JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 48)
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 4,701 to 4,800. 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 4,701–4,800 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4701 | Prism Planning Partners#4701 · 1,044 sh | 1,044 | $341.8K | 0.36% | 0.0% |
| 4702 | Ellis Investment Partners#4702 · 1,042 sh | 1,042 | $341.3K | — | -3.6% |
| 4703 | Northwest Wealth Advisors#4703 · 1,043 sh | 1,043 | $341.3K | 0.20% | +13.7% |
| 4704 | McGowan Group Asset Management#4704 · 1,042 sh | 1,042 | $341.0K | 0.04% | -0.1% |
| 4705 | Alternative Investment Advisors#4705 · 1,041 sh | 1,041 | $341.0K | 0.13% | +7.5% |
| 4706 | Family Investment Center#4706 · 1,041 sh | 1,041 | $340.8K | — | -7.4% |
| 4707 | OceanIQ Capital#4707 · 934 sh | 934 | $338.1K | — | — |
| 4708 | Sciencast Management#4708 · 1,025 sh | 1,025 | $335.5K | 0.07% | -89.3% |
| 4709 | Paragon Capital Management#4709 · 1,022 sh | 1,022 | $334.5K | 0.15% | -1.4% |
| 4710 | Advocacy Wealth Management#4710 · 1,021 sh | 1,021 | $334.2K | 0.01% | +20.5% |
| 4711 | FORONJY FINANCIAL#4711 · 1,021 sh | 1,021 | $334.2K | — | +34.7% |
| 4712 | Advisory Solutions Group#4712 · 1,017 sh | 1,017 | $332.8K | — | — |
| 4713 | Nautilus Advisors#4713 · 987 sh | 987 | $332.1K | — | +0.2% |
| 4714 | Capital Planning#4714 · 1,014 sh | 1,014 | $331.9K | — | +8.0% |
| 4715 | Midwest Financial Group#4715 · 1,014 sh | 1,014 | $331.8K | — | +0.4% |
| 4716 | Financial Guidance Group#4716 · 1,011 sh | 1,011 | $330.9K | — | 0.0% |
| 4717 | Creative Capital Management Investments#4717 · 1,011 sh | 1,011 | $330.9K | 0.08% | +52.3% |
| 4718 | Center for Wealth Management Advisory#4718 · 1,010 sh | 1,010 | $330.7K | — | 0.0% |
| 4719 | OAK RIDGE INVESTMENTS#4719 · 1,010 sh | 1,010 | $330.6K | 0.02% | -20.0% |
| 4720 | Avion Wealth#4720 · 1,010 sh | 1,010 | $330.0K | 0.06% | +19.5% |
| 4721 | Private Capital Advisors#4721 · 1,007 sh | 1,007 | $329.6K | — | 0.0% |
| 4722 | HRC WEALTH MANAGEMENT#4722 · 1,007 sh | 1,007 | $329.5K | — | +1.1% |
| 4723 | AUXIER ASSET MANAGEMENT#4723 · 1,003 sh | 1,003 | $328.3K | 0.04% | -1.0% |
| 4724 | MACROVIEW INVESTMENT MANAGEMENT#4724 · 1,002 sh | 1,002 | $328.0K | — | -12.9% |
| 4725 | Liberty Atlantic Advisors#4725 · 1,000 sh | 1,000 | $327.5K | — | +8.8% |
| 4726 | Gruss#4726 · 1,000 sh | 1,000 | $327.3K | 0.80% | -33.3% |
| 4727 | CUMBERLAND ADVISORS#4727 · 1,000 sh | 1,000 | $327.3K | 0.12% | 0.0% |
| 4728 | Clarkston Capital Partners#4728 · 1,000 sh | 1,000 | $327.3K | 0.03% | -3.3% |
| 4729 | Coston, McIsaac & Partners#4729 · 1,001 sh | 1,001 | $327.0K | 0.07% | +0.1% |
| 4730 | Forefront Wealth Partners#4730 · 997 sh | 997 | $326.3K | 0.10% | New |
| 4731 | Blueshift Asset Management#4731 · 993 sh | 993 | $325.0K | 0.08% | New |
| 4732 | Dale Q Rice Investment Management Ltd#4732 · 993 sh | 993 | $325.0K | — | 0.0% |
| 4733 | Innovative Wealth Building#4733 · 987 sh | 987 | $323.0K | — | -2.6% |
| 4734 | USAdvisors Wealth Management#4734 · 988 sh | 988 | $323.0K | — | -4.9% |
| 4735 | Integras Partners#4735 · 986 sh | 986 | $322.8K | 0.18% | +35.8% |
| 4736 | Boston Common Asset Management#4736 · 984 sh | 984 | $322.1K | — | 0.0% |
| 4737 | Magnolia Wealth Management#4737 · 984 sh | 984 | $322.1K | — | 0.0% |
| 4738 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP#4738 · 962 sh | 962 | $321.8K | — | -3.0% |
| 4739 | Ankerstar Wealth#4739 · 980 sh | 980 | $320.8K | 0.27% | +0.2% |
| 4740 | Marshall & Sterling Wealth Advisors#4740 · 980 sh | 980 | $320.7K | 0.19% | -0.8% |
| 4741 | Financial Harvest#4741 · 979 sh | 979 | $320.6K | — | +26.3% |
| 4742 | FFT WEALTH MANAGEMENT#4742 · 979 sh | 979 | $320.5K | 0.05% | 0.0% |
| 4743 | Principia Wealth Advisory#4743 · 979 sh | 979 | $320.5K | 0.16% | +6.8% |
| 4744 | Fusion Family Wealth#4744 · 978 sh | 978 | $320.0K | 0.02% | +0.2% |
| 4745 | Rinkey Investments#4745 · 977 sh | 977 | $319.8K | 0.08% | 0.0% |
| 4746 | Carter Financial Group#4746 · 970 sh | 970 | $317.5K | — | -61.2% |
| 4747 | WealthCare Investment Partners#4747 · 966 sh | 966 | $316.3K | 0.08% | +0.3% |
| 4748 | ORBA Wealth Advisors, L.L.C.#4748 · 966 sh | 966 | $316.1K | — | New |
| 4749 | Collaborative Capital Advisors#4749 · 962 sh | 962 | $314.8K | 0.20% | — |
| 4750 | CLARK FINANCIAL SERVICES GROUP#4750 · 961 sh | 961 | $314.6K | — | +16.8% |
| 4751 | Midwestern Financial#4751 · 960 sh | 960 | $314.1K | 0.22% | +0.5% |
| 4752 | ZEVIN ASSET MANAGEMENT#4752 · 958 sh | 958 | $313.6K | 0.04% | -2.9% |
| 4753 | Israel Discount Bank of New York#4753 · 958 sh | 958 | $313.6K | — | 0.0% |
| 4754 | Uptown Financial Advisors#4754 · 958 sh | 958 | $313.6K | — | 0.0% |
| 4755 | Roan Capital Partners#4755 · 958 sh | 958 | $313.6K | — | -12.4% |
| 4756 | Rachor Investment Advisory Services#4756 · 958 sh | 958 | $313.4K | 0.15% | -0.1% |
| 4757 | CHECK CAPITAL MANAGEMENT#4757 · 957 sh | 957 | $313.3K | <0.01% | +0.1% |
| 4758 | WorthPointe#4758 · 956 sh | 956 | $312.9K | 0.08% | -20.2% |
| 4759 | LOUNTZIS ASSET MANAGEMENT#4759 · 954 sh | 954 | $312.3K | 0.10% | -14.5% |
| 4760 | ELEVATE WEALTH ADVISORY#4760 · 953 sh | 953 | $311.9K | 0.18% | +0.8% |
| 4761 | Ballast Financial Advisors#4761 · 952 sh | 952 | $311.6K | — | +8.9% |
| 4762 | Gainplan#4762 · 950 sh | 950 | $311.0K | — | +1.0% |
| 4763 | Noble Family Wealth#4763 · 950 sh | 950 | $311.0K | 0.06% | -44.6% |
| 4764 | AtlasMark Financial#4764 · 950 sh | 950 | $311.0K | — | 0.0% |
| 4765 | Quattro Advisors#4765 · 948 sh | 948 | $310.3K | 0.21% | +12.6% |
| 4766 | Sound Stewardship#4766 · 947 sh | 947 | $310.0K | — | New |
| 4767 | WealthTrak Capital Management#4767 · 946 sh | 946 | $309.7K | 0.20% | -1.1% |
| 4768 | Whitcomb & Hess#4768 · 944 sh | 944 | $308.9K | — | +0.4% |
| 4769 | Veratis Advisors#4769 · 942 sh | 942 | $308.3K | 0.22% | — |
| 4770 | BCU Wealth Advisors#4770 · 940 sh | 940 | $307.7K | — | +11.4% |
| 4771 | THEORY FINANCIAL#4771 · 939 sh | 939 | $307.4K | 0.10% | 0.0% |
| 4772 | RF&L WEALTH MANAGEMENT#4772 · 938 sh | 938 | $307.2K | — | -4.0% |
| 4773 | Higgins & Schmidt Wealth Strategies#4773 · 937 sh | 937 | $306.7K | — | +0.1% |
| 4774 | INCEPTIONR#4774 · 935 sh | 935 | $306.1K | 0.08% | New |
| 4775 | Kachkovsky & Fisher#4775 · 933 sh | 933 | $305.3K | — | — |
| 4776 | Austin Asset Management#4776 · 931 sh | 931 | $304.7K | 0.04% | -2.3% |
| 4777 | SFAM#4777 · 924 sh | 924 | $302.5K | 0.25% | 0.0% |
| 4778 | Avant Capital#4778 · 923 sh | 923 | $302.2K | 0.19% | +0.4% |
| 4779 | Brickley Wealth Management#4779 · 923 sh | 923 | $302.1K | 0.04% | +6.7% |
| 4780 | Western Pacific Wealth Management#4780 · 922 sh | 922 | $301.8K | — | 0.0% |
| 4781 | Manuka Financial#4781 · 918 sh | 918 | $300.4K | — | 0.0% |
| 4782 | Linden Thomas Advisory Services#4782 · 916 sh | 916 | $299.8K | — | New |
| 4783 | Terra Nova Asset Management#4783 · 913 sh | 913 | $298.9K | — | -0.2% |
| 4784 | Next Level Wealth Planning#4784 · 912 sh | 912 | $298.5K | 0.13% | +1.1% |
| 4785 | Hoya Capital Real Estate#4785 · 910 sh | 910 | $297.9K | 4.38% | 0.0% |
| 4786 | Unconventional Investor#4786 · 910 sh | 910 | $297.9K | 0.12% | 0.0% |
| 4787 | GEM Asset Management#4787 · 906 sh | 906 | $296.6K | — | 0.0% |
| 4788 | Vermillion Wealth Management#4788 · 905 sh | 905 | $296.3K | — | -9.2% |
| 4789 | BetterWealth#4789 · 905 sh | 905 | $296.2K | — | 0.0% |
| 4790 | Sequent Planning#4790 · 904 sh | 904 | $296.1K | 0.06% | +15.5% |
| 4791 | Campbell Deegan Wealth Management#4791 · 897 sh | 897 | $293.6K | 0.21% | +3.2% |
| 4792 | Kemnay Advisory Services#4792 · 897 sh | 897 | $293.6K | 0.04% | +5.4% |
| 4793 | Quest 10 Wealth Builders#4793 · 897 sh | 897 | $293.6K | 0.23% | +0.3% |
| 4794 | HORIZON KINETICS ASSET MANAGEMENT#4794 · 896 sh | 896 | $293.3K | <0.01% | -37.7% |
| 4795 | ALLSTREET CAPITAL ADVISORS#4795 · 893 sh | 893 | $292.3K | 0.19% | 0.0% |
| 4796 | LIFELONG WEALTH ADVISORS#4796 · 890 sh | 890 | $291.3K | — | +3.7% |
| 4797 | Adams Wealth Management#4797 · 890 sh | 890 | $291.2K | 0.06% | 0.0% |
| 4798 | Skyline Advisors#4798 · 888 sh | 888 | $290.7K | 0.09% | -13.7% |
| 4799 | Reliant Investment Management#4799 · 887 sh | 887 | $290.3K | — | 0.0% |
| 4800 | Kropog Financial Group#4800 · 885 sh | 885 | $289.7K | 0.20% | -9.3% |
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.