JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 37)
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 3,601 to 3,700. 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 3,601–3,700 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3601 | Single Point Partners#3601 · 3,482 sh | 3,482 | $1.1M | — | 0.0% |
| 3602 | Millennium Capital Advisors#3602 · 3,481 sh | 3,481 | $1.1M | — | 0.0% |
| 3603 | ISTHMUS PARTNERS#3603 · 3,481 sh | 3,481 | $1.1M | — | -0.9% |
| 3604 | Delta Wealth Advisors#3604 · 3,477 sh | 3,477 | $1.1M | — | +95.8% |
| 3605 | W.H. Cornerstone Investments#3605 · 3,474 sh | 3,474 | $1.1M | 0.64% | +86.4% |
| 3606 | LANDAAS & /WI#3606 · 3,464 sh | 3,464 | $1.1M | 0.21% | -17.0% |
| 3607 | Richmond Brothers#3607 · 3,459 sh | 3,459 | $1.1M | 0.59% | New |
| 3608 | Coastwise Capital Group#3608 · 3,457 sh | 3,457 | $1.1M | 0.66% | -5.5% |
| 3609 | NFP Retirement#3609 · 3,457 sh | 3,457 | $1.1M | 0.06% | +1.3% |
| 3610 | BELLEVUE ASSET MANAGEMENT#3610 · 3,456 sh | 3,456 | $1.1M | 0.52% | +0.3% |
| 3611 | Firestone Capital Management#3611 · 3,451 sh | 3,451 | $1.1M | 0.21% | -0.3% |
| 3612 | Old North State Wealth Management#3612 · 3,437 sh | 3,437 | $1.1M | — | +1.3% |
| 3613 | Vawter Financial, Ltd.#3613 · 3,442 sh | 3,442 | $1.1M | 0.42% | +3.5% |
| 3614 | Quantum Private Wealth#3614 · 3,438 sh | 3,438 | $1.1M | — | -0.3% |
| 3615 | Bank#3615 · 3,438 sh | 3,438 | $1.1M | — | +2.4% |
| 3616 | Gouws Capital#3616 · 3,433 sh | 3,433 | $1.1M | — | 0.0% |
| 3617 | Cardinal Strategic Wealth Guidance#3617 · 3,432 sh | 3,432 | $1.1M | 0.25% | -3.2% |
| 3618 | Ascension Capital Advisors#3618 · 3,430 sh | 3,430 | $1.1M | 0.32% | +3.8% |
| 3619 | Heritage Family Offices, LLP#3619 · 3,425 sh | 3,425 | $1.1M | 0.43% | +42.8% |
| 3620 | Pacific Excel Wealth Advisors#3620 · 3,425 sh | 3,425 | $1.1M | 0.43% | +181.7% |
| 3621 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#3621 · 3,423 sh | 3,423 | $1.1M | 0.13% | +19.0% |
| 3622 | Freedom Day Solutions#3622 · 3,422 sh | 3,422 | $1.1M | — | +124.1% |
| 3623 | MAINSAIL ASSET MANAGEMENT#3623 · 3,282 sh | 3,282 | $1.1M | — | -23.1% |
| 3624 | CAXTON ASSOCIATES LLP#3624 · 3,411 sh | 3,411 | $1.1M | 0.02% | -22.3% |
| 3625 | ZRC WEALTH MANAGEMENT#3625 · 3,409 sh | 3,409 | $1.1M | — | +5.6% |
| 3626 | Holcombe Financial#3626 · 3,408 sh | 3,408 | $1.1M | — | +8.3% |
| 3627 | Wellington Grp#3627 · 3,788 sh | 3,788 | $1.1M | 0.34% | 0.0% |
| 3628 | Beckerman Institutional#3628 · 3,400 sh | 3,400 | $1.1M | 0.53% | 0.0% |
| 3629 | Ackerman Capital Advisors#3629 · 3,398 sh | 3,398 | $1.1M | 0.22% | +1.9% |
| 3630 | Maltin Wealth Management#3630 · 3,397 sh | 3,397 | $1.1M | — | -0.3% |
| 3631 | TENET WEALTH PARTNERS#3631 · 3,118 sh | 3,118 | $1.1M | — | — |
| 3632 | Oxford Wealth Group#3632 · 3,389 sh | 3,389 | $1.1M | 0.50% | -3.1% |
| 3633 | TruNorth Capital Management#3633 · 3,389 sh | 3,389 | $1.1M | — | +0.4% |
| 3634 | VestGen Investment Management#3634 · 3,388 sh | 3,388 | $1.1M | 0.59% | -5.4% |
| 3635 | Magnolia Private Wealth#3635 · 3,388 sh | 3,388 | $1.1M | 0.61% | +2.7% |
| 3636 | Wealth Quarterback#3636 · 3,386 sh | 3,386 | $1.1M | — | +51.2% |
| 3637 | Next Capital Management#3637 · 3,380 sh | 3,380 | $1.1M | 0.30% | +2.6% |
| 3638 | Core Capital Management & Research#3638 · 3,102 sh | 3,102 | $1.1M | 0.58% | — |
| 3639 | DIAMANT ASSET MANAGEMENT#3639 · 3,376 sh | 3,376 | $1.1M | 0.75% | -99.7% |
| 3640 | GRANVILLE CAPITAL#3640 · 3,375 sh | 3,375 | $1.1M | 0.49% | -5.6% |
| 3641 | Mullooly Asset Management#3641 · 3,368 sh | 3,368 | $1.1M | 0.34% | +0.3% |
| 3642 | RVW Wealth#3642 · 3,365 sh | 3,365 | $1.1M | — | -2.1% |
| 3643 | ACORN CREEK CAPITAL#3643 · 3,361 sh | 3,361 | $1.1M | 0.37% | -1.3% |
| 3644 | Keating Financial Advisory Services#3644 · 3,359 sh | 3,359 | $1.1M | 0.14% | +18.1% |
| 3645 | Wall Street Financial Group#3645 · 3,358 sh | 3,358 | $1.1M | 0.59% | +10.4% |
| 3646 | Bright Futures Wealth Management#3646 · 3,357 sh | 3,357 | $1.1M | — | -1.9% |
| 3647 | GUIDANCE CAPITAL#3647 · 3,198 sh | 3,198 | $1.1M | 0.23% | 0.0% |
| 3648 | Peck Wealth Management#3648 · 3,352 sh | 3,352 | $1.1M | 0.92% | -13.0% |
| 3649 | Cogent Private Wealth#3649 · 3,349 sh | 3,349 | $1.1M | 0.69% | +8.2% |
| 3650 | ECOFI INVESTISSEMENTS SA#3650 · 3,350 sh | 3,350 | $1.1M | 3.92% | -9.5% |
| 3651 | FSA Advisors#3651 · 3,339 sh | 3,339 | $1.1M | 0.50% | -0.8% |
| 3652 | Rede Wealth#3652 · 3,338 sh | 3,338 | $1.1M | — | 0.0% |
| 3653 | Lionshead Wealth Management#3653 · 3,336 sh | 3,336 | $1.1M | — | +4.5% |
| 3654 | apricus wealth#3654 · 3,334 sh | 3,334 | $1.1M | — | +1.7% |
| 3655 | Buttonwood Financial Advisors#3655 · 3,329 sh | 3,329 | $1.1M | — | -0.2% |
| 3656 | South Shore Capital Advisors#3656 · 3,327 sh | 3,327 | $1.1M | — | 0.0% |
| 3657 | Capital Management Associates#3657 · 3,325 sh | 3,325 | $1.1M | — | +1.9% |
| 3658 | Payne Capital Management#3658 · 3,320 sh | 3,320 | $1.1M | 0.29% | +20.6% |
| 3659 | Western Financial#3659 · 3,309 sh | 3,309 | $1.1M | — | +3.5% |
| 3660 | BCS Wealth Management#3660 · 3,305 sh | 3,305 | $1.1M | 0.19% | +11.1% |
| 3661 | Cornerstone Select Advisors#3661 · 3,301 sh | 3,301 | $1.1M | 0.45% | +24.2% |
| 3662 | Themes Management#3662 · 3,291 sh | 3,291 | $1.1M | 0.71% | -13.7% |
| 3663 | Sanchez Gaunt Capital Management#3663 · 3,286 sh | 3,286 | $1.1M | 0.60% | -3.6% |
| 3664 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT#3664 · 3,282 sh | 3,282 | $1.1M | 0.13% | 0.0% |
| 3665 | Mascoma Wealth Management#3665 · 3,278 sh | 3,278 | $1.1M | — | -2.8% |
| 3666 | Weaver Consulting Group#3666 · 3,272 sh | 3,272 | $1.1M | — | -0.1% |
| 3667 | MOTIVE WEALTH ADVISORS#3667 · 3,270 sh | 3,270 | $1.1M | — | -0.6% |
| 3668 | Tacita Capital#3668 · 3,265 sh | 3,265 | $1.1M | 0.58% | 0.0% |
| 3669 | Capital Advantage#3669 · 3,262 sh | 3,262 | $1.1M | — | -0.3% |
| 3670 | Clearwave Capital#3670 · 3,258 sh | 3,258 | $1.1M | 0.59% | +24.4% |
| 3671 | Illumine Investment Management#3671 · 0 sh | 0 | $1.1M | — | -100.0% |
| 3672 | East Coast Asset Management#3672 · 3,253 sh | 3,253 | $1.1M | 0.17% | -41.6% |
| 3673 | Beacon Capital Management#3673 · 3,251 sh | 3,251 | $1.1M | — | +19.2% |
| 3674 | PARTNERS WEALTH MANAGEMENT#3674 · 3,248 sh | 3,248 | $1.1M | 1.04% | 0.0% |
| 3675 | Vertex Planning Partners#3675 · 3,247 sh | 3,247 | $1.1M | 0.16% | +4.6% |
| 3676 | Silver Lake Advisory#3676 · 3,245 sh | 3,245 | $1.1M | — | -0.7% |
| 3677 | AMERIFLEX GROUP#3677 · 3,245 sh | 3,245 | $1.1M | 0.43% | +1.9% |
| 3678 | Nova Wealth Management#3678 · 3,237 sh | 3,237 | $1.1M | 0.58% | +0.8% |
| 3679 | Rose Capital Advisors#3679 · 3,234 sh | 3,234 | $1.1M | 0.53% | — |
| 3680 | BETO FINANCIAL GROUP#3680 · 3,119 sh | 3,119 | $1.1M | 0.56% | -1.5% |
| 3681 | Flatrock Wealth Partners#3681 · 3,229 sh | 3,229 | $1.1M | 0.42% | +17.8% |
| 3682 | Index Fund Advisors#3682 · 3,223 sh | 3,223 | $1.1M | 0.04% | +7.5% |
| 3683 | Wallington Asset Management#3683 · 3,218 sh | 3,218 | $1.1M | 0.13% | 0.0% |
| 3684 | SALZHAUER MICHAEL#3684 · 3,215 sh | 3,215 | $1.1M | 0.36% | 0.0% |
| 3685 | NORTH POINT PORTFOLIO MANAGERS#3685 · 3,210 sh | 3,210 | $1.1M | — | 0.0% |
| 3686 | Wolff Financial Management#3686 · 3,209 sh | 3,209 | $1.1M | — | 0.0% |
| 3687 | Fortis Capital Management#3687 · 3,206 sh | 3,206 | $1.0M | 0.12% | +0.1% |
| 3688 | OBERWEIS ASSET MANAGEMENT#3688 · 3,206 sh | 3,206 | $1.0M | 0.02% | +0.7% |
| 3689 | WestHill Financial Advisors#3689 · 3,205 sh | 3,205 | $1.0M | — | 0.0% |
| 3690 | Legacy Wealth Partners#3690 · 3,205 sh | 3,205 | $1.0M | — | +1.7% |
| 3691 | Foguth Wealth Management#3691 · 3,093 sh | 3,093 | $1.0M | — | +27.9% |
| 3692 | West Wealth Group#3692 · 3,202 sh | 3,202 | $1.0M | — | +9.4% |
| 3693 | Impact Partnership Wealth#3693 · 3,196 sh | 3,196 | $1.0M | 0.10% | +26.8% |
| 3694 | Legacy Wealth Advisors#3694 · 3,195 sh | 3,195 | $1.0M | 0.45% | +13.2% |
| 3695 | LAWOOD#3695 · 3,191 sh | 3,191 | $1.0M | — | 0.0% |
| 3696 | KNIGHTSBRIDGE ASSET MANAGEMENT#3696 · 3,235 sh | 3,235 | $1.0M | 0.15% | +4.6% |
| 3697 | WealthTrust Asset Management#3697 · 3,184 sh | 3,184 | $1.0M | — | -2.9% |
| 3698 | Creekside Partners#3698 · 3,171 sh | 3,171 | $1.0M | 0.38% | 0.0% |
| 3699 | Future Financial Wealth Managment#3699 · 2,956 sh | 2,956 | $1.0M | — | 0.0% |
| 3700 | Permanent Capital Management#3700 · 3,158 sh | 3,158 | $1.0M | 0.14% | 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.