JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | INVESCO#2401 · 11,444 sh | 11,444 | $3.7M | — | -0.7% |
| 2402 | Spahn Wealth & Retirement#2402 · 11,441 sh | 11,441 | $3.7M | 2.41% | -0.7% |
| 2403 | CARY STREET PARTNERS INVESTMENT ADVISORY#2403 · 11,416 sh | 11,416 | $3.7M | 0.76% | +10.4% |
| 2404 | Miller Investment Management#2404 · 11,410 sh | 11,410 | $3.7M | 0.34% | 0.0% |
| 2405 | RHODES INVESTMENT ADVISORS#2405 · 11,404 sh | 11,404 | $3.7M | — | -2.0% |
| 2406 | Hilltop National Bank#2406 · 11,391 sh | 11,391 | $3.7M | — | +1.9% |
| 2407 | Gallagher Capital Advisors#2407 · 11,390 sh | 11,390 | $3.7M | — | -0.7% |
| 2408 | Defiance ETFs#2408 · 11,156 sh | 11,156 | $3.7M | 0.05% | +30.9% |
| 2409 | Aspire Growth Partners#2409 · 11,378 sh | 11,378 | $3.7M | 2.16% | +5.6% |
| 2410 | MITCHELL SINKLER & STARR#2410 · 11,373 sh | 11,373 | $3.7M | — | -0.1% |
| 2411 | Lakeshore Financial Planning#2411 · 11,366 sh | 11,366 | $3.7M | — | +34.1% |
| 2412 | Vision Capital Management#2412 · 11,362 sh | 11,362 | $3.7M | — | +33.9% |
| 2413 | VALLEY NATIONAL ADVISERS#2413 · 11,352 sh | 11,352 | $3.7M | — | -0.9% |
| 2414 | BSW Wealth Partners#2414 · 11,347 sh | 11,347 | $3.7M | 0.41% | -1.9% |
| 2415 | MONEY CONCEPTS CAPITAL#2415 · 11,334 sh | 11,334 | $3.7M | 0.17% | -0.1% |
| 2416 | LifeSteps Financial#2416 · 11,304 sh | 11,304 | $3.7M | — | +8.9% |
| 2417 | Aldebaran Capital#2417 · 11,282 sh | 11,282 | $3.7M | 2.77% | 0.0% |
| 2418 | Auxano Advisors#2418 · 11,259 sh | 11,259 | $3.7M | 0.70% | 0.0% |
| 2419 | Millstone Evans Group#2419 · 11,258 sh | 11,258 | $3.7M | 1.99% | -0.9% |
| 2420 | LCNB#2420 · 11,238 sh | 11,238 | $3.7M | 1.13% | -1.7% |
| 2421 | WEST PACES ADVISORS#2421 · 11,218 sh | 11,218 | $3.7M | — | +2.4% |
| 2422 | Dickmeyer Boyce Financial Management#2422 · 11,209 sh | 11,209 | $3.7M | — | -0.3% |
| 2423 | NBH Bank#2423 · 11,166 sh | 11,166 | $3.7M | 1.54% | — |
| 2424 | Slocum, Gordon & LLP#2424 · 11,136 sh | 11,136 | $3.6M | — | -0.2% |
| 2425 | Pekin Hardy Strauss#2425 · 11,136 sh | 11,136 | $3.6M | 0.32% | -3.1% |
| 2426 | Strong Retirement Solutions#2426 · 11,131 sh | 11,131 | $3.6M | — | +5.2% |
| 2427 | TRB Wealth Management#2427 · 11,124 sh | 11,124 | $3.6M | 0.48% | -10.3% |
| 2428 | Marble Harbor Investment Counsel#2428 · 11,109 sh | 11,109 | $3.6M | 0.37% | -2.5% |
| 2429 | TCI Wealth Advisors#2429 · 11,105 sh | 11,105 | $3.6M | 0.16% | +3.4% |
| 2430 | Ignite Planners#2430 · 11,082 sh | 11,082 | $3.6M | — | +1.7% |
| 2431 | ROI Financial Advisors#2431 · 11,059 sh | 11,059 | $3.6M | — | +1.1% |
| 2432 | BCGM Wealth Management#2432 · 11,058 sh | 11,058 | $3.6M | 0.77% | +2.7% |
| 2433 | Fort Point Capital Partners#2433 · 11,054 sh | 11,054 | $3.6M | 0.25% | +11.8% |
| 2434 | Karani Asset Management#2434 · 11,048 sh | 11,048 | $3.6M | 2.61% | +9.3% |
| 2435 | G&S Capital#2435 · 11,024 sh | 11,024 | $3.6M | — | +1.0% |
| 2436 | James J. Burns & Company#2436 · 11,012 sh | 11,012 | $3.6M | — | -2.8% |
| 2437 | Bradyco#2437 · 11,007 sh | 11,007 | $3.6M | 4.13% | 0.0% |
| 2438 | Connective Portfolio Management#2438 · 10,980 sh | 10,980 | $3.6M | — | +175.9% |
| 2439 | VICUS CAPITAL#2439 · 10,978 sh | 10,978 | $3.6M | 0.23% | -2.9% |
| 2440 | Stonebridge Financial Group#2440 · 10,963 sh | 10,963 | $3.6M | 0.50% | — |
| 2441 | PACES FERRY WEALTH ADVISORS#2441 · 10,955 sh | 10,955 | $3.6M | 1.33% | 0.0% |
| 2442 | ASAHI LIFE ASSET MANAGEMENT , LTD.#2442 · 10,954 sh | 10,954 | $3.6M | 2.03% | -18.4% |
| 2443 | Etesian Wealth Advisors#2443 · 10,931 sh | 10,931 | $3.6M | 1.06% | -6.1% |
| 2444 | FinArc Investments#2444 · 10,930 sh | 10,930 | $3.6M | — | -0.9% |
| 2445 | BLODGETT WEALTH ADVISORS#2445 · 10,916 sh | 10,916 | $3.6M | — | +1.2% |
| 2446 | Rezny Wealth Management#2446 · 10,895 sh | 10,895 | $3.6M | — | +9.8% |
| 2447 | COZAD ASSET MANAGEMENT#2447 · 10,878 sh | 10,878 | $3.6M | 0.23% | -0.6% |
| 2448 | Hudson Canyon Capital Management#2448 · 10,870 sh | 10,870 | $3.6M | 1.90% | -3.3% |
| 2449 | AFT, FORSYTH & COMPANY#2449 · 10,868 sh | 10,868 | $3.6M | 1.71% | -11.3% |
| 2450 | Exchange Bank#2450 · 10,858 sh | 10,858 | $3.6M | — | -1.9% |
| 2451 | Pinnacle Wealth Management Group#2451 · 10,848 sh | 10,848 | $3.6M | — | 0.0% |
| 2452 | Northern Financial Advisors#2452 · 10,837 sh | 10,837 | $3.5M | 2.35% | +0.9% |
| 2453 | Paradigm Capital Management#2453 · 10,831 sh | 10,831 | $3.5M | 3.05% | -2.2% |
| 2454 | Clare Market Investments#2454 · 10,789 sh | 10,789 | $3.5M | 0.64% | -18.1% |
| 2455 | ALESCO ADVISORS#2455 · 10,786 sh | 10,786 | $3.5M | 0.08% | -0.1% |
| 2456 | AA Financial Advisors#2456 · 10,780 sh | 10,780 | $3.5M | — | +2.9% |
| 2457 | O'Keefe Stevens Advisory#2457 · 10,776 sh | 10,776 | $3.5M | — | +1.5% |
| 2458 | CONTINENTAL ADVISORS#2458 · 10,735 sh | 10,735 | $3.5M | — | 0.0% |
| 2459 | BIRINYI ASSOCIATES#2459 · 10,726 sh | 10,726 | $3.5M | 0.83% | 0.0% |
| 2460 | Gs Investments#2460 · 10,718 sh | 10,718 | $3.5M | 2.54% | -31.9% |
| 2461 | Core Wealth Partners#2461 · 10,716 sh | 10,716 | $3.5M | 1.49% | -9.6% |
| 2462 | Morton Capital Management#2462 · 10,708 sh | 10,708 | $3.5M | — | -1.0% |
| 2463 | Whalen Wealth Management#2463 · 10,708 sh | 10,708 | $3.5M | — | +33.0% |
| 2464 | Bernicke Wealth Management, Ltd.#2464 · 10,706 sh | 10,706 | $3.5M | 0.41% | -1.4% |
| 2465 | HHM Wealth Advisors#2465 · 10,692 sh | 10,692 | $3.5M | 0.35% | +1.3% |
| 2466 | Versant Capital Management#2466 · 10,685 sh | 10,685 | $3.5M | — | -12.6% |
| 2467 | Alta Advisers Ltd#2467 · 10,684 sh | 10,684 | $3.5M | 0.79% | 0.0% |
| 2468 | Samara Investment Management#2468 · 10,680 sh | 10,680 | $3.5M | 3.22% | +10.7% |
| 2469 | Financial Solutions Advisory Group#2469 · 10,413 sh | 10,413 | $3.5M | 0.44% | -0.7% |
| 2470 | Financial Perspectives#2470 · 10,646 sh | 10,646 | $3.5M | 0.85% | 0.0% |
| 2471 | Bigelow Investment Advisors#2471 · 10,630 sh | 10,630 | $3.5M | — | +0.8% |
| 2472 | Perennial Investment Advisors#2472 · 10,630 sh | 10,630 | $3.5M | 0.23% | +19.7% |
| 2473 | Meridian Financial Partners#2473 · 10,029 sh | 10,029 | $3.5M | — | +6.1% |
| 2474 | EADS & HEALD WEALTH MANAGEMENT#2474 · 10,618 sh | 10,618 | $3.5M | 1.70% | -7.2% |
| 2475 | BankPlus Wealth Management#2475 · 10,609 sh | 10,609 | $3.5M | — | -1.7% |
| 2476 | Retirement Planning Group#2476 · 10,597 sh | 10,597 | $3.5M | — | +5.3% |
| 2477 | Well Done#2477 · 10,579 sh | 10,579 | $3.5M | — | -4.7% |
| 2478 | Gleason Group#2478 · 10,577 sh | 10,577 | $3.5M | — | +0.6% |
| 2479 | SHUTTLEWORTH#2479 · 10,567 sh | 10,567 | $3.5M | 2.77% | +0.1% |
| 2480 | VUB Generali dochodkova spravcovska spolocnost, a.s.#2480 · 10,537 sh | 10,537 | $3.4M | — | 0.0% |
| 2481 | HAZLETT, BURT & WATSON#2481 · 10,516 sh | 10,516 | $3.4M | 0.91% | -1.2% |
| 2482 | McGlone Suttner Wealth Management#2482 · 10,505 sh | 10,505 | $3.4M | — | +2.4% |
| 2483 | WealthBridge Capital Management#2483 · 10,503 sh | 10,503 | $3.4M | — | +0.3% |
| 2484 | UHLMANN PRICE SECURITIES#2484 · 10,486 sh | 10,486 | $3.4M | 0.13% | -31.6% |
| 2485 | China Universal Asset Management , Ltd.#2485 · 10,483 sh | 10,483 | $3.4M | 0.21% | +35.2% |
| 2486 | V-Square Quantitative Management#2486 · 10,469 sh | 10,469 | $3.4M | — | +31.8% |
| 2487 | Balboa Wealth Partners#2487 · 10,462 sh | 10,462 | $3.4M | — | +9.0% |
| 2488 | Quantbot Technologies#2488 · 10,446 sh | 10,446 | $3.4M | 0.13% | -59.2% |
| 2489 | Philadelphia Investment Partners#2489 · 10,442 sh | 10,442 | $3.4M | 2.13% | +1.7% |
| 2490 | Members#2490 · 10,430 sh | 10,430 | $3.4M | 0.11% | +0.4% |
| 2491 | UNION SAVINGS BANK#2491 · 10,421 sh | 10,421 | $3.4M | — | -2.5% |
| 2492 | Gould Capital#2492 · 10,405 sh | 10,405 | $3.4M | 1.90% | +2.1% |
| 2493 | LEGACY CAPITAL WEALTH MANAGEMENT#2493 · 10,392 sh | 10,392 | $3.4M | 1.56% | +8.0% |
| 2494 | Cascades Capital Asset Management#2494 · 52,847 sh | 52,847 | $3.4M | 1.26% | -22.5% |
| 2495 | HARMONY ASSET MANAGEMENT#2495 · 10,378 sh | 10,378 | $3.4M | — | 0.0% |
| 2496 | DRIVE WEALTH MANAGEMENT#2496 · 10,377 sh | 10,377 | $3.4M | 0.61% | +9.8% |
| 2497 | TIAA , NATIONAL ASSOCIATION#2497 · 10,367 sh | 10,367 | $3.4M | 0.20% | -46.5% |
| 2498 | SHP Wealth Management#2498 · 10,354 sh | 10,354 | $3.4M | 0.23% | +5.4% |
| 2499 | Granite Group Advisors#2499 · 10,352 sh | 10,352 | $3.4M | — | -0.2% |
| 2500 | Shum Financial Group#2500 · 10,337 sh | 10,337 | $3.4M | — | -0.5% |
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.