JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 46)
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 4,501 to 4,600. 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 4,501–4,600 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4501 | Valpey Financial Services#4501 · 1,330 sh | 1,330 | $435.3K | 0.26% | 0.0% |
| 4502 | Traub Capital Management#4502 · 1,330 sh | 1,330 | $435.3K | 0.39% | -1.0% |
| 4503 | DWR WEALTH MANAGEMENT#4503 · 1,321 sh | 1,321 | $435.1K | — | +14.2% |
| 4504 | WPG Advisers#4504 · 1,329 sh | 1,329 | $435.0K | 0.26% | +36.2% |
| 4505 | Tumwater Wealth Management#4505 · 1,327 sh | 1,327 | $434.4K | 0.16% | 0.0% |
| 4506 | JACKSON SQUARE CAPITAL#4506 · 1,325 sh | 1,325 | $433.7K | — | New |
| 4507 | L.K. Benson & Company, P.C.#4507 · 1,325 sh | 1,325 | $433.6K | — | 0.0% |
| 4508 | Graham Capital Management, L.P.#4508 · 1,324 sh | 1,324 | $433.4K | <0.01% | New |
| 4509 | James T. Borello RIA#4509 · 1,324 sh | 1,324 | $433.4K | — | +2.6% |
| 4510 | Graney & King#4510 · 1,320 sh | 1,320 | $432.1K | 0.16% | +49.2% |
| 4511 | EVOLUTION WEALTH MANAGEMENT#4511 · 1,320 sh | 1,320 | $432.1K | 0.25% | +61.2% |
| 4512 | Valued Retirements#4512 · 1,319 sh | 1,319 | $431.8K | 0.39% | 0.0% |
| 4513 | Oak Thistle#4513 · 1,319 sh | 1,319 | $431.7K | — | New |
| 4514 | Intentional Wealth Strategies#4514 · 1,319 sh | 1,319 | $431.7K | 0.40% | -2.2% |
| 4515 | Hubbell Strickland Wealth Management#4515 · 1,306 sh | 1,306 | $427.3K | 0.15% | +9.7% |
| 4516 | LEE JOHNSON CAPITAL MANAGEMENT#4516 · 1,304 sh | 1,304 | $426.8K | 0.13% | -46.0% |
| 4517 | RD Lewis#4517 · 1,188 sh | 1,188 | $426.6K | 0.32% | New |
| 4518 | WPWealth LLP#4518 · 1,303 sh | 1,303 | $426.5K | 0.06% | +3.1% |
| 4519 | Sage Capital Management#4519 · 1,302 sh | 1,302 | $426.2K | — | +0.3% |
| 4520 | Richardson Capital Management#4520 · 1,302 sh | 1,302 | $426.2K | — | -0.6% |
| 4521 | PARK CIRCLE#4521 · 1,300 sh | 1,300 | $425.5K | 0.36% | 0.0% |
| 4522 | Praxis Capital Management#4522 · 1,300 sh | 1,300 | $425.5K | — | -60.2% |
| 4523 | KELLY FINANCIAL GROUP#4523 · 1,299 sh | 1,299 | $425.2K | — | -0.5% |
| 4524 | REBALANCE#4524 · 1,296 sh | 1,296 | $424.2K | — | +4.9% |
| 4525 | CATHY PARETO & ASSOCIATES#4525 · 1,290 sh | 1,290 | $422.7K | — | +0.5% |
| 4526 | AlphaGrep UK Ltd#4526 · 1,291 sh | 1,291 | $422.6K | 0.13% | -69.9% |
| 4527 | Rock Point Advisors#4527 · 1,290 sh | 1,290 | $422.3K | 0.10% | 0.0% |
| 4528 | Leslie Global Wealth#4528 · 1,290 sh | 1,290 | $422.3K | — | -0.8% |
| 4529 | WEBSTERROGERS FINANCIAL ADVISORS#4529 · 1,289 sh | 1,289 | $422.2K | 0.11% | 0.0% |
| 4530 | Axiom Financial Strategies#4530 · 1,288 sh | 1,288 | $421.6K | 0.13% | +1.4% |
| 4531 | Mustard Seed Financial#4531 · 1,287 sh | 1,287 | $421.2K | 0.22% | 0.0% |
| 4532 | HEARTLAND ADVISORS#4532 · 1,285 sh | 1,285 | $420.6K | 0.02% | 0.0% |
| 4533 | Orgel Wealth Management#4533 · 1,284 sh | 1,284 | $420.3K | — | +7.3% |
| 4534 | Rialto Wealth Management#4534 · 1,282 sh | 1,282 | $419.7K | 0.08% | +8.2% |
| 4535 | Longview Financial Advisors#4535 · 1,280 sh | 1,280 | $418.9K | 0.21% | -3.6% |
| 4536 | AdviceOne Advisory Services#4536 · 1,278 sh | 1,278 | $418.3K | — | +0.1% |
| 4537 | Human Investing#4537 · 1,277 sh | 1,277 | $418.0K | — | +0.2% |
| 4538 | Cascade Wealth Advisors#4538 · 1,168 sh | 1,168 | $417.6K | 0.17% | 0.0% |
| 4539 | HOWARD BAILEY SECURITIES#4539 · 1,276 sh | 1,276 | $417.5K | 0.16% | -6.0% |
| 4540 | Clear Point Advisors#4540 · 1,272 sh | 1,272 | $416.5K | 0.37% | -99.1% |
| 4541 | SFG Wealth Management#4541 · 1,269 sh | 1,269 | $415.3K | — | -16.6% |
| 4542 | Quartz Partners#4542 · 1,268 sh | 1,268 | $415.1K | 0.14% | +7.3% |
| 4543 | Lakeside Advisors#4543 · 1,267 sh | 1,267 | $414.7K | — | +0.1% |
| 4544 | Godfrey Financial Associates#4544 · 1,266 sh | 1,266 | $414.5K | 0.32% | -7.2% |
| 4545 | MPS Loria Financial Planners#4545 · 1,266 sh | 1,266 | $414.4K | — | +0.2% |
| 4546 | Zinnia Wealth Advisory#4546 · 1,265 sh | 1,265 | $414.1K | 0.42% | -0.9% |
| 4547 | Millington Financial Advisors#4547 · 1,213 sh | 1,213 | $413.9K | 0.16% | +57.5% |
| 4548 | Numerai GP#4548 · 1,264 sh | 1,264 | $413.7K | 0.03% | +46.6% |
| 4549 | CDKV#4549 · 1,262 sh | 1,262 | $413.1K | 0.32% | 0.0% |
| 4550 | Arcus Capital Partners#4550 · 1,261 sh | 1,261 | $412.8K | 0.17% | -13.2% |
| 4551 | WEST CHESTER CAPITAL ADVISORS#4551 · 1,259 sh | 1,259 | $412.1K | — | -0.3% |
| 4552 | Balanced Rock Investment Advisors#4552 · 1,259 sh | 1,259 | $411.9K | 0.26% | +13.6% |
| 4553 | Aurdan Capital Management#4553 · 1,258 sh | 1,258 | $411.8K | 0.10% | +16.4% |
| 4554 | Sharkey, Howes & Javer#4554 · 1,249 sh | 1,249 | $408.8K | — | 0.0% |
| 4555 | Colorado Capital Management#4555 · 1,247 sh | 1,247 | $408.0K | — | -1.1% |
| 4556 | Cypress Point Wealth Management#4556 · 1,246 sh | 1,246 | $407.9K | 0.08% | +29.9% |
| 4557 | Strata Wealth Advisors#4557 · 1,246 sh | 1,246 | $407.9K | — | -20.7% |
| 4558 | Winter & Associates#4558 · 1,245 sh | 1,245 | $407.5K | — | 0.0% |
| 4559 | Helium Advisors#4559 · 1,241 sh | 1,241 | $406.2K | — | +0.2% |
| 4560 | Alaska Wealth Advisors#4560 · 1,239 sh | 1,239 | $405.5K | 0.04% | +5.6% |
| 4561 | Heritage Wealth Management, /Texas#4561 · 1,236 sh | 1,236 | $404.7K | 0.16% | -2.3% |
| 4562 | RAFFA WEALTH MANAGEMENT#4562 · 1,236 sh | 1,236 | $404.7K | 0.05% | +2.9% |
| 4563 | Astra Wealth Partners#4563 · 1,236 sh | 1,236 | $404.6K | 0.22% | +12.6% |
| 4564 | O'Connor Financial Group#4564 · 1,235 sh | 1,235 | $404.3K | — | +6.1% |
| 4565 | Meritas Wealth Management#4565 · 1,231 sh | 1,231 | $402.9K | — | New |
| 4566 | Northern Lights Advisors#4566 · 1,230 sh | 1,230 | $402.6K | — | +14.8% |
| 4567 | Investment Management#4567 · 1,229 sh | 1,229 | $402.4K | 0.36% | +0.4% |
| 4568 | VESTIA PERSONAL WEALTH ADVISORS#4568 · 1,229 sh | 1,229 | $402.2K | — | +2.2% |
| 4569 | Flower City Capital#4569 · 1,225 sh | 1,225 | $401.0K | — | +4.8% |
| 4570 | Precision Wealth Strategies#4570 · 1,225 sh | 1,225 | $401.0K | 0.12% | +0.2% |
| 4571 | Ballew Advisors#4571 · 1,198 sh | 1,198 | $400.8K | — | +0.1% |
| 4572 | Northwest Quadrant Wealth Management#4572 · 1,223 sh | 1,223 | $400.2K | 0.07% | +0.4% |
| 4573 | Perissos Private Wealth Management#4573 · 1,220 sh | 1,220 | $399.3K | 0.27% | -6.5% |
| 4574 | ACT Advisors#4574 · 1,218 sh | 1,218 | $398.8K | — | +5.6% |
| 4575 | PRENTISS SMITH#4575 · 1,214 sh | 1,214 | $397.4K | 0.22% | 0.0% |
| 4576 | Front Street Capital Management#4576 · 1,196 sh | 1,196 | $397.1K | 0.05% | -16.7% |
| 4577 | Cannon Wealth Management Services#4577 · 1,210 sh | 1,210 | $395.9K | 0.22% | +3.0% |
| 4578 | V. M. MANNING#4578 · 1,210 sh | 1,210 | $395.9K | 0.34% | — |
| 4579 | ODonnell Financial Services#4579 · 1,209 sh | 1,209 | $395.7K | 0.12% | +76.0% |
| 4580 | PINNEY & SCOFIELD#4580 · 1,208 sh | 1,208 | $395.4K | 0.19% | 0.0% |
| 4581 | Arrowroot Family Office#4581 · 1,207 sh | 1,207 | $395.0K | 0.11% | +38.1% |
| 4582 | Halbert, Hargrove/Russell#4582 · 1,206 sh | 1,206 | $394.9K | — | +2.0% |
| 4583 | FULCRUM WEALTH ADVISORS#4583 · 1,204 sh | 1,204 | $394.1K | — | +36.2% |
| 4584 | R2 Capital Strategies#4584 · 1,203 sh | 1,203 | $393.9K | — | — |
| 4585 | Bonfire Financial#4585 · 1,202 sh | 1,202 | $393.6K | 0.25% | +34.0% |
| 4586 | RESOLUTE CAPITAL#4586 · 1,202 sh | 1,202 | $393.5K | 0.14% | New |
| 4587 | Cutler Capital Management#4587 · 1,198 sh | 1,198 | $392.1K | 0.10% | +0.8% |
| 4588 | RAINEY & RANDALL WEALTH ADVISORS#4588 · 1,198 sh | 1,198 | $392.0K | — | +0.2% |
| 4589 | Targeted Financial Services#4589 · 1,196 sh | 1,196 | $391.4K | — | +0.1% |
| 4590 | UNIQUE WEALTH#4590 · 1,195 sh | 1,195 | $391.2K | — | +1.6% |
| 4591 | HANOVER ADVISORS#4591 · 1,195 sh | 1,195 | $391.2K | 0.14% | 0.0% |
| 4592 | JIM SAULNIER & ASSOCIATES#4592 · 1,192 sh | 1,192 | $390.1K | 0.16% | +5.8% |
| 4593 | SATOVSKY ASSET MANAGEMENT#4593 · 1,190 sh | 1,190 | $389.4K | 0.06% | +0.4% |
| 4594 | Live Oak Investment Partners#4594 · 1,188 sh | 1,188 | $388.9K | — | 0.0% |
| 4595 | Heritage Wealth Architects#4595 · 1,162 sh | 1,162 | $388.7K | — | 0.0% |
| 4596 | Conservest Capital Advisors#4596 · 1,187 sh | 1,187 | $388.5K | 0.03% | +8.2% |
| 4597 | Gibson Capital#4597 · 1,185 sh | 1,185 | $387.9K | — | -7.6% |
| 4598 | Rayburn West Financial Services#4598 · 1,185 sh | 1,185 | $387.9K | 0.21% | -2.1% |
| 4599 | WealthCollab#4599 · 1,184 sh | 1,184 | $387.6K | 0.14% | +20.1% |
| 4600 | BancFirst & Investment Management#4600 · 1,175 sh | 1,175 | $387.0K | 0.16% | New |
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.