JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 44)
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 4,301 to 4,400. 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 4,301–4,400 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4301 | BlueStem Wealth Partners#4301 · 1,680 sh | 1,680 | $549.9K | 0.05% | +5.7% |
| 4302 | ROBINSON SMITH WEALTH ADVISORS#4302 · 1,678 sh | 1,678 | $549.3K | — | -26.3% |
| 4303 | American Institute for Advanced Investment Management, LLP#4303 · 1,675 sh | 1,675 | $548.3K | 0.32% | 0.0% |
| 4304 | Avondale Wealth Management#4304 · 1,675 sh | 1,675 | $548.3K | — | +21.8% |
| 4305 | Columbus Macro#4305 · 1,673 sh | 1,673 | $547.7K | — | -3.2% |
| 4306 | Saturna Capital#4306 · 1,673 sh | 1,673 | $547.6K | <0.01% | -41.8% |
| 4307 | WT Wealth Management#4307 · 1,670 sh | 1,670 | $546.6K | — | -1.6% |
| 4308 | Morey & Quinn Wealth Partners#4308 · 1,666 sh | 1,666 | $545.3K | 0.35% | +6.0% |
| 4309 | Endowment Wealth Management#4309 · 1,665 sh | 1,665 | $544.8K | 0.21% | +1.2% |
| 4310 | Caitlin John#4310 · 1,664 sh | 1,664 | $544.5K | 0.30% | +60.2% |
| 4311 | Walker Financial Services#4311 · 1,660 sh | 1,660 | $543.6K | — | -3.9% |
| 4312 | CAPSTONE WEALTH MANAGEMENT GROUP#4312 · 1,660 sh | 1,660 | $543.3K | 0.19% | +0.3% |
| 4313 | Plotkin Financial Advisors#4313 · 1,658 sh | 1,658 | $542.7K | 0.23% | +7.0% |
| 4314 | IronBridge Private Wealth#4314 · 1,656 sh | 1,656 | $542.1K | 0.18% | +0.4% |
| 4315 | CapitalatWork S.A.#4315 · 1,655 sh | 1,655 | $542.0K | 0.01% | 0.0% |
| 4316 | ENCOMPASS WEALTH ADVISORS#4316 · 1,656 sh | 1,656 | $541.9K | — | -0.9% |
| 4317 | Prepared Retirement Institute#4317 · 1,655 sh | 1,655 | $541.7K | 0.23% | +0.5% |
| 4318 | Trevian Wealth Management#4318 · 1,653 sh | 1,653 | $541.0K | 0.23% | +3.2% |
| 4319 | Prospect Financial Services#4319 · 1,652 sh | 1,652 | $540.7K | 0.27% | +6.5% |
| 4320 | CARDEROCK CAPITAL MANAGEMENT#4320 · 1,651 sh | 1,651 | $540.4K | — | -26.7% |
| 4321 | Steadtrust#4321 · 1,647 sh | 1,647 | $539.2K | 0.27% | New |
| 4322 | RPS ADVISORY SOLUTIONS#4322 · 1,641 sh | 1,641 | $537.2K | 0.36% | +0.2% |
| 4323 | Smith & Howard Wealth Management#4323 · 1,640 sh | 1,640 | $536.8K | 0.11% | +3.0% |
| 4324 | Towerpoint Wealth#4324 · 1,638 sh | 1,638 | $536.2K | — | 0.0% |
| 4325 | TWIN FOCUS CAPITAL PARTNERS#4325 · 1,638 sh | 1,638 | $536.2K | 0.05% | 0.0% |
| 4326 | Urban Wealth Management#4326 · 1,636 sh | 1,636 | $535.5K | — | 0.0% |
| 4327 | Emissary Wealth#4327 · 1,633 sh | 1,633 | $534.5K | 0.41% | -0.4% |
| 4328 | Bay Harbor Wealth Management#4328 · 1,629 sh | 1,629 | $533.4K | 0.12% | +69.0% |
| 4329 | Solano Wealth Investment Advisors#4329 · 1,625 sh | 1,625 | $532.2K | 0.24% | -0.1% |
| 4330 | St. Louis#4330 · 20,899 sh | 20,899 | $531.3K | 0.06% | 0.0% |
| 4331 | OXFORD ASSET MANAGEMENT LLP#4331 · 1,623 sh | 1,623 | $531.3K | 0.26% | New |
| 4332 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#4332 · 1,620 sh | 1,620 | $530.3K | 0.05% | New |
| 4333 | GEORGE KAISER FAMILY FOUNDATION#4333 · 1,620 sh | 1,620 | $530.3K | 0.05% | New |
| 4334 | INSTRUMENTAL WEALTH#4334 · 1,617 sh | 1,617 | $529.3K | — | +6.0% |
| 4335 | Heritage Wealth Management#4335 · 1,616 sh | 1,616 | $529.0K | 0.20% | +1.0% |
| 4336 | Cannon Financial Strategists#4336 · 1,612 sh | 1,612 | $527.7K | — | +0.1% |
| 4337 | Frederick Financial Consultants#4337 · 1,610 sh | 1,610 | $527.1K | 0.22% | +2.7% |
| 4338 | Boyd Wealth Management#4338 · 1,608 sh | 1,608 | $526.5K | — | +1.5% |
| 4339 | Granite FO#4339 · 1,608 sh | 1,608 | $526.3K | — | 0.0% |
| 4340 | Sage Financial Management Group#4340 · 1,607 sh | 1,607 | $526.0K | 0.14% | 0.0% |
| 4341 | Lighthouse Financial#4341 · 1,603 sh | 1,603 | $524.7K | — | +4.8% |
| 4342 | Independent Family Office#4342 · 1,600 sh | 1,600 | $523.7K | 0.21% | -21.0% |
| 4343 | STONEBRIDGE CAPITAL MANAGEMENT#4343 · 1,600 sh | 1,600 | $523.7K | 0.25% | -32.2% |
| 4344 | Silver Oak Advisory Group#4344 · 1,597 sh | 1,597 | $522.0K | 0.21% | -7.6% |
| 4345 | Asset Allocation Strategies#4345 · 1,593 sh | 1,593 | $521.3K | — | +2.0% |
| 4346 | Hutchens & Kramer Investment Management Group#4346 · 1,590 sh | 1,590 | $520.6K | — | +1.3% |
| 4347 | Blue Water Asset Management#4347 · 1,589 sh | 1,589 | $520.3K | 0.17% | +1.5% |
| 4348 | Valtinson Bruner Financial Planning#4348 · 1,586 sh | 1,586 | $519.1K | 0.13% | -1.7% |
| 4349 | Lipe & Dalton#4349 · 1,585 sh | 1,585 | $519.0K | — | 0.0% |
| 4350 | PPS&V ASSET MANAGEMENT CONSULTANTS#4350 · 1,585 sh | 1,585 | $518.8K | — | -6.2% |
| 4351 | Belleair Asset Management#4351 · 1,585 sh | 1,585 | $518.8K | 0.44% | 0.0% |
| 4352 | MANCHESTER FINANCIAL#4352 · 1,578 sh | 1,578 | $516.6K | — | -73.2% |
| 4353 | Echo45 Advisors#4353 · 1,578 sh | 1,578 | $516.5K | — | -12.3% |
| 4354 | ShoreHaven Wealth Partners#4354 · 1,577 sh | 1,577 | $516.1K | — | +0.3% |
| 4355 | Renaissance Investment Group#4355 · 1,576 sh | 1,576 | $515.9K | 0.10% | +59.0% |
| 4356 | Orcam Financial Group#4356 · 1,573 sh | 1,573 | $515.0K | 0.25% | New |
| 4357 | Spectrum Wealth Advisory Group#4357 · 1,570 sh | 1,570 | $514.0K | 0.15% | New |
| 4358 | HTG Investment Advisors#4358 · 1,570 sh | 1,570 | $513.9K | 0.13% | -5.0% |
| 4359 | Saxony Capital Management#4359 · 1,568 sh | 1,568 | $513.3K | — | +5.0% |
| 4360 | GREENUP STREET WEALTH MANAGEMENT#4360 · 1,568 sh | 1,568 | $513.1K | 0.06% | -10.5% |
| 4361 | B.O.S.S. Retirement Advisors#4361 · 1,565 sh | 1,565 | $512.3K | — | -8.9% |
| 4362 | Quaker Wealth Management#4362 · 1,564 sh | 1,564 | $511.9K | — | -2.2% |
| 4363 | First Growth Capital#4363 · 1,562 sh | 1,562 | $511.4K | — | -13.7% |
| 4364 | Cauble & Harre Wealth Management#4364 · 1,562 sh | 1,562 | $511.2K | 0.41% | 0.0% |
| 4365 | G2 CAPITAL MANAGEMENT, / OH#4365 · 1,558 sh | 1,558 | $510.0K | — | 0.0% |
| 4366 | Mowery & Schoenfeld Wealth Management#4366 · 1,558 sh | 1,558 | $509.9K | 0.69% | 0.0% |
| 4367 | Silverberg Bernstein Capital Management#4367 · 1,554 sh | 1,554 | $508.7K | — | +6.9% |
| 4368 | EDMP#4368 · 1,553 sh | 1,553 | $508.2K | — | +0.5% |
| 4369 | NOTTINGHAM ADVISORS#4369 · 1,499 sh | 1,499 | $508.0K | 0.06% | 0.0% |
| 4370 | Presper Financial Architects#4370 · 1,551 sh | 1,551 | $507.7K | 0.26% | -6.1% |
| 4371 | BOURNE LENT ASSET MANAGEMENT#4371 · 1,550 sh | 1,550 | $507.4K | 0.18% | 0.0% |
| 4372 | Financial Concepts Unlimited#4372 · 1,549 sh | 1,549 | $507.0K | 0.40% | -6.6% |
| 4373 | RIA Advisory Group#4373 · 1,548 sh | 1,548 | $506.8K | — | +10.3% |
| 4374 | AXQ CAPITAL#4374 · 1,548 sh | 1,548 | $506.7K | 0.06% | -63.3% |
| 4375 | Dodds Wealth#4375 · 1,547 sh | 1,547 | $506.4K | 0.11% | +10.0% |
| 4376 | MARS JEWETT FINANCIAL GROUP#4376 · 1,547 sh | 1,547 | $506.3K | 0.10% | +3.3% |
| 4377 | Fi3 FINANCIAL ADVISORS#4377 · 3,451 sh | 3,451 | $505.6K | 0.12% | -54.6% |
| 4378 | Trailhead Planners#4378 · 1,543 sh | 1,543 | $505.1K | 0.49% | +6.8% |
| 4379 | Altar Rock#4379 · 1,540 sh | 1,540 | $504.1K | 0.74% | -36.1% |
| 4380 | Baskin Financial Services#4380 · 1,541 sh | 1,541 | $504.0K | — | -1.3% |
| 4381 | HILLTOP WEALTH ADVISORS#4381 · 1,533 sh | 1,533 | $501.8K | 0.25% | +17.3% |
| 4382 | Legacy Wealth Managment#4382 · 1,531 sh | 1,531 | $501.1K | 0.21% | +86.0% |
| 4383 | Burns Matteson Capital Management#4383 · 1,526 sh | 1,526 | $499.4K | — | -9.1% |
| 4384 | IMG Wealth Management#4384 · 1,517 sh | 1,517 | $496.6K | 0.28% | +12.0% |
| 4385 | KRAEMATON INVESTMENT ADVISORS#4385 · 1,516 sh | 1,516 | $496.2K | 0.37% | +0.5% |
| 4386 | Kagan Cocozza Asset Management#4386 · 1,515 sh | 1,515 | $495.9K | — | 0.0% |
| 4387 | Swisher Financial Concepts#4387 · 1,515 sh | 1,515 | $495.9K | 0.31% | -42.4% |
| 4388 | Mezzasalma Advisors#4388 · 1,514 sh | 1,514 | $495.6K | — | +0.9% |
| 4389 | CAPITAL COUNSEL#4389 · 1,511 sh | 1,511 | $494.6K | 0.02% | -4.3% |
| 4390 | RFG#4390 · 1,510 sh | 1,510 | $494.4K | 0.10% | +5.3% |
| 4391 | Joseph P. Lucia & Associates#4391 · 1,509 sh | 1,509 | $494.0K | 0.15% | 0.0% |
| 4392 | RS CRUM#4392 · 1,508 sh | 1,508 | $493.6K | — | +0.1% |
| 4393 | Madrona Financial Services#4393 · 1,506 sh | 1,506 | $493.0K | — | +0.3% |
| 4394 | SBE DBA CEDAR COVE WEALTH PARTNERS#4394 · 1,505 sh | 1,505 | $492.5K | — | -3.8% |
| 4395 | Clientfirst Wealth Management#4395 · 1,504 sh | 1,504 | $492.3K | 0.40% | 0.0% |
| 4396 | GODSEY & GIBB#4396 · 1,501 sh | 1,501 | $491.3K | — | -6.3% |
| 4397 | Barnes Dennig Private Wealth Management#4397 · 1,501 sh | 1,501 | $491.3K | 0.39% | -0.9% |
| 4398 | Highlander Partners, L.P.#4398 · 1,500 sh | 1,500 | $491.0K | 0.16% | 0.0% |
| 4399 | Fearless Solutions, dba Best Invest#4399 · 1,500 sh | 1,500 | $491.0K | — | -6.5% |
| 4400 | Stembrook Asset Management#4400 · 1,500 sh | 1,500 | $491.0K | 0.42% | 0.0% |
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.