JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | Invst#2701 · 8,563 sh | 8,563 | $2.8M | 0.27% | +0.4% |
| 2702 | Westbourne Investment Advisors#2702 · 8,555 sh | 8,555 | $2.8M | — | 0.0% |
| 2703 | PCG ASSET MANAGEMENT#2703 · 8,554 sh | 8,554 | $2.8M | 2.01% | +0.2% |
| 2704 | GILDER GAGNON HOWE#2704 · 8,543 sh | 8,543 | $2.8M | 0.03% | -6.5% |
| 2705 | Investment Advisors#2705 · 8,541 sh | 8,541 | $2.8M | — | -0.3% |
| 2706 | Affiance Financial#2706 · 8,532 sh | 8,532 | $2.8M | — | 0.0% |
| 2707 | Virtue Capital Management#2707 · 8,533 sh | 8,533 | $2.8M | 0.37% | -4.4% |
| 2708 | FIRST NATIONAL BANK & OF NEWTOWN#2708 · 7,921 sh | 7,921 | $2.8M | 0.57% | -0.1% |
| 2709 | Verum Partners#2709 · 8,511 sh | 8,511 | $2.8M | — | +27.8% |
| 2710 | Curtis Advisory Group#2710 · 8,500 sh | 8,500 | $2.8M | 0.54% | 0.0% |
| 2711 | CAPITAL MANAGEMENT ASSOCIATES#2711 · 8,500 sh | 8,500 | $2.8M | 3.58% | 0.0% |
| 2712 | Bouchey Financial Group Ltd#2712 · 8,495 sh | 8,495 | $2.8M | 0.18% | +2.1% |
| 2713 | Transamerica Financial Advisors#2713 · 8,488 sh | 8,488 | $2.8M | 0.24% | +9.1% |
| 2714 | Rodgers Brothers#2714 · 8,478 sh | 8,478 | $2.8M | 0.27% | 0.0% |
| 2715 | Fortitude Advisory Group L.L.C.#2715 · 8,476 sh | 8,476 | $2.8M | — | +3.5% |
| 2716 | MATRIX PRIVATE CAPITAL GROUP#2716 · 8,470 sh | 8,470 | $2.8M | 1.21% | +0.1% |
| 2717 | PURSUE WEALTH PARTNERS#2717 · 8,462 sh | 8,462 | $2.8M | 1.55% | 0.0% |
| 2718 | Johnson Financial Group#2718 · 8,455 sh | 8,455 | $2.8M | 0.15% | +46.8% |
| 2719 | Keystone Wealth Services#2719 · 8,437 sh | 8,437 | $2.8M | 0.51% | +3.3% |
| 2720 | LAZARI CAPITAL MANAGEMENT#2720 · 8,427 sh | 8,427 | $2.8M | — | -0.9% |
| 2721 | Citadel Investment Advisory#2721 · 8,422 sh | 8,422 | $2.8M | — | 0.0% |
| 2722 | Convergence Investment Partners#2722 · 8,406 sh | 8,406 | $2.8M | 0.26% | -43.8% |
| 2723 | 111 Capital#2723 · 8,402 sh | 8,402 | $2.8M | 0.47% | +45.9% |
| 2724 | SOUTH PLAINS FINANCIAL#2724 · 8,399 sh | 8,399 | $2.7M | 1.48% | +13.5% |
| 2725 | Ethos Capital Management#2725 · 8,398 sh | 8,398 | $2.7M | 1.96% | +38.6% |
| 2726 | Roxbury Financial#2726 · 8,385 sh | 8,385 | $2.7M | — | +0.8% |
| 2727 | Samalin Investment Counsel#2727 · 8,381 sh | 8,381 | $2.7M | — | -2.6% |
| 2728 | Bay Capital Advisors#2728 · 8,380 sh | 8,380 | $2.7M | — | -0.2% |
| 2729 | Cypress Capital Management (WY)#2729 · 8,379 sh | 8,379 | $2.7M | 2.29% | -0.1% |
| 2730 | McElhenny Sheffield Capital Management#2730 · 8,372 sh | 8,372 | $2.7M | 0.68% | -10.4% |
| 2731 | WMS Group#2731 · 8,364 sh | 8,364 | $2.7M | 3.53% | -4.5% |
| 2732 | Income Insurance Ltd#2732 · 8,359 sh | 8,359 | $2.7M | — | 0.0% |
| 2733 | 1900 WEALTH MANAGEMENT#2733 · 8,355 sh | 8,355 | $2.7M | — | +12.2% |
| 2734 | LaSalle St. Investment Advisors#2734 · 8,351 sh | 8,351 | $2.7M | 0.33% | -1.5% |
| 2735 | Strait & Sound Wealth Management#2735 · 8,348 sh | 8,348 | $2.7M | 0.96% | -8.1% |
| 2736 | ORRSTOWN FINANCIAL SERVICES#2736 · 8,327 sh | 8,327 | $2.7M | — | -3.1% |
| 2737 | Eaton Financial Company#2737 · 8,323 sh | 8,323 | $2.7M | 0.75% | +4.0% |
| 2738 | MILESTONE ASSET MANAGEMENT#2738 · 8,308 sh | 8,308 | $2.7M | — | +29.4% |
| 2739 | Waterfront Wealth#2739 · 8,082 sh | 8,082 | $2.7M | 0.42% | -0.2% |
| 2740 | Root Financial Partners#2740 · 8,305 sh | 8,305 | $2.7M | — | +11.6% |
| 2741 | Deane Retirement Strategies#2741 · 8,280 sh | 8,280 | $2.7M | — | New |
| 2742 | CORRADO ADVISORS#2742 · 8,281 sh | 8,281 | $2.7M | 1.25% | -0.4% |
| 2743 | BAKER TILLY WEALTH MANAGEMENT#2743 · 8,273 sh | 8,273 | $2.7M | — | -1.0% |
| 2744 | Cheviot Value Management#2744 · 8,273 sh | 8,273 | $2.7M | 0.28% | +1.2% |
| 2745 | Southeast Asset Advisors#2745 · 8,269 sh | 8,269 | $2.7M | 0.27% | 0.0% |
| 2746 | STABLEFORD CAPITAL II#2746 · 8,265 sh | 8,265 | $2.7M | — | -2.3% |
| 2747 | West Family Investments#2747 · 8,256 sh | 8,256 | $2.7M | 0.78% | +92.0% |
| 2748 | Farrow Financial#2748 · 8,252 sh | 8,252 | $2.7M | 1.44% | +1.4% |
| 2749 | Mendel Money Management#2749 · 8,250 sh | 8,250 | $2.7M | 0.99% | -2.7% |
| 2750 | QTR Family Wealth#2750 · 8,244 sh | 8,244 | $2.7M | 0.94% | +13.5% |
| 2751 | WRAPMANAGER#2751 · 8,244 sh | 8,244 | $2.7M | 0.84% | -1.3% |
| 2752 | Northstar Advisory Group#2752 · 8,236 sh | 8,236 | $2.7M | 0.84% | -4.8% |
| 2753 | PHYSICIANS FINANCIAL SERVICES#2753 · 8,232 sh | 8,232 | $2.7M | 0.67% | 0.0% |
| 2754 | Wealth Group, Ltd.#2754 · 8,232 sh | 8,232 | $2.7M | 0.67% | +81.1% |
| 2755 | Key Client Fiduciary Advisors#2755 · 8,229 sh | 8,229 | $2.7M | — | -0.4% |
| 2756 | Gilman Hill Asset Management#2756 · 8,202 sh | 8,202 | $2.7M | — | +5.9% |
| 2757 | Net Worth Advisory Group#2757 · 8,187 sh | 8,187 | $2.7M | — | -6.3% |
| 2758 | First Heartland Consultants#2758 · 8,168 sh | 8,168 | $2.7M | — | +2.4% |
| 2759 | Gilbert & Cook#2759 · 8,168 sh | 8,168 | $2.7M | 0.31% | +0.3% |
| 2760 | SEEDS INVESTOR#2760 · 8,159 sh | 8,159 | $2.7M | 0.27% | +14.0% |
| 2761 | BIRCHBROOK#2761 · 8,157 sh | 8,157 | $2.7M | — | -7.8% |
| 2762 | EAGLE WEALTH STRATEGIES#2762 · 8,148 sh | 8,148 | $2.7M | — | +0.1% |
| 2763 | Balance Wealth#2763 · 8,145 sh | 8,145 | $2.7M | 0.71% | +11.4% |
| 2764 | Asset Advisory Group#2764 · 8,142 sh | 8,142 | $2.7M | — | 0.0% |
| 2765 | One Wealth Advisors#2765 · 8,131 sh | 8,131 | $2.7M | 0.29% | +2.5% |
| 2766 | Midway Capital Research & Management#2766 · 8,122 sh | 8,122 | $2.7M | — | +0.9% |
| 2767 | 626 Financial#2767 · 8,117 sh | 8,117 | $2.7M | 1.03% | -1.2% |
| 2768 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2768 · 8,777 sh | 8,777 | $2.7M | — | +41.9% |
| 2769 | ANB BANK#2769 · 8,101 sh | 8,101 | $2.7M | — | -2.7% |
| 2770 | COMMONS CAPITAL#2770 · 8,098 sh | 8,098 | $2.7M | 1.85% | +1.3% |
| 2771 | Saiph Capital#2771 · 8,098 sh | 8,098 | $2.7M | 0.79% | +6.5% |
| 2772 | Tudor Financial#2772 · 8,097 sh | 8,097 | $2.7M | 1.19% | -53.3% |
| 2773 | FORTEM FINANCIAL GROUP#2773 · 8,070 sh | 8,070 | $2.6M | — | -8.5% |
| 2774 | Lantz Financial#2774 · 8,068 sh | 8,068 | $2.6M | — | -0.2% |
| 2775 | Warm Springs Advisors#2775 · 8,067 sh | 8,067 | $2.6M | 1.83% | 0.0% |
| 2776 | Ruggiero Investments#2776 · 8,058 sh | 8,058 | $2.6M | 2.22% | -30.4% |
| 2777 | Centerpoint Advisory Group#2777 · 8,041 sh | 8,041 | $2.6M | — | -6.3% |
| 2778 | RFG - Bristol Wealth Advisors#2778 · 8,035 sh | 8,035 | $2.6M | — | -3.4% |
| 2779 | Global Wealth Strategies & Associates#2779 · 8,027 sh | 8,027 | $2.6M | — | +393.4% |
| 2780 | Orion Capital Management#2780 · 8,024 sh | 8,024 | $2.6M | 0.81% | 0.0% |
| 2781 | Cercano Management#2781 · 8,022 sh | 8,022 | $2.6M | 0.25% | -71.7% |
| 2782 | HBW Advisory Services#2782 · 8,014 sh | 8,014 | $2.6M | — | +13.4% |
| 2783 | McAdam#2783 · 8,014 sh | 8,014 | $2.6M | — | +33.1% |
| 2784 | Orographic Financial Advisors#2784 · 7,185 sh | 7,185 | $2.6M | 1.74% | -8.2% |
| 2785 | Aspen Wealth Strategies#2785 · 8,013 sh | 8,013 | $2.6M | 1.27% | -0.5% |
| 2786 | SUMMIT WEALTH & RETIREMENT PLANNING#2786 · 8,002 sh | 8,002 | $2.6M | 0.56% | -1.2% |
| 2787 | GoodHaven Capital Management#2787 · 8,000 sh | 8,000 | $2.6M | 0.82% | 0.0% |
| 2788 | PATRON PARTNERS#2788 · 7,985 sh | 7,985 | $2.6M | 1.00% | +17.9% |
| 2789 | Accel Wealth Management#2789 · 7,968 sh | 7,968 | $2.6M | — | -1.4% |
| 2790 | Stanley-Laman Group, Ltd.#2790 · 7,956 sh | 7,956 | $2.6M | — | +1.1% |
| 2791 | JMAC ENTERPRISES#2791 · 7,956 sh | 7,956 | $2.6M | 0.44% | 0.0% |
| 2792 | Element Wealth#2792 · 7,946 sh | 7,946 | $2.6M | 0.97% | -1.8% |
| 2793 | American State Bank (Iowa)#2793 · 7,939 sh | 7,939 | $2.6M | 1.05% | +2.2% |
| 2794 | Newbridge Financial Services Group#2794 · 7,919 sh | 7,919 | $2.6M | — | +100.3% |
| 2795 | KELLY LAWRENCE W & ASSOCIATES#2795 · 7,903 sh | 7,903 | $2.6M | 0.55% | -2.5% |
| 2796 | TI#2796 · 7,895 sh | 7,895 | $2.6M | — | 0.0% |
| 2797 | Northstar Group#2797 · 7,890 sh | 7,890 | $2.6M | 0.33% | -0.6% |
| 2798 | FLORIDA FINANCIAL ADVISORS#2798 · 7,877 sh | 7,877 | $2.6M | 0.44% | +15.3% |
| 2799 | Tortuga Wealth Management#2799 · 7,870 sh | 7,870 | $2.6M | 1.95% | -3.4% |
| 2800 | Johnson & White Wealth Management#2800 · 7,866 sh | 7,866 | $2.6M | 0.96% | -1.0% |
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.