JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 40)
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 3,901 to 4,000. 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 3,901–4,000 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3901 | MKT Advisors#3901 · 2,520 sh | 2,520 | $854.9K | — | +1.2% |
| 3902 | Odyssey Capital Advisors#3902 · 2,611 sh | 2,611 | $854.8K | — | -2.1% |
| 3903 | MADDEN SECURITIES#3903 · 2,609 sh | 2,609 | $854.0K | 0.24% | -0.2% |
| 3904 | Windsor Advisory Group#3904 · 2,603 sh | 2,603 | $852.0K | 0.62% | -40.5% |
| 3905 | Richwood Investment Advisors#3905 · 2,601 sh | 2,601 | $851.4K | 0.60% | 0.0% |
| 3906 | Palatine Hill Wealth Management#3906 · 2,595 sh | 2,595 | $849.4K | 0.68% | +0.2% |
| 3907 | Banque de Luxembourg S.A.#3907 · 2,594 sh | 2,594 | $849.1K | — | +0.2% |
| 3908 | SP Asset Management#3908 · 2,593 sh | 2,593 | $848.8K | 0.07% | +0.2% |
| 3909 | Investors Research#3909 · 2,591 sh | 2,591 | $848.1K | — | -4.8% |
| 3910 | Ironsides Asset Advisors#3910 · 2,590 sh | 2,590 | $847.9K | — | 0.0% |
| 3911 | Braun-Bostich & Associates#3911 · 2,581 sh | 2,581 | $844.8K | — | +13.0% |
| 3912 | CHERRYDALE WEALTH MANAGEMENT#3912 · 2,579 sh | 2,579 | $844.1K | — | +0.1% |
| 3913 | Physician Wealth Advisors#3913 · 2,573 sh | 2,573 | $842.1K | — | +7.9% |
| 3914 | OneAscent Wealth Management#3914 · 2,572 sh | 2,572 | $841.9K | 0.25% | +1.3% |
| 3915 | Catalyst Investment Management#3915 · 2,571 sh | 2,571 | $841.6K | — | +3.7% |
| 3916 | WEDGE CAPITAL MANAGEMENT L L P#3916 · 2,570 sh | 2,570 | $841.2K | — | -8.6% |
| 3917 | Accelerate Investment Advisors#3917 · 2,567 sh | 2,567 | $840.3K | 0.48% | -0.3% |
| 3918 | Balentine#3918 · 2,565 sh | 2,565 | $839.6K | 0.03% | -0.9% |
| 3919 | Capital Markets Trading UK LLP#3919 · 2,564 sh | 2,564 | $839.0K | <0.01% | New |
| 3920 | Presidio Capital Management#3920 · 2,561 sh | 2,561 | $838.4K | 0.21% | -2.7% |
| 3921 | AMJ Financial Wealth Management#3921 · 2,850 sh | 2,850 | $838.4K | 0.20% | 0.0% |
| 3922 | Hollow Brook Wealth Management#3922 · 2,561 sh | 2,561 | $838.3K | 0.17% | -3.8% |
| 3923 | Vision Retirement#3923 · 2,561 sh | 2,561 | $838.2K | 0.20% | -0.2% |
| 3924 | Claret Asset Management#3924 · 2,558 sh | 2,558 | $837.0K | 0.09% | -3.1% |
| 3925 | MELFA WEALTH MANAGEMENT#3925 · 2,557 sh | 2,557 | $836.9K | 0.45% | -5.5% |
| 3926 | StoryOne#3926 · 2,555 sh | 2,555 | $836.3K | — | New |
| 3927 | Lynch Investment Planning#3927 · 2,554 sh | 2,554 | $836.0K | 0.64% | +3.4% |
| 3928 | DIXON FNANCIAL SERVICES#3928 · 2,553 sh | 2,553 | $835.7K | — | 0.0% |
| 3929 | Betterment#3929 · 2,550 sh | 2,550 | $835.0K | <0.01% | +8.2% |
| 3930 | ESL Services#3930 · 2,548 sh | 2,548 | $834.0K | 0.14% | -0.2% |
| 3931 | SHIKIAR ASSET MANAGEMENT#3931 · 2,549 sh | 2,549 | $834.0K | — | 0.0% |
| 3932 | PIN OAK INVESTMENT ADVISORS#3932 · 2,826 sh | 2,826 | $832.0K | 0.60% | 0.0% |
| 3933 | Capitol Family Office#3933 · 2,535 sh | 2,535 | $829.8K | — | +18.5% |
| 3934 | KAHN BROTHERS GROUP#3934 · 2,818 sh | 2,818 | $828.9K | 0.15% | 0.0% |
| 3935 | Investment Insight Wealth Management#3935 · 2,532 sh | 2,532 | $828.8K | 0.72% | -0.3% |
| 3936 | TCM Advisors#3936 · 100 sh | 100 | $828.5K | 0.06% | -96.5% |
| 3937 | Plum Street Advisors#3937 · 2,531 sh | 2,531 | $828.5K | 0.26% | +4.1% |
| 3938 | CLG#3938 · 2,531 sh | 2,531 | $828.3K | — | -10.7% |
| 3939 | Second Half Financial Partners#3939 · 2,530 sh | 2,530 | $828.1K | 0.34% | -5.2% |
| 3940 | Prospera Capital Management#3940 · 2,452 sh | 2,452 | $828.1K | — | 0.0% |
| 3941 | SOUTHERN MICHIGAN BANK &#3941 · 2,529 sh | 2,529 | $827.8K | — | +19.0% |
| 3942 | America First Investment Advisors#3942 · 2,529 sh | 2,529 | $827.8K | 0.15% | 0.0% |
| 3943 | Westwood Wealth Management#3943 · 2,528 sh | 2,528 | $827.5K | 0.24% | -5.0% |
| 3944 | Arch Global Advisors#3944 · 2,527 sh | 2,527 | $827.2K | — | -2.4% |
| 3945 | Brand Asset Management Group#3945 · 2,526 sh | 2,526 | $826.7K | 0.18% | +2.8% |
| 3946 | 1015 Capital Partners#3946 · 2,524 sh | 2,524 | $826.2K | 0.69% | 0.0% |
| 3947 | Krane Funds Advisors#3947 · 2,520 sh | 2,520 | $824.9K | 0.03% | -10.4% |
| 3948 | Harvest Fund Management , Ltd#3948 · 2,517 sh | 2,517 | $824.0K | 0.03% | 0.0% |
| 3949 | Sloy Dahl & Holst#3949 · 2,512 sh | 2,512 | $822.3K | — | -1.4% |
| 3950 | TUCKER ASSET MANAGEMENT#3950 · 2,510 sh | 2,510 | $821.6K | 0.20% | +12.8% |
| 3951 | Murphy Pohlad Asset Management#3951 · 2,500 sh | 2,500 | $818.5K | — | 0.0% |
| 3952 | Bramshill Investments#3952 · 2,500 sh | 2,500 | $818.3K | 0.06% | 0.0% |
| 3953 | GREENHAVEN ASSOCIATES#3953 · 2,500 sh | 2,500 | $818.3K | — | -37.5% |
| 3954 | Arkos Global Advisors#3954 · 2,498 sh | 2,498 | $818.0K | 0.10% | -4.2% |
| 3955 | Intergy Private Wealth#3955 · 2,498 sh | 2,498 | $817.7K | — | +3.1% |
| 3956 | Strategic Investment Solutions#3956 · 2,497 sh | 2,497 | $817.3K | 0.19% | +52.9% |
| 3957 | Emergent Wealth Advisors#3957 · 2,501 sh | 2,501 | $816.6K | — | +6.0% |
| 3958 | Arnhold#3958 · 2,492 sh | 2,492 | $815.7K | — | 0.0% |
| 3959 | High Point Wealth Management#3959 · 2,482 sh | 2,482 | $812.3K | 0.66% | +1.1% |
| 3960 | Walker Asset Management#3960 · 2,481 sh | 2,481 | $812.1K | — | +0.4% |
| 3961 | BENDER ROBERT & ASSOCIATES#3961 · 2,481 sh | 2,481 | $812.0K | — | -0.6% |
| 3962 | Corundum Company#3962 · 2,476 sh | 2,476 | $810.5K | 2.16% | 0.0% |
| 3963 | KERR FINANCIAL PLANNING#3963 · 2,476 sh | 2,476 | $810.2K | 0.90% | -0.6% |
| 3964 | Dupree Financial Group#3964 · 2,472 sh | 2,472 | $809.2K | — | 0.0% |
| 3965 | Troutman Wealth Management#3965 · 2,470 sh | 2,470 | $808.7K | 0.62% | +1.4% |
| 3966 | Wealth Preservation Advisors#3966 · 2,469 sh | 2,469 | $808.2K | 0.46% | +239.6% |
| 3967 | Randall & Associates Wealth Management#3967 · 2,468 sh | 2,468 | $807.9K | — | -10.4% |
| 3968 | COGENT STRATEGIC WEALTH#3968 · 2,468 sh | 2,468 | $807.9K | — | +1.5% |
| 3969 | Fedenia Advisers#3969 · 2,468 sh | 2,468 | $807.9K | — | -4.0% |
| 3970 | S&T BANK#3970 · 2,467 sh | 2,467 | $807.5K | 0.24% | -1.3% |
| 3971 | jvl associates#3971 · 2,466 sh | 2,466 | $807.2K | — | +1.6% |
| 3972 | Tactive Advisors#3972 · 2,465 sh | 2,465 | $807.0K | — | -2.0% |
| 3973 | Values Added Financial#3973 · 2,463 sh | 2,463 | $806.2K | 0.29% | +6.7% |
| 3974 | Entelevest#3974 · 2,458 sh | 2,458 | $804.6K | 0.69% | +6.0% |
| 3975 | Clay Northam Wealth Management#3975 · 2,447 sh | 2,447 | $801.0K | — | 0.0% |
| 3976 | GENESIS PRIVATE WEALTH#3976 · 2,443 sh | 2,443 | $799.8K | 0.22% | -3.3% |
| 3977 | JACOBS#3977 · 2,444 sh | 2,444 | $799.0K | — | +0.5% |
| 3978 | New Insight Wealth Advisors#3978 · 2,437 sh | 2,437 | $797.7K | 0.24% | -2.6% |
| 3979 | HORIZON BANCORP#3979 · 2,434 sh | 2,434 | $797.0K | 0.37% | -4.0% |
| 3980 | True Link Financial Advisors#3980 · 2,434 sh | 2,434 | $796.7K | 0.05% | -0.2% |
| 3981 | AMG Asset Management Group#3981 · 2,428 sh | 2,428 | $794.8K | — | +3.4% |
| 3982 | Mascagni Wealth Management#3982 · 2,428 sh | 2,428 | $794.7K | — | +185.0% |
| 3983 | Compass Financial Group#3983 · 2,427 sh | 2,427 | $794.4K | — | 0.0% |
| 3984 | Rockbridge Capital Management#3984 · 2,424 sh | 2,424 | $793.4K | 0.51% | 0.0% |
| 3985 | Good Harbor Advisors#3985 · 2,423 sh | 2,423 | $793.3K | — | -9.4% |
| 3986 | Wise Wealth Partners#3986 · 2,415 sh | 2,415 | $790.5K | — | 0.0% |
| 3987 | Broderick Brian C#3987 · 2,410 sh | 2,410 | $788.9K | 0.12% | -5.9% |
| 3988 | Arbor Investment Advisors#3988 · 2,409 sh | 2,409 | $788.6K | — | +0.2% |
| 3989 | Private Wealth Management Group#3989 · 2,407 sh | 2,407 | $787.9K | — | +9.1% |
| 3990 | CATALYST PRIVATE WEALTH#3990 · 2,407 sh | 2,407 | $787.9K | — | +2.0% |
| 3991 | CHARTER RESEARCH & INVESTMENT GROUP#3991 · 2,406 sh | 2,406 | $787.7K | 0.48% | 0.0% |
| 3992 | Piedmont Capital Management#3992 · 2,357 sh | 2,357 | $786.6K | 0.40% | 0.0% |
| 3993 | Tuttle Capital Management#3993 · 2,391 sh | 2,391 | $782.6K | — | 0.0% |
| 3994 | 6th Street Advisors#3994 · 2,390 sh | 2,390 | $782.3K | — | +2.4% |
| 3995 | Wealth Watch Advisors#3995 · 2,388 sh | 2,388 | $781.7K | 0.25% | +19.3% |
| 3996 | RETIREMENT PLANNING GROUP, / NY#3996 · 2,385 sh | 2,385 | $780.8K | 0.43% | +7.9% |
| 3997 | Atlas Private Wealth Advisors#3997 · 2,382 sh | 2,382 | $779.8K | — | -0.1% |
| 3998 | Bullseye Investment Management#3998 · 2,380 sh | 2,380 | $779.0K | 0.19% | +100.0% |
| 3999 | Legend Capital Advisors#3999 · 2,374 sh | 2,374 | $777.1K | 0.42% | 0.0% |
| 4000 | Viewpoint Capital Management#4000 · 2,368 sh | 2,368 | $775.1K | 0.39% | -53.4% |
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.