JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | Peak Retirement Planning#2501 · 10,332 sh | 10,332 | $3.4M | 0.54% | +14.3% |
| 2502 | Summit Financial Strategies#2502 · 10,328 sh | 10,328 | $3.4M | — | -2.6% |
| 2503 | RW Investment Management#2503 · 10,318 sh | 10,318 | $3.4M | 0.30% | 0.0% |
| 2504 | RFP Financial Group#2504 · 10,316 sh | 10,316 | $3.4M | 1.51% | +75.2% |
| 2505 | Strategies Wealth Advisors#2505 · 10,314 sh | 10,314 | $3.4M | 0.30% | -1.1% |
| 2506 | LETSON INVESTMENT MANAGEMENT#2506 · 10,311 sh | 10,311 | $3.4M | 1.24% | -1.6% |
| 2507 | Westfuller Advisors#2507 · 10,306 sh | 10,306 | $3.4M | 1.23% | +33.0% |
| 2508 | Elmwood Wealth Management#2508 · 10,295 sh | 10,295 | $3.4M | — | +5.1% |
| 2509 | Autumn Glory Partners#2509 · 10,293 sh | 10,293 | $3.4M | — | 0.0% |
| 2510 | Allegheny Financial Group LTD#2510 · 10,284 sh | 10,284 | $3.4M | 0.36% | +2.8% |
| 2511 | Arcataur Capital Management#2511 · 10,256 sh | 10,256 | $3.4M | — | +0.5% |
| 2512 | Z3 Capital Partners#2512 · 10,255 sh | 10,255 | $3.4M | 0.70% | -0.7% |
| 2513 | Plancorp#2513 · 9,998 sh | 9,998 | $3.3M | 0.08% | +1.6% |
| 2514 | IKE Capital#2514 · 10,216 sh | 10,216 | $3.3M | 1.76% | -6.9% |
| 2515 | JSF Financial#2515 · 10,206 sh | 10,206 | $3.3M | — | -2.5% |
| 2516 | WBH ADVISORY#2516 · 10,201 sh | 10,201 | $3.3M | 0.22% | -5.8% |
| 2517 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#2517 · 10,205 sh | 10,205 | $3.3M | — | +0.4% |
| 2518 | Bleichroeder#2518 · 10,200 sh | 10,200 | $3.3M | 0.60% | -32.0% |
| 2519 | Beech Hill Advisors#2519 · 10,181 sh | 10,181 | $3.3M | 1.47% | -4.3% |
| 2520 | London & Capital Asset Management Ltd#2520 · 10,164 sh | 10,164 | $3.3M | 0.03% | -4.1% |
| 2521 | Sandy Cove Advisors#2521 · 10,142 sh | 10,142 | $3.3M | 0.83% | +3.8% |
| 2522 | Basecamp Wealth Advisors#2522 · 10,141 sh | 10,141 | $3.3M | 0.62% | -0.1% |
| 2523 | Meadow Creek Wealth Advisors#2523 · 10,130 sh | 10,130 | $3.3M | 2.02% | -11.6% |
| 2524 | Abel Hall#2524 · 10,120 sh | 10,120 | $3.3M | — | +42.6% |
| 2525 | First Command Advisory Services#2525 · 16,454 sh | 16,454 | $3.3M | 0.02% | +19.6% |
| 2526 | Global Asset Management#2526 · 10,091 sh | 10,091 | $3.3M | — | +30.8% |
| 2527 | MORRIS FINANCIAL CONCEPTS#2527 · 10,088 sh | 10,088 | $3.3M | 1.01% | -1.0% |
| 2528 | Oder Investment Management#2528 · 10,080 sh | 10,080 | $3.3M | 2.22% | +0.9% |
| 2529 | Meadowbrook Advisors Group#2529 · 10,074 sh | 10,074 | $3.3M | 1.76% | -7.9% |
| 2530 | InTrack Investment Management#2530 · 10,068 sh | 10,068 | $3.3M | — | +0.5% |
| 2531 | Pointe Capital Management#2531 · 10,062 sh | 10,062 | $3.3M | 1.47% | +1.2% |
| 2532 | CACTI ASSET MANAGEMENT#2532 · 10,060 sh | 10,060 | $3.3M | — | 0.0% |
| 2533 | WOODWARD DIVERSIFIED CAPITAL#2533 · 10,056 sh | 10,056 | $3.3M | — | -3.7% |
| 2534 | Hemenway#2534 · 10,040 sh | 10,040 | $3.3M | 0.23% | -0.6% |
| 2535 | FIRST FINANCIAL#2535 · 10,030 sh | 10,030 | $3.3M | — | -0.8% |
| 2536 | Capital Advisors, Ltd.#2536 · 10,026 sh | 10,026 | $3.3M | 0.33% | -1.4% |
| 2537 | Oslo Pensjonsforsikring AS#2537 · 10,019 sh | 10,019 | $3.3M | — | 0.0% |
| 2538 | United Community Bank#2538 · 10,015 sh | 10,015 | $3.3M | 1.01% | -3.2% |
| 2539 | PERSONAL CFO SOLUTIONS#2539 · 9,982 sh | 9,982 | $3.3M | 0.47% | +1.3% |
| 2540 | Fortis Capital Advisors#2540 · 9,975 sh | 9,975 | $3.3M | 0.37% | +17.4% |
| 2541 | CKW FINANCIAL GROUP#2541 · 9,755 sh | 9,755 | $3.3M | 0.32% | +0.4% |
| 2542 | VISTA INVESTMENT PARTNERS#2542 · 9,951 sh | 9,951 | $3.3M | — | +0.2% |
| 2543 | PRIVATE CLIENT SERVICES#2543 · 9,949 sh | 9,949 | $3.3M | — | -1.6% |
| 2544 | Lee Financial#2544 · 9,947 sh | 9,947 | $3.3M | — | -1.4% |
| 2545 | PKS Advisory Services#2545 · 9,943 sh | 9,943 | $3.3M | — | +5.0% |
| 2546 | CRUX WEALTH ADVISORS#2546 · 9,938 sh | 9,938 | $3.3M | 1.13% | -3.6% |
| 2547 | Legacy Wealth Management, / MS#2547 · 9,928 sh | 9,928 | $3.2M | 0.83% | -20.4% |
| 2548 | S.E.E.D. Planning Group#2548 · 9,927 sh | 9,927 | $3.2M | — | -0.9% |
| 2549 | BARRETT & COMPANY#2549 · 9,919 sh | 9,919 | $3.2M | — | +3.9% |
| 2550 | NORRIS PERNE & FRENCH LLP#2550 · 9,917 sh | 9,917 | $3.2M | — | +0.6% |
| 2551 | Cooper Financial Group#2551 · 9,911 sh | 9,911 | $3.2M | — | -4.4% |
| 2552 | Directional Asset Management#2552 · 9,878 sh | 9,878 | $3.2M | — | -11.3% |
| 2553 | Trail Ridge Investment Advisors#2553 · 9,869 sh | 9,869 | $3.2M | — | -2.1% |
| 2554 | CHILDRESS CAPITAL ADVISORS#2554 · 9,867 sh | 9,867 | $3.2M | 0.53% | +3.4% |
| 2555 | US Asset Management#2555 · 9,861 sh | 9,861 | $3.2M | 2.46% | -1.5% |
| 2556 | SAGE RHINO CAPITAL#2556 · 9,855 sh | 9,855 | $3.2M | 0.52% | +0.5% |
| 2557 | Wernau Asset Management#2557 · 9,835 sh | 9,835 | $3.2M | — | +2.3% |
| 2558 | Corundum Group#2558 · 9,835 sh | 9,835 | $3.2M | 0.95% | +0.9% |
| 2559 | Adelphi#2559 · 9,825 sh | 9,825 | $3.2M | — | +32.0% |
| 2560 | SJBENEN ADVISORY#2560 · 9,700 sh | 9,700 | $3.2M | — | 0.0% |
| 2561 | COMPASS CAPITAL MANAGEMENT#2561 · 9,804 sh | 9,804 | $3.2M | 0.19% | -0.1% |
| 2562 | Kidder Stephen W#2562 · 9,803 sh | 9,803 | $3.2M | 0.81% | 0.0% |
| 2563 | Hartford Funds Management#2563 · 9,801 sh | 9,801 | $3.2M | 0.26% | +9.2% |
| 2564 | Ramsay, Stattman, Vela & Price#2564 · 9,795 sh | 9,795 | $3.2M | — | 0.0% |
| 2565 | SANDERS MORRIS HARRIS#2565 · 9,780 sh | 9,780 | $3.2M | — | -47.5% |
| 2566 | Gen-Wealth Partners#2566 · 9,777 sh | 9,777 | $3.2M | 0.89% | +5.5% |
| 2567 | Applied Capital#2567 · 9,771 sh | 9,771 | $3.2M | — | -0.1% |
| 2568 | VAQUERO PRIVATE WEALTH, LTD#2568 · 9,767 sh | 9,767 | $3.2M | 0.66% | — |
| 2569 | First County Bank#2569 · 9,744 sh | 9,744 | $3.2M | — | +13.5% |
| 2570 | Bannerstone Capital Management#2570 · 9,720 sh | 9,720 | $3.2M | 2.67% | 0.0% |
| 2571 | Legacy Bridge#2571 · 9,712 sh | 9,712 | $3.2M | 0.98% | 0.0% |
| 2572 | Evergreen Wealth Management#2572 · 9,704 sh | 9,704 | $3.2M | 1.49% | +17.7% |
| 2573 | TKG Advisors#2573 · 9,667 sh | 9,667 | $3.2M | 1.10% | +5.8% |
| 2574 | GoalVest Advisory#2574 · 9,656 sh | 9,656 | $3.2M | — | -32.6% |
| 2575 | Notis-McConarty Edward#2575 · 9,628 sh | 9,628 | $3.2M | 1.36% | 0.0% |
| 2576 | Wealthquest#2576 · 9,622 sh | 9,622 | $3.1M | 0.20% | +2.4% |
| 2577 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#2577 · 9,602 sh | 9,602 | $3.1M | — | +5.4% |
| 2578 | WOODARD & ASSET MANAGEMENT GROUP#2578 · 9,594 sh | 9,594 | $3.1M | 0.45% | +3.9% |
| 2579 | REIK#2579 · 9,590 sh | 9,590 | $3.1M | 0.82% | 0.0% |
| 2580 | DE BURLO GROUP#2580 · 9,581 sh | 9,581 | $3.1M | 0.57% | 0.0% |
| 2581 | First Citizens Financial#2581 · 9,571 sh | 9,571 | $3.1M | — | -3.1% |
| 2582 | Ducere Wealth Management#2582 · 9,545 sh | 9,545 | $3.1M | 0.94% | +1.2% |
| 2583 | Sunbeam Capital Management#2583 · 9,542 sh | 9,542 | $3.1M | 1.43% | +2.3% |
| 2584 | MOSAIC FINANCIAL GROUP#2584 · 9,540 sh | 9,540 | $3.1M | 2.00% | +3.3% |
| 2585 | First Bank#2585 · 9,538 sh | 9,538 | $3.1M | — | -0.8% |
| 2586 | Bullock Wealth Management Group#2586 · 9,341 sh | 9,341 | $3.1M | — | +24.8% |
| 2587 | South Street Advisors#2587 · 9,518 sh | 9,518 | $3.1M | 0.41% | 0.0% |
| 2588 | Quantum Financial Advisors#2588 · 9,511 sh | 9,511 | $3.1M | 0.31% | +1.9% |
| 2589 | HMS Capital Management#2589 · 9,506 sh | 9,506 | $3.1M | — | -1.5% |
| 2590 | Grant Private Wealth Management#2590 · 9,490 sh | 9,490 | $3.1M | — | +5.7% |
| 2591 | Keudell/Morrison Wealth Management#2591 · 9,490 sh | 9,490 | $3.1M | — | +0.2% |
| 2592 | TRILLIUM ASSET MANAGEMENT#2592 · 9,482 sh | 9,482 | $3.1M | 0.10% | -1.3% |
| 2593 | SPRENG CAPITAL MANAGEMENT#2593 · 9,476 sh | 9,476 | $3.1M | 1.13% | +0.3% |
| 2594 | Kapstone Financial Advisors#2594 · 9,463 sh | 9,463 | $3.1M | 1.30% | +3.4% |
| 2595 | High Net Worth Advisory Group#2595 · 9,458 sh | 9,458 | $3.1M | — | +0.4% |
| 2596 | Vivid Wealth Management#2596 · 9,453 sh | 9,453 | $3.1M | 1.09% | -0.5% |
| 2597 | Inman Jager Wealth Management#2597 · 9,452 sh | 9,452 | $3.1M | 1.65% | +9.0% |
| 2598 | Powell Investment Advisors#2598 · 9,451 sh | 9,451 | $3.1M | — | -4.1% |
| 2599 | P.A.W. CAPITAL#2599 · 9,445 sh | 9,445 | $3.1M | 2.33% | New |
| 2600 | Weil Company#2600 · 9,436 sh | 9,436 | $3.1M | — | -26.5% |
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.