JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | Davidson Capital Management#3401 · 4,187 sh | 4,187 | $1.4M | — | +3.2% |
| 3402 | Stone Wealth Partners#3402 · 4,181 sh | 4,181 | $1.4M | 1.00% | +0.6% |
| 3403 | Capital Squared Financial#3403 · 4,180 sh | 4,180 | $1.4M | 0.89% | +2.0% |
| 3404 | Warwick Investment Management#3404 · 4,169 sh | 4,169 | $1.4M | — | +5.8% |
| 3405 | Disciplined Equity Management#3405 · 4,168 sh | 4,168 | $1.4M | — | +0.4% |
| 3406 | Alliance Wealth Advisors#3406 · 4,164 sh | 4,164 | $1.4M | — | -1.5% |
| 3407 | Centennial Bank#3407 · 4,164 sh | 4,164 | $1.4M | 0.44% | -4.6% |
| 3408 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#3408 · 4,162 sh | 4,162 | $1.4M | — | +13.7% |
| 3409 | Kaydan Wealth Management#3409 · 4,161 sh | 4,161 | $1.4M | — | -0.8% |
| 3410 | Audent Global Asset Management#3410 · 4,150 sh | 4,150 | $1.4M | 1.52% | -33.2% |
| 3411 | Per Stirling Capital Management#3411 · 4,150 sh | 4,150 | $1.4M | 0.13% | +5.3% |
| 3412 | Elm Partners Management#3412 · 4,138 sh | 4,138 | $1.4M | 0.04% | 0.0% |
| 3413 | Philip James Wealth Mangement#3413 · 4,131 sh | 4,131 | $1.4M | 0.15% | -8.6% |
| 3414 | Arsenal Capital Advisors#3414 · 4,121 sh | 4,121 | $1.3M | 0.80% | -0.5% |
| 3415 | BridgePort Financial Solutions#3415 · 4,116 sh | 4,116 | $1.3M | 0.34% | -2.2% |
| 3416 | Francis Financial#3416 · 4,114 sh | 4,114 | $1.3M | 0.22% | +4.5% |
| 3417 | Griffith & Werner#3417 · 4,108 sh | 4,108 | $1.3M | 0.63% | +17.0% |
| 3418 | Woodward Financial Advisors#3418 · 4,097 sh | 4,097 | $1.3M | — | 0.0% |
| 3419 | Caldwell Investment Management Ltd.#3419 · 4,100 sh | 4,100 | $1.3M | 0.88% | 0.0% |
| 3420 | Kingsman Wealth Management#3420 · 4,095 sh | 4,095 | $1.3M | — | +2.0% |
| 3421 | Gemmer Asset Management#3421 · 4,091 sh | 4,091 | $1.3M | — | -0.5% |
| 3422 | Blake Schutter Theil Wealth Advisors#3422 · 4,086 sh | 4,086 | $1.3M | 0.90% | 0.0% |
| 3423 | Parkwoods Wealth Partners#3423 · 4,085 sh | 4,085 | $1.3M | 0.21% | +14.9% |
| 3424 | Krane Financial Solutions#3424 · 4,078 sh | 4,078 | $1.3M | 0.82% | +2.4% |
| 3425 | CULTIVAR CAPITAL#3425 · 4,074 sh | 4,074 | $1.3M | — | 0.0% |
| 3426 | Signature Equity Partners#3426 · 4,072 sh | 4,072 | $1.3M | 0.61% | -8.3% |
| 3427 | Integrity Advisory Solutions#3427 · 4,069 sh | 4,069 | $1.3M | 0.14% | +29.0% |
| 3428 | Sterneck Capital Management#3428 · 4,067 sh | 4,067 | $1.3M | 0.57% | -20.4% |
| 3429 | FINANCIAL CONSULATE#3429 · 4,063 sh | 4,063 | $1.3M | — | -0.8% |
| 3430 | Sulzberger Capital Advisors#3430 · 4,062 sh | 4,062 | $1.3M | — | -1.9% |
| 3431 | Drake & Associates#3431 · 4,059 sh | 4,059 | $1.3M | 0.22% | -31.3% |
| 3432 | DAVIDSON INVESTMENT ADVISORS#3432 · 4,058 sh | 4,058 | $1.3M | — | +1.3% |
| 3433 | Indie Asset Partners#3433 · 4,051 sh | 4,051 | $1.3M | 1.27% | -1.2% |
| 3434 | Alan B. Lancz & Associates#3434 · 4,048 sh | 4,048 | $1.3M | 1.15% | 0.0% |
| 3435 | Gibraltar Capital Management#3435 · 4,046 sh | 4,046 | $1.3M | 0.20% | +4.2% |
| 3436 | Schrum Private Wealth Management#3436 · 6,122 sh | 6,122 | $1.3M | 1.36% | -43.8% |
| 3437 | J. Derek Lewis & Associates#3437 · 4,030 sh | 4,030 | $1.3M | 0.25% | +12.8% |
| 3438 | Horizon Family Wealth#3438 · 4,024 sh | 4,024 | $1.3M | 0.60% | +103.0% |
| 3439 | Bulltick Wealth Management#3439 · 4,024 sh | 4,024 | $1.3M | 0.27% | -42.6% |
| 3440 | DOHENY ASSET MANAGEMENT#3440 · 4,024 sh | 4,024 | $1.3M | 0.76% | 0.0% |
| 3441 | Silver Grove Financial Group#3441 · 4,014 sh | 4,014 | $1.3M | 0.71% | -32.2% |
| 3442 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#3442 · 3,643 sh | 3,643 | $1.3M | 0.73% | +0.3% |
| 3443 | Inspire Advisors#3443 · 3,988 sh | 3,988 | $1.3M | 0.09% | +20.8% |
| 3444 | VIMA#3444 · 50,555 sh | 50,555 | $1.3M | — | — |
| 3445 | Lewis Asset Management#3445 · 3,996 sh | 3,996 | $1.3M | — | +6.1% |
| 3446 | TSFG#3446 · 3,995 sh | 3,995 | $1.3M | — | +0.7% |
| 3447 | CONSILIO WEALTH ADVISORS#3447 · 3,994 sh | 3,994 | $1.3M | 0.31% | +1.4% |
| 3448 | Sterling Group Wealth Management#3448 · 3,989 sh | 3,989 | $1.3M | 0.54% | -0.8% |
| 3449 | Hidden Cove Wealth Management#3449 · 3,989 sh | 3,989 | $1.3M | — | +7.8% |
| 3450 | Avail Investment Partners#3450 · 3,985 sh | 3,985 | $1.3M | — | +33.7% |
| 3451 | XTX Topco Ltd#3451 · 3,985 sh | 3,985 | $1.3M | 0.02% | +126.9% |
| 3452 | Silicon Valley Capital Partners#3452 · 3,983 sh | 3,983 | $1.3M | 0.11% | -12.0% |
| 3453 | Worthington Financial Partners#3453 · 3,981 sh | 3,981 | $1.3M | — | +22.2% |
| 3454 | Charter Capital Management, \DE#3454 · 3,980 sh | 3,980 | $1.3M | 0.58% | -1.9% |
| 3455 | Narus Financial Partners#3455 · 3,978 sh | 3,978 | $1.3M | — | -9.3% |
| 3456 | Independence Financial Advisors#3456 · 3,972 sh | 3,972 | $1.3M | — | +0.1% |
| 3457 | Hardin Capital Partners#3457 · 3,960 sh | 3,960 | $1.3M | — | -5.2% |
| 3458 | Centiva Capital#3458 · 3,967 sh | 3,967 | $1.3M | 0.01% | -75.2% |
| 3459 | North Capital#3459 · 3,965 sh | 3,965 | $1.3M | — | +1.7% |
| 3460 | Richard P Slaughter Associates#3460 · 3,958 sh | 3,958 | $1.3M | — | -43.6% |
| 3461 | Challenger Wealth Management#3461 · 3,957 sh | 3,957 | $1.3M | 0.95% | -0.9% |
| 3462 | Burnham#3462 · 3,955 sh | 3,955 | $1.3M | 1.04% | — |
| 3463 | Probity Advisors#3463 · 3,952 sh | 3,952 | $1.3M | — | -0.1% |
| 3464 | Clark & Stuart#3464 · 3,943 sh | 3,943 | $1.3M | — | +1.4% |
| 3465 | Fiduciary Wealth Partners#3465 · 3,941 sh | 3,941 | $1.3M | 0.71% | +0.8% |
| 3466 | KEYVANTAGE WEALTH#3466 · 3,939 sh | 3,939 | $1.3M | 0.49% | +1.6% |
| 3467 | Riverview#3467 · 3,936 sh | 3,936 | $1.3M | 1.53% | 0.0% |
| 3468 | Bank of Marin#3468 · 3,936 sh | 3,936 | $1.3M | 0.90% | -2.1% |
| 3469 | Long Road Investment Counsel#3469 · 3,932 sh | 3,932 | $1.3M | 0.47% | 0.0% |
| 3470 | EntryPoint Capital#3470 · 3,929 sh | 3,929 | $1.3M | 0.31% | New |
| 3471 | Ariadne Wealth Management#3471 · 3,927 sh | 3,927 | $1.3M | 0.57% | +12.4% |
| 3472 | MAGNOLIA CAPITAL MANAGEMENT LTD#3472 · 3,916 sh | 3,916 | $1.3M | — | +0.3% |
| 3473 | Cascade Financial Partners#3473 · 3,916 sh | 3,916 | $1.3M | 0.11% | -1.5% |
| 3474 | Prasad Wealth Partners#3474 · 3,910 sh | 3,910 | $1.3M | 0.31% | +2.1% |
| 3475 | BLUE BELL PRIVATE WEALTH MANAGEMENT#3475 · 3,908 sh | 3,908 | $1.3M | 0.16% | -2.1% |
| 3476 | SKBA CAPITAL MANAGEMENT#3476 · 3,907 sh | 3,907 | $1.3M | 0.21% | 0.0% |
| 3477 | Ardent Capital Management#3477 · 3,902 sh | 3,902 | $1.3M | — | -0.1% |
| 3478 | OPTIONS SOLUTIONS#3478 · 3,900 sh | 3,900 | $1.3M | 0.65% | 0.0% |
| 3479 | Hoxton Planning & Management#3479 · 3,897 sh | 3,897 | $1.3M | — | +1.5% |
| 3480 | R.H. Dinel Investment Counsel#3480 · 3,892 sh | 3,892 | $1.3M | — | -4.9% |
| 3481 | Affinity Capital Advisors#3481 · 3,769 sh | 3,769 | $1.3M | — | -1.1% |
| 3482 | TrueWealth Advisors#3482 · 3,888 sh | 3,888 | $1.3M | — | -2.0% |
| 3483 | Tanager Wealth Management LLP#3483 · 3,885 sh | 3,885 | $1.3M | — | +4.8% |
| 3484 | Arkfeld Wealth Strategies, L.L.C.#3484 · 3,765 sh | 3,765 | $1.3M | — | +0.3% |
| 3485 | Owl Creek Wealth Partners#3485 · 3,878 sh | 3,878 | $1.3M | — | +8.9% |
| 3486 | WENDELL DAVID ASSOCIATES#3486 · 3,875 sh | 3,875 | $1.3M | 0.13% | -3.1% |
| 3487 | Merrion Investment Management#3487 · 3,872 sh | 3,872 | $1.3M | — | 0.0% |
| 3488 | Center For Asset Management#3488 · 3,868 sh | 3,868 | $1.3M | — | -14.0% |
| 3489 | Fermata Advisors#3489 · 3,867 sh | 3,867 | $1.3M | — | +5.0% |
| 3490 | Lifeworks Advisors#3490 · 3,864 sh | 3,864 | $1.3M | 0.13% | +4.7% |
| 3491 | WIMMER ASSOCIATES 1#3491 · 3,861 sh | 3,861 | $1.3M | 0.57% | 0.0% |
| 3492 | Avantra Family Wealth#3492 · 3,857 sh | 3,857 | $1.3M | — | +0.4% |
| 3493 | Persium Advisors#3493 · 3,857 sh | 3,857 | $1.3M | — | +9.0% |
| 3494 | LCM Capital Management#3494 · 3,854 sh | 3,854 | $1.3M | — | -0.7% |
| 3495 | Arlington#3495 · 3,846 sh | 3,846 | $1.3M | — | +8.4% |
| 3496 | Grey Fox Wealth Advisors#3496 · 3,845 sh | 3,845 | $1.3M | 0.20% | +22.1% |
| 3497 | Willow Creek Wealth Management#3497 · 3,844 sh | 3,844 | $1.3M | 0.08% | — |
| 3498 | SWISS RE LTD#3498 · 3,843 sh | 3,843 | $1.3M | 0.11% | +1050.6% |
| 3499 | Future Fund#3499 · 3,842 sh | 3,842 | $1.3M | 0.36% | +1.3% |
| 3500 | Wescott Financial Advisory Group#3500 · 3,832 sh | 3,832 | $1.3M | 0.10% | +3.5% |
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.