JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 41)
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 4,001 to 4,100. 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 4,001–4,100 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4001 | AWM CAPITAL#4001 · 2,367 sh | 2,367 | $774.9K | — | +17.4% |
| 4002 | Waterford Advisors#4002 · 2,367 sh | 2,367 | $774.8K | 0.21% | +7.0% |
| 4003 | Paul Damon & Associates#4003 · 2,362 sh | 2,362 | $773.2K | 0.30% | -1.4% |
| 4004 | Sharp Financial Services#4004 · 2,362 sh | 2,362 | $773.0K | 0.36% | -4.0% |
| 4005 | SLT#4005 · 2,360 sh | 2,360 | $772.5K | — | -2.5% |
| 4006 | Jump Financial#4006 · 2,355 sh | 2,355 | $770.9K | <0.01% | -77.3% |
| 4007 | Clean Yield Group#4007 · 2,347 sh | 2,347 | $768.2K | 0.19% | +6.3% |
| 4008 | Anchor Bay Capital#4008 · 2,132 sh | 2,132 | $767.2K | 0.41% | — |
| 4009 | Sterling Financial Planning#4009 · 2,343 sh | 2,343 | $766.9K | 0.21% | +18.0% |
| 4010 | Teucrium Investment Advisors#4010 · 2,343 sh | 2,343 | $766.9K | 0.68% | New |
| 4011 | REXFORD CAPITAL#4011 · 2,339 sh | 2,339 | $765.6K | 0.47% | +1.9% |
| 4012 | Silver Coast Investments#4012 · 2,335 sh | 2,335 | $764.3K | 0.23% | +0.8% |
| 4013 | Drum Hill Capital#4013 · 2,334 sh | 2,334 | $764.0K | — | -0.7% |
| 4014 | Corps Capital Advisors#4014 · 2,330 sh | 2,330 | $762.7K | 0.62% | 0.0% |
| 4015 | Ariston Services Group#4015 · 2,321 sh | 2,321 | $759.7K | — | New |
| 4016 | Wagner Wealth Management#4016 · 2,318 sh | 2,318 | $758.8K | — | +0.1% |
| 4017 | Squire Investment Management Company#4017 · 2,313 sh | 2,313 | $757.1K | 0.18% | +1.2% |
| 4018 | Connecticut Capital Management Group#4018 · 2,312 sh | 2,312 | $756.8K | 0.61% | 0.0% |
| 4019 | CLUNE & ASSOCIATES, LTD.#4019 · 2,309 sh | 2,309 | $755.8K | — | -29.2% |
| 4020 | Ellsworth Advisors#4020 · 2,178 sh | 2,178 | $755.5K | — | +98.9% |
| 4021 | Broadway Wealth Solutions#4021 · 2,306 sh | 2,306 | $754.9K | — | +1.1% |
| 4022 | Swan Global Investments#4022 · 2,304 sh | 2,304 | $754.2K | 0.02% | +11.6% |
| 4023 | Detalus Advisors#4023 · 2,303 sh | 2,303 | $753.9K | — | -12.3% |
| 4024 | American Investment Services#4024 · 2,302 sh | 2,302 | $753.5K | 0.16% | 0.0% |
| 4025 | WATERSHED PRIVATE WEALTH#4025 · 2,302 sh | 2,302 | $753.5K | 0.21% | -32.8% |
| 4026 | MontVue Capital Management#4026 · 2,301 sh | 2,301 | $753.2K | — | +78.9% |
| 4027 | SMART Wealth#4027 · 2,290 sh | 2,290 | $749.7K | 0.16% | -6.7% |
| 4028 | Gimbal Financial#4028 · 2,290 sh | 2,290 | $749.7K | — | — |
| 4029 | RIK SAYLOR FINANCIAL#4029 · 2,288 sh | 2,288 | $749.0K | 0.50% | +5.8% |
| 4030 | IFS Group#4030 · 2,287 sh | 2,287 | $748.6K | 1.03% | -11.5% |
| 4031 | Synergy Investment Management#4031 · 2,217 sh | 2,217 | $747.9K | 0.18% | +107.4% |
| 4032 | Navigate Wealth Management#4032 · 2,192 sh | 2,192 | $747.7K | — | +189.6% |
| 4033 | CMG Global#4033 · 2,281 sh | 2,281 | $746.6K | — | +0.1% |
| 4034 | Foresight Global Investors#4034 · 2,278 sh | 2,278 | $745.7K | 0.45% | 0.0% |
| 4035 | Able Wealth Management#4035 · 2,278 sh | 2,278 | $745.5K | — | +26.2% |
| 4036 | LongView Wealth Management#4036 · 2,276 sh | 2,276 | $745.1K | — | -23.1% |
| 4037 | Kaizen Financial Strategies#4037 · 2,230 sh | 2,230 | $745.1K | — | -5.7% |
| 4038 | LEIGH BALDWIN#4038 · 2,274 sh | 2,274 | $744.4K | 0.40% | +0.7% |
| 4039 | Wisconsin Wealth Advisors#4039 · 2,273 sh | 2,273 | $743.9K | — | -4.7% |
| 4040 | Ehrenkranz Partners L.P.#4040 · 2,268 sh | 2,268 | $742.4K | 0.43% | 0.0% |
| 4041 | Piedmont Capital Management#4041 · 2,268 sh | 2,268 | $742.4K | — | -6.1% |
| 4042 | Vista Private Wealth Partners.#4042 · 2,044 sh | 2,044 | $741.5K | — | +6.5% |
| 4043 | Beirne Wealth Consulting Services#4043 · 2,252 sh | 2,252 | $737.1K | — | -5.6% |
| 4044 | Sachetta#4044 · 2,252 sh | 2,252 | $737.1K | 0.36% | +2.2% |
| 4045 | Opus Capital Group#4045 · 2,248 sh | 2,248 | $736.0K | 0.07% | -2.2% |
| 4046 | WAYCROSS PARTNERS#4046 · 2,247 sh | 2,247 | $735.5K | 0.06% | 0.0% |
| 4047 | J2 Capital Management#4047 · 2,247 sh | 2,247 | $735.4K | — | +67.1% |
| 4048 | CBIZ Investment Advisory Services#4048 · 2,500 sh | 2,500 | $735.4K | 0.03% | 0.0% |
| 4049 | Bell Investment Advisors#4049 · 2,246 sh | 2,246 | $735.2K | 0.11% | +0.1% |
| 4050 | Beacon Bridge Wealth Partners#4050 · 2,243 sh | 2,243 | $734.2K | 0.21% | +15.0% |
| 4051 | LifeGoal Investments#4051 · 2,243 sh | 2,243 | $734.2K | — | +20.6% |
| 4052 | M1 Capital Management#4052 · 2,242 sh | 2,242 | $734.0K | 0.27% | -0.3% |
| 4053 | Safe Harbor Fiduciary#4053 · 2,242 sh | 2,242 | $733.9K | 0.57% | +0.2% |
| 4054 | Decker Wealth Management#4054 · 2,241 sh | 2,241 | $733.5K | — | 0.0% |
| 4055 | REUTER JAMES WEALTH MANAGEMENT#4055 · 2,241 sh | 2,241 | $733.4K | — | -0.2% |
| 4056 | Pitti Group Wealth Management#4056 · 2,240 sh | 2,240 | $733.2K | 0.53% | +0.1% |
| 4057 | RTD Financial Advisors#4057 · 2,240 sh | 2,240 | $733.2K | — | New |
| 4058 | Darwin Wealth Management#4058 · 2,235 sh | 2,235 | $731.9K | 0.20% | +2.4% |
| 4059 | OneAscent Investment Solutions#4059 · 2,231 sh | 2,231 | $730.3K | 0.69% | -3.4% |
| 4060 | Vilga Financial Planning#4060 · 2,229 sh | 2,229 | $729.6K | — | +2.2% |
| 4061 | Oxbow Advisors#4061 · 2,226 sh | 2,226 | $728.7K | 0.06% | +122.2% |
| 4062 | WEALTHCARE CAPITAL MANAGEMENT#4062 · 2,222 sh | 2,222 | $727.3K | — | -0.3% |
| 4063 | Dynamic Wealth Strategies#4063 · 2,220 sh | 2,220 | $726.7K | — | +1.8% |
| 4064 | SOUTHERN CAPITAL ADVISORS#4064 · 2,218 sh | 2,218 | $726.1K | — | +0.5% |
| 4065 | Copley Financial Group#4065 · 2,218 sh | 2,218 | $726.0K | 0.44% | -17.8% |
| 4066 | Compton Financial Group#4066 · 2,214 sh | 2,214 | $724.8K | 0.14% | 0.0% |
| 4067 | Gratus Wealth Advisors#4067 · 2,213 sh | 2,213 | $724.5K | — | -2.8% |
| 4068 | Wealth Advisors Northwest#4068 · 2,213 sh | 2,213 | $724.5K | 0.25% | +7.0% |
| 4069 | Avid Wealth Partners#4069 · 2,211 sh | 2,211 | $723.7K | 0.35% | -6.4% |
| 4070 | Allied Private Wealth#4070 · 2,188 sh | 2,188 | $723.7K | 0.46% | — |
| 4071 | Cherry Creek Investment Advisors#4071 · 2,210 sh | 2,210 | $723.3K | — | +3.1% |
| 4072 | Clarion Wealth Managment Partners#4072 · 2,209 sh | 2,209 | $722.9K | 0.58% | -2.1% |
| 4073 | IMZ Advisory#4073 · 2,205 sh | 2,205 | $721.8K | 0.23% | -5.6% |
| 4074 | Tenzing Financial#4074 · 2,135 sh | 2,135 | $721.1K | 0.50% | +5.6% |
| 4075 | Copper Harbor Investment Advisors#4075 · 2,196 sh | 2,196 | $718.8K | — | — |
| 4076 | ASL Financial#4076 · 2,196 sh | 2,196 | $718.8K | — | 0.0% |
| 4077 | Quad-Cities Investment Group#4077 · 2,196 sh | 2,196 | $718.8K | — | -0.7% |
| 4078 | LiftPoint Family Wealth Advisors#4078 · 2,193 sh | 2,193 | $717.8K | 0.49% | +93.9% |
| 4079 | Cedarwood Wealth#4079 · 2,193 sh | 2,193 | $717.7K | 0.54% | +11.7% |
| 4080 | McNamara Financial Services#4080 · 2,192 sh | 2,192 | $717.5K | 0.12% | 0.0% |
| 4081 | ADAMSBROWN WEALTH CONSULTANTS#4081 · 2,192 sh | 2,192 | $717.4K | — | +27.4% |
| 4082 | White Lighthouse Investment Management#4082 · 2,187 sh | 2,187 | $715.9K | — | -19.2% |
| 4083 | Tamar Securities#4083 · 2,177 sh | 2,177 | $712.6K | 0.07% | -9.0% |
| 4084 | Oceanside Advisors#4084 · 2,176 sh | 2,176 | $712.3K | 0.36% | 0.0% |
| 4085 | Destiny Wealth Partners#4085 · 2,022 sh | 2,022 | $711.3K | 0.10% | -88.4% |
| 4086 | Level Financial Advisors#4086 · 2,172 sh | 2,172 | $710.9K | — | -3.3% |
| 4087 | MN Wealth Advisors#4087 · 2,171 sh | 2,171 | $710.8K | — | -85.1% |
| 4088 | Saranac Partners Ltd#4088 · 2,171 sh | 2,171 | $710.6K | 0.21% | New |
| 4089 | Plan A Wealth#4089 · 2,166 sh | 2,166 | $709.0K | — | -13.5% |
| 4090 | Thayer Partners, / MA#4090 · 2,153 sh | 2,153 | $704.9K | 0.29% | +8.0% |
| 4091 | May Barnhard Investments#4091 · 2,151 sh | 2,151 | $704.2K | — | +6.9% |
| 4092 | TABLEAUX#4092 · 2,147 sh | 2,147 | $702.8K | — | -0.3% |
| 4093 | SCHAPER BENZ & WISE INVESTMENT COUNSEL#4093 · 2,143 sh | 2,143 | $701.4K | — | -1.5% |
| 4094 | 49 WEALTH MANAGEMENT#4094 · 2,135 sh | 2,135 | $699.0K | 0.13% | -55.0% |
| 4095 | ALONGSIDE#4095 · 2,135 sh | 2,135 | $699.0K | 0.13% | — |
| 4096 | Argos Wealth Advisors#4096 · 2,135 sh | 2,135 | $698.9K | 0.19% | +18.8% |
| 4097 | Encompass More Asset Management#4097 · 2,134 sh | 2,134 | $698.7K | — | +2.3% |
| 4098 | Boreal Capital Management#4098 · 2,131 sh | 2,131 | $697.5K | 0.52% | -10.8% |
| 4099 | Selective Wealth Management#4099 · 2,038 sh | 2,038 | $695.1K | — | +14.0% |
| 4100 | FLYWHEEL PRIVATE WEALTH#4100 · 2,119 sh | 2,119 | $693.7K | 0.34% | -0.6% |
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.