JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | Symmetry Partners#3301 · 4,650 sh | 4,650 | $1.5M | 0.08% | +37.0% |
| 3302 | ARMSTRONG ADVISORY GROUP#3302 · 4,650 sh | 4,650 | $1.5M | — | -1.4% |
| 3303 | Unify Financial Advisors#3303 · 4,643 sh | 4,643 | $1.5M | 1.40% | -1.5% |
| 3304 | Cambridge Advisors#3304 · 4,641 sh | 4,641 | $1.5M | — | -2.8% |
| 3305 | Paladin Wealth#3305 · 4,641 sh | 4,641 | $1.5M | — | +6.7% |
| 3306 | HUTCHINSON CAPITAL MANAGEMENT#3306 · 4,630 sh | 4,630 | $1.5M | 0.26% | +1.5% |
| 3307 | GSG Advisors#3307 · 4,629 sh | 4,629 | $1.5M | 0.33% | +1.4% |
| 3308 | OneAscent Family Office#3308 · 4,629 sh | 4,629 | $1.5M | 0.76% | -12.0% |
| 3309 | Sierra Capital#3309 · 4,629 sh | 4,629 | $1.5M | 0.15% | 0.0% |
| 3310 | Evanson Financial#3310 · 4,623 sh | 4,623 | $1.5M | — | — |
| 3311 | CWS Financial Advisors#3311 · 4,622 sh | 4,622 | $1.5M | — | +0.2% |
| 3312 | Andrews Advisory Associates#3312 · 4,619 sh | 4,619 | $1.5M | — | -2.8% |
| 3313 | SBI Okasan Asset Management Ltd.#3313 · 4,590 sh | 4,590 | $1.5M | 0.05% | 0.0% |
| 3314 | Cyr Financial#3314 · 4,618 sh | 4,618 | $1.5M | — | +6.8% |
| 3315 | Fiera Capital#3315 · 4,616 sh | 4,616 | $1.5M | <0.01% | -4.5% |
| 3316 | FCA#3316 · 4,609 sh | 4,609 | $1.5M | 0.37% | +15.7% |
| 3317 | NBZ Investment Advisors#3317 · 4,602 sh | 4,602 | $1.5M | 0.59% | +16.2% |
| 3318 | LeConte Wealth Management#3318 · 4,600 sh | 4,600 | $1.5M | — | +6.7% |
| 3319 | Centerpoint Advisors#3319 · 4,594 sh | 4,594 | $1.5M | 0.43% | -2.2% |
| 3320 | Novak & Powell Financial Services#3320 · 4,588 sh | 4,588 | $1.5M | 0.71% | +0.1% |
| 3321 | Walkner Condon Financial Advisors#3321 · 4,587 sh | 4,587 | $1.5M | 0.17% | +5.1% |
| 3322 | Marshall Financial Group#3322 · 4,585 sh | 4,585 | $1.5M | 0.22% | -8.7% |
| 3323 | SAGE PRIVATE WEALTH GROUP#3323 · 4,579 sh | 4,579 | $1.5M | — | +1.3% |
| 3324 | Maridea Wealth Management#3324 · 4,579 sh | 4,579 | $1.5M | 0.16% | +79.5% |
| 3325 | SYKON CAPITAL#3325 · 4,567 sh | 4,567 | $1.5M | 0.46% | +1.0% |
| 3326 | JACKSON THORNTON WEALTH MANAGEMENT#3326 · 4,564 sh | 4,564 | $1.5M | 0.12% | +63.0% |
| 3327 | Enclave Advisors#3327 · 4,562 sh | 4,562 | $1.5M | — | -0.3% |
| 3328 | Campion Asset Management#3328 · 4,560 sh | 4,560 | $1.5M | 0.91% | 0.0% |
| 3329 | Lakeshore Capital Group#3329 · 4,548 sh | 4,548 | $1.5M | — | +0.1% |
| 3330 | Myriad Asset Management US#3330 · 4,540 sh | 4,540 | $1.5M | 2.05% | +40.8% |
| 3331 | Elwood & Goetz Wealth Advisory Group#3331 · 4,533 sh | 4,533 | $1.5M | 0.22% | +2.8% |
| 3332 | Brookwood Investment Group#3332 · 4,522 sh | 4,522 | $1.5M | 0.17% | +23.7% |
| 3333 | Goldstein Advisors#3333 · 4,518 sh | 4,518 | $1.5M | — | +7.0% |
| 3334 | Financial Synergies Wealth Advisors#3334 · 4,516 sh | 4,516 | $1.5M | — | +13.6% |
| 3335 | State of Wyoming#3335 · 4,511 sh | 4,511 | $1.5M | 0.15% | -6.7% |
| 3336 | Veracity Capital#3336 · 4,507 sh | 4,507 | $1.5M | — | +1.7% |
| 3337 | Mainsail Financial Group#3337 · 4,501 sh | 4,501 | $1.5M | — | +1.1% |
| 3338 | Womack Financial#3338 · 4,496 sh | 4,496 | $1.5M | — | -4.8% |
| 3339 | Retirement Planning of New England#3339 · 4,493 sh | 4,493 | $1.5M | — | -5.9% |
| 3340 | Van Diest Capital#3340 · 4,487 sh | 4,487 | $1.5M | 1.32% | -10.3% |
| 3341 | Mayfair Advisory Group#3341 · 4,147 sh | 4,147 | $1.5M | — | +11.0% |
| 3342 | LIBERTY WEALTH MANAGEMENT#3342 · 4,963 sh | 4,963 | $1.5M | 0.18% | 0.0% |
| 3343 | PROSPERITY BANCSHARES#3343 · 4,458 sh | 4,458 | $1.5M | 0.95% | +2.3% |
| 3344 | Tevis Investment Management#3344 · 4,456 sh | 4,456 | $1.5M | 0.80% | -4.4% |
| 3345 | Severin Investments#3345 · 4,446 sh | 4,446 | $1.5M | 1.10% | +14.0% |
| 3346 | TrustBank#3346 · 4,446 sh | 4,446 | $1.5M | — | -0.7% |
| 3347 | Borer Denton & Associates#3347 · 4,444 sh | 4,444 | $1.5M | 0.48% | +0.9% |
| 3348 | TPG Advisors#3348 · 4,443 sh | 4,443 | $1.5M | — | +0.1% |
| 3349 | Aberdeen Wealth Management#3349 · 4,439 sh | 4,439 | $1.5M | 0.70% | -70.3% |
| 3350 | Hara Capital#3350 · 4,421 sh | 4,421 | $1.4M | 0.76% | 0.0% |
| 3351 | FLAGSHIP WEALTH ADVISORS#3351 · 4,420 sh | 4,420 | $1.4M | 0.32% | +21.5% |
| 3352 | Dougherty Wealth Advisers#3352 · 4,413 sh | 4,413 | $1.4M | 0.79% | 0.0% |
| 3353 | BRIA Capital Group#3353 · 4,404 sh | 4,404 | $1.4M | — | +82.8% |
| 3354 | Larry Mathis Financial Planning#3354 · 4,403 sh | 4,403 | $1.4M | — | -0.5% |
| 3355 | Leonard Rickey Investment Advisors P.L.L.C.#3355 · 4,393 sh | 4,393 | $1.4M | 0.23% | -6.1% |
| 3356 | WNY Asset Management#3356 · 4,391 sh | 4,391 | $1.4M | 0.13% | -3.9% |
| 3357 | Alpha Zero#3357 · 4,187 sh | 4,187 | $1.4M | 0.54% | +17.4% |
| 3358 | Lumbard & Kellner#3358 · 4,387 sh | 4,387 | $1.4M | 0.44% | +3.6% |
| 3359 | CALIFORNIA FIRST LEASING#3359 · 4,380 sh | 4,380 | $1.4M | 0.30% | 0.0% |
| 3360 | Global Assets Advisory#3360 · 4,290 sh | 4,290 | $1.4M | 0.31% | -69.6% |
| 3361 | Three Magnolias Financial Advisors#3361 · 4,396 sh | 4,396 | $1.4M | — | 0.0% |
| 3362 | LUTS & GREENLEIGH GROUP#3362 · 4,373 sh | 4,373 | $1.4M | 1.08% | -0.3% |
| 3363 | Asset Advisors Investment Management#3363 · 4,369 sh | 4,369 | $1.4M | — | -4.4% |
| 3364 | Murphy & Mullick Capital Management#3364 · 4,346 sh | 4,346 | $1.4M | 0.89% | +12.1% |
| 3365 | Tripletail Wealth Management#3365 · 4,260 sh | 4,260 | $1.4M | 1.64% | -0.1% |
| 3366 | Hassell Wealth Management#3366 · 4,306 sh | 4,306 | $1.4M | — | 0.0% |
| 3367 | DDD Partners#3367 · 4,318 sh | 4,318 | $1.4M | 0.09% | +1.0% |
| 3368 | Ipsen Advisor Group#3368 · 4,307 sh | 4,307 | $1.4M | 0.91% | -0.3% |
| 3369 | Cape Investment Advisory#3369 · 4,306 sh | 4,306 | $1.4M | — | -0.3% |
| 3370 | GGM Financials#3370 · 4,299 sh | 4,299 | $1.4M | 0.53% | +5.0% |
| 3371 | CPWA#3371 · 4,295 sh | 4,295 | $1.4M | 1.63% | +0.6% |
| 3372 | Wayfinding Financial#3372 · 4,295 sh | 4,295 | $1.4M | 0.53% | +1.6% |
| 3373 | Operose Advisors#3373 · 4,291 sh | 4,291 | $1.4M | 0.27% | New |
| 3374 | THOMAS STORY & SON#3374 · 4,290 sh | 4,290 | $1.4M | — | -0.9% |
| 3375 | LEGACY FINANCIAL INDEPENDENT ADVISORS#3375 · 4,287 sh | 4,287 | $1.4M | 0.66% | -2.8% |
| 3376 | TOTAL INVESTMENT MANAGEMENT#3376 · 3,988 sh | 3,988 | $1.4M | — | -1.1% |
| 3377 | M3 Advisory Group#3377 · 4,282 sh | 4,282 | $1.4M | 0.73% | +1.6% |
| 3378 | HOWARD WEALTH MANAGEMENT#3378 · 4,271 sh | 4,271 | $1.4M | 0.52% | +1.4% |
| 3379 | Forum Finance Group S.A.#3379 · 5,286 sh | 5,286 | $1.4M | 0.50% | +154.4% |
| 3380 | Reynders McVeigh Capital Management#3380 · 4,263 sh | 4,263 | $1.4M | 0.06% | -2.3% |
| 3381 | Coyle Financial Counsel#3381 · 4,261 sh | 4,261 | $1.4M | 0.25% | +9.4% |
| 3382 | FIDUCIARY FINANCIAL GROUP#3382 · 4,261 sh | 4,261 | $1.4M | — | +6.5% |
| 3383 | Elevated Private Wealth#3383 · 4,255 sh | 4,255 | $1.4M | — | — |
| 3384 | Innovative Asset Advisors Group#3384 · 4,254 sh | 4,254 | $1.4M | 0.61% | +7.1% |
| 3385 | NEW VERNON INVESTMENT MANAGEMENT#3385 · 4,253 sh | 4,253 | $1.4M | 1.70% | 0.0% |
| 3386 | Axiom Investment Management#3386 · 4,248 sh | 4,248 | $1.4M | 0.93% | -23.9% |
| 3387 | Aspen Capital Management#3387 · 4,243 sh | 4,243 | $1.4M | 0.31% | +1.7% |
| 3388 | PLANNING ALTERNATIVES LTD#3388 · 4,236 sh | 4,236 | $1.4M | 0.15% | +6.3% |
| 3389 | Park Capital Management, / WI#3389 · 4,236 sh | 4,236 | $1.4M | — | -7.3% |
| 3390 | GenWealth Group#3390 · 4,221 sh | 4,221 | $1.4M | — | -1.6% |
| 3391 | Outlook Wealth Advisors#3391 · 4,221 sh | 4,221 | $1.4M | 0.30% | -2.0% |
| 3392 | STEPHENSON NATIONAL BANK#3392 · 4,220 sh | 4,220 | $1.4M | — | +4.8% |
| 3393 | Core Wealth Advisors#3393 · 4,215 sh | 4,215 | $1.4M | 0.28% | +61.1% |
| 3394 | Planning Center#3394 · 4,214 sh | 4,214 | $1.4M | 0.13% | +3.0% |
| 3395 | DELPHI MANAGEMENT#3395 · 4,211 sh | 4,211 | $1.4M | 1.35% | +12.0% |
| 3396 | Spartan Planning & Wealth Management#3396 · 4,201 sh | 4,201 | $1.4M | — | +39.5% |
| 3397 | AMI ASSET MANAGEMENT#3397 · 4,199 sh | 4,199 | $1.4M | — | -0.4% |
| 3398 | Investment Advisory Group#3398 · 4,199 sh | 4,199 | $1.4M | 0.30% | +3.3% |
| 3399 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#3399 · 4,198 sh | 4,198 | $1.4M | 1.08% | 0.0% |
| 3400 | Taylor Financial Group#3400 · 4,192 sh | 4,192 | $1.4M | 0.75% | 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.