JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | Independent Solutions Wealth Management#3101 · 5,680 sh | 5,680 | $1.9M | 0.24% | -43.9% |
| 3102 | Fairvoy Private Wealth#3102 · 5,679 sh | 5,679 | $1.9M | — | +9.7% |
| 3103 | RMR Capital Management#3103 · 5,677 sh | 5,677 | $1.9M | — | 0.0% |
| 3104 | ARWA#3104 · 5,415 sh | 5,415 | $1.9M | — | -6.8% |
| 3105 | Capital Investment Counsel#3105 · 5,675 sh | 5,675 | $1.9M | — | -0.1% |
| 3106 | Crusonia Wealth Advisors#3106 · 5,674 sh | 5,674 | $1.9M | — | +12.0% |
| 3107 | Nadler Financial Group#3107 · 5,659 sh | 5,659 | $1.9M | — | -1.2% |
| 3108 | KHAZANAH NASIONAL BERHAD#3108 · 5,659 sh | 5,659 | $1.9M | 0.11% | +0.2% |
| 3109 | Evansbrook#3109 · 5,652 sh | 5,652 | $1.9M | — | -0.1% |
| 3110 | Brave Warrior Advisors#3110 · 5,643 sh | 5,643 | $1.8M | 0.04% | 0.0% |
| 3111 | PROFFITT & GOODSON#3111 · 5,642 sh | 5,642 | $1.8M | 0.25% | -3.9% |
| 3112 | Sepio Capital#3112 · 5,637 sh | 5,637 | $1.8M | — | -48.9% |
| 3113 | ONE PLUS ONE WEALTH MANAGEMENT#3113 · 5,623 sh | 5,623 | $1.8M | — | -1.4% |
| 3114 | Wilkins Miller Wealth Management#3114 · 5,620 sh | 5,620 | $1.8M | — | +3.1% |
| 3115 | New Covenant Company, N.A.#3115 · 5,620 sh | 5,620 | $1.8M | — | +1.5% |
| 3116 | OAK HARBOR WEALTH PARTNERS#3116 · 5,596 sh | 5,596 | $1.8M | 0.68% | -62.3% |
| 3117 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#3117 · 5,594 sh | 5,594 | $1.8M | 0.52% | +7.3% |
| 3118 | Crown Wealth Group#3118 · 5,581 sh | 5,581 | $1.8M | — | +1.4% |
| 3119 | Yoffe Investment Management#3119 · 5,574 sh | 5,574 | $1.8M | 2.09% | +0.1% |
| 3120 | Elgethun Capital Management#3120 · 5,565 sh | 5,565 | $1.8M | 0.25% | +4.1% |
| 3121 | SILVIA MCCOLL WEALTH MANAGEMENT#3121 · 5,533 sh | 5,533 | $1.8M | — | -0.6% |
| 3122 | Legacy Financial Strategies#3122 · 5,533 sh | 5,533 | $1.8M | — | -2.6% |
| 3123 | Parkway Wealth Management Group#3123 · 5,521 sh | 5,521 | $1.8M | — | -1.7% |
| 3124 | Portland Global Advisors#3124 · 5,521 sh | 5,521 | $1.8M | 0.17% | +2.1% |
| 3125 | KFG WEALTH MANAGEMENT#3125 · 5,520 sh | 5,520 | $1.8M | — | +53.5% |
| 3126 | First Bancorp#3126 · 5,514 sh | 5,514 | $1.8M | — | +6.5% |
| 3127 | Avalon#3127 · 5,510 sh | 5,510 | $1.8M | 0.11% | -3.7% |
| 3128 | Financial Council#3128 · 5,509 sh | 5,509 | $1.8M | 0.58% | -0.3% |
| 3129 | WealthTrust Axiom#3129 · 5,508 sh | 5,508 | $1.8M | 0.40% | -2.4% |
| 3130 | Weinberger Asset Management#3130 · 5,121 sh | 5,121 | $1.8M | 0.58% | +0.6% |
| 3131 | Baring Financial#3131 · 5,494 sh | 5,494 | $1.8M | — | -1.3% |
| 3132 | KENNEDY INVESTMENT GROUP#3132 · 5,493 sh | 5,493 | $1.8M | — | -1.5% |
| 3133 | BWM Planning#3133 · 5,474 sh | 5,474 | $1.8M | 0.42% | +12.1% |
| 3134 | Fountainhead AM#3134 · 5,472 sh | 5,472 | $1.8M | 1.33% | +80.8% |
| 3135 | PROATHLETE WEALTH MANAGEMENT#3135 · 5,469 sh | 5,469 | $1.8M | — | +0.3% |
| 3136 | GatePass Capital#3136 · 5,469 sh | 5,469 | $1.8M | 0.68% | +5.1% |
| 3137 | PRAIRIE ADVISORY#3137 · 5,467 sh | 5,467 | $1.8M | — | — |
| 3138 | Garden State Investment Advisory Services#3138 · 5,462 sh | 5,462 | $1.8M | 0.32% | +0.7% |
| 3139 | CREATIVE FINANCIAL DESIGNS#3139 · 5,461 sh | 5,461 | $1.8M | 0.09% | +10.0% |
| 3140 | FIDELITY D & D BANCORP#3140 · 5,434 sh | 5,434 | $1.8M | 0.61% | +2.2% |
| 3141 | DIVERSIFIED MANAGEMENT#3141 · 5,432 sh | 5,432 | $1.8M | — | -72.7% |
| 3142 | SEVEN MILE ADVISORY#3142 · 5,420 sh | 5,420 | $1.8M | — | -9.3% |
| 3143 | FELL CAPITAL MANAGEMENT#3143 · 5,420 sh | 5,420 | $1.8M | — | -4.0% |
| 3144 | AVAII WEALTH MANAGEMENT#3144 · 5,419 sh | 5,419 | $1.8M | — | -81.3% |
| 3145 | OFS Enterprise#3145 · 5,414 sh | 5,414 | $1.8M | — | -11.1% |
| 3146 | Andrew Hill Investment Advisors#3146 · 5,406 sh | 5,406 | $1.8M | — | -42.5% |
| 3147 | Metatron Capital SICAV plc - Metatron Long Term Equity Fund#3147 · 5,400 sh | 5,400 | $1.8M | 0.80% | — |
| 3148 | Wilian Securities#3148 · 5,398 sh | 5,398 | $1.8M | 1.04% | +71.1% |
| 3149 | Grant Street Asset Management#3149 · 5,396 sh | 5,396 | $1.8M | — | -2.5% |
| 3150 | GSA CAPITAL PARTNERS LLP#3150 · 5,395 sh | 5,395 | $1.8M | 0.11% | -59.9% |
| 3151 | FOUNDERS GROVE WEALTH PARTNERS#3151 · 5,395 sh | 5,395 | $1.8M | — | +59.5% |
| 3152 | Sandro Wealth Management#3152 · 5,392 sh | 5,392 | $1.8M | 1.28% | +3.6% |
| 3153 | Spinnaker Investment Group#3153 · 5,389 sh | 5,389 | $1.8M | — | +13.4% |
| 3154 | MinichMacGregor Wealth Management#3154 · 5,385 sh | 5,385 | $1.8M | — | -1.8% |
| 3155 | Westhampton Capital#3155 · 5,378 sh | 5,378 | $1.8M | 0.73% | 0.0% |
| 3156 | Horizon Wealth Management#3156 · 5,376 sh | 5,376 | $1.8M | 0.22% | +0.3% |
| 3157 | Unified Investment Management#3157 · 5,376 sh | 5,376 | $1.8M | — | +1.2% |
| 3158 | Jacobsen Capital Management#3158 · 5,373 sh | 5,373 | $1.8M | — | +0.6% |
| 3159 | SECURED RETIREMENT ADVISORS#3159 · 5,363 sh | 5,363 | $1.8M | 0.90% | -26.4% |
| 3160 | Clifford Group#3160 · 5,361 sh | 5,361 | $1.8M | 1.21% | +0.1% |
| 3161 | Brucke Financial#3161 · 5,357 sh | 5,357 | $1.8M | — | -0.3% |
| 3162 | M.E. ALLISON#3162 · 5,356 sh | 5,356 | $1.8M | — | +1.6% |
| 3163 | Abacus Wealth Partners#3163 · 5,356 sh | 5,356 | $1.8M | 0.18% | -32.2% |
| 3164 | Nicholas Wealth#3164 · 5,355 sh | 5,355 | $1.8M | — | +9.7% |
| 3165 | Mosley Wealth Management#3165 · 5,349 sh | 5,349 | $1.8M | — | -34.5% |
| 3166 | Truvestments Capital#3166 · 5,344 sh | 5,344 | $1.7M | 0.26% | -0.6% |
| 3167 | Sage Investment Counsel#3167 · 5,342 sh | 5,342 | $1.7M | — | 0.0% |
| 3168 | Old North State#3168 · 5,330 sh | 5,330 | $1.7M | 0.90% | -2.9% |
| 3169 | Syverson Strege#3169 · 5,331 sh | 5,331 | $1.7M | 0.38% | -1.1% |
| 3170 | Discipline Wealth Solutions#3170 · 5,304 sh | 5,304 | $1.7M | — | +4.0% |
| 3171 | BAMCO#3171 · 5,300 sh | 5,300 | $1.7M | <0.01% | New |
| 3172 | Councilmark Asset Management#3172 · 5,293 sh | 5,293 | $1.7M | — | 0.0% |
| 3173 | AIGEN INVESTMENT MANAGEMENT#3173 · 5,290 sh | 5,290 | $1.7M | 0.47% | -25.5% |
| 3174 | CORDA Investment Management#3174 · 5,278 sh | 5,278 | $1.7M | — | +2.3% |
| 3175 | BARINGS#3175 · 5,276 sh | 5,276 | $1.7M | — | +7.9% |
| 3176 | Oliver Luxxe Assets#3176 · 5,272 sh | 5,272 | $1.7M | — | 0.0% |
| 3177 | Round Rock Advisors#3177 · 5,271 sh | 5,271 | $1.7M | 0.22% | +0.4% |
| 3178 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#3178 · 5,270 sh | 5,270 | $1.7M | 0.69% | -6.1% |
| 3179 | Salomon & Ludwin#3179 · 5,155 sh | 5,155 | $1.7M | 0.14% | +6.4% |
| 3180 | Fourth Dimension Wealth#3180 · 5,261 sh | 5,261 | $1.7M | 0.54% | +27.1% |
| 3181 | Private Wealth Advisors#3181 · 5,256 sh | 5,256 | $1.7M | 0.44% | +0.1% |
| 3182 | MARKET STREET WEALTH MANAGEMENT ADVISORS#3182 · 5,239 sh | 5,239 | $1.7M | — | +28.4% |
| 3183 | DV Trading#3183 · 5,238 sh | 5,238 | $1.7M | 0.06% | -7.4% |
| 3184 | Dempze Nancy E#3184 · 5,228 sh | 5,228 | $1.7M | 0.82% | 0.0% |
| 3185 | ADVISORY RESEARCH#3185 · 5,227 sh | 5,227 | $1.7M | 0.17% | -0.1% |
| 3186 | Hurlow Wealth Management Group#3186 · 5,223 sh | 5,223 | $1.7M | 0.36% | +0.6% |
| 3187 | Legal Advantage Investments#3187 · 5,212 sh | 5,212 | $1.7M | — | -3.1% |
| 3188 | ARTHUR M. COHEN & ASSOCIATES#3188 · 5,209 sh | 5,209 | $1.7M | — | +0.6% |
| 3189 | Cadent Capital Advisors#3189 · 5,208 sh | 5,208 | $1.7M | — | +23.0% |
| 3190 | QUANTUM FINANCIAL PARTNERS#3190 · 5,194 sh | 5,194 | $1.7M | — | — |
| 3191 | Fortis Group Advisors#3191 · 5,183 sh | 5,183 | $1.7M | 0.27% | -3.8% |
| 3192 | RATIONAL ADVISORS#3192 · 5,172 sh | 5,172 | $1.7M | 0.16% | -33.9% |
| 3193 | Oakmont Investment Advisors#3193 · 5,169 sh | 5,169 | $1.7M | — | +22.8% |
| 3194 | BCM ADVISORS#3194 · 4,779 sh | 4,779 | $1.7M | 0.33% | 0.0% |
| 3195 | Tranquilli Financial Advisor#3195 · 5,150 sh | 5,150 | $1.7M | 0.91% | +56.3% |
| 3196 | Wagner Wealth Management#3196 · 5,143 sh | 5,143 | $1.7M | — | +0.2% |
| 3197 | Unique Wealth Strategies#3197 · 5,143 sh | 5,143 | $1.7M | — | +3.4% |
| 3198 | Diversified Portfolios#3198 · 5,137 sh | 5,137 | $1.7M | 0.12% | +10.1% |
| 3199 | Manske Wealth Management#3199 · 5,130 sh | 5,130 | $1.7M | — | -14.1% |
| 3200 | Portus Wealth Advisors#3200 · 5,126 sh | 5,126 | $1.7M | — | +7.4% |
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.