JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 42)
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 4,101 to 4,200. 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 4,101–4,200 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4101 | Hibernia Wealth Partners#4101 · 2,116 sh | 2,116 | $692.6K | 0.38% | -48.4% |
| 4102 | Putney Financial Group#4102 · 2,114 sh | 2,114 | $692.0K | 0.62% | -23.3% |
| 4103 | Basepoint Wealth#4103 · 2,113 sh | 2,113 | $691.8K | 0.40% | -11.0% |
| 4104 | NovaPoint Capital#4104 · 2,111 sh | 2,111 | $690.9K | — | New |
| 4105 | Peterson Wealth Advisors#4105 · 2,110 sh | 2,110 | $690.7K | — | +0.9% |
| 4106 | FDx Advisors#4106 · 2,096 sh | 2,096 | $686.0K | 0.21% | -13.6% |
| 4107 | Stonebridge Financial Planning Group#4107 · 2,095 sh | 2,095 | $685.8K | 0.22% | -2.3% |
| 4108 | Kondo Wealth Advisors#4108 · 2,090 sh | 2,090 | $684.5K | — | +1.4% |
| 4109 | MASTER'S WEALTH MANAGEMENT#4109 · 2,089 sh | 2,089 | $683.9K | — | +6.3% |
| 4110 | Centennial Wealth Advisory#4110 · 2,084 sh | 2,084 | $682.4K | — | -1.2% |
| 4111 | Greenfield Seitz Capital Management#4111 · 2,081 sh | 2,081 | $681.2K | 0.20% | 0.0% |
| 4112 | Bruce G. Allen Investments#4112 · 2,078 sh | 2,078 | $680.2K | 0.43% | -5.7% |
| 4113 | Foundation Wealth Management, \PA#4113 · 2,077 sh | 2,077 | $679.9K | — | +16.7% |
| 4114 | Bauman Advisory Group#4114 · 2,075 sh | 2,075 | $679.2K | 0.36% | +4.1% |
| 4115 | COWA#4115 · 2,074 sh | 2,074 | $678.9K | 0.17% | +0.7% |
| 4116 | Stonehage Fleming Financial Services Ltd#4116 · 2,062 sh | 2,062 | $675.0K | 0.02% | 0.0% |
| 4117 | JACOBSON & SCHMITT ADVISORS#4117 · 2,060 sh | 2,060 | $674.3K | 0.11% | 0.0% |
| 4118 | WEDGEWOOD INVESTORS#4118 · 2,059 sh | 2,059 | $674.0K | 0.69% | +1.5% |
| 4119 | HILL ISLAND FINANCIAL#4119 · 2,059 sh | 2,059 | $674.0K | — | -0.1% |
| 4120 | PFS Partners#4120 · 2,057 sh | 2,057 | $673.3K | — | +104.5% |
| 4121 | Verity Asset Management#4121 · 2,056 sh | 2,056 | $672.9K | 0.25% | +7.2% |
| 4122 | INTREPID CAPITAL MANAGEMENT#4122 · 2,053 sh | 2,053 | $672.0K | 0.24% | +8.5% |
| 4123 | Shira Ridge Wealth Management#4123 · 2,050 sh | 2,050 | $670.9K | — | 0.0% |
| 4124 | Rare Wolf Capital#4124 · 2,048 sh | 2,048 | $670.4K | — | 0.0% |
| 4125 | Brightwater Advisory#4125 · 2,042 sh | 2,042 | $668.4K | 0.42% | -0.8% |
| 4126 | WealthPoint Financial#4126 · 2,042 sh | 2,042 | $668.3K | 0.49% | -17.8% |
| 4127 | Sensible Money#4127 · 2,041 sh | 2,041 | $668.0K | — | -8.8% |
| 4128 | Rather & Kittrell#4128 · 2,039 sh | 2,039 | $667.6K | 0.09% | +10.4% |
| 4129 | Capstone Wealth Management Group#4129 · 2,039 sh | 2,039 | $667.6K | — | — |
| 4130 | GRAHAM CAPITAL WEALTH MANAGEMENT#4130 · 2,037 sh | 2,037 | $666.8K | — | -1.1% |
| 4131 | Atwater Malick#4131 · 2,036 sh | 2,036 | $666.4K | — | +9.4% |
| 4132 | Independence Wealth Advisors#4132 · 2,036 sh | 2,036 | $666.4K | 0.33% | +9.9% |
| 4133 | TOTH FINANCIAL ADVISORY#4133 · 2,034 sh | 2,034 | $665.7K | — | +4.4% |
| 4134 | Anderson Financial Strategies#4134 · 1,862 sh | 1,862 | $665.2K | 0.35% | 0.0% |
| 4135 | Smallwood Wealth Investment Management#4135 · 2,029 sh | 2,029 | $664.2K | 0.29% | -0.7% |
| 4136 | Lakewood Asset Management#4136 · 2,026 sh | 2,026 | $663.1K | — | 0.0% |
| 4137 | CacheTech#4137 · 2,025 sh | 2,025 | $662.7K | 0.11% | -21.2% |
| 4138 | Comprehensive Financial Planning#4138 · 2,131 sh | 2,131 | $662.5K | 0.35% | +1.8% |
| 4139 | CURA WEALTH ADVISORS#4139 · 2,021 sh | 2,021 | $661.5K | 0.28% | +0.8% |
| 4140 | Sprinkle Financial Consultants#4140 · 2,018 sh | 2,018 | $660.5K | — | +5.0% |
| 4141 | OLIO Financial Planning#4141 · 2,015 sh | 2,015 | $659.5K | — | 0.0% |
| 4142 | Widmann Financial Services#4142 · 2,015 sh | 2,015 | $659.4K | 0.35% | +0.1% |
| 4143 | Addison Advisors#4143 · 2,014 sh | 2,014 | $659.3K | 0.31% | -79.7% |
| 4144 | Henderson Brothers Financial Partners#4144 · 2,013 sh | 2,013 | $658.9K | 0.31% | -49.3% |
| 4145 | Westshore Wealth#4145 · 2,011 sh | 2,011 | $658.3K | 0.20% | +1.4% |
| 4146 | Wick Capital Partners#4146 · 2,006 sh | 2,006 | $656.5K | 0.10% | +83.7% |
| 4147 | SIERRA OCEAN#4147 · 2,005 sh | 2,005 | $656.2K | 0.45% | -0.6% |
| 4148 | True Wealth Design#4148 · 2,004 sh | 2,004 | $656.0K | — | -9.0% |
| 4149 | All Terrain Financial Advisors#4149 · 2,003 sh | 2,003 | $655.7K | 0.11% | 0.0% |
| 4150 | Walsh & Associates#4150 · 2,000 sh | 2,000 | $654.7K | 0.53% | +6.0% |
| 4151 | BROOKTREE CAPITAL MANAGEMENT#4151 · 2,000 sh | 2,000 | $654.7K | 0.43% | 0.0% |
| 4152 | Birnam Oak Advisors#4152 · 2,000 sh | 2,000 | $654.7K | 0.11% | 0.0% |
| 4153 | Thoma Capital Management#4153 · 1,996 sh | 1,996 | $653.5K | — | +8.4% |
| 4154 | LINCOLN CAPITAL#4154 · 1,992 sh | 1,992 | $652.0K | — | +3.4% |
| 4155 | Split Creek DBA Split Creek Capital#4155 · 1,990 sh | 1,990 | $651.4K | 0.60% | 0.0% |
| 4156 | Family Wealth Group#4156 · 1,987 sh | 1,987 | $650.4K | 0.34% | +37.1% |
| 4157 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT#4157 · 1,982 sh | 1,982 | $648.7K | 0.18% | +0.1% |
| 4158 | 10Elms LLP#4158 · 1,976 sh | 1,976 | $646.8K | 0.27% | +6.0% |
| 4159 | RICE HALL JAMES & ASSOCIATES#4159 · 1,970 sh | 1,970 | $644.8K | 0.03% | 0.0% |
| 4160 | Riggs Asset Managment#4160 · 1,967 sh | 1,967 | $643.9K | 0.12% | +17.5% |
| 4161 | Kearns & Associates#4161 · 1,967 sh | 1,967 | $643.9K | — | 0.0% |
| 4162 | Milestone Asset Management Group#4162 · 1,965 sh | 1,965 | $643.3K | — | 0.0% |
| 4163 | Junk Investment Group#4163 · 1,963 sh | 1,963 | $642.6K | — | 0.0% |
| 4164 | Stillwater Private Wealth#4164 · 1,754 sh | 1,754 | $640.0K | 0.42% | +4.2% |
| 4165 | Investor's Fiduciary Advisor Network#4165 · 1,950 sh | 1,950 | $638.0K | 0.22% | -55.8% |
| 4166 | THORNBURG INVESTMENT MANAGEMENT#4166 · 1,949 sh | 1,949 | $638.0K | <0.01% | 0.0% |
| 4167 | POWER WEALTH MANAGEMENT#4167 · 1,948 sh | 1,948 | $637.6K | 0.22% | +18.6% |
| 4168 | BUILDER INVESTMENT GROUP#4168 · 1,945 sh | 1,945 | $636.7K | — | 0.0% |
| 4169 | Stewardship Advisors#4169 · 1,944 sh | 1,944 | $636.3K | — | -0.9% |
| 4170 | MW ADVISORY#4170 · 1,942 sh | 1,942 | $635.7K | — | — |
| 4171 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#4171 · 1,937 sh | 1,937 | $634.0K | — | -0.5% |
| 4172 | WBI INVESTMENTS#4172 · 1,935 sh | 1,935 | $633.2K | 0.16% | 0.0% |
| 4173 | CDM FINANCIAL COUNSELING SERVICES#4173 · 1,934 sh | 1,934 | $633.1K | — | 0.0% |
| 4174 | R. W. Roge & Company#4174 · 1,934 sh | 1,934 | $633.0K | 0.26% | -11.1% |
| 4175 | Intrinsic Value Partners#4175 · 1,932 sh | 1,932 | $632.5K | 0.43% | -4.9% |
| 4176 | AXA S.A.#4176 · 2,204 sh | 2,204 | $630.8K | 0.69% | -0.1% |
| 4177 | Wiser Wealth Management#4177 · 1,923 sh | 1,923 | $629.5K | — | +17.6% |
| 4178 | Eurizon SLJ Capital Ltd#4178 · 1,922 sh | 1,922 | $629.1K | 0.23% | 0.0% |
| 4179 | CV Advisors#4179 · 1,918 sh | 1,918 | $627.8K | — | +167.1% |
| 4180 | Cache Advisors#4180 · 1,916 sh | 1,916 | $627.2K | — | +14.4% |
| 4181 | Southern Financial Group#4181 · 1,907 sh | 1,907 | $624.4K | 0.16% | +4.2% |
| 4182 | REICON WEALTH ADVISORS#4182 · 1,907 sh | 1,907 | $624.2K | 0.38% | +51.0% |
| 4183 | CogentBlue Wealth Advisors#4183 · 1,906 sh | 1,906 | $623.9K | — | +3.4% |
| 4184 | Panoramic Capital Partners#4184 · 1,904 sh | 1,904 | $623.2K | 0.29% | -22.8% |
| 4185 | REAP Financial Group#4185 · 1,903 sh | 1,903 | $622.9K | 0.11% | -3.8% |
| 4186 | LECAP ASSET MANAGEMENT LTD#4186 · 1,902 sh | 1,902 | $622.6K | 0.27% | -55.8% |
| 4187 | ADKINS SEALE CAPITAL MANAGEMENT#4187 · 1,902 sh | 1,902 | $622.6K | 0.55% | 0.0% |
| 4188 | Horizon Investment Services#4188 · 1,901 sh | 1,901 | $622.3K | 0.17% | +0.4% |
| 4189 | Joel Adams & Associates#4189 · 1,899 sh | 1,899 | $621.6K | 0.40% | 0.0% |
| 4190 | WEALTHSPAN PARTNERS#4190 · 1,895 sh | 1,895 | $620.4K | 0.20% | -1.0% |
| 4191 | DENVER WEALTH MANAGEMENT#4191 · 1,895 sh | 1,895 | $620.3K | 0.18% | +2.1% |
| 4192 | CHICKASAW CAPITAL MANAGEMENT#4192 · 1,891 sh | 1,891 | $619.0K | — | +20.8% |
| 4193 | Exeter Financial#4193 · 1,890 sh | 1,890 | $618.6K | — | +0.1% |
| 4194 | FORESIGHT CAPITAL MANAGEMENT ADVISORS#4194 · 1,889 sh | 1,889 | $618.3K | 0.30% | -5.7% |
| 4195 | HFR Wealth Management#4195 · 1,886 sh | 1,886 | $617.3K | 0.15% | 0.0% |
| 4196 | Thrive Capital Management#4196 · 1,885 sh | 1,885 | $616.9K | 0.12% | -20.5% |
| 4197 | E Fund Management (Hong Kong) , Ltd.#4197 · 1,884 sh | 1,884 | $616.7K | 0.20% | +507.7% |
| 4198 | Hegarty Advisors#4198 · 1,883 sh | 1,883 | $616.4K | — | 0.0% |
| 4199 | BROADWATER CAPITAL MANAGEMENT#4199 · 1,881 sh | 1,881 | $615.7K | 0.45% | 0.0% |
| 4200 | Three Bridge Wealth Advisors#4200 · 1,880 sh | 1,880 | $615.4K | 0.15% | +0.5% |
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.