh | 12,862 | $4.2M | 0.47% | -0.7% |
| 2296 | DMKC Advisory Services#2296 · 12,845 sh | 12,845 | $4.2M | 0.79% | -0.5% |
| 2297 | ATLAS CAPITAL ADVISORS#2297 · 25,381 sh | 25,381 | $4.2M | 0.46% | -1.2% |
| 2298 | IAMS WEALTH MANAGEMENT#2298 · 12,827 sh | 12,827 | $4.2M | — | +4.7% |
| 2299 | LS Investment Advisors#2299 · 12,818 sh | 12,818 | $4.2M | — | +3.0% |
| 2300 | Wealth Architects#2300 · 12,817 sh | 12,817 | $4.2M | 0.33% | -0.9% |
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.