JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 51)
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 5,001 to 5,100. 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 5,001–5,100 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5001 | Crestmont Private Wealth#5001 · 658 sh | 658 | $215.4K | 0.06% | -9.1% |
| 5002 | ALTERNA WEALTH MANAGEMENT#5002 · 655 sh | 655 | $214.5K | 0.12% | -31.4% |
| 5003 | CONFLUENCE INVESTMENT MANAGEMENT#5003 · 653 sh | 653 | $213.7K | — | -4.7% |
| 5004 | Atom Investors#5004 · 652 sh | 652 | $213.4K | 0.02% | -91.1% |
| 5005 | Regatta Research & Money Management#5005 · 653 sh | 653 | $213.3K | 0.20% | — |
| 5006 | Capital Investment Services of America#5006 · 651 sh | 651 | $213.1K | 0.02% | -13.3% |
| 5007 | Oak Wealth Advisors#5007 · 651 sh | 651 | $213.1K | 0.10% | New |
| 5008 | TOUNJIAN ADVISORY PARTNERS#5008 · 651 sh | 651 | $213.0K | 0.09% | -95.3% |
| 5009 | SFM#5009 · 649 sh | 649 | $212.6K | — | -27.2% |
| 5010 | Stelac Advisory Services#5010 · 644 sh | 644 | $210.8K | 0.04% | -24.3% |
| 5011 | WELCH CAPITAL PARTNERS#5011 · 642 sh | 642 | $210.0K | 0.04% | New |
| 5012 | Collar Capital Management#5012 · 641 sh | 641 | $209.8K | 0.12% | New |
| 5013 | Vistica Wealth Advisors#5013 · 641 sh | 641 | $209.8K | 0.18% | New |
| 5014 | RETIREMENT FINANCIAL SOLUTIONS#5014 · 641 sh | 641 | $209.8K | — | New |
| 5015 | OPTIMA CAPITAL#5015 · 637 sh | 637 | $208.4K | 0.08% | New |
| 5016 | Tenon Financial#5016 · 636 sh | 636 | $208.0K | — | New |
| 5017 | Blue Sky Capital Consultants Group#5017 · 635 sh | 635 | $207.8K | — | New |
| 5018 | Align Financial#5018 · 634 sh | 634 | $207.6K | — | 0.0% |
| 5019 | Key Capital Management#5019 · 634 sh | 634 | $207.5K | 0.11% | +88.1% |
| 5020 | Bull Oak Capital#5020 · 633 sh | 633 | $207.2K | — | New |
| 5021 | TD Capital Management#5021 · 633 sh | 633 | $207.1K | 0.02% | 0.0% |
| 5022 | Shore Point Advisors#5022 · 632 sh | 632 | $206.9K | — | New |
| 5023 | Barry Investment Advisors#5023 · 632 sh | 632 | $206.9K | — | New |
| 5024 | Three Arch Wealth Management#5024 · 632 sh | 632 | $206.8K | — | New |
| 5025 | Mendota Financial Group#5025 · 631 sh | 631 | $206.5K | — | New |
| 5026 | BRIGHT FINANCIAL ADVISORS#5026 · 631 sh | 631 | $206.5K | — | New |
| 5027 | Cynosure Management#5027 · 629 sh | 629 | $205.9K | 0.03% | -88.0% |
| 5028 | Runnymede Capital Advisors#5028 · 629 sh | 629 | $205.9K | 0.12% | New |
| 5029 | STEPHEN J. GARRY & ASSOCIATES#5029 · 629 sh | 629 | $205.9K | 0.15% | New |
| 5030 | RETIREMITTEN FINANCIAL#5030 · 626 sh | 626 | $204.9K | 0.09% | -4.0% |
| 5031 | Treasure Coast Financial Planning#5031 · 625 sh | 625 | $204.6K | 0.10% | New |
| 5032 | PENNEY FINANCIAL#5032 · 625 sh | 625 | $204.6K | — | New |
| 5033 | Hapanowicz & Associates Financial Services#5033 · 624 sh | 624 | $204.3K | 0.06% | New |
| 5034 | Hyperion Capital Advisors#5034 · 624 sh | 624 | $204.3K | 0.09% | New |
| 5035 | C2C Wealth Management#5035 · 622 sh | 622 | $203.6K | — | New |
| 5036 | BEACON FINANCIAL PLANNING#5036 · 621 sh | 621 | $203.3K | 0.07% | New |
| 5037 | Tencap Wealth Coaching#5037 · 621 sh | 621 | $203.3K | 0.06% | New |
| 5038 | PCG Wealth Advisors#5038 · 621 sh | 621 | $203.3K | 0.05% | New |
| 5039 | Financial Futures Ltd Liability#5039 · 621 sh | 621 | $203.3K | — | New |
| 5040 | Index Technologies Group#5040 · 621 sh | 621 | $203.3K | 0.16% | New |
| 5041 | TOBAM#5041 · 619 sh | 619 | $203.0K | 0.05% | +7.1% |
| 5042 | VALLEY FORGE INVESTMENT CONSULTANTS ADV#5042 · 619 sh | 619 | $202.6K | 0.05% | New |
| 5043 | Tull Financial Group#5043 · 619 sh | 619 | $202.5K | 0.08% | New |
| 5044 | Alpha Financial Advisors#5044 · 618 sh | 618 | $202.3K | 0.05% | New |
| 5045 | Genesis Wealth Advisors#5045 · 617 sh | 617 | $202.0K | 0.12% | New |
| 5046 | CORBYN INVESTMENT MANAGEMENT#5046 · 617 sh | 617 | $202.0K | 0.06% | New |
| 5047 | Lee-Kelleher Wealth Management#5047 · 615 sh | 615 | $201.3K | — | New |
| 5048 | Stonehearth Capital Management#5048 · 614 sh | 614 | $201.0K | — | -44.9% |
| 5049 | FOUNDERS CAPITAL MANAGEMENT#5049 · 614 sh | 614 | $201.0K | — | -12.2% |
| 5050 | Foundry Financial#5050 · 613 sh | 613 | $200.8K | — | New |
| 5051 | Davis Capital Management#5051 · 609 sh | 609 | $199.5K | — | +19.6% |
| 5052 | Westend Capital Management#5052 · 607 sh | 607 | $198.7K | 0.05% | -17.5% |
| 5053 | Standard Family Office#5053 · 576 sh | 576 | $188.5K | 0.17% | 0.0% |
| 5054 | Advocate Investing Services#5054 · 575 sh | 575 | $188.2K | 0.14% | -4.0% |
| 5055 | Copia Wealth Management#5055 · 570 sh | 570 | $186.6K | 0.11% | +0.7% |
| 5056 | Moisand Fitzgerald Tamayo#5056 · 566 sh | 566 | $185.3K | — | +14.1% |
| 5057 | Downshift Financial#5057 · 566 sh | 566 | $185.3K | — | New |
| 5058 | Horrell Capital Management#5058 · 547 sh | 547 | $179.1K | — | 0.0% |
| 5059 | One Wealth Map#5059 · 517 sh | 517 | $178.1K | 0.08% | New |
| 5060 | 180 GPS Investments IC Ltd#5060 · 526 sh | 526 | $172.2K | 0.13% | — |
| 5061 | MEEDER ASSET MANAGEMENT#5061 · 504 sh | 504 | $165.0K | <0.01% | +20.9% |
| 5062 | Bare Financial Services#5062 · 494 sh | 494 | $161.7K | 0.04% | +26.7% |
| 5063 | Burk#5063 · 494 sh | 494 | $161.7K | 0.06% | -0.6% |
| 5064 | Strategic Wealth Advisors#5064 · 502 sh | 502 | $161.0K | 0.14% | +29.0% |
| 5065 | Sarver Vrooman Wealth Advisors#5065 · 460 sh | 460 | $153.7K | — | -1.1% |
| 5066 | Catalyst Capital Advisors#5066 · 468 sh | 468 | $153.2K | <0.01% | -1.5% |
| 5067 | Keewaydin Investments#5067 · 462 sh | 462 | $151.2K | 0.04% | 0.0% |
| 5068 | Cedar Mountain Advisors#5068 · 459 sh | 459 | $150.4K | — | +2.5% |
| 5069 | Financial Gravity Companies, (FGCO)#5069 · 433 sh | 433 | $141.7K | 0.02% | — |
| 5070 | MILLER WEALTH ADVISORS#5070 · 430 sh | 430 | $140.8K | 0.06% | 0.0% |
| 5071 | ISLAY CAPITAL MANAGEMENT#5071 · 426 sh | 426 | $139.4K | — | +0.2% |
| 5072 | DiNuzzo Private Wealth#5072 · 423 sh | 423 | $138.5K | — | 0.0% |
| 5073 | Osbon Capital Management#5073 · 409 sh | 409 | $134.2K | 0.11% | 0.0% |
| 5074 | Kilter Group#5074 · 400 sh | 400 | $131.1K | 0.05% | -3.1% |
| 5075 | ABOUND FINANCIAL#5075 · 395 sh | 395 | $129.5K | 0.05% | 0.0% |
| 5076 | Paladin Partners#5076 · 385 sh | 385 | $126.0K | — | 0.0% |
| 5077 | Virginia Estate & Retirement Planning Advisors#5077 · 381 sh | 381 | $124.7K | — | 0.0% |
| 5078 | Robinswood Financial#5078 · 379 sh | 379 | $124.3K | — | 0.0% |
| 5079 | Pingora Partners#5079 · 375 sh | 375 | $122.7K | 0.07% | 0.0% |
| 5080 | Clark Wealth Partners#5080 · 367 sh | 367 | $120.2K | — | +27.9% |
| 5081 | NI ACQUISITIONS COMPANY#5081 · 156 sh | 156 | $119.0K | 0.05% | — |
| 5082 | Robbins Farley#5082 · 348 sh | 348 | $113.9K | — | +0.9% |
| 5083 | VIRTUS ADVISERS#5083 · 346 sh | 346 | $113.3K | 0.04% | +6.8% |
| 5084 | Strengthening Families & Communities#5084 · 342 sh | 342 | $112.0K | — | +7.5% |
| 5085 | Miller Global Investments#5085 · 334 sh | 334 | $109.3K | — | +58.3% |
| 5086 | NorthAvenue#5086 · 333 sh | 333 | $109.0K | 0.08% | 0.0% |
| 5087 | Oakmont Advisory Group#5087 · 327 sh | 327 | $107.2K | 0.09% | New |
| 5088 | Midwest Capital Advisors#5088 · 325 sh | 325 | $106.5K | 0.04% | 0.0% |
| 5089 | Main Street Group, LTD#5089 · 322 sh | 322 | $105.4K | 0.02% | -14.1% |
| 5090 | Morton Brown Family Wealth#5090 · 321 sh | 321 | $104.9K | — | +8.4% |
| 5091 | Global X Japan , Ltd.#5091 · 316 sh | 316 | $103.4K | — | +8.6% |
| 5092 | Retirement Wealth Solutions#5092 · 312 sh | 312 | $102.2K | — | 0.0% |
| 5093 | Glass Jacobson Investment Advisors#5093 · 307 sh | 307 | $100.5K | — | -69.5% |
| 5094 | ACIMA PRIVATE WEALTH#5094 · 296 sh | 296 | $96.9K | — | 0.0% |
| 5095 | Kroeger Financial Partners#5095 · 292 sh | 292 | $95.6K | — | — |
| 5096 | Kings Path Partners#5096 · 286 sh | 286 | $93.6K | — | +3.6% |
| 5097 | Seneschal Advisors#5097 · 281 sh | 281 | $91.9K | 0.06% | 0.0% |
| 5098 | Navera Investment Management Ltd.#5098 · 280 sh | 280 | $91.7K | <0.01% | 0.0% |
| 5099 | Neo Ivy Capital Management#5099 · 271 sh | 271 | $88.7K | 0.02% | New |
| 5100 | MPWM ADVISORY SOLUTIONS#5100 · 260 sh | 260 | $85.0K | 0.04% | 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.