JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 29)
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 2,801 to 2,900. 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 2,801–2,900 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2801 | Paulson Wealth Management#2801 · 7,845 sh | 7,845 | $2.6M | 0.54% | +0.5% |
| 2802 | Annandale Capital#2802 · 7,842 sh | 7,842 | $2.6M | 0.35% | 0.0% |
| 2803 | SECURITY NATIONAL BANK OF SO DAK#2803 · 7,839 sh | 7,839 | $2.6M | 1.18% | -16.9% |
| 2804 | Alliance Private Wealth#2804 · 7,833 sh | 7,833 | $2.6M | — | -5.0% |
| 2805 | BRIAN LOW FINANCIAL GROUP#2805 · 7,833 sh | 7,833 | $2.6M | 1.50% | +16.1% |
| 2806 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#2806 · 7,831 sh | 7,831 | $2.6M | 0.65% | +0.3% |
| 2807 | Regent Peak Wealth Advisors#2807 · 7,828 sh | 7,828 | $2.6M | — | +3.2% |
| 2808 | MBA Advisors#2808 · 7,825 sh | 7,825 | $2.6M | 0.86% | -0.7% |
| 2809 | Total Wealth Planning & Management#2809 · 7,819 sh | 7,819 | $2.6M | — | +3.8% |
| 2810 | NORTHWEST WEALTH MANAGEMENT#2810 · 7,818 sh | 7,818 | $2.6M | 0.34% | +0.6% |
| 2811 | SYNTAX RESEARCH#2811 · 7,806 sh | 7,806 | $2.6M | 1.87% | +0.7% |
| 2812 | Cornerstone Planning Group#2812 · 7,337 sh | 7,337 | $2.6M | — | -0.3% |
| 2813 | COFG Advisors#2813 · 7,798 sh | 7,798 | $2.6M | 0.44% | +47.5% |
| 2814 | LODESTAR PRIVATE ASSET MANAGEMENT#2814 · 7,792 sh | 7,792 | $2.6M | — | +31.2% |
| 2815 | Sather Financial Group#2815 · 7,789 sh | 7,789 | $2.5M | 0.15% | +6.6% |
| 2816 | Mirabaud Asset Management Ltd#2816 · 7,738 sh | 7,738 | $2.5M | 2.12% | -73.8% |
| 2817 | Syntegra Private Wealth Group#2817 · 7,772 sh | 7,772 | $2.5M | — | +4.0% |
| 2818 | UPTICK PARTNERS#2818 · 7,770 sh | 7,770 | $2.5M | 0.40% | +2.1% |
| 2819 | Eukles Asset Management#2819 · 7,770 sh | 7,770 | $2.5M | 1.05% | +1.9% |
| 2820 | Dala Group#2820 · 7,756 sh | 7,756 | $2.5M | 2.09% | -5.8% |
| 2821 | Palacios Wealth Management#2821 · 7,754 sh | 7,754 | $2.5M | 1.50% | -0.2% |
| 2822 | W ADVISORS#2822 · 7,746 sh | 7,746 | $2.5M | 1.15% | -0.3% |
| 2823 | Eley Financial Management#2823 · 7,726 sh | 7,726 | $2.5M | 0.82% | -9.5% |
| 2824 | KRS Capital Management#2824 · 7,713 sh | 7,713 | $2.5M | — | +0.5% |
| 2825 | PFC CAPITAL GROUP#2825 · 7,710 sh | 7,710 | $2.5M | 0.97% | -1.8% |
| 2826 | Blue Line Capital, / IL#2826 · 7,706 sh | 7,706 | $2.5M | 2.10% | +46.4% |
| 2827 | DEFINED WEALTH MANAGEMENT#2827 · 7,705 sh | 7,705 | $2.5M | — | +0.9% |
| 2828 | CASTLE WEALTH MANAGEMENT#2828 · 7,701 sh | 7,701 | $2.5M | 0.75% | +0.7% |
| 2829 | of the South#2829 · 7,701 sh | 7,701 | $2.5M | — | -0.1% |
| 2830 | Mason & Associates#2830 · 7,696 sh | 7,696 | $2.5M | 0.41% | -0.9% |
| 2831 | Menard Financial Group#2831 · 7,688 sh | 7,688 | $2.5M | 1.37% | +13.3% |
| 2832 | Miller Financial Services#2832 · 7,673 sh | 7,673 | $2.5M | — | New |
| 2833 | Oakwell Private Wealth Management#2833 · 7,670 sh | 7,670 | $2.5M | 0.42% | -10.3% |
| 2834 | O'Brien Greene#2834 · 7,668 sh | 7,668 | $2.5M | 0.69% | -11.3% |
| 2835 | KIRTLAND HILLS CAPITAL MANAGEMENT#2835 · 7,665 sh | 7,665 | $2.5M | 0.71% | +11.3% |
| 2836 | BXM Wealth#2836 · 7,659 sh | 7,659 | $2.5M | 1.36% | +14.8% |
| 2837 | Pacific Capital Partners Ltd#2837 · 7,622 sh | 7,622 | $2.5M | 2.16% | +95.4% |
| 2838 | Kozak & Associates#2838 · 7,459 sh | 7,459 | $2.5M | 0.43% | +0.5% |
| 2839 | ZEGA Investments#2839 · 7,609 sh | 7,609 | $2.5M | 0.26% | -53.5% |
| 2840 | Riverbend Wealth Management#2840 · 7,606 sh | 7,606 | $2.5M | — | +5.2% |
| 2841 | Wealth Dimensions Group, Ltd.#2841 · 7,596 sh | 7,596 | $2.5M | 0.45% | -0.2% |
| 2842 | Genus Capital Management#2842 · 7,592 sh | 7,592 | $2.5M | 0.24% | -20.0% |
| 2843 | VISTA CAPITAL PARTNERS#2843 · 7,589 sh | 7,589 | $2.5M | 0.22% | +0.7% |
| 2844 | Petros Family Wealth#2844 · 7,566 sh | 7,566 | $2.5M | 1.51% | +1.5% |
| 2845 | CPA Asset Management#2845 · 7,561 sh | 7,561 | $2.5M | — | +2.1% |
| 2846 | CFO4Life Group#2846 · 7,557 sh | 7,557 | $2.5M | 0.33% | +0.9% |
| 2847 | Advus Financial Partners#2847 · 7,541 sh | 7,541 | $2.5M | — | +798.8% |
| 2848 | FIRST NATIONAL BANK SIOUX FALLS#2848 · 7,954 sh | 7,954 | $2.5M | — | 0.0% |
| 2849 | Integrated Quantitative Investments#2849 · 7,529 sh | 7,529 | $2.5M | 0.40% | -32.1% |
| 2850 | Hexagon Capital Partners#2850 · 7,528 sh | 7,528 | $2.5M | 0.35% | +14.0% |
| 2851 | Karras Company#2851 · 7,518 sh | 7,518 | $2.5M | — | -0.5% |
| 2852 | Phillips Wealth Planners#2852 · 7,254 sh | 7,254 | $2.5M | 1.81% | +0.2% |
| 2853 | WJ Financial Advisors#2853 · 7,517 sh | 7,517 | $2.5M | 1.81% | 0.0% |
| 2854 | May Hill Capital#2854 · 7,496 sh | 7,496 | $2.5M | 0.51% | +5.7% |
| 2855 | Weaver C. Barksdale & Associates#2855 · 7,494 sh | 7,494 | $2.5M | 2.20% | -0.1% |
| 2856 | Tortoise Investment Management#2856 · 7,492 sh | 7,492 | $2.5M | 0.18% | +2.0% |
| 2857 | Thrive Wealth Management#2857 · 7,467 sh | 7,467 | $2.4M | — | 0.0% |
| 2858 | Intrua Financial#2858 · 7,463 sh | 7,463 | $2.4M | 0.22% | +2.3% |
| 2859 | Altus Wealth Group#2859 · 7,445 sh | 7,445 | $2.4M | — | +3.4% |
| 2860 | Moment Partners#2860 · 7,442 sh | 7,442 | $2.4M | 0.44% | +1.0% |
| 2861 | Forty-three Eighteen Advisors#2861 · 7,437 sh | 7,437 | $2.4M | 1.64% | -60.6% |
| 2862 | BlueCrest Capital Management Ltd#2862 · 7,434 sh | 7,434 | $2.4M | 0.08% | -85.8% |
| 2863 | McLean Asset Management#2863 · 6,908 sh | 6,908 | $2.4M | 0.32% | +1.4% |
| 2864 | General Partner#2864 · 7,422 sh | 7,422 | $2.4M | — | 0.0% |
| 2865 | Five Oceans Advisors#2865 · 7,409 sh | 7,409 | $2.4M | — | -0.1% |
| 2866 | FORTERIS WEALTH MANAGEMENT#2866 · 7,403 sh | 7,403 | $2.4M | — | -1.6% |
| 2867 | Thompson David Blair#2867 · 7,402 sh | 7,402 | $2.4M | 1.21% | +9.6% |
| 2868 | R.H. Investment Group#2868 · 7,390 sh | 7,390 | $2.4M | 1.82% | 0.0% |
| 2869 | GARRISON POINT ADVISORS#2869 · 7,371 sh | 7,371 | $2.4M | 0.98% | -0.4% |
| 2870 | 5th Street Advisors#2870 · 7,362 sh | 7,362 | $2.4M | 0.92% | 0.0% |
| 2871 | GWN SECURITIES#2871 · 7,361 sh | 7,361 | $2.4M | 0.40% | +3.5% |
| 2872 | BHK Investment Advisors#2872 · 7,361 sh | 7,361 | $2.4M | 0.72% | -2.3% |
| 2873 | ATTICUS WEALTH MANAGEMENT#2873 · 7,354 sh | 7,354 | $2.4M | — | -0.8% |
| 2874 | FORTRESS PRIVATE LEDGER#2874 · 7,347 sh | 7,347 | $2.4M | 0.65% | +6.4% |
| 2875 | Cannon Advisors#2875 · 6,989 sh | 6,989 | $2.4M | — | -44.0% |
| 2876 | Vantus Wealth#2876 · 7,315 sh | 7,315 | $2.4M | 1.28% | — |
| 2877 | ONEFUND#2877 · 7,303 sh | 7,303 | $2.4M | 1.36% | -2.4% |
| 2878 | Altman Advisors#2878 · 7,290 sh | 7,290 | $2.4M | 0.86% | -1.1% |
| 2879 | Plante Moran Financial Advisors#2879 · 7,276 sh | 7,276 | $2.4M | 0.11% | -18.8% |
| 2880 | WINCAP FINANCIAL#2880 · 7,273 sh | 7,273 | $2.4M | — | -0.8% |
| 2881 | Hendershot Investments#2881 · 7,263 sh | 7,263 | $2.4M | 0.31% | 0.0% |
| 2882 | SUTTON PLACE INVESTORS#2882 · 7,261 sh | 7,261 | $2.4M | — | +0.3% |
| 2883 | AMES NATIONAL#2883 · 7,255 sh | 7,255 | $2.4M | 1.31% | -2.0% |
| 2884 | Sterling Wealth Management#2884 · 7,228 sh | 7,228 | $2.4M | — | 0.0% |
| 2885 | bLong Financial#2885 · 7,225 sh | 7,225 | $2.4M | 1.54% | -1.4% |
| 2886 | Shepherd Street Advisors#2886 · 6,815 sh | 6,815 | $2.4M | — | 0.0% |
| 2887 | McNaughton Wealth Management#2887 · 7,222 sh | 7,222 | $2.4M | — | +6.0% |
| 2888 | Heartwood Wealth Advisors#2888 · 7,210 sh | 7,210 | $2.4M | — | -1.3% |
| 2889 | Nabity-Jensen Investment Management#2889 · 7,210 sh | 7,210 | $2.4M | — | 0.0% |
| 2890 | Fjell Capital#2890 · 7,209 sh | 7,209 | $2.4M | — | +6.3% |
| 2891 | Elser Financial Planning#2891 · 7,205 sh | 7,205 | $2.4M | — | -9.4% |
| 2892 | Cladis Investment Advisory#2892 · 7,203 sh | 7,203 | $2.4M | 1.10% | 0.0% |
| 2893 | TFC Financial Management#2893 · 7,198 sh | 7,198 | $2.4M | — | +6.3% |
| 2894 | MCGUIRE CAPITAL ADVISORS#2894 · 7,198 sh | 7,198 | $2.4M | 1.29% | +8.7% |
| 2895 | Sun Financial#2895 · 6,529 sh | 6,529 | $2.3M | 1.11% | +4.2% |
| 2896 | PROMETHIUM ADVISORS#2896 · 7,174 sh | 7,174 | $2.3M | — | -7.1% |
| 2897 | CALDWELL SUTTER CAPITAL#2897 · 7,167 sh | 7,167 | $2.3M | 0.88% | -20.3% |
| 2898 | Trust Co#2898 · 7,156 sh | 7,156 | $2.3M | — | -27.5% |
| 2899 | PENN DAVIS MCFARLAND#2899 · 7,150 sh | 7,150 | $2.3M | — | +232.6% |
| 2900 | CWC Advisors#2900 · 7,147 sh | 7,147 | $2.3M | — | +331.6% |
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.