JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 38)
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 3,701 to 3,800. 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 3,701–3,800 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3701 | IRONWOOD INVESTMENT MANAGEMENT#3701 · 3,154 sh | 3,154 | $1.0M | 0.36% | 0.0% |
| 3702 | SMITH SHELLNUT WILSON#3702 · 3,150 sh | 3,150 | $1.0M | — | 0.0% |
| 3703 | SilverOak Wealth Management#3703 · 3,150 sh | 3,150 | $1.0M | 0.13% | +0.5% |
| 3704 | Alvarez & Marsal Private Wealth Partners#3704 · 3,149 sh | 3,149 | $1.0M | 0.14% | -67.4% |
| 3705 | Kellett Wealth Advisors#3705 · 3,147 sh | 3,147 | $1.0M | — | +9.5% |
| 3706 | Atala Financial#3706 · 3,146 sh | 3,146 | $1.0M | — | -0.1% |
| 3707 | AIMZ Investment Advisors#3707 · 3,143 sh | 3,143 | $1.0M | 0.28% | 0.0% |
| 3708 | Optivise Advisory Services#3708 · 3,142 sh | 3,142 | $1.0M | — | +9.9% |
| 3709 | Harvest Investment Services#3709 · 3,134 sh | 3,134 | $1.0M | 0.16% | +33.4% |
| 3710 | Pacific Center for Financial Services#3710 · 3,126 sh | 3,126 | $1.0M | — | +0.1% |
| 3711 | A. D. Beadell Investment Counsel#3711 · 3,122 sh | 3,122 | $1.0M | — | -3.1% |
| 3712 | LWM Advisory Services#3712 · 3,119 sh | 3,119 | $1.0M | 1.82% | -21.9% |
| 3713 | Castleview Partners#3713 · 3,115 sh | 3,115 | $1.0M | — | +10.6% |
| 3714 | Pullen Investment Management#3714 · 3,115 sh | 3,115 | $1.0M | — | +0.4% |
| 3715 | Warren Street Wealth Advisors#3715 · 3,114 sh | 3,114 | $1.0M | 0.23% | +1.8% |
| 3716 | Alpha Advisors#3716 · 3,110 sh | 3,110 | $1.0M | — | -0.4% |
| 3717 | TOBIAS FINANCIAL ADVISORS#3717 · 3,108 sh | 3,108 | $1.0M | 0.13% | 0.0% |
| 3718 | Carmel Capital Partners#3718 · 3,107 sh | 3,107 | $1.0M | 0.34% | +2.4% |
| 3719 | MILLER HOWARD INVESTMENTS#3719 · 3,107 sh | 3,107 | $1.0M | — | -27.9% |
| 3720 | PENSION & WEALTH MANAGEMENT ADVISORS#3720 · 3,105 sh | 3,105 | $1.0M | — | +7.4% |
| 3721 | Murphy, Middleton, Hinkle & Parker#3721 · 3,106 sh | 3,106 | $1.0M | — | 0.0% |
| 3722 | American National Bank of Texas#3722 · 3,105 sh | 3,105 | $1.0M | — | +1.4% |
| 3723 | Kuhn & Investment Counsel#3723 · 3,105 sh | 3,105 | $1.0M | 0.59% | +0.9% |
| 3724 | Ring Mountain Capital#3724 · 3,104 sh | 3,104 | $1.0M | — | +1.0% |
| 3725 | Hopwood Financial Services#3725 · 3,103 sh | 3,103 | $1.0M | 0.59% | -9.5% |
| 3726 | COHEN & STEERS#3726 · 3,100 sh | 3,100 | $1.0M | <0.01% | 0.0% |
| 3727 | Riverstone Advisors#3727 · 3,100 sh | 3,100 | $1.0M | 0.42% | +13.4% |
| 3728 | Arbor Wealth Advisors#3728 · 3,096 sh | 3,096 | $1.0M | — | 0.0% |
| 3729 | ARK & TLK INVESTMENTS#3729 · 3,096 sh | 3,096 | $1.0M | — | -48.4% |
| 3730 | Serenus Wealth Advisors#3730 · 3,095 sh | 3,095 | $1.0M | 0.18% | New |
| 3731 | Financial Insights#3731 · 3,089 sh | 3,089 | $1.0M | 0.27% | +24.2% |
| 3732 | ABSOLUTE CAPITAL MANAGEMENT#3732 · 3,087 sh | 3,087 | $1.0M | — | 0.0% |
| 3733 | National Wealth Management Group#3733 · 3,086 sh | 3,086 | $1.0M | — | -7.9% |
| 3734 | Dogwood Wealth Management#3734 · 3,081 sh | 3,081 | $1.0M | 0.40% | -23.2% |
| 3735 | BYRNE FINANCIAL FREEDOM#3735 · 3,080 sh | 3,080 | $1.0M | 0.39% | -1.6% |
| 3736 | Hillcrest Wealth Advisors - NY#3736 · 3,080 sh | 3,080 | $1.0M | — | +2.8% |
| 3737 | Joule Financial#3737 · 3,079 sh | 3,079 | $1.0M | 0.27% | -8.0% |
| 3738 | Elevation Wealth Management#3738 · 3,074 sh | 3,074 | $1.0M | 0.75% | +1.0% |
| 3739 | Greater Midwest Financial Group#3739 · 3,062 sh | 3,062 | $1.0M | — | +0.3% |
| 3740 | Measured Wealth Private Client Group#3740 · 3,051 sh | 3,051 | $998.7K | 0.24% | -8.1% |
| 3741 | WEALTHGARDEN F.S.#3741 · 3,049 sh | 3,049 | $998.0K | 0.57% | +0.4% |
| 3742 | BNB Wealth Management#3742 · 3,046 sh | 3,046 | $997.1K | 0.55% | -2.6% |
| 3743 | Laraway Financial Advisors#3743 · 3,046 sh | 3,046 | $997.0K | 0.61% | 0.0% |
| 3744 | Cornerstone Financial Management#3744 · 3,046 sh | 3,046 | $997.0K | 0.80% | -4.1% |
| 3745 | Acorns Advisers#3745 · 3,042 sh | 3,042 | $996.0K | <0.01% | +12.9% |
| 3746 | MOGY JOEL R INVESTMENT COUNSEL#3746 · 3,040 sh | 3,040 | $995.1K | — | 0.0% |
| 3747 | Investmark Advisory Group#3747 · 3,040 sh | 3,040 | $995.1K | 0.38% | +0.2% |
| 3748 | DRIEHAUS CAPITAL MANAGEMENT#3748 · 3,034 sh | 3,034 | $993.1K | <0.01% | 0.0% |
| 3749 | Genesis Financial Group#3749 · 3,033 sh | 3,033 | $992.9K | 0.65% | -1.4% |
| 3750 | Financial Enhancement Group#3750 · 3,031 sh | 3,031 | $992.1K | — | +3.2% |
| 3751 | MOR Wealth Management#3751 · 3,031 sh | 3,031 | $992.1K | 0.40% | +115.1% |
| 3752 | Successful Portfolios#3752 · 2,952 sh | 2,952 | $992.1K | — | -3.0% |
| 3753 | COLLECTIVE FAMILY OFFICE#3753 · 3,030 sh | 3,030 | $991.8K | — | -4.7% |
| 3754 | INVESTED ADVISORS#3754 · 3,018 sh | 3,018 | $987.9K | — | -5.7% |
| 3755 | MINDSET WEALTH MANAGEMENT#3755 · 3,001 sh | 3,001 | $982.3K | — | -3.1% |
| 3756 | CapWealth Advisors#3756 · 3,000 sh | 3,000 | $982.0K | — | +0.9% |
| 3757 | Holos Integrated Wealth#3757 · 2,894 sh | 2,894 | $981.7K | — | -0.6% |
| 3758 | American Capital Advisory#3758 · 2,995 sh | 2,995 | $980.4K | 0.36% | -1.4% |
| 3759 | EHRLICH FINANCIAL GROUP#3759 · 2,993 sh | 2,993 | $979.8K | — | -1.8% |
| 3760 | Verus Financial Partners#3760 · 2,992 sh | 2,992 | $979.3K | 0.08% | -1.3% |
| 3761 | MIRAMONTES CAPITAL#3761 · 2,991 sh | 2,991 | $979.0K | — | -1.2% |
| 3762 | PURSUIT WEALTH STRATEGIES#3762 · 2,984 sh | 2,984 | $976.8K | 1.27% | -8.3% |
| 3763 | Paragon Capital Management Ltd#3763 · 2,982 sh | 2,982 | $976.4K | — | +0.5% |
| 3764 | Analyst IMS Investment Management Services Ltd.#3764 · 2,978 sh | 2,978 | $975.0K | 0.02% | -24.9% |
| 3765 | Mission Financial Group#3765 · 2,975 sh | 2,975 | $973.9K | — | — |
| 3766 | Signet Private Wealth#3766 · 2,973 sh | 2,973 | $973.3K | 0.78% | -1.9% |
| 3767 | Integris Wealth Management#3767 · 2,969 sh | 2,969 | $971.7K | — | +39.5% |
| 3768 | Bond & Devick Financial Network#3768 · 2,966 sh | 2,966 | $970.9K | — | 0.0% |
| 3769 | Port Capital#3769 · 2,964 sh | 2,964 | $970.2K | 0.04% | -16.2% |
| 3770 | Laurion Capital Management#3770 · 2,962 sh | 2,962 | $969.6K | 0.02% | -55.8% |
| 3771 | Aletheian Wealth Advisors#3771 · 2,960 sh | 2,960 | $968.9K | — | +8.6% |
| 3772 | TORRAY#3772 · 2,959 sh | 2,959 | $968.6K | 0.13% | -92.4% |
| 3773 | YOUNGS ADVISORY GROUP#3773 · 2,956 sh | 2,956 | $967.7K | — | +0.1% |
| 3774 | E6 Portfolios#3774 · 2,952 sh | 2,952 | $966.4K | — | +212.7% |
| 3775 | LightSquare Wealth Management#3775 · 2,952 sh | 2,952 | $966.2K | 0.67% | +1.1% |
| 3776 | Pine Harbor Wealth Management#3776 · 2,951 sh | 2,951 | $966.0K | 0.26% | 0.0% |
| 3777 | MRA Advisory Group#3777 · 2,951 sh | 2,951 | $965.9K | — | -48.1% |
| 3778 | Financial Freedom#3778 · 2,947 sh | 2,947 | $964.6K | 0.44% | -0.9% |
| 3779 | WALLER FINANCIAL PLANNING GROUP#3779 · 2,942 sh | 2,942 | $963.0K | — | +9.6% |
| 3780 | Alessandra Capital Management#3780 · 2,940 sh | 2,940 | $962.4K | 0.68% | +4.6% |
| 3781 | MARIPAU WEALTH MANAGEMENT#3781 · 2,930 sh | 2,930 | $961.3K | 0.34% | -1.8% |
| 3782 | Hyposwiss Advisors SA#3782 · 2,934 sh | 2,934 | $960.4K | — | 0.0% |
| 3783 | BAYBAN#3783 · 2,930 sh | 2,930 | $959.1K | 0.74% | -3.3% |
| 3784 | Expressive Wealth#3784 · 2,927 sh | 2,927 | $958.3K | 0.91% | -1.3% |
| 3785 | CTC Alternative Strategies, Ltd.#3785 · 2,920 sh | 2,920 | $955.8K | 1.38% | +160.7% |
| 3786 | Meridian Financial Advisors#3786 · 2,912 sh | 2,912 | $953.3K | — | +1.7% |
| 3787 | Ruggaard & Associates#3787 · 2,908 sh | 2,908 | $951.9K | 0.34% | 0.0% |
| 3788 | PDT Partners#3788 · 2,900 sh | 2,900 | $949.3K | 0.05% | New |
| 3789 | Bayesian Capital Management#3789 · 2,900 sh | 2,900 | $949.3K | 0.61% | New |
| 3790 | Capital Investment Management#3790 · 2,900 sh | 2,900 | $949.1K | 0.29% | -0.9% |
| 3791 | RESTON WEALTH MANAGEMENT#3791 · 2,898 sh | 2,898 | $948.7K | 0.26% | +0.4% |
| 3792 | FIDUCIENT ADVISORS#3792 · 2,896 sh | 2,896 | $947.9K | 0.14% | -9.0% |
| 3793 | CAHABA WEALTH MANAGEMENT#3793 · 2,893 sh | 2,893 | $946.8K | — | +5.1% |
| 3794 | J. L. Bainbridge#3794 · 2,891 sh | 2,891 | $946.4K | — | -4.8% |
| 3795 | Intelligence Driven Advisers#3795 · 2,890 sh | 2,890 | $946.1K | — | +40.1% |
| 3796 | Strid Group#3796 · 2,890 sh | 2,890 | $945.9K | 0.10% | 0.0% |
| 3797 | BAROMETER CAPITAL MANAGEMENT#3797 · 2,900 sh | 2,900 | $945.0K | 0.26% | New |
| 3798 | Nolet Wealth Management#3798 · 2,887 sh | 2,887 | $944.9K | — | +13.8% |
| 3799 | Schoolcraft Capital#3799 · 2,882 sh | 2,882 | $943.4K | — | -2.9% |
| 3800 | Elite Life Management#3800 · 2,624 sh | 2,624 | $942.6K | 1.10% | -2.5% |
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.