JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 45)
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 4,401 to 4,500. 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 4,401–4,500 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4401 | COTTONWOOD CAPITAL ADVISORS#4401 · 1,499 sh | 1,499 | $490.6K | — | +0.2% |
| 4402 | Kendall Capital Management#4402 · 1,498 sh | 1,498 | $490.3K | — | -4.1% |
| 4403 | MITCHELL & PAHL PRIVATE WEALTH#4403 · 1,498 sh | 1,498 | $490.3K | — | 0.0% |
| 4404 | Vantage Point Financial#4404 · 1,496 sh | 1,496 | $489.6K | 0.15% | +11.3% |
| 4405 | HARBOUR INVESTMENT MANAGEMENT#4405 · 1,495 sh | 1,495 | $489.4K | 0.25% | 0.0% |
| 4406 | Clarendon Private#4406 · 1,495 sh | 1,495 | $489.4K | 0.31% | -5.9% |
| 4407 | CHASE INVESTMENT COUNSEL#4407 · 1,495 sh | 1,495 | $489.0K | 0.10% | -17.9% |
| 4408 | Ruedi Wealth Management#4408 · 1,492 sh | 1,492 | $488.5K | 0.11% | 0.0% |
| 4409 | MONOGRAPH WEALTH ADVISORS#4409 · 1,492 sh | 1,492 | $488.4K | 0.04% | +11.6% |
| 4410 | Blackston Financial Advisory Group#4410 · 1,491 sh | 1,491 | $487.9K | 0.28% | -6.8% |
| 4411 | Spectrum Investment Advisors#4411 · 1,489 sh | 1,489 | $487.3K | 0.20% | +111.2% |
| 4412 | Crane Advisory#4412 · 1,416 sh | 1,416 | $485.9K | — | 0.0% |
| 4413 | Prota Financial#4413 · 1,451 sh | 1,451 | $484.7K | — | -3.8% |
| 4414 | Kelman-Lazarov#4414 · 1,479 sh | 1,479 | $484.0K | 0.06% | +3.4% |
| 4415 | SACKS & ASSOCIATES#4415 · 1,375 sh | 1,375 | $483.7K | — | +5.8% |
| 4416 | Avise Financial Cooperative#4416 · 1,477 sh | 1,477 | $483.5K | 0.34% | +1.5% |
| 4417 | Blue Zone Wealth Advisors#4417 · 1,477 sh | 1,477 | $483.5K | — | +0.1% |
| 4418 | Pinnacle Financial Group, / IL#4418 · 1,475 sh | 1,475 | $482.8K | 0.12% | +0.4% |
| 4419 | Fonville Wealth Management#4419 · 1,474 sh | 1,474 | $482.5K | 0.08% | +6.6% |
| 4420 | Paul R. Ried Financial Group#4420 · 1,472 sh | 1,472 | $481.8K | 0.21% | 0.0% |
| 4421 | Demars Financial Group#4421 · 1,471 sh | 1,471 | $481.6K | — | -1.0% |
| 4422 | Tarbox Group#4422 · 1,471 sh | 1,471 | $481.5K | — | 0.0% |
| 4423 | TCP Asset Management#4423 · 1,469 sh | 1,469 | $481.0K | — | 0.0% |
| 4424 | Axis Wealth Partners#4424 · 1,468 sh | 1,468 | $480.6K | 0.23% | -42.2% |
| 4425 | Cooke Wealth Management#4425 · 1,468 sh | 1,468 | $480.5K | — | 0.0% |
| 4426 | NORTHSTAR ASSET MANAGEMENT#4426 · 1,467 sh | 1,467 | $480.2K | 0.14% | +46.4% |
| 4427 | Everstar Asset Management#4427 · 1,465 sh | 1,465 | $479.5K | 0.23% | +62.8% |
| 4428 | Pacific Sage Partners#4428 · 1,464 sh | 1,464 | $479.3K | — | -25.5% |
| 4429 | Wealth Management Nebraska#4429 · 1,464 sh | 1,464 | $479.3K | — | -4.4% |
| 4430 | ONE WEALTH CAPITAL MANAGEMENT#4430 · 1,461 sh | 1,461 | $478.2K | — | +108.4% |
| 4431 | Bellecapital International Ltd.#4431 · 1,459 sh | 1,459 | $477.6K | — | +3.7% |
| 4432 | Provenance Wealth Advisors#4432 · 1,459 sh | 1,459 | $477.6K | 0.05% | +112.1% |
| 4433 | Synergy Financial Group, LTD#4433 · 1,457 sh | 1,457 | $476.9K | 0.34% | +0.8% |
| 4434 | Redwood Financial Network#4434 · 1,455 sh | 1,455 | $476.3K | 0.26% | -0.3% |
| 4435 | HOGE FINANCIAL SERVICES#4435 · 1,453 sh | 1,453 | $475.5K | 0.23% | +4.3% |
| 4436 | Hobbs Group Advisors#4436 · 1,452 sh | 1,452 | $475.2K | 0.13% | -1.5% |
| 4437 | PMG Family Office#4437 · 1,451 sh | 1,451 | $475.0K | — | +20.1% |
| 4438 | PATHWAY WEALTH MANAGEMENT#4438 · 1,450 sh | 1,450 | $474.6K | — | 0.0% |
| 4439 | Disciplined Investments#4439 · 1,448 sh | 1,448 | $474.0K | 0.15% | +4.7% |
| 4440 | PARAGON FINANCIAL PARTNERS#4440 · 1,346 sh | 1,346 | $473.4K | 0.25% | +0.1% |
| 4441 | Jackson, Grant Investment Advisers#4441 · 1,446 sh | 1,446 | $473.4K | 0.15% | -17.5% |
| 4442 | Harbour Wealth Management Group#4442 · 1,446 sh | 1,446 | $473.3K | 0.32% | -19.4% |
| 4443 | OakTrust Wealth Advisors#4443 · 1,446 sh | 1,446 | $473.2K | 0.41% | +0.2% |
| 4444 | Luken Investment Analytics#4444 · 1,439 sh | 1,439 | $471.0K | 0.16% | -10.0% |
| 4445 | Integrated Capital Management#4445 · 1,437 sh | 1,437 | $470.4K | — | -21.0% |
| 4446 | Ewing Morris & Investment Partners Ltd.#4446 · 1,435 sh | 1,435 | $469.7K | 0.25% | 0.0% |
| 4447 | Marotta Asset Management#4447 · 1,406 sh | 1,406 | $469.7K | — | +1.2% |
| 4448 | Independent Wealth Network#4448 · 1,430 sh | 1,430 | $468.1K | — | +1.3% |
| 4449 | Englebert Financial Advisers#4449 · 1,430 sh | 1,430 | $468.1K | — | +0.7% |
| 4450 | Freestate Advisors#4450 · 1,427 sh | 1,427 | $467.0K | — | -2.3% |
| 4451 | Vanguard Capital Wealth Advisors#4451 · 1,425 sh | 1,425 | $466.4K | — | -31.3% |
| 4452 | Value Investment Professionals#4452 · 1,425 sh | 1,425 | $466.4K | — | +0.2% |
| 4453 | PRING TURNER CAPITAL GROUP#4453 · 1,305 sh | 1,305 | $465.0K | 0.27% | 0.0% |
| 4454 | Allegiance Financial Group Advisory Services#4454 · 1,416 sh | 1,416 | $463.5K | 0.08% | New |
| 4455 | Chokshi & Queen Wealth Advisors#4455 · 1,414 sh | 1,414 | $462.9K | 0.21% | +48.4% |
| 4456 | Todd Wealth Management#4456 · 1,412 sh | 1,412 | $462.1K | — | +0.1% |
| 4457 | Ramiah Investment Group#4457 · 1,411 sh | 1,411 | $461.9K | — | New |
| 4458 | Lutz Financial Services#4458 · 1,411 sh | 1,411 | $461.9K | 0.03% | -0.4% |
| 4459 | Genesee Capital Advisors#4459 · 1,409 sh | 1,409 | $461.1K | — | -14.5% |
| 4460 | Matthew Goff Investment Advisor#4460 · 1,408 sh | 1,408 | $460.8K | — | 0.0% |
| 4461 | Northern Capital Management#4461 · 1,404 sh | 1,404 | $459.9K | 0.20% | 0.0% |
| 4462 | Financial Planning Navigators#4462 · 1,404 sh | 1,404 | $459.5K | — | +6.9% |
| 4463 | Williams & Novak#4463 · 1,404 sh | 1,404 | $459.4K | — | -1.0% |
| 4464 | Richmond Investment Services#4464 · 1,401 sh | 1,401 | $458.7K | 0.15% | -52.5% |
| 4465 | Seelaus Asset Management#4465 · 1,400 sh | 1,400 | $458.3K | — | -9.9% |
| 4466 | Triune Financial Partners#4466 · 1,400 sh | 1,400 | $458.1K | 0.10% | -1.1% |
| 4467 | Cloud Capital Management#4467 · 1,400 sh | 1,400 | $458.0K | 0.17% | -4.6% |
| 4468 | CHELSEA COUNSEL#4468 · 1,392 sh | 1,392 | $455.6K | 0.19% | 0.0% |
| 4469 | WESPAC Advisors#4469 · 1,389 sh | 1,389 | $454.7K | — | 0.0% |
| 4470 | Shearwater Capital#4470 · 1,389 sh | 1,389 | $454.7K | — | -1.0% |
| 4471 | Welch Financial Planning#4471 · 1,389 sh | 1,389 | $454.7K | 0.26% | +43.3% |
| 4472 | Nalls Sherbakoff Group#4472 · 1,383 sh | 1,383 | $452.7K | 0.32% | 0.0% |
| 4473 | DeLarme Wealth Management#4473 · 1,382 sh | 1,382 | $452.4K | 0.26% | -3.3% |
| 4474 | Integrity Wealth Solutions#4474 · 1,382 sh | 1,382 | $452.3K | 0.17% | +1.6% |
| 4475 | Essential Planning#4475 · 1,378 sh | 1,378 | $451.1K | — | -1.5% |
| 4476 | Portfolio Strategies#4476 · 1,376 sh | 1,376 | $450.4K | 0.04% | 0.0% |
| 4477 | Triton Wealth Management, PLLC#4477 · 1,362 sh | 1,362 | $450.3K | 0.14% | -1.4% |
| 4478 | JDH Wealth Management#4478 · 1,374 sh | 1,374 | $449.8K | — | -0.9% |
| 4479 | Entruity Wealth#4479 · 1,372 sh | 1,372 | $449.0K | 0.29% | +0.1% |
| 4480 | John Boyer#4480 · 1,369 sh | 1,369 | $448.5K | 0.39% | +0.3% |
| 4481 | SENTINEL PENSION ADVISORS#4481 · 1,311 sh | 1,311 | $447.2K | 0.06% | +5.7% |
| 4482 | ENZI WEALTH#4482 · 1,304 sh | 1,304 | $447.1K | — | -1.1% |
| 4483 | Jackson Creek Investment Advisors#4483 · 1,271 sh | 1,271 | $447.0K | 0.15% | -25.2% |
| 4484 | Lifestyle Asset Management#4484 · 1,363 sh | 1,363 | $446.2K | — | +9.0% |
| 4485 | PlanVest Financial#4485 · 1,359 sh | 1,359 | $444.8K | 0.30% | +0.3% |
| 4486 | Outlook Capital Management#4486 · 1,358 sh | 1,358 | $444.5K | 0.14% | — |
| 4487 | Provident Wealth Management#4487 · 1,357 sh | 1,357 | $444.2K | — | New |
| 4488 | Stone House Investment Management#4488 · 1,354 sh | 1,354 | $443.3K | — | +14.9% |
| 4489 | Delos Wealth Advisors#4489 · 1,352 sh | 1,352 | $442.6K | 0.23% | +40.0% |
| 4490 | Capula Management Ltd#4490 · 1,351 sh | 1,351 | $442.2K | <0.01% | -87.0% |
| 4491 | BROGAN FINANCIAL#4491 · 1,350 sh | 1,350 | $442.0K | 0.18% | -7.2% |
| 4492 | PURA VIDA INVESTMENTS#4492 · 1,350 sh | 1,350 | $441.9K | 1.19% | 0.0% |
| 4493 | JMN Financial#4493 · 1,350 sh | 1,350 | $441.9K | 0.34% | +10.4% |
| 4494 | J HAGAN CAPITAL#4494 · 1,346 sh | 1,346 | $440.6K | 0.20% | +11.2% |
| 4495 | Conrad Siegel Investment Advisors#4495 · 1,344 sh | 1,344 | $440.1K | — | +16.5% |
| 4496 | New England Professional Planning Group#4496 · 1,341 sh | 1,341 | $438.9K | 0.16% | -6.0% |
| 4497 | Guardian Financial Partners#4497 · 1,339 sh | 1,339 | $438.3K | 0.17% | -5.8% |
| 4498 | Harborfront Financial Group#4498 · 1,333 sh | 1,333 | $436.3K | 1.64% | — |
| 4499 | Three Seasons Wealth#4499 · 1,332 sh | 1,332 | $436.0K | 0.04% | +62.0% |
| 4500 | Sankala Group#4500 · 1,202 sh | 1,202 | $435.6K | 0.29% | -13.0% |
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.