JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 49)
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 4,801 to 4,900. 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 4,801–4,900 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4801 | Mullaney, Keating & Wright#4801 · 882 sh | 882 | $288.7K | — | 0.0% |
| 4802 | SIGNAL TREE FINANCIAL PARTNERS#4802 · 882 sh | 882 | $288.7K | 0.19% | 0.0% |
| 4803 | KENNEDY CAPITAL MANAGEMENT#4803 · 878 sh | 878 | $287.4K | <0.01% | -5.8% |
| 4804 | Providence Financial Advisors#4804 · 875 sh | 875 | $286.4K | 0.16% | -0.6% |
| 4805 | Gordian Capital Singapore Pte Ltd#4805 · 874 sh | 874 | $286.1K | 0.49% | 0.0% |
| 4806 | Fairway Wealth#4806 · 874 sh | 874 | $286.1K | 0.07% | +6.7% |
| 4807 | Generation Capital Management#4807 · 871 sh | 871 | $285.1K | 0.17% | 0.0% |
| 4808 | Milestones Private Investment Advisors#4808 · 868 sh | 868 | $284.1K | — | 0.0% |
| 4809 | Exit Wealth Advisors#4809 · 867 sh | 867 | $283.7K | 0.13% | -4.6% |
| 4810 | Vigil Wealth Management#4810 · 866 sh | 866 | $283.5K | 0.20% | +3.2% |
| 4811 | Lummis Asset Management#4811 · 865 sh | 865 | $283.1K | 0.17% | 0.0% |
| 4812 | 1 NORTH WEALTH SERVICES#4812 · 864 sh | 864 | $282.8K | 0.09% | +8.0% |
| 4813 | MARYLAND CAPITAL ADVISORS#4813 · 863 sh | 863 | $282.5K | — | — |
| 4814 | GFG Capital#4814 · 862 sh | 862 | $282.1K | — | -3.6% |
| 4815 | StoneCrest Wealth Management#4815 · 861 sh | 861 | $281.8K | 0.09% | 0.0% |
| 4816 | Koss-Olinger Consulting#4816 · 860 sh | 860 | $281.5K | 0.02% | -13.0% |
| 4817 | Gross & Hartman Investments#4817 · 860 sh | 860 | $281.3K | 0.12% | 0.0% |
| 4818 | Financial Life Planners#4818 · 859 sh | 859 | $281.1K | 0.18% | +0.5% |
| 4819 | Brown Financial Advisory#4819 · 859 sh | 859 | $281.1K | 0.12% | -30.2% |
| 4820 | Clarity Wealth Development#4820 · 858 sh | 858 | $280.9K | — | New |
| 4821 | Ferguson Shapiro#4821 · 858 sh | 858 | $280.9K | — | -8.1% |
| 4822 | Ball & Wealth Management#4822 · 856 sh | 856 | $280.0K | 0.20% | +0.5% |
| 4823 | Boulder Wealth Advisors#4823 · 854 sh | 854 | $279.4K | 0.10% | +4.1% |
| 4824 | Chatterton & Associates#4824 · 832 sh | 832 | $279.1K | 0.16% | +6.0% |
| 4825 | Beta Wealth Group#4825 · 852 sh | 852 | $278.9K | 0.10% | +0.4% |
| 4826 | Opus Financial Solutions#4826 · 852 sh | 852 | $278.9K | 0.22% | 0.0% |
| 4827 | Safe Harbor Family Capital#4827 · 852 sh | 852 | $278.9K | 0.19% | 0.0% |
| 4828 | MCDANIEL TERRY#4828 · 851 sh | 851 | $278.6K | 0.02% | +0.1% |
| 4829 | Chris Bulman#4829 · 849 sh | 849 | $278.0K | — | New |
| 4830 | Brio Consultants#4830 · 849 sh | 849 | $278.0K | 0.03% | +22.7% |
| 4831 | Fortis Advisors#4831 · 849 sh | 849 | $277.9K | 0.13% | 0.0% |
| 4832 | TSA Wealth Managment#4832 · 848 sh | 848 | $277.6K | — | +3.9% |
| 4833 | DecisionPoint Financial#4833 · 831 sh | 831 | $277.5K | 0.05% | +2.8% |
| 4834 | Altiora Financial Group#4834 · 847 sh | 847 | $277.2K | 0.04% | +1.4% |
| 4835 | ADAPT WEALTH ADVISORS#4835 · 847 sh | 847 | $277.2K | 0.09% | -31.1% |
| 4836 | David R. Rahn & Associates#4836 · 845 sh | 845 | $276.6K | 0.07% | 0.0% |
| 4837 | ACT WEALTH MANAGEMENT#4837 · 842 sh | 842 | $275.6K | — | -5.6% |
| 4838 | PETRA FINANCIAL ADVISORS#4838 · 842 sh | 842 | $275.6K | 0.13% | New |
| 4839 | Layline Advisors#4839 · 842 sh | 842 | $275.6K | 0.25% | +1.0% |
| 4840 | Schwallier Wealth Management#4840 · 842 sh | 842 | $275.5K | 0.17% | -0.7% |
| 4841 | Auour Investments#4841 · 840 sh | 840 | $275.0K | 0.08% | -0.5% |
| 4842 | Foundry Financial Group#4842 · 840 sh | 840 | $275.0K | 0.12% | +19.8% |
| 4843 | Jacksonville Wealth Management#4843 · 840 sh | 840 | $275.0K | 0.16% | 0.0% |
| 4844 | Cordoba Advisory Partners#4844 · 839 sh | 839 | $274.6K | — | New |
| 4845 | Kaufman Rossin Wealth#4845 · 817 sh | 817 | $274.1K | — | +10.0% |
| 4846 | Madson Wealth Advisors#4846 · 837 sh | 837 | $274.0K | — | New |
| 4847 | OLD MISSION CAPITAL#4847 · 837 sh | 837 | $273.8K | <0.01% | New |
| 4848 | Pacific Capital Wealth Advisors#4848 · 836 sh | 836 | $273.7K | — | -2.8% |
| 4849 | Global View Capital Management#4849 · 836 sh | 836 | $273.6K | 0.06% | -0.1% |
| 4850 | Olde Wealth Management#4850 · 836 sh | 836 | $273.0K | 0.08% | 0.0% |
| 4851 | ShankerValleau Wealth Advisors#4851 · 831 sh | 831 | $272.0K | — | 0.0% |
| 4852 | Alamar Capital Management#4852 · 830 sh | 830 | $271.7K | 0.14% | 0.0% |
| 4853 | Aspect Partners#4853 · 829 sh | 829 | $271.4K | — | 0.0% |
| 4854 | Purewater Capital#4854 · 828 sh | 828 | $270.9K | — | -17.4% |
| 4855 | Timber Creek Capital Management#4855 · 825 sh | 825 | $270.0K | 0.06% | 0.0% |
| 4856 | PMG Wealth Management#4856 · 825 sh | 825 | $270.0K | 0.17% | 0.0% |
| 4857 | Inlight Wealth Management#4857 · 824 sh | 824 | $269.7K | — | New |
| 4858 | High Probability Advisors#4858 · 824 sh | 824 | $269.7K | — | -8.4% |
| 4859 | Madrid Wealth Management#4859 · 824 sh | 824 | $269.7K | — | 0.0% |
| 4860 | Fund Advisors of America#4860 · 823 sh | 823 | $269.4K | 0.24% | -28.6% |
| 4861 | CADEN CAPITAL PARTNERS#4861 · 822 sh | 822 | $269.1K | 3.24% | 0.0% |
| 4862 | Pettinga Financial Advisors#4862 · 818 sh | 818 | $267.8K | — | -26.0% |
| 4863 | Pearl Planning#4863 · 818 sh | 818 | $267.6K | — | +1.1% |
| 4864 | Carroll Investors#4864 · 817 sh | 817 | $267.4K | 0.11% | -10.1% |
| 4865 | BlueChip Wealth Advisors#4865 · 816 sh | 816 | $267.0K | 0.10% | +0.1% |
| 4866 | Baron Financial Group#4866 · 815 sh | 815 | $266.8K | — | 0.0% |
| 4867 | Stonebridge Wealth Management#4867 · 815 sh | 815 | $266.6K | — | +0.1% |
| 4868 | Argo Wealth Advisory#4868 · 814 sh | 814 | $266.3K | 0.15% | +10.6% |
| 4869 | Odyssey Group#4869 · 813 sh | 813 | $266.1K | 0.07% | — |
| 4870 | Headland Capital#4870 · 812 sh | 812 | $265.7K | 0.07% | +0.1% |
| 4871 | Waratah Capital Advisors Ltd.#4871 · 810 sh | 810 | $265.1K | <0.01% | -1.6% |
| 4872 | Comprehensive Money Management Services#4872 · 809 sh | 809 | $264.8K | 0.17% | -11.8% |
| 4873 | Cobblestone Asset Management#4873 · 804 sh | 804 | $263.3K | — | 0.0% |
| 4874 | PACK Private Wealth#4874 · 803 sh | 803 | $262.8K | 0.11% | 0.0% |
| 4875 | Note Advisors#4875 · 803 sh | 803 | $262.8K | 0.11% | -3.0% |
| 4876 | V2 Financial group#4876 · 802 sh | 802 | $262.6K | 0.10% | +1.3% |
| 4877 | Sageworth#4877 · 802 sh | 802 | $262.5K | 0.01% | -88.9% |
| 4878 | RiverTree Advisors#4878 · 800 sh | 800 | $261.9K | — | 0.0% |
| 4879 | Planning Strategies#4879 · 800 sh | 800 | $261.8K | — | — |
| 4880 | Phocas Financial#4880 · 798 sh | 798 | $261.2K | 0.04% | -6.2% |
| 4881 | Schaeffer Financial#4881 · 798 sh | 798 | $261.2K | — | 0.0% |
| 4882 | Fox Hill Wealth Management#4882 · 796 sh | 796 | $260.5K | 0.10% | +0.1% |
| 4883 | DiPaolo Financial Group#4883 · 795 sh | 795 | $260.4K | 0.17% | -2.7% |
| 4884 | Austin Wealth Management#4884 · 762 sh | 762 | $259.9K | 0.05% | -0.4% |
| 4885 | Legend Financial Advisors#4885 · 794 sh | 794 | $259.9K | 0.15% | -8.0% |
| 4886 | Financial Avengers#4886 · 791 sh | 791 | $259.1K | 0.11% | +0.4% |
| 4887 | Spectrum Planning & Advisory Services#4887 · 789 sh | 789 | $258.4K | 0.12% | -33.7% |
| 4888 | Johnson Bixby & Associates#4888 · 789 sh | 789 | $258.3K | — | +4.8% |
| 4889 | Sightline Wealth Advisors#4889 · 788 sh | 788 | $257.9K | — | +1.7% |
| 4890 | marrick wealth#4890 · 788 sh | 788 | $257.9K | — | -0.4% |
| 4891 | Valued Wealth Advisors#4891 · 787 sh | 787 | $257.5K | 0.09% | +11.8% |
| 4892 | Cornerstone Wealth Advisors#4892 · 784 sh | 784 | $256.7K | — | +10.6% |
| 4893 | HFG Advisors#4893 · 783 sh | 783 | $256.3K | 0.16% | -24.5% |
| 4894 | Peak Wealth Management#4894 · 780 sh | 780 | $255.3K | — | +0.1% |
| 4895 | Ridgeline Wealth Planning#4895 · 780 sh | 780 | $255.3K | 0.16% | +5.7% |
| 4896 | Chico Wealth RIA#4896 · 779 sh | 779 | $255.0K | 0.13% | +1.7% |
| 4897 | Donalies Financial Planning#4897 · 775 sh | 775 | $253.7K | — | 0.0% |
| 4898 | Painted Porch Advisors#4898 · 774 sh | 774 | $253.3K | 0.11% | New |
| 4899 | Financial Advisory#4899 · 772 sh | 772 | $252.8K | — | +0.9% |
| 4900 | Elefante Mark B#4900 · 772 sh | 772 | $252.7K | 0.11% | 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.