JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | Sustainable Insight Capital Management#2901 · 7,147 sh | 7,147 | $2.3M | 1.00% | -57.1% |
| 2902 | Edgemoor Investment Advisors#2902 · 7,132 sh | 7,132 | $2.3M | 0.16% | -0.2% |
| 2903 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#2903 · 6,494 sh | 6,494 | $2.3M | 1.39% | 0.0% |
| 2904 | GILPIN WEALTH MANAGEMENT#2904 · 7,127 sh | 7,127 | $2.3M | — | -2.5% |
| 2905 | Armor Investment Advisors#2905 · 7,122 sh | 7,122 | $2.3M | 0.75% | -3.3% |
| 2906 | STEVENS CAPITAL PARTNERS#2906 · 7,118 sh | 7,118 | $2.3M | 0.44% | +222.1% |
| 2907 | Solidarity Wealth#2907 · 7,104 sh | 7,104 | $2.3M | — | -41.1% |
| 2908 | Corsicana#2908 · 7,096 sh | 7,096 | $2.3M | 1.13% | +5.8% |
| 2909 | GRANITE ISLANDS PRIVATE WEALTH#2909 · 7,120 sh | 7,120 | $2.3M | — | +2.8% |
| 2910 | Landmark Wealth Management#2910 · 7,086 sh | 7,086 | $2.3M | 0.56% | -8.5% |
| 2911 | Bluebird Wealth Management#2911 · 7,066 sh | 7,066 | $2.3M | 2.01% | +18.3% |
| 2912 | Topsail Wealth Management#2912 · 7,065 sh | 7,065 | $2.3M | 0.30% | +1.0% |
| 2913 | Trilogy Capital#2913 · 7,052 sh | 7,052 | $2.3M | — | -6.6% |
| 2914 | BCV Asset Management#2914 · 6,986 sh | 6,986 | $2.3M | 0.07% | +0.1% |
| 2915 | JFS WEALTH ADVISORS#2915 · 7,044 sh | 7,044 | $2.3M | 0.11% | -2.5% |
| 2916 | Westside Investment Management#2916 · 7,028 sh | 7,028 | $2.3M | 0.30% | +0.3% |
| 2917 | Game Creek Capital#2917 · 7,025 sh | 7,025 | $2.3M | 0.81% | -9.4% |
| 2918 | Keyes, Stange & Wooten Wealth Management#2918 · 7,010 sh | 7,010 | $2.3M | 0.92% | +4.4% |
| 2919 | Buckland Partners Management#2919 · 7,000 sh | 7,000 | $2.3M | 1.12% | 0.0% |
| 2920 | Werba Rubin Papier Wealth Management#2920 · 6,999 sh | 6,999 | $2.3M | 0.28% | +3.6% |
| 2921 | SC&H Financial Advisors#2921 · 6,997 sh | 6,997 | $2.3M | — | 0.0% |
| 2922 | Ruffer LLP#2922 · 7,000 sh | 7,000 | $2.3M | 0.08% | 0.0% |
| 2923 | Roehl & Yi Investment Advisors#2923 · 6,977 sh | 6,977 | $2.3M | 0.75% | +1.2% |
| 2924 | Matrix#2924 · 6,964 sh | 6,964 | $2.3M | — | -25.4% |
| 2925 | Argyle Capital Partners#2925 · 6,957 sh | 6,957 | $2.3M | — | -0.3% |
| 2926 | POTOMAC FUND MANAGEMENT#2926 · 6,946 sh | 6,946 | $2.3M | 0.06% | -0.7% |
| 2927 | Nicholson Wealth Management Group#2927 · 6,940 sh | 6,940 | $2.3M | 1.34% | +175.2% |
| 2928 | CAHILL FINANCIAL ADVISORS#2928 · 6,916 sh | 6,916 | $2.3M | 0.22% | -0.5% |
| 2929 | EWA#2929 · 6,910 sh | 6,910 | $2.3M | 0.41% | +11.7% |
| 2930 | Collaborative Fund Advisors#2930 · 6,906 sh | 6,906 | $2.3M | 1.32% | +36.9% |
| 2931 | Vigilare Wealth Management#2931 · 6,897 sh | 6,897 | $2.3M | 0.69% | +0.7% |
| 2932 | CHRISTINE MESSMER PC#2932 · 6,897 sh | 6,897 | $2.3M | 1.27% | +1.5% |
| 2933 | Fairscale Capital#2933 · 6,876 sh | 6,876 | $2.3M | 1.34% | -0.4% |
| 2934 | Pacific Point Advisors#2934 · 6,874 sh | 6,874 | $2.3M | 1.03% | +53.0% |
| 2935 | Richard W. Paul & Associates#2935 · 6,858 sh | 6,858 | $2.2M | 0.69% | +9.1% |
| 2936 | VIRTUE ASSET MANAGEMENT#2936 · 6,857 sh | 6,857 | $2.2M | — | +7.2% |
| 2937 | COLTON GROOME FINANCIAL ADVISORS#2937 · 6,856 sh | 6,856 | $2.2M | — | +8.2% |
| 2938 | Talisman Wealth Advisors#2938 · 6,836 sh | 6,836 | $2.2M | 1.66% | +3.8% |
| 2939 | BEACON INVESTMENT ADVISORS#2939 · 6,833 sh | 6,833 | $2.2M | 0.70% | 0.0% |
| 2940 | Investment Research Partners#2940 · 6,822 sh | 6,822 | $2.2M | — | +14.9% |
| 2941 | Leonteq Securities AG#2941 · 6,805 sh | 6,805 | $2.2M | 0.08% | -21.9% |
| 2942 | WINMILL#2942 · 6,800 sh | 6,800 | $2.2M | 0.49% | 0.0% |
| 2943 | Jefferson Bridge Capital#2943 · 6,785 sh | 6,785 | $2.2M | 1.92% | 0.0% |
| 2944 | Coquina Private Wealth#2944 · 6,776 sh | 6,776 | $2.2M | 1.51% | +0.2% |
| 2945 | Symphony Financial Services#2945 · 6,769 sh | 6,769 | $2.2M | 1.00% | -3.1% |
| 2946 | GTS SECURITIES#2946 · 6,769 sh | 6,769 | $2.2M | 0.05% | -73.1% |
| 2947 | Berry Wealth Group#2947 · 6,766 sh | 6,766 | $2.2M | 7.12% | +0.3% |
| 2948 | TLWM#2948 · 6,765 sh | 6,765 | $2.2M | — | -1.2% |
| 2949 | Smith Thornton Advisors#2949 · 6,600 sh | 6,600 | $2.2M | — | +39.0% |
| 2950 | Orca Investment Management#2950 · 6,744 sh | 6,744 | $2.2M | 1.60% | -0.9% |
| 2951 | LVZ#2951 · 6,727 sh | 6,727 | $2.2M | — | +3.5% |
| 2952 | Almanack Investment Partners#2952 · 6,721 sh | 6,721 | $2.2M | 0.28% | +41.8% |
| 2953 | Gallagher Fiduciary Advisors#2953 · 6,712 sh | 6,712 | $2.2M | 0.07% | -0.1% |
| 2954 | Carr Financial Group#2954 · 6,695 sh | 6,695 | $2.2M | 0.50% | +0.5% |
| 2955 | Flagstone Financial Management#2955 · 6,694 sh | 6,694 | $2.2M | 0.49% | 0.0% |
| 2956 | Aspen Grove Capital#2956 · 6,670 sh | 6,670 | $2.2M | 0.31% | 0.0% |
| 2957 | Sunflower Bank, N.A.#2957 · 6,671 sh | 6,671 | $2.2M | 0.52% | +4.3% |
| 2958 | Traveka Wealth#2958 · 6,662 sh | 6,662 | $2.2M | — | -2.3% |
| 2959 | Golden Reserve Retirement#2959 · 6,656 sh | 6,656 | $2.2M | 0.34% | +113.9% |
| 2960 | Northstar Financial Companies#2960 · 6,637 sh | 6,637 | $2.2M | 1.46% | +10.0% |
| 2961 | Legacy Capital Group California#2961 · 6,630 sh | 6,630 | $2.2M | 0.65% | -2.1% |
| 2962 | HMV Wealth Advisors#2962 · 6,629 sh | 6,629 | $2.2M | 0.84% | +7.5% |
| 2963 | Whitaker-Myers Wealth Managers, LTD.#2963 · 6,623 sh | 6,623 | $2.2M | — | +53.7% |
| 2964 | Warner Group#2964 · 6,623 sh | 6,623 | $2.2M | 0.53% | +362.5% |
| 2965 | Montis Financial#2965 · 6,620 sh | 6,620 | $2.2M | 0.44% | +0.1% |
| 2966 | Pflug Koory#2966 · 6,617 sh | 6,617 | $2.2M | — | 0.0% |
| 2967 | Crumly & Associates#2967 · 6,613 sh | 6,613 | $2.2M | — | +2.3% |
| 2968 | Alhambra Investment Partners#2968 · 6,611 sh | 6,611 | $2.2M | — | -3.0% |
| 2969 | VEGA INVESTMENT SOLUTIONS#2969 · 6,597 sh | 6,597 | $2.2M | 0.31% | -51.7% |
| 2970 | Disciplined Investors, L.L.C.#2970 · 6,585 sh | 6,585 | $2.2M | 1.08% | -1.2% |
| 2971 | Finward Bancorp#2971 · 6,563 sh | 6,563 | $2.1M | — | -0.5% |
| 2972 | Lombard Odier Asset Management (Europe) Ltd#2972 · 6,563 sh | 6,563 | $2.1M | 0.09% | New |
| 2973 | RAINIER FAMILY WEALTH#2973 · 6,548 sh | 6,548 | $2.1M | 1.22% | -2.2% |
| 2974 | CoreFirst Bank#2974 · 6,547 sh | 6,547 | $2.1M | 1.07% | -2.3% |
| 2975 | Cornerstone National Bank#2975 · 6,412 sh | 6,412 | $2.1M | — | -10.6% |
| 2976 | Sunburst Financial Group#2976 · 6,517 sh | 6,517 | $2.1M | — | +1.2% |
| 2977 | Principal Street Partners#2977 · 6,514 sh | 6,514 | $2.1M | 0.31% | -0.7% |
| 2978 | 55 North Private Wealth#2978 · 6,506 sh | 6,506 | $2.1M | — | +15.3% |
| 2979 | Armstrong, Fleming & Moore#2979 · 6,490 sh | 6,490 | $2.1M | 0.70% | -22.8% |
| 2980 | STONERIDGE INVESTMENT PARTNERS#2980 · 6,027 sh | 6,027 | $2.1M | 1.39% | +185.1% |
| 2981 | Palogic Value Management, L.P.#2981 · 6,474 sh | 6,474 | $2.1M | 0.70% | 0.0% |
| 2982 | Solstein Capital#2982 · 6,473 sh | 6,473 | $2.1M | 0.73% | 0.0% |
| 2983 | Elevation Advisory Partners#2983 · 6,242 sh | 6,242 | $2.1M | 2.17% | -6.2% |
| 2984 | Eagle Strategies#2984 · 6,449 sh | 6,449 | $2.1M | — | +14.4% |
| 2985 | Wiser Advisor Group#2985 · 6,433 sh | 6,433 | $2.1M | 2.31% | -0.1% |
| 2986 | Garde Capital#2986 · 6,432 sh | 6,432 | $2.1M | 0.09% | +26.6% |
| 2987 | Meadowbrook Wealth Management#2987 · 6,423 sh | 6,423 | $2.1M | — | -0.9% |
| 2988 | Granite Harbor Advisors#2988 · 6,413 sh | 6,413 | $2.1M | 0.83% | -0.1% |
| 2989 | ABLE Financial Group#2989 · 6,400 sh | 6,400 | $2.1M | — | -7.0% |
| 2990 | ACTION POINT FINANCIAL PLANNING#2990 · 6,411 sh | 6,411 | $2.1M | 0.21% | New |
| 2991 | PATRIOT INVESTMENT MANAGEMENT GROUP#2991 · 6,397 sh | 6,397 | $2.1M | — | -0.2% |
| 2992 | Crew Capital Management, Ltd.#2992 · 6,381 sh | 6,381 | $2.1M | 1.14% | +3.4% |
| 2993 | LeClair Wealth Partners#2993 · 6,379 sh | 6,379 | $2.1M | 1.08% | +307.3% |
| 2994 | Miller Capital Partners#2994 · 6,375 sh | 6,375 | $2.1M | 0.81% | -0.3% |
| 2995 | KilterHowling#2995 · 6,371 sh | 6,371 | $2.1M | 0.93% | +2.8% |
| 2996 | Curated Wealth Partners#2996 · 6,369 sh | 6,369 | $2.1M | — | +18.4% |
| 2997 | Berman McAleer#2997 · 6,366 sh | 6,366 | $2.1M | — | +1.1% |
| 2998 | AVISO WEALTH MANAGEMENT#2998 · 6,364 sh | 6,364 | $2.1M | 0.71% | -7.5% |
| 2999 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#2999 · 6,345 sh | 6,345 | $2.1M | 0.51% | +366.5% |
| 3000 | Hickory Point Bank#3000 · 6,342 sh | 6,342 | $2.1M | — | 0.0% |
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.