JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 47)
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 4,601 to 4,700. 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 4,601–4,700 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4601 | Eastover Investment Advisors#4601 · 1,182 sh | 1,182 | $386.9K | — | +11.9% |
| 4602 | Fogel Capital Management#4602 · 1,179 sh | 1,179 | $385.9K | 0.16% | +22.2% |
| 4603 | Camarda Financial Advisors#4603 · 1,179 sh | 1,179 | $385.9K | 0.12% | -47.1% |
| 4604 | ACORN FINANCIAL ADVISORY SERVICES#4604 · 1,178 sh | 1,178 | $385.6K | 0.05% | -9.0% |
| 4605 | KEATING INVESTMENT COUNSELORS#4605 · 1,175 sh | 1,175 | $384.6K | — | 0.0% |
| 4606 | Daviman Financial#4606 · 1,173 sh | 1,173 | $384.1K | 0.21% | -0.8% |
| 4607 | Parkshore Wealth Management#4607 · 1,172 sh | 1,172 | $383.7K | — | 0.0% |
| 4608 | Cherry Tree Wealth Management#4608 · 1,172 sh | 1,172 | $383.6K | — | 0.0% |
| 4609 | Dash Acquisitions#4609 · 1,050 sh | 1,050 | $383.4K | 0.08% | +0.6% |
| 4610 | Advisory Advocates#4610 · 1,168 sh | 1,168 | $382.3K | 0.33% | +17.6% |
| 4611 | FORTRESS FINANCIAL GROUP#4611 · 1,168 sh | 1,168 | $382.2K | — | -32.6% |
| 4612 | BALANCED WEALTH GROUP#4612 · 1,165 sh | 1,165 | $381.4K | 0.12% | +14.7% |
| 4613 | AUCTUS ADVISORS#4613 · 1,165 sh | 1,165 | $381.3K | — | 0.0% |
| 4614 | BLVD Private Wealth#4614 · 1,164 sh | 1,164 | $381.0K | — | 0.0% |
| 4615 | Hoese & LLP#4615 · 1,163 sh | 1,163 | $380.7K | — | +27.8% |
| 4616 | Flagship Private Wealth#4616 · 1,161 sh | 1,161 | $380.0K | 0.13% | -2.2% |
| 4617 | Oregon Pacific Wealth Management#4617 · 1,159 sh | 1,159 | $379.4K | — | 0.0% |
| 4618 | Lotus Asset Management#4618 · 1,158 sh | 1,158 | $379.1K | — | — |
| 4619 | Good Steward Wealth Advisors#4619 · 1,158 sh | 1,158 | $379.0K | 0.23% | -1.9% |
| 4620 | OMNI 360 Wealth#4620 · 1,157 sh | 1,157 | $378.7K | — | +0.1% |
| 4621 | MTM FINANCIAL GROUP#4621 · 1,157 sh | 1,157 | $378.7K | 0.16% | -5.5% |
| 4622 | Halter Ferguson Financial#4622 · 1,156 sh | 1,156 | $378.3K | — | 0.0% |
| 4623 | Arta Finance Wealth Management#4623 · 1,160 sh | 1,160 | $378.0K | 0.16% | +21.1% |
| 4624 | FOCUS Wealth Advisors#4624 · 1,152 sh | 1,152 | $377.0K | — | +0.3% |
| 4625 | Frontier Asset Management#4625 · 1,151 sh | 1,151 | $376.9K | 0.07% | -0.4% |
| 4626 | IAG Wealth Partners#4626 · 1,140 sh | 1,140 | $373.2K | 0.04% | -7.5% |
| 4627 | Grantvest Financial Group#4627 · 1,139 sh | 1,139 | $373.0K | — | -6.1% |
| 4628 | Opulen Financial Group#4628 · 1,139 sh | 1,139 | $372.7K | — | +15.6% |
| 4629 | LIBERTY SQUARE WEALTH PARTNERS#4629 · 1,137 sh | 1,137 | $372.3K | 0.09% | +1.2% |
| 4630 | Integrated Wealth Management#4630 · 1,134 sh | 1,134 | $371.2K | — | -0.4% |
| 4631 | Archvest Wealth Advisors#4631 · 1,130 sh | 1,130 | $370.0K | 0.21% | +36.5% |
| 4632 | Vericrest Private Wealth#4632 · 1,130 sh | 1,130 | $369.9K | — | -74.4% |
| 4633 | ADE#4633 · 1,129 sh | 1,129 | $369.6K | 0.16% | -20.2% |
| 4634 | Wrenne Financial Planning#4634 · 1,126 sh | 1,126 | $368.6K | 0.12% | 0.0% |
| 4635 | Landing Point Financial Group#4635 · 1,125 sh | 1,125 | $368.3K | 0.13% | +0.4% |
| 4636 | MEMBERS WEALTH#4636 · 1,124 sh | 1,124 | $368.1K | — | +10.2% |
| 4637 | 4J Wealth Management#4637 · 1,123 sh | 1,123 | $367.5K | 0.18% | -1.2% |
| 4638 | PENOBSCOT WEALTH MANAGEMENT#4638 · 1,122 sh | 1,122 | $367.4K | — | -18.6% |
| 4639 | Sicart Associates#4639 · 1,122 sh | 1,122 | $367.3K | 0.09% | -4.3% |
| 4640 | Imprint Wealth#4640 · 1,122 sh | 1,122 | $367.3K | 1.49% | 0.0% |
| 4641 | Integrated Financial Solutions#4641 · 1,122 sh | 1,122 | $367.3K | — | +19.7% |
| 4642 | TLW Wealth Management#4642 · 1,120 sh | 1,120 | $366.6K | 0.21% | New |
| 4643 | Seven Post Investment Office#4643 · 1,117 sh | 1,117 | $365.6K | — | New |
| 4644 | LPWM#4644 · 1,117 sh | 1,117 | $365.6K | — | -1.0% |
| 4645 | WILLIAM JOHN SEMPOLINSKI#4645 · 1,116 sh | 1,116 | $365.3K | — | 0.0% |
| 4646 | Laidlaw Wealth Management#4646 · 1,115 sh | 1,115 | $365.0K | 1.04% | +0.5% |
| 4647 | Atlantic Private Wealth#4647 · 1,114 sh | 1,114 | $364.8K | 0.22% | 0.0% |
| 4648 | Schubert#4648 · 1,114 sh | 1,114 | $364.6K | 0.25% | -18.7% |
| 4649 | Prairiewood Capital#4649 · 1,112 sh | 1,112 | $364.0K | — | -3.6% |
| 4650 | WARNER FINANCIAL#4650 · 1,110 sh | 1,110 | $363.3K | 0.11% | +0.4% |
| 4651 | CHIRON CAPITAL MANAGEMENT#4651 · 1,109 sh | 1,109 | $363.0K | — | 0.0% |
| 4652 | EAGLE CAPITAL MANAGEMENT#4652 · 1,109 sh | 1,109 | $363.0K | <0.01% | 0.0% |
| 4653 | RHL GROUP#4653 · 1,110 sh | 1,110 | $363.0K | 0.30% | +0.5% |
| 4654 | Retirement Solution#4654 · 1,107 sh | 1,107 | $362.4K | — | +4.2% |
| 4655 | HighRoad Wealth Advisors#4655 · 1,106 sh | 1,106 | $362.1K | — | 0.0% |
| 4656 | Advisory Resource Group#4656 · 1,103 sh | 1,103 | $361.0K | — | 0.0% |
| 4657 | Kure Advisory#4657 · 1,103 sh | 1,103 | $361.0K | — | -19.7% |
| 4658 | Reality Financial Planning Services#4658 · 1,103 sh | 1,103 | $361.0K | 0.35% | 0.0% |
| 4659 | Steelhead Wealth Management#4659 · 1,104 sh | 1,104 | $361.0K | 0.15% | +43.8% |
| 4660 | McClarren Financial Advisors#4660 · 1,101 sh | 1,101 | $360.5K | — | +0.3% |
| 4661 | Gray Private Wealth#4661 · 1,099 sh | 1,099 | $359.8K | 0.16% | +55.7% |
| 4662 | McCollum Christoferson Group#4662 · 1,098 sh | 1,098 | $359.4K | — | 0.0% |
| 4663 | Newton One Investments#4663 · 1,097 sh | 1,097 | $358.9K | — | +0.5% |
| 4664 | URS Advisory#4664 · 1,096 sh | 1,096 | $358.8K | 0.20% | +3.4% |
| 4665 | Summit Place Financial Advisors#4665 · 1,095 sh | 1,095 | $358.4K | — | -23.4% |
| 4666 | truNorth Financial Services#4666 · 1,094 sh | 1,094 | $358.0K | 0.32% | +0.5% |
| 4667 | SWP FINANCIAL#4667 · 1,093 sh | 1,093 | $357.9K | — | +9.8% |
| 4668 | Johnson Wealth Management#4668 · 1,093 sh | 1,093 | $357.8K | 0.15% | +4.5% |
| 4669 | Accretive Wealth Partners#4669 · 1,092 sh | 1,092 | $357.3K | 0.09% | -12.0% |
| 4670 | WFA of San Diego#4670 · 983 sh | 983 | $356.9K | 0.29% | 0.0% |
| 4671 | PANORAMIC INVESTMENT ADVISORS#4671 · 1,089 sh | 1,089 | $356.3K | 0.17% | New |
| 4672 | Daner Wealth Management#4672 · 981 sh | 981 | $356.2K | 0.19% | +1.6% |
| 4673 | Havemeyer Place#4673 · 1,088 sh | 1,088 | $356.1K | 0.04% | -62.3% |
| 4674 | HERITAGE OAK WEALTH ADVISORS#4674 · 1,086 sh | 1,086 | $355.4K | — | +11.3% |
| 4675 | Premier Financial Group#4675 · 1,086 sh | 1,086 | $355.4K | 0.07% | New |
| 4676 | PRELUDE CAPITAL MANAGEMENT#4676 · 1,083 sh | 1,083 | $354.5K | 0.03% | -59.8% |
| 4677 | CLARIS ADVISORS, / MO#4677 · 1,083 sh | 1,083 | $354.4K | 0.09% | -0.4% |
| 4678 | Essential Partners#4678 · 1,081 sh | 1,081 | $353.8K | — | +28.8% |
| 4679 | Sound Financial Strategies Group#4679 · 1,079 sh | 1,079 | $353.2K | 0.22% | 0.0% |
| 4680 | Prossimo Advisors#4680 · 1,077 sh | 1,077 | $352.5K | 2.03% | 0.0% |
| 4681 | VERUS WEALTH MANAGEMENT#4681 · 1,072 sh | 1,072 | $350.9K | — | 0.0% |
| 4682 | Veridan Wealth#4682 · 1,072 sh | 1,072 | $350.9K | 0.12% | +5.5% |
| 4683 | Strive Financial Group#4683 · 1,072 sh | 1,072 | $350.8K | 0.15% | +5.9% |
| 4684 | EPIQ PARTNERS#4684 · 1,068 sh | 1,068 | $349.6K | — | 0.0% |
| 4685 | Luminvest Wealth Management#4685 · 1,065 sh | 1,065 | $349.1K | — | +24.4% |
| 4686 | Templeton & Phillips Capital Management#4686 · 1,065 sh | 1,065 | $348.6K | 0.25% | 0.0% |
| 4687 | LOCKERMAN FINANCIAL GROUP#4687 · 1,064 sh | 1,064 | $348.3K | — | -1.0% |
| 4688 | Custos Family Office#4688 · 1,063 sh | 1,063 | $348.0K | 0.21% | -35.7% |
| 4689 | North Berkeley Wealth Management#4689 · 1,062 sh | 1,062 | $347.6K | 0.14% | +0.6% |
| 4690 | TPG Financial Advisors#4690 · 1,062 sh | 1,062 | $347.6K | 0.10% | 0.0% |
| 4691 | Lesa Sroufe#4691 · 1,061 sh | 1,061 | $347.0K | 0.25% | 0.0% |
| 4692 | CONTINENTAL INVESTORS SERVICES#4692 · 973 sh | 973 | $346.9K | 0.27% | +19.5% |
| 4693 | IMPACTfolio#4693 · 1,059 sh | 1,059 | $346.7K | 0.13% | -2.8% |
| 4694 | Parsonex Advisory Services#4694 · 1,061 sh | 1,061 | $346.7K | 0.30% | -31.7% |
| 4695 | Aspiring Ventures#4695 · 1,057 sh | 1,057 | $346.1K | 0.08% | +5.0% |
| 4696 | Comprehensive Financial Management#4696 · 1,053 sh | 1,053 | $344.7K | 0.01% | 0.0% |
| 4697 | Highland Investment Advisors#4697 · 1,051 sh | 1,051 | $344.1K | 0.15% | — |
| 4698 | Curran Financial Partners#4698 · 1,049 sh | 1,049 | $343.3K | 0.05% | -18.9% |
| 4699 | BAKER BOYER NATIONAL BANK#4699 · 1,045 sh | 1,045 | $342.1K | 0.09% | 0.0% |
| 4700 | Beacon Financial Strategies#4700 · 1,045 sh | 1,045 | $342.0K | — | +21.7% |
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.