JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 50)
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 4,901 to 5,000. 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 4,901–5,000 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4901 | BAM Wealth Management#4901 · 770 sh | 770 | $252.0K | — | +9.4% |
| 4902 | Life Planning Partners#4902 · 769 sh | 769 | $251.7K | 0.19% | -33.8% |
| 4903 | Tidemark#4903 · 768 sh | 768 | $251.5K | 0.06% | -1.0% |
| 4904 | David J Yvars Group#4904 · 768 sh | 768 | $251.4K | — | 0.0% |
| 4905 | Macro Advisors#4905 · 766 sh | 766 | $250.7K | 0.08% | -11.6% |
| 4906 | OFC FINANCIAL PLANNING#4906 · 765 sh | 765 | $250.4K | 0.22% | +0.3% |
| 4907 | NORTHEAST PLANNING ASSOCIATES, / NH#4907 · 764 sh | 764 | $250.1K | 0.19% | 0.0% |
| 4908 | TRAN CAPITAL MANAGEMENT, L.P.#4908 · 764 sh | 764 | $250.1K | — | +0.4% |
| 4909 | Banco BTG Pactual S.A.#4909 · 762 sh | 762 | $249.4K | 0.02% | New |
| 4910 | PETREDIS INVESTMENT ADVISORS#4910 · 760 sh | 760 | $248.8K | — | +1.6% |
| 4911 | N10 WEALTH#4911 · 760 sh | 760 | $248.8K | — | — |
| 4912 | Qsemble Capital Management#4912 · 759 sh | 759 | $248.4K | 0.03% | New |
| 4913 | DORVAL#4913 · 757 sh | 757 | $247.8K | 0.07% | New |
| 4914 | Proactive Wealth Strategies#4914 · 752 sh | 752 | $246.1K | 0.04% | +0.5% |
| 4915 | CLARK ESTATES#4915 · 750 sh | 750 | $245.5K | 0.06% | 0.0% |
| 4916 | R Squared Ltd#4916 · 750 sh | 750 | $245.5K | 0.13% | -65.3% |
| 4917 | Navigoe#4917 · 750 sh | 750 | $245.0K | 0.13% | +3.3% |
| 4918 | NEW WAVE WEALTH ADVISORS#4918 · 748 sh | 748 | $244.8K | — | New |
| 4919 | Prosperity Advisers#4919 · 747 sh | 747 | $244.5K | 0.18% | -3.0% |
| 4920 | N10 ASSETS#4920 · 746 sh | 746 | $244.2K | — | — |
| 4921 | Mason & Associates#4921 · 744 sh | 744 | $243.5K | — | 0.0% |
| 4922 | Mittelman Wealth Management#4922 · 435 sh | 435 | $243.2K | 0.16% | -46.4% |
| 4923 | Covestor Ltd#4923 · 743 sh | 743 | $243.0K | 0.14% | -11.5% |
| 4924 | Tepp RIA#4924 · 742 sh | 742 | $243.0K | — | New |
| 4925 | Franklin, Parlapiano, Turner & Welch#4925 · 741 sh | 741 | $242.6K | 0.05% | 0.0% |
| 4926 | Gator Capital Management#4926 · 740 sh | 740 | $242.2K | 0.05% | 0.0% |
| 4927 | Hudson Oak Wealth Advisory#4927 · 740 sh | 740 | $242.2K | — | -1.9% |
| 4928 | Asset Allocation & Management Company#4928 · 740 sh | 740 | $242.0K | — | -53.4% |
| 4929 | United Financial Planning Group#4929 · 738 sh | 738 | $241.7K | 0.12% | 0.0% |
| 4930 | MA Private Wealth#4930 · 737 sh | 737 | $241.2K | 0.04% | 0.0% |
| 4931 | LEGACY SOLUTIONS#4931 · 737 sh | 737 | $241.1K | — | +5.3% |
| 4932 | REDW Wealth#4932 · 736 sh | 736 | $240.9K | 0.09% | New |
| 4933 | Equita Financial Network#4933 · 736 sh | 736 | $240.9K | — | New |
| 4934 | Redwood Family Wealth#4934 · 734 sh | 734 | $240.3K | — | +3.7% |
| 4935 | Chaney Capital Management#4935 · 733 sh | 733 | $239.9K | 0.08% | 0.0% |
| 4936 | GAINLINE FINANCIAL PARTNERS#4936 · 733 sh | 733 | $239.9K | — | — |
| 4937 | Trinity Wealth Management#4937 · 732 sh | 732 | $239.6K | — | New |
| 4938 | Ted Buchan#4938 · 732 sh | 732 | $239.5K | — | New |
| 4939 | Fiscal Wisdom Wealth Management#4939 · 729 sh | 729 | $238.6K | — | 0.0% |
| 4940 | PAX Financial Group#4940 · 728 sh | 728 | $238.3K | 0.04% | New |
| 4941 | Golden State Equity Partners#4941 · 727 sh | 727 | $238.0K | 0.64% | -98.5% |
| 4942 | PROFESSIONAL FINANCIAL SOLUTIONS#4942 · 726 sh | 726 | $237.6K | 0.18% | 0.0% |
| 4943 | City Center Advisors#4943 · 726 sh | 726 | $237.6K | — | -1.9% |
| 4944 | IFS Advisors#4944 · 725 sh | 725 | $237.5K | — | 0.0% |
| 4945 | GARRISON BRADFORD & ASSOCIATES#4945 · 725 sh | 725 | $237.3K | 0.26% | 0.0% |
| 4946 | of Kansas#4946 · 724 sh | 724 | $237.0K | 0.12% | -19.5% |
| 4947 | Seneca Financial Advisors#4947 · 723 sh | 723 | $236.7K | 0.06% | 0.0% |
| 4948 | PVG ASSET MANAGEMENT#4948 · 723 sh | 723 | $236.7K | — | 0.0% |
| 4949 | Guardian Capital#4949 · 719 sh | 719 | $235.4K | 0.19% | -36.1% |
| 4950 | Briaud Financial Planning#4950 · 714 sh | 714 | $233.7K | — | 0.0% |
| 4951 | Seven Springs Wealth Group#4951 · 714 sh | 714 | $233.7K | 0.05% | New |
| 4952 | J. M. Brown & Associates#4952 · 714 sh | 714 | $233.7K | 0.13% | — |
| 4953 | BFI Wealth Solutions#4953 · 713 sh | 713 | $233.4K | — | New |
| 4954 | David Kennon#4954 · 712 sh | 712 | $233.1K | — | 0.0% |
| 4955 | PLANNING DIRECTIONS#4955 · 712 sh | 712 | $233.0K | 0.11% | +0.6% |
| 4956 | Wingate Wealth Advisors#4956 · 708 sh | 708 | $231.8K | — | 0.0% |
| 4957 | ELEMENT POINTE ADVISORS#4957 · 707 sh | 707 | $231.4K | — | New |
| 4958 | BRIGHTON SECURITIES#4958 · 707 sh | 707 | $231.4K | — | New |
| 4959 | Legacy Financial Group#4959 · 704 sh | 704 | $230.6K | 0.03% | New |
| 4960 | BG Investment Services#4960 · 704 sh | 704 | $230.5K | — | -0.7% |
| 4961 | PINCUS CAPITAL MANAGEMENT#4961 · 703 sh | 703 | $230.1K | 0.14% | -11.2% |
| 4962 | Barnes Wealth Management Group#4962 · 702 sh | 702 | $229.8K | 0.11% | -14.4% |
| 4963 | New England Capital Financial Advisors#4963 · 702 sh | 702 | $229.7K | 0.05% | +247.5% |
| 4964 | Walleye Partners#4964 · 701 sh | 701 | $229.5K | — | New |
| 4965 | JAG CAPITAL MANAGEMENT#4965 · 700 sh | 700 | $229.2K | 0.02% | 0.0% |
| 4966 | PUZO MICHAEL J#4966 · 700 sh | 700 | $229.1K | 0.06% | -52.1% |
| 4967 | FORTE ASSET MANAGEMENT#4967 · 700 sh | 700 | $229.1K | — | 0.0% |
| 4968 | Smith Partners Wealth Management#4968 · 700 sh | 700 | $229.1K | 0.18% | 0.0% |
| 4969 | BAYSHORE ASSET MANAGEMENT#4969 · 698 sh | 698 | $228.5K | 0.08% | New |
| 4970 | LANE BROTHERS &#4970 · 696 sh | 696 | $228.0K | 0.15% | -5.8% |
| 4971 | Torrey Growth & Income Advisors#4971 · 692 sh | 692 | $227.8K | 0.08% | 0.0% |
| 4972 | PEAK FINANCIAL ADVISORS#4972 · 695 sh | 695 | $227.5K | 0.09% | 0.0% |
| 4973 | Strategic Financial Partners, Ltd.#4973 · 693 sh | 693 | $227.1K | 0.09% | 0.0% |
| 4974 | Goodman Financial#4974 · 692 sh | 692 | $226.6K | 0.04% | -10.9% |
| 4975 | Cedar Wealth Management#4975 · 692 sh | 692 | $226.6K | 0.06% | 0.0% |
| 4976 | West Financial Advisors#4976 · 689 sh | 689 | $225.5K | — | +21.7% |
| 4977 | Michels Family Financial#4977 · 683 sh | 683 | $223.6K | 0.14% | 0.0% |
| 4978 | Sageworth of South Dakota#4978 · 682 sh | 682 | $223.2K | 0.14% | -46.3% |
| 4979 | Salvus Wealth Management#4979 · 680 sh | 680 | $222.6K | — | 0.0% |
| 4980 | Somerset Group#4980 · 661 sh | 661 | $222.4K | 0.16% | 0.0% |
| 4981 | Freedom Financial Partners#4981 · 679 sh | 679 | $222.3K | — | New |
| 4982 | Marquette Asset Management#4982 · 679 sh | 679 | $222.3K | — | -9.7% |
| 4983 | Aegis Wealth Management#4983 · 677 sh | 677 | $221.6K | — | New |
| 4984 | PRIMORIS WEALTH ADVISORS#4984 · 677 sh | 677 | $221.6K | 0.10% | New |
| 4985 | BRANDYWINE#4985 · 675 sh | 675 | $220.9K | 0.04% | New |
| 4986 | Greenhouse Wealth Management#4986 · 675 sh | 675 | $220.9K | — | New |
| 4987 | JMG Financial Group, Ltd.#4987 · 674 sh | 674 | $220.7K | <0.01% | New |
| 4988 | FIRST WILSHIRE SECURITIES MANAGEMENT#4988 · 674 sh | 674 | $220.6K | 0.05% | -32.1% |
| 4989 | Gunderson Capital Management#4989 · 673 sh | 673 | $220.3K | — | New |
| 4990 | Wealth Group Ltd#4990 · 673 sh | 673 | $220.3K | — | -5.6% |
| 4991 | Guardian Wealth Management#4991 · 672 sh | 672 | $220.2K | 0.11% | New |
| 4992 | Signature Resources Capital Management#4992 · 672 sh | 672 | $220.1K | — | -2.6% |
| 4993 | Trace Wealth Advisors#4993 · 671 sh | 671 | $219.6K | 0.14% | New |
| 4994 | TOP Private Wealth#4994 · 669 sh | 669 | $219.0K | 0.21% | — |
| 4995 | Compass Wealth Management#4995 · 667 sh | 667 | $218.3K | 0.09% | New |
| 4996 | Rakuten Securities#4996 · 660 sh | 660 | $216.0K | 0.05% | -14.6% |
| 4997 | Financial Network Wealth Advisors#4997 · 660 sh | 660 | $216.0K | 0.22% | +9.3% |
| 4998 | Penbrook Management#4998 · 660 sh | 660 | $216.0K | — | New |
| 4999 | Evolution Advisers#4999 · 660 sh | 660 | $216.0K | 0.08% | +1.4% |
| 5000 | Capasso Planning Partners#5000 · 660 sh | 660 | $216.0K | 0.11% | 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.