JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Acorn Wealth Advisors#2301 · 12,815 sh | 12,815 | $4.2M | — | +1.2% |
| 2302 | Strong Tower Advisory Services#2302 · 12,801 sh | 12,801 | $4.2M | — | +3.2% |
| 2303 | Berger Financial Group#2303 · 12,783 sh | 12,783 | $4.2M | 0.21% | +0.3% |
| 2304 | Advisors Preferred#2304 · 12,500 sh | 12,500 | $4.2M | 0.65% | 0.0% |
| 2305 | CIM INVESTMENT MANAGEMENT#2305 · 12,758 sh | 12,758 | $4.2M | 1.00% | -8.4% |
| 2306 | X-Square Capital#2306 · 12,742 sh | 12,742 | $4.2M | 1.06% | +3.8% |
| 2307 | Central Pacific Bank - Division#2307 · 12,721 sh | 12,721 | $4.2M | — | -0.1% |
| 2308 | Allred Capital Management#2308 · 12,668 sh | 12,668 | $4.1M | 1.36% | -0.9% |
| 2309 | Cranbrook Wealth Management#2309 · 12,666 sh | 12,666 | $4.1M | 0.78% | 0.0% |
| 2310 | BLUE SQUARE ASSET MANAGEMENT#2310 · 12,647 sh | 12,647 | $4.1M | 1.68% | -0.1% |
| 2311 | LFG Wealth Partners#2311 · 12,635 sh | 12,635 | $4.1M | 1.94% | +12.0% |
| 2312 | Moss Adams Wealth Advisors#2312 · 12,635 sh | 12,635 | $4.1M | 0.26% | +3.1% |
| 2313 | Nicholas Hoffman & Company#2313 · 12,587 sh | 12,587 | $4.1M | 0.09% | -0.8% |
| 2314 | Cito Capital Group#2314 · 12,586 sh | 12,586 | $4.1M | 1.12% | 0.0% |
| 2315 | Grey Ledge Advisors#2315 · 12,585 sh | 12,585 | $4.1M | 0.83% | -0.8% |
| 2316 | Lionhunter Capital Management#2316 · 12,558 sh | 12,558 | $4.1M | 1.85% | — |
| 2317 | One Charles Private Wealth Services#2317 · 12,551 sh | 12,551 | $4.1M | 0.95% | +0.3% |
| 2318 | Meriwether Wealth & Planning#2318 · 12,539 sh | 12,539 | $4.1M | — | +0.8% |
| 2319 | FOCUSED ALPHA#2319 · 12,533 sh | 12,533 | $4.1M | — | -18.1% |
| 2320 | JEPPSON WEALTH MANAGEMENT#2320 · 12,527 sh | 12,527 | $4.1M | — | -0.2% |
| 2321 | Brendel Financial Advisors#2321 · 12,504 sh | 12,504 | $4.1M | 1.90% | -2.3% |
| 2322 | Winthrop Capital Management#2322 · 12,427 sh | 12,427 | $4.1M | 0.98% | 0.0% |
| 2323 | Royal Harbor Partners#2323 · 12,410 sh | 12,410 | $4.1M | 1.26% | +0.5% |
| 2324 | Clark Asset Management#2324 · 12,407 sh | 12,407 | $4.1M | — | +9.1% |
| 2325 | Wealth Management Partners#2325 · 12,391 sh | 12,391 | $4.1M | — | +5.1% |
| 2326 | Fortress Wealth Group#2326 · 11,472 sh | 11,472 | $4.1M | 1.41% | +0.7% |
| 2327 | Alpha Financial Partners#2327 · 12,364 sh | 12,364 | $4.0M | 2.13% | +0.1% |
| 2328 | Aldebaran Financial#2328 · 12,351 sh | 12,351 | $4.0M | 3.28% | +3.1% |
| 2329 | Carl P. Sherr#2329 · 12,349 sh | 12,349 | $4.0M | 1.69% | -0.3% |
| 2330 | EDGEWOOD MANAGEMENT#2330 · 12,311 sh | 12,311 | $4.0M | 0.04% | -35.8% |
| 2331 | ELLERSON GROUP#2331 · 12,309 sh | 12,309 | $4.0M | 2.38% | 0.0% |
| 2332 | St. Johns Investment Management Company#2332 · 12,275 sh | 12,275 | $4.0M | 1.52% | +3.3% |
| 2333 | Bernard Wealth Management#2333 · 12,270 sh | 12,270 | $4.0M | 1.48% | -3.5% |
| 2334 | Pinnacle#2334 · 12,269 sh | 12,269 | $4.0M | 1.24% | -3.4% |
| 2335 | COMPASS FINANCIAL MANAGEMENT#2335 · 11,737 sh | 11,737 | $4.0M | 0.48% | — |
| 2336 | Security Financial Services#2336 · 12,249 sh | 12,249 | $4.0M | 0.56% | +3.8% |
| 2337 | QV Investors#2337 · 12,245 sh | 12,245 | $4.0M | — | -3.2% |
| 2338 | Old Peak Finance#2338 · 12,238 sh | 12,238 | $4.0M | 1.94% | +166.6% |
| 2339 | Greenspring Advisors#2339 · 12,236 sh | 12,236 | $4.0M | 0.22% | +6.9% |
| 2340 | WOLFF WIESE MAGANA#2340 · 12,233 sh | 12,233 | $4.0M | — | -1.2% |
| 2341 | Aft, Forsyth & Sober#2341 · 13,600 sh | 13,600 | $4.0M | 1.25% | 0.0% |
| 2342 | Finivi#2342 · 12,207 sh | 12,207 | $4.0M | — | +0.7% |
| 2343 | TradeWell Securities#2343 · 12,204 sh | 12,204 | $4.0M | — | -0.3% |
| 2344 | MB, LEVIS & ASSOCIATES#2344 · 12,200 sh | 12,200 | $4.0M | — | -0.1% |
| 2345 | Abundance Wealth Counselors#2345 · 12,193 sh | 12,193 | $4.0M | — | -14.0% |
| 2346 | Brady Martz Wealth Solutions#2346 · 12,189 sh | 12,189 | $4.0M | 0.60% | +1.4% |
| 2347 | Park Edge Advisors#2347 · 12,180 sh | 12,180 | $4.0M | 0.84% | -9.6% |
| 2348 | Capital Advisors Wealth Management#2348 · 12,180 sh | 12,180 | $4.0M | — | +1.8% |
| 2349 | Virtus Wealth Solutions#2349 · 12,175 sh | 12,175 | $4.0M | 0.54% | -0.9% |
| 2350 | Sage Investment Advisers#2350 · 12,143 sh | 12,143 | $4.0M | — | +0.4% |
| 2351 | Summit Financial Wealth Advisors#2351 · 12,122 sh | 12,122 | $4.0M | — | +4.3% |
| 2352 | Insight Wealth Strategies#2352 · 11,874 sh | 11,874 | $4.0M | — | +3.6% |
| 2353 | VisionPoint Advisory Group#2353 · 12,118 sh | 12,118 | $4.0M | — | +2.4% |
| 2354 | Paragon Private Wealth Management#2354 · 12,117 sh | 12,117 | $4.0M | — | +12.8% |
| 2355 | Monument Capital Management#2355 · 12,063 sh | 12,063 | $3.9M | — | +4.7% |
| 2356 | Revisor Wealth Management#2356 · 12,050 sh | 12,050 | $3.9M | — | +7.3% |
| 2357 | Cerro Pacific Wealth Advisors#2357 · 12,045 sh | 12,045 | $3.9M | — | -0.5% |
| 2358 | SWP Investment Management#2358 · 12,012 sh | 12,012 | $3.9M | 2.72% | +3.8% |
| 2359 | Falcon Wealth Planning#2359 · 12,006 sh | 12,006 | $3.9M | 0.25% | -0.8% |
| 2360 | WULFF, HANSEN#2360 · 12,005 sh | 12,005 | $3.9M | 3.01% | -0.8% |
| 2361 | EULAV Asset Management#2361 · 12,000 sh | 12,000 | $3.9M | — | 0.0% |
| 2362 | Bayview Asset Management#2362 · 12,000 sh | 12,000 | $3.9M | 0.79% | -11.1% |
| 2363 | Marin Bay Wealth Advisors#2363 · 11,990 sh | 11,990 | $3.9M | 2.11% | -10.5% |
| 2364 | Lakeridge Wealth Management#2364 · 11,987 sh | 11,987 | $3.9M | 1.44% | +0.9% |
| 2365 | ROMAN BUTLER FULLERTON#2365 · 11,708 sh | 11,708 | $3.9M | 0.93% | +0.4% |
| 2366 | CRA Financial Services#2366 · 11,963 sh | 11,963 | $3.9M | — | +2.4% |
| 2367 | Jones Kertz & Associates#2367 · 11,949 sh | 11,949 | $3.9M | 1.80% | -9.1% |
| 2368 | NORTH DALLAS BANK#2368 · 11,919 sh | 11,919 | $3.9M | 2.31% | +3.0% |
| 2369 | PEOPLES BANK#2369 · 11,909 sh | 11,909 | $3.9M | — | +1.4% |
| 2370 | CORRECT CAPITAL WEALTH MANAGEMENT#2370 · 11,906 sh | 11,906 | $3.9M | 0.67% | -1.6% |
| 2371 | Kennebec Savings Bank#2371 · 11,869 sh | 11,869 | $3.9M | — | +18.3% |
| 2372 | CAPSTONE INVESTMENT ADVISORS#2372 · 11,844 sh | 11,844 | $3.9M | <0.01% | -76.5% |
| 2373 | Lantern Wealth Advisors#2373 · 11,818 sh | 11,818 | $3.9M | — | -1.7% |
| 2374 | SYM FINANCIAL#2374 · 11,784 sh | 11,784 | $3.9M | — | +6.8% |
| 2375 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#2375 · 11,747 sh | 11,747 | $3.8M | 0.23% | -3.9% |
| 2376 | Tempus Wealth Planning#2376 · 11,735 sh | 11,735 | $3.8M | — | +1.5% |
| 2377 | Sky Investment Group#2377 · 11,693 sh | 11,693 | $3.8M | 0.60% | +1.7% |
| 2378 | Financial Management Professionals#2378 · 11,693 sh | 11,693 | $3.8M | — | +1.7% |
| 2379 | Henson-Edgewater Management#2379 · 10,462 sh | 10,462 | $3.8M | 1.99% | +3.0% |
| 2380 | Keeler Thomas Management#2380 · 11,667 sh | 11,667 | $3.8M | 1.35% | New |
| 2381 | Summit Asset Management#2381 · 11,656 sh | 11,656 | $3.8M | 0.49% | +0.6% |
| 2382 | Aristotle Capital Management#2382 · 11,643 sh | 11,643 | $3.8M | <0.01% | 0.0% |
| 2383 | GKV Capital Management#2383 · 11,642 sh | 11,642 | $3.8M | 1.23% | +7.7% |
| 2384 | MAINSTAY CAPITAL MANAGEMENT#2384 · 11,642 sh | 11,642 | $3.8M | 0.28% | +0.3% |
| 2385 | Carlton Hofferkamp & Jenks Wealth Management#2385 · 10,913 sh | 10,913 | $3.8M | — | -2.5% |
| 2386 | Great Diamond Partners#2386 · 11,594 sh | 11,594 | $3.8M | — | +0.3% |
| 2387 | Ballast Rock Private Wealth#2387 · 11,577 sh | 11,577 | $3.8M | — | +0.1% |
| 2388 | Rockingstone Advisors#2388 · 11,562 sh | 11,562 | $3.8M | — | +1.4% |
| 2389 | Beacon Financial Advisory#2389 · 11,556 sh | 11,556 | $3.8M | — | -0.4% |
| 2390 | Blueprint Financial Advisors#2390 · 11,552 sh | 11,552 | $3.8M | 0.42% | +12.0% |
| 2391 | Daytona Street Capital#2391 · 11,203 sh | 11,203 | $3.8M | — | -1.3% |
| 2392 | COOKSON PEIRCE#2392 · 11,520 sh | 11,520 | $3.8M | 0.12% | +0.8% |
| 2393 | HAGER INVESTMENT MANAGEMENT SERVICES#2393 · 11,515 sh | 11,515 | $3.8M | 1.73% | -3.6% |
| 2394 | SONATA CAPITAL GROUP#2394 · 11,510 sh | 11,510 | $3.8M | — | +0.9% |
| 2395 | Legato Capital Management#2395 · 11,504 sh | 11,504 | $3.8M | 0.31% | -26.1% |
| 2396 | Fortune Financial Advisors#2396 · 11,490 sh | 11,490 | $3.8M | 1.61% | +6.0% |
| 2397 | Ponta Wealth Partners#2397 · 11,487 sh | 11,487 | $3.8M | 2.01% | +37.7% |
| 2398 | Aspetuck Financial Management#2398 · 11,461 sh | 11,461 | $3.8M | 2.21% | +0.7% |
| 2399 | U S WEALTH GROUP#2399 · 11,454 sh | 11,454 | $3.7M | 2.24% | +11.7% |
| 2400 | OMC Financial Services LTD#2400 · 11,450 sh | 11,450 | $3.7M | — | +0.1% |
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.