JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 36)
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 3,501 to 3,600. 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 3,501–3,600 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3501 | Secure Asset Management#3501 · 3,831 sh | 3,831 | $1.3M | — | -12.3% |
| 3502 | Harbor Group#3502 · 3,820 sh | 3,820 | $1.3M | — | +0.5% |
| 3503 | FIRST COMMUNITY NA#3503 · 3,816 sh | 3,816 | $1.2M | — | +2.1% |
| 3504 | EAGLE HARBOR ASSET MANAGEMENT#3504 · 3,815 sh | 3,815 | $1.2M | — | -10.0% |
| 3505 | DMC Group#3505 · 3,815 sh | 3,815 | $1.2M | — | -22.8% |
| 3506 | Shulman DeMeo Asset Management#3506 · 3,815 sh | 3,815 | $1.2M | — | -3.0% |
| 3507 | ROBERTS GLORE#3507 · 3,814 sh | 3,814 | $1.2M | 0.31% | -1.3% |
| 3508 | Poehling Capital Management#3508 · 3,810 sh | 3,810 | $1.2M | — | -6.9% |
| 3509 | JUNCTURE WEALTH STRATEGIES#3509 · 3,809 sh | 3,809 | $1.2M | — | +303.1% |
| 3510 | VANCE WEALTH#3510 · 3,799 sh | 3,799 | $1.2M | 0.28% | +15.8% |
| 3511 | LANGLEY WEALTH MANAGEMENT#3511 · 3,799 sh | 3,799 | $1.2M | 1.21% | — |
| 3512 | Prostatis Group#3512 · 3,790 sh | 3,790 | $1.2M | 0.29% | -21.5% |
| 3513 | D.B. Root & Company#3513 · 3,785 sh | 3,785 | $1.2M | 0.26% | +1.3% |
| 3514 | Stonebridge Financial Group, / MO#3514 · 3,785 sh | 3,785 | $1.2M | 0.82% | -1.2% |
| 3515 | Heck Capital Advisors#3515 · 3,780 sh | 3,780 | $1.2M | — | -0.3% |
| 3516 | Walser Wealth Management Company, A Ltd Liability#3516 · 3,773 sh | 3,773 | $1.2M | — | -1.3% |
| 3517 | Crescent Grove Advisors#3517 · 3,763 sh | 3,763 | $1.2M | — | -45.8% |
| 3518 | Cairn Investment Group#3518 · 3,757 sh | 3,757 | $1.2M | 0.54% | +5.6% |
| 3519 | Fulcrum Equity Management#3519 · 3,757 sh | 3,757 | $1.2M | — | +0.3% |
| 3520 | Rise Advisors#3520 · 3,750 sh | 3,750 | $1.2M | — | +3.2% |
| 3521 | KDT Advisors#3521 · 3,747 sh | 3,747 | $1.2M | 1.70% | 0.0% |
| 3522 | Investment Planning Advisors#3522 · 3,743 sh | 3,743 | $1.2M | — | +7.0% |
| 3523 | von Borstel & Associates#3523 · 3,732 sh | 3,732 | $1.2M | 0.25% | +0.7% |
| 3524 | PENNINGTON PARTNERS#3524 · 3,724 sh | 3,724 | $1.2M | 0.39% | +8.3% |
| 3525 | Wealthcare Capital Partners#3525 · 3,720 sh | 3,720 | $1.2M | — | +0.2% |
| 3526 | Santori & Peters#3526 · 3,719 sh | 3,719 | $1.2M | — | +0.2% |
| 3527 | William Mack & Associates#3527 · 3,717 sh | 3,717 | $1.2M | 0.43% | +50.5% |
| 3528 | Hughes Financial Services#3528 · 3,713 sh | 3,713 | $1.2M | 0.16% | +1.8% |
| 3529 | Rooted Wealth Advisors#3529 · 3,711 sh | 3,711 | $1.2M | 0.30% | +0.5% |
| 3530 | Gambit Capital Management#3530 · 3,710 sh | 3,710 | $1.2M | 0.71% | +0.4% |
| 3531 | FORM Wealth Advisors#3531 · 3,705 sh | 3,705 | $1.2M | — | -16.2% |
| 3532 | INVENIO WEALTH PARTNERS#3532 · 3,702 sh | 3,702 | $1.2M | — | +1.6% |
| 3533 | NCP#3533 · 3,700 sh | 3,700 | $1.2M | 1.69% | 0.0% |
| 3534 | Michael Brady#3534 · 3,692 sh | 3,692 | $1.2M | — | -5.1% |
| 3535 | NORTHBRIDGE FINANCIAL GROUP#3535 · 3,692 sh | 3,692 | $1.2M | 0.46% | +5.2% |
| 3536 | MFA Wealth Services#3536 · 3,691 sh | 3,691 | $1.2M | — | +0.5% |
| 3537 | Bluesphere Advisors#3537 · 3,690 sh | 3,690 | $1.2M | — | -0.2% |
| 3538 | Semus Wealth Partners#3538 · 3,689 sh | 3,689 | $1.2M | — | -0.9% |
| 3539 | Accuvest Global Advisors#3539 · 3,684 sh | 3,684 | $1.2M | 1.04% | +17.5% |
| 3540 | Wealth Science Advisors#3540 · 3,681 sh | 3,681 | $1.2M | — | +18.3% |
| 3541 | CASTLEKEEP INVESTMENT ADVISORS#3541 · 3,676 sh | 3,676 | $1.2M | 0.60% | -6.5% |
| 3542 | RETIREMENT INCOME SOLUTIONS#3542 · 4,083 sh | 4,083 | $1.2M | 0.21% | 0.0% |
| 3543 | Pine Haven Investment Counsel#3543 · 3,666 sh | 3,666 | $1.2M | 0.81% | 0.0% |
| 3544 | DecisionMap Wealth Management#3544 · 3,665 sh | 3,665 | $1.2M | 0.67% | +11.8% |
| 3545 | Advance Capital Management#3545 · 3,664 sh | 3,664 | $1.2M | 0.04% | -4.2% |
| 3546 | Holland Advisory Services#3546 · 3,663 sh | 3,663 | $1.2M | — | -5.2% |
| 3547 | GLR Partners#3547 · 3,660 sh | 3,660 | $1.2M | 0.56% | -3.0% |
| 3548 | CLIENT 1ST ADVISORY GROUP#3548 · 3,659 sh | 3,659 | $1.2M | — | +4.4% |
| 3549 | Safeguard Investment Advisory Group#3549 · 3,660 sh | 3,660 | $1.2M | 0.28% | +1.0% |
| 3550 | Bravera Wealth#3550 · 3,658 sh | 3,658 | $1.2M | 0.46% | +9.5% |
| 3551 | OPAL CAPITAL#3551 · 3,654 sh | 3,654 | $1.2M | 0.21% | -15.0% |
| 3552 | Napier Financial#3552 · 3,652 sh | 3,652 | $1.2M | 0.25% | -1.6% |
| 3553 | DOCK STREET ASSET MANAGEMENT#3553 · 3,652 sh | 3,652 | $1.2M | 0.11% | -10.9% |
| 3554 | Elevated Financial Group#3554 · 3,652 sh | 3,652 | $1.2M | — | -15.4% |
| 3555 | PUFF WEALTH MANAGEMENT#3555 · 3,650 sh | 3,650 | $1.2M | — | — |
| 3556 | CARLSON FINANCIAL#3556 · 3,638 sh | 3,638 | $1.2M | 0.61% | +3.3% |
| 3557 | LifePlan Investment Advisors#3557 · 3,630 sh | 3,630 | $1.2M | 0.41% | +4.5% |
| 3558 | RASP WEALTH SOLUTIONS#3558 · 3,620 sh | 3,620 | $1.2M | 0.39% | — |
| 3559 | Iron Gate Global Advisors#3559 · 3,617 sh | 3,617 | $1.2M | 0.11% | +1.7% |
| 3560 | Towercrest Capital Management#3560 · 3,612 sh | 3,612 | $1.2M | — | -14.6% |
| 3561 | Compass Ion Advisors#3561 · 3,610 sh | 3,610 | $1.2M | — | -7.1% |
| 3562 | Aegis Wealth Management#3562 · 3,605 sh | 3,605 | $1.2M | 0.56% | New |
| 3563 | Mach-1 Financial Group#3563 · 3,601 sh | 3,601 | $1.2M | 0.46% | -51.5% |
| 3564 | Renasant Bank#3564 · 3,601 sh | 3,601 | $1.2M | 0.76% | -42.9% |
| 3565 | Fortitude Family Office#3565 · 3,600 sh | 3,600 | $1.2M | — | +5.7% |
| 3566 | Summa#3566 · 3,600 sh | 3,600 | $1.2M | 0.37% | -5.3% |
| 3567 | J.E. Simmons & , P.C.#3567 · 3,594 sh | 3,594 | $1.2M | 0.66% | 0.0% |
| 3568 | Greenline Wealth Management#3568 · 3,592 sh | 3,592 | $1.2M | 0.97% | +5.9% |
| 3569 | 1776 Wealth#3569 · 3,584 sh | 3,584 | $1.2M | 0.41% | +0.1% |
| 3570 | COOPER/HAIMS ADVISORS#3570 · 3,583 sh | 3,583 | $1.2M | 0.50% | -16.9% |
| 3571 | IVC Wealth Advisors#3571 · 3,583 sh | 3,583 | $1.2M | — | -0.5% |
| 3572 | Meramec Financial Planners#3572 · 3,288 sh | 3,288 | $1.2M | 0.43% | +39.6% |
| 3573 | Tilson Financial Group#3573 · 3,570 sh | 3,570 | $1.2M | 0.32% | +0.1% |
| 3574 | TFB Advisors#3574 · 3,565 sh | 3,565 | $1.2M | 0.51% | +44.2% |
| 3575 | tru Independence#3575 · 3,562 sh | 3,562 | $1.2M | — | -15.2% |
| 3576 | Alliance Wealth Management Group#3576 · 3,557 sh | 3,557 | $1.2M | 0.23% | -14.8% |
| 3577 | Strathmore Capital Advisors#3577 · 3,372 sh | 3,372 | $1.2M | 0.31% | 0.0% |
| 3578 | Hamilton Wealth#3578 · 3,551 sh | 3,551 | $1.2M | 0.21% | -48.5% |
| 3579 | Wealth Advisors of Iowa#3579 · 3,550 sh | 3,550 | $1.2M | 0.31% | 0.0% |
| 3580 | BlueSky Wealth Advisors#3580 · 3,547 sh | 3,547 | $1.2M | 0.13% | -4.9% |
| 3581 | PENNSYLVANIA CAPITAL MANAGEMENT#3581 · 3,546 sh | 3,546 | $1.2M | 0.29% | +30.6% |
| 3582 | TCFG Investment Advisors#3582 · 3,543 sh | 3,543 | $1.2M | — | +4.4% |
| 3583 | Horst & Graben Wealth Management#3583 · 3,472 sh | 3,472 | $1.2M | 0.15% | +0.1% |
| 3584 | Sonoma Private Wealth#3584 · 3,533 sh | 3,533 | $1.2M | 1.24% | -1.7% |
| 3585 | Henrickson Nauta Wealth Advisors#3585 · 3,531 sh | 3,531 | $1.2M | 0.28% | +0.8% |
| 3586 | FULLER & THALER ASSET MANAGEMENT#3586 · 3,529 sh | 3,529 | $1.2M | <0.01% | 0.0% |
| 3587 | Lexington Hill Partners#3587 · 3,525 sh | 3,525 | $1.2M | — | +15.9% |
| 3588 | SPWM Advisors#3588 · 3,381 sh | 3,381 | $1.2M | 1.07% | -15.8% |
| 3589 | Abound Wealth Management#3589 · 3,520 sh | 3,520 | $1.2M | — | -6.6% |
| 3590 | Opal Wealth Advisors#3590 · 3,519 sh | 3,519 | $1.2M | — | +6.5% |
| 3591 | Hobart Private Capital#3591 · 3,519 sh | 3,519 | $1.2M | — | +0.4% |
| 3592 | Hilton Head Capital Partners#3592 · 3,516 sh | 3,516 | $1.2M | — | -7.9% |
| 3593 | Wallace Capital Management#3593 · 3,515 sh | 3,515 | $1.2M | 0.13% | +47.1% |
| 3594 | Knuff#3594 · 3,507 sh | 3,507 | $1.1M | 0.29% | +53.7% |
| 3595 | Concentrum Wealth Management#3595 · 3,504 sh | 3,504 | $1.1M | 0.27% | +6.8% |
| 3596 | POSTROCK PARTNERS#3596 · 3,502 sh | 3,502 | $1.1M | 0.47% | 0.0% |
| 3597 | GILL CAPITAL PARTNERS#3597 · 3,502 sh | 3,502 | $1.1M | — | +109.6% |
| 3598 | Truepoint#3598 · 3,499 sh | 3,499 | $1.1M | 0.02% | +4.0% |
| 3599 | WJ Interests#3599 · 3,498 sh | 3,498 | $1.1M | — | 0.0% |
| 3600 | WEALTHEDGE INVESTMENT ADVISORS#3600 · 3,490 sh | 3,490 | $1.1M | 0.39% | -3.4% |
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.