JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 39)
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 3,801 to 3,900. 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 3,801–3,900 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3801 | Paladin Advisory Group#3801 · 2,877 sh | 2,877 | $941.7K | 0.63% | 0.0% |
| 3802 | Caitong International Asset Management , Ltd#3802 · 2,876 sh | 2,876 | $941.4K | 0.13% | New |
| 3803 | Objective Capital Management#3803 · 2,874 sh | 2,874 | $940.9K | — | 0.0% |
| 3804 | Skandinaviska Enskilda Banken AB (publ)#3804 · 2,877 sh | 2,877 | $940.5K | 0.04% | -36.8% |
| 3805 | Summit Wealth Group#3805 · 2,868 sh | 2,868 | $938.8K | 0.19% | 0.0% |
| 3806 | Caerus Investment Advisors#3806 · 2,865 sh | 2,865 | $937.7K | 0.31% | +38.6% |
| 3807 | Ninepoint Partners#3807 · 2,861 sh | 2,861 | $936.5K | 0.07% | -4.5% |
| 3808 | RENAISSANCE GROUP#3808 · 2,860 sh | 2,860 | $936.2K | 0.04% | -1.8% |
| 3809 | COMPASS CAPITAL /MA#3809 · 2,561 sh | 2,561 | $936.1K | 0.30% | -3.4% |
| 3810 | PCB Capital#3810 · 2,856 sh | 2,856 | $935.0K | 1.14% | +4.8% |
| 3811 | Hamilton Capital#3811 · 2,853 sh | 2,853 | $933.8K | — | -16.6% |
| 3812 | Capstone Wealth Management#3812 · 2,852 sh | 2,852 | $933.5K | 0.43% | +125.1% |
| 3813 | BankChampaign, National Association#3813 · 2,848 sh | 2,848 | $932.2K | — | +122.8% |
| 3814 | Planned Solutions#3814 · 2,843 sh | 2,843 | $930.6K | — | +4.0% |
| 3815 | Keener Financial Planning#3815 · 2,843 sh | 2,843 | $930.0K | 0.33% | +11.8% |
| 3816 | Friday Financial#3816 · 2,741 sh | 2,741 | $929.9K | — | +15.2% |
| 3817 | Bensler#3817 · 2,840 sh | 2,840 | $929.5K | 0.08% | -1.6% |
| 3818 | QP WEALTH MANAGEMENT#3818 · 2,838 sh | 2,838 | $929.0K | — | -0.2% |
| 3819 | ENDEAVOR PRIVATE WEALTH#3819 · 2,838 sh | 2,838 | $928.9K | 0.23% | -6.6% |
| 3820 | Meridian Wealth Partners#3820 · 2,836 sh | 2,836 | $928.3K | 0.11% | +0.3% |
| 3821 | FLYNN ZITO CAPITAL MANAGEMENT#3821 · 2,830 sh | 2,830 | $926.3K | 0.25% | +1.1% |
| 3822 | 4WEALTH ADVISORS#3822 · 2,810 sh | 2,810 | $925.6K | — | +18.3% |
| 3823 | Asset Planning#3823 · 2,827 sh | 2,827 | $925.3K | — | +0.2% |
| 3824 | Tandem Wealth Advisors#3824 · 2,826 sh | 2,826 | $925.0K | 0.37% | +6.4% |
| 3825 | Dakota Community Bank & NA#3825 · 2,811 sh | 2,811 | $920.1K | — | +3.8% |
| 3826 | KFA Private Wealth Group#3826 · 2,809 sh | 2,809 | $919.7K | — | -20.7% |
| 3827 | XY Planning Network#3827 · 2,808 sh | 2,808 | $919.2K | — | +14.2% |
| 3828 | KEB ASSET MANAGEMENT#3828 · 2,807 sh | 2,807 | $918.8K | 0.15% | -0.3% |
| 3829 | Constant Guidance Financial#3829 · 2,802 sh | 2,802 | $917.2K | 0.58% | New |
| 3830 | QUATTRO FINANCIAL ADVISORS#3830 · 2,800 sh | 2,800 | $916.5K | — | New |
| 3831 | iSAM Funds (UK) Ltd#3831 · 2,800 sh | 2,800 | $916.5K | 0.65% | -19.2% |
| 3832 | Colter Lewis Investment Partners#3832 · 2,798 sh | 2,798 | $915.9K | 0.41% | -57.5% |
| 3833 | Parkside Investments#3833 · 2,796 sh | 2,796 | $915.1K | — | -16.2% |
| 3834 | Broyhill Asset Management#3834 · 2,794 sh | 2,794 | $914.6K | 0.81% | 0.0% |
| 3835 | Sovereign Investment Advisors#3835 · 2,790 sh | 2,790 | $913.3K | 0.17% | 0.0% |
| 3836 | WASHBURN CAPITAL MANAGEMENT#3836 · 2,789 sh | 2,789 | $912.9K | — | -34.7% |
| 3837 | Insight Wealth Partners#3837 · 2,785 sh | 2,785 | $911.8K | — | -3.8% |
| 3838 | Reyes Financial Architecture#3838 · 2,772 sh | 2,772 | $907.5K | — | -0.5% |
| 3839 | Eagle Bay Advisors#3839 · 2,772 sh | 2,772 | $907.3K | — | +1.0% |
| 3840 | WMG Financial Advisors#3840 · 2,771 sh | 2,771 | $907.1K | 0.34% | -3.9% |
| 3841 | Financial Security Advisor#3841 · 2,770 sh | 2,770 | $906.9K | 0.15% | +1.6% |
| 3842 | Sherman Asset Management#3842 · 2,770 sh | 2,770 | $906.7K | 0.70% | +386.0% |
| 3843 | Cambridge Financial Group#3843 · 2,768 sh | 2,768 | $906.1K | — | -2.8% |
| 3844 | ALLEN WEALTH MANAGEMENT#3844 · 2,767 sh | 2,767 | $905.7K | 0.44% | -3.5% |
| 3845 | Goepper Burkhardt#3845 · 2,764 sh | 2,764 | $904.9K | 0.27% | -0.1% |
| 3846 | Code Waechter#3846 · 2,750 sh | 2,750 | $900.0K | — | -2.5% |
| 3847 | BURKETT FINANCIAL SERVICES#3847 · 2,737 sh | 2,737 | $896.2K | — | -0.3% |
| 3848 | Global Strategic Investment Solutions#3848 · 2,735 sh | 2,735 | $895.2K | — | +2.0% |
| 3849 | Activest Wealth Management#3849 · 2,732 sh | 2,732 | $894.1K | — | -58.5% |
| 3850 | My Personal CFO#3850 · 2,730 sh | 2,730 | $893.6K | — | -2.0% |
| 3851 | Burkett Asset Management Ltd#3851 · 2,730 sh | 2,730 | $893.6K | — | -8.8% |
| 3852 | Blackstone#3852 · 2,726 sh | 2,726 | $892.3K | <0.01% | +19.1% |
| 3853 | Prospect Financial Group#3853 · 2,725 sh | 2,725 | $892.0K | 0.72% | +5.6% |
| 3854 | Riverview Capital Advisers#3854 · 2,725 sh | 2,725 | $891.9K | 0.26% | +1.0% |
| 3855 | ESSEX INVESTMENT MANAGEMENT#3855 · 2,721 sh | 2,721 | $890.7K | — | 0.0% |
| 3856 | SSI INVESTMENT MANAGEMENT#3856 · 2,717 sh | 2,717 | $889.4K | 0.05% | 0.0% |
| 3857 | Lord & Richards Wealth Management#3857 · 2,715 sh | 2,715 | $889.2K | — | -6.3% |
| 3858 | Stronghold Wealth Management L.L.C.#3858 · 2,716 sh | 2,716 | $889.0K | — | -2.3% |
| 3859 | Pachira Investments#3859 · 2,713 sh | 2,713 | $888.2K | — | +18.6% |
| 3860 | Burton Enright Welch#3860 · 2,713 sh | 2,713 | $888.2K | 0.10% | -21.2% |
| 3861 | Elevated Capital Advisors#3861 · 2,706 sh | 2,706 | $885.9K | 0.24% | -39.1% |
| 3862 | RED LIGHTHOUSE INVESTMENT MANAGEMENT#3862 · 2,703 sh | 2,703 | $884.8K | 0.26% | +1.7% |
| 3863 | Lansing Street Advisors#3863 · 2,703 sh | 2,703 | $884.7K | 0.19% | +15.0% |
| 3864 | PRUDENT INVESTORS NETWORK#3864 · 2,698 sh | 2,698 | $883.1K | 0.17% | +4.3% |
| 3865 | Forum Private Client Group#3865 · 2,693 sh | 2,693 | $881.7K | 0.26% | +7.1% |
| 3866 | GENTRY PRIVATE WEALTH#3866 · 2,693 sh | 2,693 | $881.5K | 0.45% | +15.8% |
| 3867 | Eagle Wealth Advisors#3867 · 2,692 sh | 2,692 | $881.2K | — | +7.6% |
| 3868 | Beaird Harris Wealth Management#3868 · 2,687 sh | 2,687 | $879.5K | 0.06% | +12.1% |
| 3869 | Willis Johnson & Associates#3869 · 2,686 sh | 2,686 | $879.2K | 0.05% | -27.5% |
| 3870 | ICW Investment Advisors#3870 · 2,685 sh | 2,685 | $879.0K | 0.31% | +0.1% |
| 3871 | Harrington Investments#3871 · 2,685 sh | 2,685 | $878.9K | — | -2.3% |
| 3872 | Coign Capital Advisors#3872 · 2,685 sh | 2,685 | $878.8K | 0.40% | +1.2% |
| 3873 | Sound Portfolio Advisors#3873 · 2,677 sh | 2,677 | $876.3K | 0.62% | 0.0% |
| 3874 | Centerline Wealth Advisors#3874 · 2,671 sh | 2,671 | $874.3K | — | 0.0% |
| 3875 | Veery Capital#3875 · 2,670 sh | 2,670 | $874.0K | — | -3.1% |
| 3876 | ALLIUM FINANCIAL ADVISORS#3876 · 2,668 sh | 2,668 | $873.3K | 0.57% | -3.3% |
| 3877 | ARKANSAS FINANCIAL GROUP#3877 · 2,667 sh | 2,667 | $873.1K | — | +1.1% |
| 3878 | TWIN PEAKS WEALTH ADVISORS#3878 · 2,664 sh | 2,664 | $872.2K | 0.20% | +8.3% |
| 3879 | BIRCH FINANCIAL GROUP#3879 · 2,664 sh | 2,664 | $872.1K | 0.45% | +3.4% |
| 3880 | Bravias Capital Group#3880 · 2,664 sh | 2,664 | $872.1K | 0.52% | +0.3% |
| 3881 | Tillman Hartley#3881 · 2,663 sh | 2,663 | $871.7K | 0.20% | -16.4% |
| 3882 | Roble, Belko & Company#3882 · 2,662 sh | 2,662 | $871.0K | 0.09% | -0.1% |
| 3883 | Concorde Asset Management#3883 · 2,660 sh | 2,660 | $870.6K | 0.50% | +1.1% |
| 3884 | VSM Wealth Advisory#3884 · 2,658 sh | 2,658 | $870.0K | 0.23% | +0.1% |
| 3885 | Worth Asset Management#3885 · 2,653 sh | 2,653 | $868.3K | — | +11.0% |
| 3886 | J.M. Arbour#3886 · 2,645 sh | 2,645 | $865.7K | 0.75% | +1.8% |
| 3887 | Riverwater Partners#3887 · 2,640 sh | 2,640 | $864.3K | 0.26% | +19.1% |
| 3888 | Bernardo Wealth Planning#3888 · 2,640 sh | 2,640 | $864.1K | — | -0.3% |
| 3889 | ENTRUST FINANCIAL#3889 · 2,639 sh | 2,639 | $863.9K | 0.56% | +0.1% |
| 3890 | STEINBERGANNA WEALTH MANAGEMENT#3890 · 2,634 sh | 2,634 | $862.3K | — | +0.5% |
| 3891 | HC Advisors#3891 · 2,633 sh | 2,633 | $862.0K | 0.52% | +0.6% |
| 3892 | Cascade Investment Advisors#3892 · 2,631 sh | 2,631 | $861.3K | 0.47% | -2.2% |
| 3893 | Financial Advisors Network#3893 · 2,629 sh | 2,629 | $860.4K | 0.11% | +59.3% |
| 3894 | Wealthstar Advisors#3894 · 2,626 sh | 2,626 | $859.6K | — | +4.2% |
| 3895 | Dunhill Financial#3895 · 2,617 sh | 2,617 | $856.9K | 0.18% | -47.7% |
| 3896 | NerdWallet Wealth Partners#3896 · 2,617 sh | 2,617 | $856.5K | 0.30% | +2.4% |
| 3897 | CYPRESS FINANCIAL PLANNING#3897 · 2,616 sh | 2,616 | $856.2K | — | +10.0% |
| 3898 | FLOW TRADERS U.S.#3898 · 2,614 sh | 2,614 | $856.0K | 0.04% | New |
| 3899 | OGOREK ANTHONY JOSEPH /NY#3899 · 2,616 sh | 2,616 | $856.0K | 0.21% | -4.0% |
| 3900 | BOOTHBAY FUND MANAGEMENT#3900 · 2,615 sh | 2,615 | $856.0K | 0.01% | +57.6% |
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.