JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 43)
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 4,201 to 4,300. 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 4,201–4,300 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4201 | GOLDEN ROAD ADVISORS#4201 · 1,880 sh | 1,880 | $615.4K | 0.30% | +7.3% |
| 4202 | GreatBanc#4202 · 1,874 sh | 1,874 | $613.4K | 0.38% | 0.0% |
| 4203 | Sanchez Levi Garrett#4203 · 1,873 sh | 1,873 | $613.1K | 0.33% | +5.3% |
| 4204 | COOKE & BIELER#4204 · 1,872 sh | 1,872 | $612.8K | — | 0.0% |
| 4205 | Roth Financial Partners#4205 · 1,868 sh | 1,868 | $611.5K | — | 0.0% |
| 4206 | Alliance Wealth Advisors#4206 · 1,867 sh | 1,867 | $611.1K | 0.12% | +8.5% |
| 4207 | Oxinas Partners Wealth Management#4207 · 1,866 sh | 1,866 | $610.9K | 0.24% | +0.1% |
| 4208 | LEGACY FINANCIAL GROUP#4208 · 1,866 sh | 1,866 | $610.8K | — | -1.1% |
| 4209 | Kelly Financial Services#4209 · 1,864 sh | 1,864 | $610.0K | — | -11.3% |
| 4210 | Guilbault Capital#4210 · 1,862 sh | 1,862 | $609.5K | 0.61% | 0.0% |
| 4211 | 21 West Wealth Management#4211 · 1,862 sh | 1,862 | $609.5K | — | -0.3% |
| 4212 | Apeiron RIA#4212 · 1,861 sh | 1,861 | $609.3K | — | -7.4% |
| 4213 | Wilson & Boucher Capital Management#4213 · 1,859 sh | 1,859 | $608.4K | 0.36% | +0.4% |
| 4214 | DHJJ Financial Advisors, Ltd.#4214 · 1,852 sh | 1,852 | $606.4K | — | -0.4% |
| 4215 | Gladwyn Financial Advisors#4215 · 1,852 sh | 1,852 | $606.4K | — | 0.0% |
| 4216 | LFA - Lugano Financial Advisors SA#4216 · 1,850 sh | 1,850 | $605.6K | 0.36% | +13.9% |
| 4217 | Box Hill Private Wealth#4217 · 1,849 sh | 1,849 | $605.3K | — | +1.1% |
| 4218 | AXS Investments#4218 · 1,847 sh | 1,847 | $604.6K | 0.17% | -20.3% |
| 4219 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#4219 · 1,846 sh | 1,846 | $604.3K | — | +24.6% |
| 4220 | Morling Financial Advisors#4220 · 1,844 sh | 1,844 | $603.6K | 0.17% | +1.7% |
| 4221 | American Financial Advisors#4221 · 1,844 sh | 1,844 | $603.5K | 0.07% | +0.5% |
| 4222 | Gordian Advisors#4222 · 1,842 sh | 1,842 | $602.9K | 0.35% | +0.1% |
| 4223 | Schiavi#4223 · 1,841 sh | 1,841 | $602.7K | 0.16% | -0.2% |
| 4224 | Geometric Wealth Advisors#4224 · 1,839 sh | 1,839 | $602.0K | 0.07% | +30.6% |
| 4225 | Reliant Investment Partners#4225 · 1,836 sh | 1,836 | $601.0K | 0.41% | -1.0% |
| 4226 | Duncan Williams Asset Management#4226 · 1,835 sh | 1,835 | $600.7K | 0.14% | -0.7% |
| 4227 | Kinloch Capital#4227 · 1,829 sh | 1,829 | $598.7K | 0.22% | +10.0% |
| 4228 | ERn Financial#4228 · 1,825 sh | 1,825 | $597.5K | 0.10% | +17.3% |
| 4229 | Foundation Wealth Management#4229 · 1,823 sh | 1,823 | $596.9K | — | -3.9% |
| 4230 | Tradewinds Capital Management#4230 · 1,821 sh | 1,821 | $596.1K | — | -2.4% |
| 4231 | Midwest Financial Partners Investments#4231 · 1,819 sh | 1,819 | $595.4K | — | +0.6% |
| 4232 | MUIRFIELD WEALTH ADVISORS#4232 · 1,819 sh | 1,819 | $595.4K | 0.39% | +1.5% |
| 4233 | Tower Wealth Partners#4233 · 1,818 sh | 1,818 | $595.1K | 0.29% | +2.2% |
| 4234 | Asset Management Group#4234 · 1,817 sh | 1,817 | $594.7K | 0.09% | -2.4% |
| 4235 | Elm3 Financial Group#4235 · 1,811 sh | 1,811 | $592.8K | — | 0.0% |
| 4236 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.#4236 · 1,811 sh | 1,811 | $592.8K | 0.03% | 0.0% |
| 4237 | Eaton-Cambridge#4237 · 1,810 sh | 1,810 | $592.5K | 0.17% | +9.2% |
| 4238 | BANYAN CAPITAL MANAGEMENT#4238 · 1,810 sh | 1,810 | $592.5K | 0.26% | -5.7% |
| 4239 | Bestgate Wealth Advisors#4239 · 1,806 sh | 1,806 | $591.1K | — | -8.1% |
| 4240 | MLG Wealth Management DBA Pine Grove Financial Group#4240 · 1,805 sh | 1,805 | $590.8K | — | +62.5% |
| 4241 | ARQ WEALTH ADVISORS#4241 · 1,697 sh | 1,697 | $590.8K | 0.07% | +2.0% |
| 4242 | C M BIDWELL & ASSOCIATES LTD#4242 · 1,804 sh | 1,804 | $590.5K | 0.24% | +7.4% |
| 4243 | Jupiter Wealth Management#4243 · 1,804 sh | 1,804 | $590.5K | 0.24% | 0.0% |
| 4244 | CONSULTIVA WEALTH MANAGEMENT#4244 · 1,803 sh | 1,803 | $590.2K | 1.33% | -3.8% |
| 4245 | Wright Wealth#4245 · 1,801 sh | 1,801 | $589.5K | 0.35% | -0.1% |
| 4246 | Noble Wealth Management PBC#4246 · 1,799 sh | 1,799 | $588.9K | — | -2.6% |
| 4247 | TOEWS#4247 · 1,799 sh | 1,799 | $588.9K | 0.09% | New |
| 4248 | Sonoma Allocations#4248 · 1,753 sh | 1,753 | $588.1K | 0.18% | -10.7% |
| 4249 | Warburton Capital Management#4249 · 1,795 sh | 1,795 | $587.0K | 0.24% | +3.4% |
| 4250 | RMG Wealth Management#4250 · 1,605 sh | 1,605 | $586.1K | — | +4.6% |
| 4251 | 25#4251 · 1,782 sh | 1,782 | $583.4K | — | +9.3% |
| 4252 | Corient IA#4252 · 1,780 sh | 1,780 | $582.6K | 0.54% | 0.0% |
| 4253 | North Forty Two#4253 · 1,779 sh | 1,779 | $582.3K | — | 0.0% |
| 4254 | Sanchez Wealth Management Group#4254 · 1,775 sh | 1,775 | $580.9K | 0.10% | +0.1% |
| 4255 | Tanglewood Legacy Advisors#4255 · 1,766 sh | 1,766 | $578.1K | 0.19% | 0.0% |
| 4256 | MMA ASSET MANAGEMENT#4256 · 1,762 sh | 1,762 | $576.9K | 0.18% | +0.1% |
| 4257 | Tribridge Partners Financial#4257 · 1,618 sh | 1,618 | $576.3K | 0.23% | -4.3% |
| 4258 | Ledgewood Wealth Advisors#4258 · 1,760 sh | 1,760 | $576.2K | — | 0.0% |
| 4259 | Cushing Capital Partners#4259 · 1,757 sh | 1,757 | $575.1K | — | +0.1% |
| 4260 | Garner Asset Management#4260 · 1,756 sh | 1,756 | $574.9K | 0.19% | +3.7% |
| 4261 | GK Wealth Management#4261 · 1,755 sh | 1,755 | $574.7K | — | +51.7% |
| 4262 | CGC Financial Services#4262 · 1,753 sh | 1,753 | $573.8K | — | -2.3% |
| 4263 | Quantessence Capital#4263 · 1,746 sh | 1,746 | $571.5K | 1.68% | New |
| 4264 | RAM Investment Partners#4264 · 1,743 sh | 1,743 | $570.4K | — | +10.4% |
| 4265 | ADG Wealth Management Group#4265 · 1,735 sh | 1,735 | $568.0K | — | +0.3% |
| 4266 | Sterling Investment Management#4266 · 1,735 sh | 1,735 | $567.9K | — | -21.1% |
| 4267 | Gallacher Capital Management#4267 · 1,734 sh | 1,734 | $567.5K | 0.32% | +90.3% |
| 4268 | Sequent Asset Management#4268 · 1,733 sh | 1,733 | $567.1K | 0.24% | +7.0% |
| 4269 | SOMERVILLE KURT F#4269 · 1,731 sh | 1,731 | $566.6K | 0.14% | 0.0% |
| 4270 | Everest Management#4270 · 1,730 sh | 1,730 | $566.3K | 0.21% | +3.7% |
| 4271 | Flaharty Asset Management#4271 · 1,691 sh | 1,691 | $565.6K | 0.81% | -53.8% |
| 4272 | Yoder Wealth Management#4272 · 1,727 sh | 1,727 | $565.3K | — | +0.5% |
| 4273 | Clarus Wealth Advisors#4273 · 1,709 sh | 1,709 | $565.1K | — | -6.8% |
| 4274 | Sage Capital Advisors#4274 · 1,725 sh | 1,725 | $564.6K | — | -1.3% |
| 4275 | Pathway Financial Advisors#4275 · 1,687 sh | 1,687 | $564.3K | — | +12.2% |
| 4276 | Rockbridge Investment Management, LCC#4276 · 1,723 sh | 1,723 | $564.0K | 0.05% | -9.0% |
| 4277 | Momentous Wealth Management#4277 · 1,722 sh | 1,722 | $563.7K | — | +3.9% |
| 4278 | Townsend & Associates#4278 · 1,661 sh | 1,661 | $562.9K | — | 0.0% |
| 4279 | Battery Global Advisors#4279 · 1,719 sh | 1,719 | $562.6K | 0.28% | +0.1% |
| 4280 | Innova Wealth Partners#4280 · 1,717 sh | 1,717 | $562.1K | — | -3.4% |
| 4281 | Defender Capital#4281 · 1,716 sh | 1,716 | $561.7K | — | 0.0% |
| 4282 | Wallace Advisory Group#4282 · 1,716 sh | 1,716 | $561.7K | 0.53% | -1.7% |
| 4283 | Scarborough Advisors#4283 · 1,749 sh | 1,749 | $561.7K | — | -84.3% |
| 4284 | Houlihan Financial Resource Group, Ltd.#4284 · 1,715 sh | 1,715 | $561.4K | 0.20% | 0.0% |
| 4285 | BDFS Capital#4285 · 1,713 sh | 1,713 | $560.8K | — | New |
| 4286 | KWMG#4286 · 1,713 sh | 1,713 | $560.7K | — | -0.6% |
| 4287 | RM Financial Services#4287 · 1,711 sh | 1,711 | $560.1K | 0.42% | 0.0% |
| 4288 | waypoint wealth counsel#4288 · 1,709 sh | 1,709 | $559.6K | — | -31.3% |
| 4289 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#4289 · 1,709 sh | 1,709 | $559.4K | 0.02% | -90.3% |
| 4290 | New Perspectives#4290 · 1,704 sh | 1,704 | $557.7K | — | 0.0% |
| 4291 | Nova R Wealth#4291 · 1,703 sh | 1,703 | $557.5K | — | -1.3% |
| 4292 | WAYSTONE ADVISORS#4292 · 1,702 sh | 1,702 | $557.1K | — | +7.7% |
| 4293 | Davidson Kahn Capital Management#4293 · 1,697 sh | 1,697 | $555.5K | — | +42.4% |
| 4294 | Petix & Botte#4294 · 1,696 sh | 1,696 | $555.2K | 0.11% | 0.0% |
| 4295 | Lavaca Capital#4295 · 1,696 sh | 1,696 | $555.2K | 0.05% | +20.5% |
| 4296 | Ares Financial Consulting#4296 · 1,693 sh | 1,693 | $554.1K | — | 0.0% |
| 4297 | CONTINUUM WEALTH ADVISORS#4297 · 1,690 sh | 1,690 | $553.2K | — | +14.0% |
| 4298 | HORIZON FINANCIAL SERVICES#4298 · 1,687 sh | 1,687 | $552.3K | 0.21% | +534.2% |
| 4299 | James Reed Financial Services#4299 · 1,684 sh | 1,684 | $551.2K | — | 0.0% |
| 4300 | Axecap Investments#4300 · 1,684 sh | 1,684 | $551.2K | — | -88.1% |
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.