JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,100. 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 3,001–3,100 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | Schonfeld Strategic Advisors#3001 · 6,337 sh | 6,337 | $2.1M | <0.01% | +618.5% |
| 3002 | Amplius Wealth Advisors#3002 · 6,336 sh | 6,336 | $2.1M | — | +14.0% |
| 3003 | ACCESS FINANCIAL SERVICES#3003 · 6,330 sh | 6,330 | $2.1M | 0.68% | -0.5% |
| 3004 | Baron Wealth Management#3004 · 6,315 sh | 6,315 | $2.1M | 0.54% | +2.5% |
| 3005 | SJS Investment Consulting#3005 · 6,304 sh | 6,304 | $2.1M | — | +2.0% |
| 3006 | D'Orazio & Associates#3006 · 6,303 sh | 6,303 | $2.1M | 0.24% | +0.3% |
| 3007 | Rosenberg Matthew Hamilton#3007 · 6,292 sh | 6,292 | $2.1M | — | +2.2% |
| 3008 | Aventura Private Wealth#3008 · 6,291 sh | 6,291 | $2.1M | 0.63% | +17.9% |
| 3009 | KEYNOTE FINANCIAL SERVICES#3009 · 6,289 sh | 6,289 | $2.1M | 0.96% | 0.0% |
| 3010 | LONGFELLOW INVESTMENT MANAGEMENT#3010 · 6,281 sh | 6,281 | $2.1M | 0.42% | 0.0% |
| 3011 | Wilkerson Advisory Group#3011 · 6,279 sh | 6,279 | $2.1M | — | +2.4% |
| 3012 | Alchemi Wealth#3012 · 6,275 sh | 6,275 | $2.1M | 0.96% | +5.1% |
| 3013 | Knollwood Investment Advisory#3013 · 6,273 sh | 6,273 | $2.1M | 0.18% | 0.0% |
| 3014 | ROGCO#3014 · 6,268 sh | 6,268 | $2.1M | 0.63% | -0.2% |
| 3015 | Birchcreek Wealth Management#3015 · 6,262 sh | 6,262 | $2.0M | 0.80% | +9.5% |
| 3016 | Fielder Capital Group#3016 · 6,258 sh | 6,258 | $2.0M | 0.44% | +0.6% |
| 3017 | New England Research & Management#3017 · 6,251 sh | 6,251 | $2.0M | — | -10.4% |
| 3018 | WEST BANCORPORATION#3018 · 6,244 sh | 6,244 | $2.0M | 0.87% | -5.4% |
| 3019 | Kingdom Financial Group#3019 · 6,234 sh | 6,234 | $2.0M | 0.52% | -3.3% |
| 3020 | BINGHAM PRIVATE WEALTH#3020 · 6,230 sh | 6,230 | $2.0M | 1.40% | +1.0% |
| 3021 | Sippican Capital Advisors#3021 · 6,230 sh | 6,230 | $2.0M | — | -0.2% |
| 3022 | Powers Advisory Group#3022 · 6,227 sh | 6,227 | $2.0M | — | -1.0% |
| 3023 | AGH Wealth Advisors#3023 · 6,219 sh | 6,219 | $2.0M | — | +4.3% |
| 3024 | HARRIS ASSOCIATES L P#3024 · 6,215 sh | 6,215 | $2.0M | <0.01% | +6.9% |
| 3025 | guardian investment management#3025 · 6,210 sh | 6,210 | $2.0M | — | -10.7% |
| 3026 | Frazier Financial Advisors#3026 · 6,202 sh | 6,202 | $2.0M | 1.03% | -5.7% |
| 3027 | Triton Financial Group#3027 · 6,202 sh | 6,202 | $2.0M | 1.17% | New |
| 3028 | Virtu Financial#3028 · 6,202 sh | 6,202 | $2.0M | 0.06% | New |
| 3029 | Hofer & Associates.#3029 · 6,190 sh | 6,190 | $2.0M | — | +3.3% |
| 3030 | Capital Square#3030 · 6,020 sh | 6,020 | $2.0M | — | -0.7% |
| 3031 | Colonial River Wealth Management#3031 · 6,187 sh | 6,187 | $2.0M | — | -6.2% |
| 3032 | Darden Wealth Group#3032 · 6,181 sh | 6,181 | $2.0M | 0.80% | +5.7% |
| 3033 | BayBridge Capital Group#3033 · 6,179 sh | 6,179 | $2.0M | — | +7.9% |
| 3034 | ARBOR CAPITAL MANAGEMENT#3034 · 5,978 sh | 5,978 | $2.0M | — | -10.8% |
| 3035 | Guardian Asset Advisors#3035 · 6,156 sh | 6,156 | $2.0M | — | +27.2% |
| 3036 | CM WEALTH ADVISORS#3036 · 6,163 sh | 6,163 | $2.0M | 0.36% | +2.4% |
| 3037 | Legacy Capital Wealth Partners#3037 · 6,160 sh | 6,160 | $2.0M | — | -0.2% |
| 3038 | BARNES PETTEY FINANCIAL ADVISORS#3038 · 6,155 sh | 6,155 | $2.0M | 0.63% | 0.0% |
| 3039 | Financial Partners Group#3039 · 6,143 sh | 6,143 | $2.0M | — | -0.4% |
| 3040 | BLUEDOOR PRIVATE WEALTH#3040 · 6,137 sh | 6,137 | $2.0M | 0.85% | +0.3% |
| 3041 | Bull Harbor Capital#3041 · 6,136 sh | 6,136 | $2.0M | 0.39% | +45.8% |
| 3042 | PUREfi Wealth#3042 · 6,131 sh | 6,131 | $2.0M | — | +5.5% |
| 3043 | Ark Wealth Advisors#3043 · 6,123 sh | 6,123 | $2.0M | 1.78% | +8.9% |
| 3044 | Willow Creek Capital Management#3044 · 6,122 sh | 6,122 | $2.0M | — | — |
| 3045 | EJMK Ventures#3045 · 6,119 sh | 6,119 | $2.0M | — | -15.7% |
| 3046 | St. Clair Advisors#3046 · 6,116 sh | 6,116 | $2.0M | — | 0.0% |
| 3047 | Garrett Wealth Advisory Group#3047 · 6,116 sh | 6,116 | $2.0M | — | -4.4% |
| 3048 | Sentry#3048 · 6,101 sh | 6,101 | $2.0M | 0.56% | 0.0% |
| 3049 | Tandem Investment Partners#3049 · 6,095 sh | 6,095 | $2.0M | — | -5.0% |
| 3050 | JM2 Capital#3050 · 6,086 sh | 6,086 | $2.0M | — | -1.1% |
| 3051 | CITY NATIONAL BANK OF FLORIDA#3051 · 6,085 sh | 6,085 | $2.0M | 0.84% | +36.4% |
| 3052 | REYL & Cie S.A.#3052 · 6,750 sh | 6,750 | $2.0M | 2.30% | — |
| 3053 | New World Advisors#3053 · 6,080 sh | 6,080 | $2.0M | 0.34% | +14.6% |
| 3054 | DUTCH ASSET#3054 · 6,076 sh | 6,076 | $2.0M | — | +5.0% |
| 3055 | SYSTEMATIC FINANCIAL MANAGEMENT#3055 · 6,075 sh | 6,075 | $2.0M | 0.04% | 0.0% |
| 3056 | GOULD ASSET MANAGEMENT#3056 · 6,064 sh | 6,064 | $2.0M | 0.31% | +2.8% |
| 3057 | Delta Investment Management#3057 · 6,049 sh | 6,049 | $2.0M | 0.33% | -1.4% |
| 3058 | Hamrick Investment Counsel#3058 · 6,042 sh | 6,042 | $2.0M | 1.31% | -4.9% |
| 3059 | Bay Rivers Group#3059 · 6,041 sh | 6,041 | $2.0M | 0.67% | 0.0% |
| 3060 | Diligent Investors#3060 · 6,037 sh | 6,037 | $2.0M | — | +0.8% |
| 3061 | BIRMINGHAM CAPITAL MANAGEMENT#3061 · 6,035 sh | 6,035 | $2.0M | 0.75% | 0.0% |
| 3062 | Spectrum Strategic Capital Management#3062 · 6,016 sh | 6,016 | $2.0M | — | +5.1% |
| 3063 | RIDGECREST WEALTH PARTNERS#3063 · 6,016 sh | 6,016 | $2.0M | — | -12.4% |
| 3064 | INTERCAPITAL#3064 · 6,000 sh | 6,000 | $2.0M | 0.49% | -25.0% |
| 3065 | RICHARDSON FINANCIAL SERVICES#3065 · 5,983 sh | 5,983 | $2.0M | 1.11% | +8.9% |
| 3066 | MOLLER WEALTH PARTNERS#3066 · 5,978 sh | 5,978 | $2.0M | — | -0.1% |
| 3067 | CASCADE INVESTMENT GROUP#3067 · 5,961 sh | 5,961 | $2.0M | — | -0.4% |
| 3068 | Alpha Family#3068 · 5,950 sh | 5,950 | $1.9M | 0.78% | 0.0% |
| 3069 | SEAMOUNT FINANCIAL GROUP#3069 · 5,938 sh | 5,938 | $1.9M | — | -0.8% |
| 3070 | Madison Wealth Partners#3070 · 5,929 sh | 5,929 | $1.9M | 0.25% | +15.1% |
| 3071 | Deseret Mutual Benefit Administrators#3071 · 5,925 sh | 5,925 | $1.9M | 0.63% | -8.9% |
| 3072 | McDonough Capital Management#3072 · 5,912 sh | 5,912 | $1.9M | 0.97% | +6.5% |
| 3073 | Investment Partners Asset Management#3073 · 5,911 sh | 5,911 | $1.9M | — | +0.1% |
| 3074 | TILIA FIDUCIARY PARTNERS#3074 · 5,901 sh | 5,901 | $1.9M | — | +1.2% |
| 3075 | Ridge Creek Global#3075 · 5,890 sh | 5,890 | $1.9M | 1.50% | 0.0% |
| 3076 | Bridgefront Capital#3076 · 5,885 sh | 5,885 | $1.9M | 0.51% | New |
| 3077 | INVESTMENT HOUSE#3077 · 5,881 sh | 5,881 | $1.9M | — | -51.6% |
| 3078 | Trek Financial#3078 · 5,880 sh | 5,880 | $1.9M | 0.10% | +10.5% |
| 3079 | Maloon Powers Pitre Higgins & Dennehy#3079 · 5,870 sh | 5,870 | $1.9M | 0.66% | — |
| 3080 | Oak Barrel Wealth Advisory#3080 · 5,865 sh | 5,865 | $1.9M | 0.85% | — |
| 3081 | Tennessee Valley Asset Management Partners#3081 · 5,847 sh | 5,847 | $1.9M | 0.21% | +1.8% |
| 3082 | Cassia Capital Partners#3082 · 5,836 sh | 5,836 | $1.9M | 0.93% | -0.4% |
| 3083 | Stonekeep Investments#3083 · 5,832 sh | 5,832 | $1.9M | — | +47.5% |
| 3084 | Shakespeare Wealth Management#3084 · 5,821 sh | 5,821 | $1.9M | 0.50% | -0.9% |
| 3085 | BLUE JEAN FINANCIAL#3085 · 5,815 sh | 5,815 | $1.9M | — | -1.8% |
| 3086 | Hurley Capital#3086 · 5,810 sh | 5,810 | $1.9M | 0.98% | +2.0% |
| 3087 | Evolution Wealth Advisors#3087 · 5,806 sh | 5,806 | $1.9M | 0.22% | -8.8% |
| 3088 | Olistico Wealth#3088 · 5,795 sh | 5,795 | $1.9M | — | -4.3% |
| 3089 | Sendero Wealth Management#3089 · 5,790 sh | 5,790 | $1.9M | — | -0.4% |
| 3090 | WILLNER & HELLER#3090 · 5,762 sh | 5,762 | $1.9M | 1.18% | +0.6% |
| 3091 | PORTLAND INVESTMENT COUNSEL#3091 · 5,752 sh | 5,752 | $1.9M | 0.53% | 0.0% |
| 3092 | SUMMIT WEALTH GROUP#3092 · 5,743 sh | 5,743 | $1.9M | 0.16% | +17.7% |
| 3093 | Peoples Bank#3093 · 5,740 sh | 5,740 | $1.9M | — | -6.4% |
| 3094 | GERBER#3094 · 5,730 sh | 5,730 | $1.9M | — | +0.1% |
| 3095 | Oak Grove Capital#3095 · 5,719 sh | 5,719 | $1.9M | — | -18.3% |
| 3096 | A4 Wealth Advisors#3096 · 5,712 sh | 5,712 | $1.9M | — | +10.2% |
| 3097 | Evernest Financial Advisors#3097 · 5,706 sh | 5,706 | $1.9M | 0.39% | +5.9% |
| 3098 | Bridgewealth Advisory Group#3098 · 5,703 sh | 5,703 | $1.9M | 0.35% | -0.2% |
| 3099 | DB&C Advisors#3099 · 5,702 sh | 5,702 | $1.9M | — | +0.3% |
| 3100 | Navis Wealth Advisors#3100 · 5,687 sh | 5,687 | $1.9M | 0.71% | -7.1% |
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.