JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | Pasadena Private Wealth#3201 · 5,120 sh | 5,120 | $1.7M | 0.21% | +5.3% |
| 3202 | BLI - Banque de Luxembourg Investments#3202 · 5,070 sh | 5,070 | $1.7M | 0.06% | +58.4% |
| 3203 | Raleigh Capital Management#3203 · 5,108 sh | 5,108 | $1.7M | 0.53% | -6.8% |
| 3204 | ELEVATUS WELATH MANAGEMENT#3204 · 5,101 sh | 5,101 | $1.7M | — | +6.1% |
| 3205 | VOISARD ASSET MANAGEMENT GROUP#3205 · 5,092 sh | 5,092 | $1.7M | — | -2.1% |
| 3206 | Lionsbridge Wealth Management#3206 · 5,088 sh | 5,088 | $1.7M | — | -3.9% |
| 3207 | Cross Staff Investments#3207 · 5,084 sh | 5,084 | $1.7M | — | +0.5% |
| 3208 | BLALOCK WILLIAMS#3208 · 5,084 sh | 5,084 | $1.7M | 1.08% | +3.7% |
| 3209 | VICTORY FINANCIAL GROUP#3209 · 5,075 sh | 5,075 | $1.7M | 0.17% | +15.0% |
| 3210 | Aspire Private Capital#3210 · 5,066 sh | 5,066 | $1.7M | 0.34% | -13.2% |
| 3211 | Benchmark Financial Wealth Advisors#3211 · 5,065 sh | 5,065 | $1.7M | — | -15.8% |
| 3212 | Oxler Private Wealth#3212 · 5,064 sh | 5,064 | $1.7M | — | +0.5% |
| 3213 | Ellevest#3213 · 5,942 sh | 5,942 | $1.7M | 0.20% | +35.7% |
| 3214 | Strategic Family Wealth Counselors, L.L.C.#3214 · 5,056 sh | 5,056 | $1.7M | 0.38% | -0.2% |
| 3215 | WIREGRASS INVESTMENT MANAGEMENT#3215 · 5,050 sh | 5,050 | $1.7M | 1.13% | -61.6% |
| 3216 | Consolidated Planning#3216 · 5,048 sh | 5,048 | $1.7M | — | +6.6% |
| 3217 | Uniting Wealth Partners#3217 · 5,047 sh | 5,047 | $1.7M | 0.34% | -4.4% |
| 3218 | Polar Asset Management Partners#3218 · 5,043 sh | 5,043 | $1.7M | 0.03% | New |
| 3219 | Beaumont Asset Management, L.L.C.#3219 · 5,020 sh | 5,020 | $1.6M | — | -0.1% |
| 3220 | INSPIRION WEALTH ADVISORS#3220 · 4,914 sh | 4,914 | $1.6M | — | -1.1% |
| 3221 | BROWN WEALTH MANAGEMENT#3221 · 5,007 sh | 5,007 | $1.6M | — | +3.2% |
| 3222 | Lynx Investment Advisory#3222 · 5,005 sh | 5,005 | $1.6M | 0.54% | +73.5% |
| 3223 | Holowesko Partners Ltd.#3223 · 5,000 sh | 5,000 | $1.6M | 0.41% | 0.0% |
| 3224 | Sun Group Wealth Partners#3224 · 4,998 sh | 4,998 | $1.6M | — | -1.6% |
| 3225 | Forefront Analytics#3225 · 4,997 sh | 4,997 | $1.6M | 1.78% | +0.3% |
| 3226 | One Day In July#3226 · 4,996 sh | 4,996 | $1.6M | 0.11% | +14.5% |
| 3227 | Great Point Wealth Advisors#3227 · 4,980 sh | 4,980 | $1.6M | — | 0.0% |
| 3228 | Essential Investment Partners#3228 · 4,973 sh | 4,973 | $1.6M | 1.31% | +31.0% |
| 3229 | Peregrine Asset Advisers#3229 · 4,972 sh | 4,972 | $1.6M | 0.35% | +0.9% |
| 3230 | Tributary Capital Management#3230 · 4,966 sh | 4,966 | $1.6M | 0.13% | +39.1% |
| 3231 | MLP3#3231 · 4,964 sh | 4,964 | $1.6M | — | +0.1% |
| 3232 | Vann Equity Management#3232 · 4,956 sh | 4,956 | $1.6M | — | -0.3% |
| 3233 | DECISION INVESTMENTS#3233 · 4,942 sh | 4,942 | $1.6M | — | -0.5% |
| 3234 | PSI Advisors#3234 · 4,942 sh | 4,942 | $1.6M | 0.38% | +11.0% |
| 3235 | TECTONIC ADVISORS#3235 · 4,939 sh | 4,939 | $1.6M | — | -0.8% |
| 3236 | Braeburn Wealth Management#3236 · 4,938 sh | 4,938 | $1.6M | — | +1.5% |
| 3237 | Clearwater Capital Advisors#3237 · 4,937 sh | 4,937 | $1.6M | 0.12% | +14.4% |
| 3238 | Helen Stephens Group#3238 · 4,936 sh | 4,936 | $1.6M | — | -0.9% |
| 3239 | CCG WEALTH MANAGEMENT#3239 · 4,928 sh | 4,928 | $1.6M | 0.37% | -1.3% |
| 3240 | CJM Wealth Advisers, Ltd.#3240 · 4,928 sh | 4,928 | $1.6M | 0.42% | -2.1% |
| 3241 | RIVERSEDGE ADVISORS#3241 · 4,921 sh | 4,921 | $1.6M | — | +47.5% |
| 3242 | Kohmann Bosshard Financial Services#3242 · 4,915 sh | 4,915 | $1.6M | 0.14% | -83.6% |
| 3243 | HALL LAURIE J TRUSTEE#3243 · 4,911 sh | 4,911 | $1.6M | — | -3.0% |
| 3244 | EdgeRock Capital#3244 · 4,905 sh | 4,905 | $1.6M | 0.36% | +13.7% |
| 3245 | AUA CAPITAL MANAGEMENT#3245 · 4,898 sh | 4,898 | $1.6M | — | 0.0% |
| 3246 | Financial Planning Hawaii#3246 · 4,896 sh | 4,896 | $1.6M | — | +2.6% |
| 3247 | VIAWEALTH#3247 · 4,894 sh | 4,894 | $1.6M | 0.81% | -1.0% |
| 3248 | Eldridge Investment Advisors#3248 · 4,883 sh | 4,883 | $1.6M | 0.32% | +0.2% |
| 3249 | Highland Financial Advisors#3249 · 4,883 sh | 4,883 | $1.6M | — | +0.3% |
| 3250 | McHugh Group#3250 · 4,869 sh | 4,869 | $1.6M | — | 0.0% |
| 3251 | Clarus Group#3251 · 4,866 sh | 4,866 | $1.6M | — | -4.8% |
| 3252 | Goldenstone Wealth Management#3252 · 4,858 sh | 4,858 | $1.6M | 1.04% | +2.0% |
| 3253 | Heritage Investment Group#3253 · 4,852 sh | 4,852 | $1.6M | 0.21% | 0.0% |
| 3254 | BDF-GESTION#3254 · 53,871 sh | 53,871 | $1.6M | — | -10.1% |
| 3255 | Latitude Advisors#3255 · 4,850 sh | 4,850 | $1.6M | 0.63% | -6.6% |
| 3256 | GREAT OAK CAPITAL PARTNERS#3256 · 4,738 sh | 4,738 | $1.6M | 0.34% | +0.7% |
| 3257 | Matisse Capital#3257 · 4,839 sh | 4,839 | $1.6M | 0.63% | 0.0% |
| 3258 | SILVERLAKE WEALTH MANAGEMENT#3258 · 4,825 sh | 4,825 | $1.6M | — | +2.9% |
| 3259 | WELLINGTON-ALTUS USA#3259 · 5,368 sh | 5,368 | $1.6M | 1.13% | +15.7% |
| 3260 | Armbruster Capital Management#3260 · 4,820 sh | 4,820 | $1.6M | — | -32.0% |
| 3261 | Dorato Capital Management#3261 · 4,686 sh | 4,686 | $1.6M | — | +1.4% |
| 3262 | Global Wealth Management#3262 · 4,813 sh | 4,813 | $1.6M | — | -10.8% |
| 3263 | CARDIFF PARK ADVISORS#3263 · 4,812 sh | 4,812 | $1.6M | 0.12% | +0.1% |
| 3264 | Centurion Wealth Management#3264 · 4,808 sh | 4,808 | $1.6M | — | -21.7% |
| 3265 | OF OKLAHOMA#3265 · 4,803 sh | 4,803 | $1.6M | — | +12.9% |
| 3266 | MFG WEALTH MANAGEMENT#3266 · 4,802 sh | 4,802 | $1.6M | — | -0.4% |
| 3267 | Reflection Asset Management#3267 · 4,801 sh | 4,801 | $1.6M | 0.73% | +12.0% |
| 3268 | MATAURO#3268 · 4,784 sh | 4,784 | $1.6M | 0.21% | +0.7% |
| 3269 | AJ Advisors#3269 · 4,784 sh | 4,784 | $1.6M | 0.49% | +0.3% |
| 3270 | Cravens & Advisors#3270 · 4,783 sh | 4,783 | $1.6M | — | -13.6% |
| 3271 | Davis Investment Partners#3271 · 4,775 sh | 4,775 | $1.6M | 0.48% | 0.0% |
| 3272 | Glass Wealth Management#3272 · 4,772 sh | 4,772 | $1.6M | 0.52% | +42.2% |
| 3273 | MBE Wealth Management#3273 · 4,768 sh | 4,768 | $1.6M | — | -0.2% |
| 3274 | Taylor Hoffman Capital Management#3274 · 4,752 sh | 4,752 | $1.6M | 0.38% | 0.0% |
| 3275 | International Private Wealth Advisors#3275 · 4,750 sh | 4,750 | $1.6M | 0.80% | +62.2% |
| 3276 | Green Ridge Wealth Planning#3276 · 4,749 sh | 4,749 | $1.6M | — | -1.9% |
| 3277 | MAYPORT#3277 · 4,747 sh | 4,747 | $1.6M | 0.24% | -0.3% |
| 3278 | Aurora Private Wealth#3278 · 4,738 sh | 4,738 | $1.6M | — | -4.3% |
| 3279 | Requisite Capital Management#3279 · 4,734 sh | 4,734 | $1.5M | 0.26% | -21.6% |
| 3280 | Fiduciary Planning#3280 · 4,733 sh | 4,733 | $1.5M | — | 0.0% |
| 3281 | WealthSpring Partners#3281 · 4,730 sh | 4,730 | $1.5M | — | +0.7% |
| 3282 | Morse Asset Management#3282 · 4,730 sh | 4,730 | $1.5M | 0.26% | +0.6% |
| 3283 | Whelan Financial#3283 · 4,729 sh | 4,729 | $1.5M | 0.42% | +14.7% |
| 3284 | SHELTON WEALTH MANAGEMENT#3284 · 4,720 sh | 4,720 | $1.5M | — | -3.5% |
| 3285 | FIRETHORN WEALTH PARTNERS#3285 · 4,716 sh | 4,716 | $1.5M | — | +13.1% |
| 3286 | August Group Capital Ltd#3286 · 4,715 sh | 4,715 | $1.5M | — | -5.3% |
| 3287 | Insight Advisors, / PA#3287 · 4,693 sh | 4,693 | $1.5M | — | -4.9% |
| 3288 | Omnia Family Wealth#3288 · 4,683 sh | 4,683 | $1.5M | 0.41% | -22.4% |
| 3289 | Maxele Advisors#3289 · 4,683 sh | 4,683 | $1.5M | 1.07% | — |
| 3290 | TAGStone Capital#3290 · 4,680 sh | 4,680 | $1.5M | 0.49% | +1.5% |
| 3291 | INSIGHT 2811#3291 · 4,679 sh | 4,679 | $1.5M | 0.59% | +1.4% |
| 3292 | Emerald Advisors#3292 · 4,678 sh | 4,678 | $1.5M | — | +14.3% |
| 3293 | Grove Street Fiduciary#3293 · 4,673 sh | 4,673 | $1.5M | — | 0.0% |
| 3294 | S.A. Mason#3294 · 4,668 sh | 4,668 | $1.5M | — | +3.8% |
| 3295 | Red Wave Investments#3295 · 4,665 sh | 4,665 | $1.5M | 0.39% | -1.7% |
| 3296 | STAR Financial Bank#3296 · 4,664 sh | 4,664 | $1.5M | 0.62% | +5.9% |
| 3297 | PFW Advisors#3297 · 4,664 sh | 4,664 | $1.5M | — | -1.1% |
| 3298 | Providence First#3298 · 4,659 sh | 4,659 | $1.5M | 0.43% | -14.7% |
| 3299 | BASSO CAPITAL MANAGEMENT, L.P.#3299 · 4,653 sh | 4,653 | $1.5M | 0.32% | +670.4% |
| 3300 | PhiloSmith Capital#3300 · 4,650 sh | 4,650 | $1.5M | — | -4.1% |
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.