JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 52)
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 5,101 to 5,175. 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 5,101–5,175 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5101 | Penserra Capital Management#5101 · 256 sh | 256 | $83.0K | <0.01% | -0.8% |
| 5102 | Ulland Investment Advisors#5102 · 253 sh | 253 | $83.0K | — | 0.0% |
| 5103 | Gunpowder Capital Management, dba Oliver Wealth Management#5103 · 245 sh | 245 | $80.2K | 0.06% | 0.0% |
| 5104 | Phillip James Consulting#5104 · 240 sh | 240 | $78.6K | 0.05% | 0.0% |
| 5105 | Disciplina Capital Management#5105 · 238 sh | 238 | $78.0K | <0.01% | +0.4% |
| 5106 | Brooklyn FI#5106 · 223 sh | 223 | $77.7K | 0.01% | New |
| 5107 | Medallion Wealth Advisors#5107 · 237 sh | 237 | $77.6K | 0.02% | -97.5% |
| 5108 | McCarley & Cook Financial Planners#5108 · 237 sh | 237 | $77.6K | — | 0.0% |
| 5109 | HFM Investment Advisors#5109 · 232 sh | 232 | $75.9K | 0.03% | +22.1% |
| 5110 | INVESTMENT COUNSEL OF NEVADA#5110 · 211 sh | 211 | $69.2K | 0.13% | +31.9% |
| 5111 | Turim 21 Investimentos Ltda.#5111 · 210 sh | 210 | $68.7K | 0.01% | 0.0% |
| 5112 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#5112 · 207 sh | 207 | $67.8K | 0.21% | -67.8% |
| 5113 | Alpha Wealth Funds#5113 · 197 sh | 197 | $64.5K | 0.04% | New |
| 5114 | Nvest Wealth Strategies#5114 · 196 sh | 196 | $64.2K | — | 0.0% |
| 5115 | Prudent Man Investment Management#5115 · 194 sh | 194 | $62.5K | 0.02% | 0.0% |
| 5116 | Collier Financial#5116 · 190 sh | 190 | $62.2K | 0.04% | 0.0% |
| 5117 | Montgomery Financial Services#5117 · 189 sh | 189 | $61.9K | 0.05% | — |
| 5118 | Lloyd Advisory Services#5118 · 185 sh | 185 | $60.7K | 0.02% | -97.1% |
| 5119 | Decker Retirement Planning#5119 · 184 sh | 184 | $60.1K | — | +21.9% |
| 5120 | Clal Insurance Enterprises Ltd#5120 · 178 sh | 178 | $58.0K | <0.01% | -6.3% |
| 5121 | Sunrise Financial Services#5121 · 168 sh | 168 | $55.0K | — | +1.2% |
| 5122 | XY Capital Ltd#5122 · 166 sh | 166 | $54.3K | 0.05% | New |
| 5123 | Curat Global#5123 · 180 sh | 180 | $52.9K | — | 0.0% |
| 5124 | Bear Mountain Capital#5124 · 152 sh | 152 | $52.1K | 0.02% | 0.0% |
| 5125 | Birchwood Financial Partners#5125 · 158 sh | 158 | $51.7K | 0.04% | 0.0% |
| 5126 | Investors Portfolio Services#5126 · 155 sh | 155 | $50.6K | 0.04% | +2.6% |
| 5127 | Timbuktu Capital Management#5127 · 153 sh | 153 | $50.1K | 0.08% | — |
| 5128 | Carolina Wealth Advisors#5128 · 149 sh | 149 | $48.8K | — | 0.0% |
| 5129 | Pioneer Family Office#5129 · 142 sh | 142 | $46.5K | 0.02% | 0.0% |
| 5130 | WHI#5130 · 139 sh | 139 | $45.5K | 0.03% | 0.0% |
| 5131 | MJT & Associates Financial Advisory Group#5131 · 130 sh | 130 | $42.6K | — | +14.0% |
| 5132 | Merrithew & Thorsten#5132 · 125 sh | 125 | $41.0K | 0.03% | +0.8% |
| 5133 | Torren Management#5133 · 124 sh | 124 | $40.6K | 0.02% | +0.8% |
| 5134 | Redwood Park Advisors#5134 · 122 sh | 122 | $39.9K | 0.03% | +0.8% |
| 5135 | SWAN Capital#5135 · 112 sh | 112 | $36.6K | 0.01% | -38.8% |
| 5136 | Atomic Invest#5136 · 110 sh | 110 | $36.3K | <0.01% | -27.6% |
| 5137 | Accordant Advisory Group#5137 · 109 sh | 109 | $35.7K | 0.02% | 0.0% |
| 5138 | POM Investment Strategies#5138 · 103 sh | 103 | $33.8K | — | -97.5% |
| 5139 | Advantage#5139 · 101 sh | 101 | $33.1K | — | +124.4% |
| 5140 | Aventus Investment Advisors#5140 · 100 sh | 100 | $32.7K | — | New |
| 5141 | Strategic Advocates#5141 · 92 sh | 92 | $30.1K | 0.12% | +21.1% |
| 5142 | Harbor Asset Planning#5142 · 91 sh | 91 | $29.8K | — | 0.0% |
| 5143 | Quarry#5143 · 85 sh | 85 | $27.8K | <0.01% | -90.4% |
| 5144 | Park Square Financial Group#5144 · 79 sh | 79 | $25.9K | 0.23% | -22.5% |
| 5145 | Fairman Group#5145 · 78 sh | 78 | $25.7K | 0.02% | 0.0% |
| 5146 | eCIO#5146 · 25,000 sh | 25,000 | $25.1K | <0.01% | 0.0% |
| 5147 | Three Bearings Fiduciary Advisors#5147 · 70 sh | 70 | $22.9K | 0.02% | 0.0% |
| 5148 | Whipplewood Advisors#5148 · 70 sh | 70 | $22.9K | — | -88.4% |
| 5149 | Timmons Wealth Management#5149 · 67 sh | 67 | $21.9K | 0.02% | -19.3% |
| 5150 | Transce3nd#5150 · 62 sh | 62 | $20.9K | — | -4.6% |
| 5151 | 3 FACTOR INDEXING#5151 · 54 sh | 54 | $17.7K | — | 0.0% |
| 5152 | PayPay Securities#5152 · 52 sh | 52 | $17.0K | 0.42% | -30.7% |
| 5153 | Breakwater Investment Management#5153 · 50 sh | 50 | $16.4K | — | -45.7% |
| 5154 | LGT Financial Advisors#5154 · 46 sh | 46 | $14.9K | 0.08% | +2.2% |
| 5155 | BARD ASSOCIATES#5155 · 40 sh | 40 | $13.1K | <0.01% | New |
| 5156 | Luminist Capital#5156 · 38 sh | 38 | $12.4K | 0.01% | New |
| 5157 | JDM Financial Group#5157 · 36 sh | 36 | $11.8K | <0.01% | 0.0% |
| 5158 | Friedenthal Financial#5158 · 33 sh | 33 | $10.8K | <0.01% | 0.0% |
| 5159 | Benson Wealth Management#5159 · 33 sh | 33 | $10.8K | 0.01% | 0.0% |
| 5160 | HighMark Wealth Management#5160 · 30 sh | 30 | $9.8K | <0.01% | New |
| 5161 | Delta Accumulation#5161 · 26 sh | 26 | $8.5K | <0.01% | 0.0% |
| 5162 | Minot DeBlois Advisors#5162 · 25 sh | 25 | $8.2K | <0.01% | -37.5% |
| 5163 | FIDUCIARY ADVISORS#5163 · 18 sh | 18 | $5.9K | — | New |
| 5164 | VANGUARD ADVISERS#5164 · 9 sh | 9 | $2.9K | 0.00% | -75.7% |
| 5165 | Coppell Advisory Solutions#5165 · 14,953 sh | 14,953 | $2.9K | <0.01% | New |
| 5166 | Networth Advisors#5166 · 6 sh | 6 | $2.0K | <0.01% | -88.5% |
| 5167 | PALLADIEM#5167 · 4 sh | 4 | $1.3K | <0.01% | 0.0% |
| 5168 | ROSS\JOHNSON & Associates#5168 · 4 sh | 4 | $1.3K | 0.02% | +100.0% |
| 5169 | Cordant#5169 · 4 sh | 4 | $1.2K | <0.01% | New |
| 5170 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#5170 · 4,071,860 sh | 4,071,860 | — | — | -1.5% |
| 5171 | VESTOR CAPITAL#5171 · 85,741 sh | 85,741 | — | — | -52.4% |
| 5172 | Cardano Risk Management B.V.#5172 · 882,774 sh | 882,774 | — | — | -0.6% |
| 5173 | Elequin Securities#5173 · 662 sh | 662 | — | — | -75.6% |
| 5174 | Quantum Portfolio Management#5174 · 3,684 sh | 3,684 | — | — | -0.2% |
| 5175 | PeakShares#5175 · 4,006 sh | 4,006 | — | — | +7.7% |
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.