JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Allen Investment Management#601 · 155,655 sh | 155,655 | $51.0M | 0.60% | +0.1% |
| 602 | Blue Chip Partners#602 · 154,400 sh | 154,400 | $50.5M | 3.19% | +0.5% |
| 603 | FRANKLIN STREET ADVISORS#603 · 154,156 sh | 154,156 | $50.5M | — | +7.5% |
| 604 | FARMERS & MERCHANTS INVESTMENTS#604 · 153,996 sh | 153,996 | $50.4M | — | +1.0% |
| 605 | FIRST HORIZON NATIONAL#605 · 152,877 sh | 152,877 | $50.0M | — | -2.4% |
| 606 | Delaney Capital Management Ltd.#606 · 152,800 sh | 152,800 | $50.0M | 7.91% | +2.5% |
| 607 | Fisher Funds Management LTD#607 · 151,953 sh | 151,953 | $49.7M | — | 0.0% |
| 608 | WILSEY ASSET MANAGEMENT#608 · 151,901 sh | 151,901 | $49.7M | — | +2.3% |
| 609 | Smith Group Asset Management#609 · 151,610 sh | 151,610 | $49.6M | 2.02% | +7.8% |
| 610 | BAILARD#610 · 151,505 sh | 151,505 | $49.6M | — | +0.8% |
| 611 | DISCOVERY CAPITAL MANAGEMENT, / CT#611 · 151,300 sh | 151,300 | $49.5M | 2.06% | -2.2% |
| 612 | Prime Capital Investment Advisors#612 · 151,129 sh | 151,129 | $49.5M | — | +4.6% |
| 613 | MMBG INVESTMENT ADVISORS#613 · 150,943 sh | 150,943 | $49.4M | 3.91% | +4.8% |
| 614 | HIGHLAND CAPITAL MANAGEMENT#614 · 150,626 sh | 150,626 | $49.3M | — | -4.9% |
| 615 | Kingsview Wealth Management#615 · 150,478 sh | 150,478 | $49.3M | 0.60% | -2.4% |
| 616 | FISHMAN JAY A LTD#616 · 150,214 sh | 150,214 | $49.2M | — | -1.2% |
| 617 | Bollard Group#617 · 149,952 sh | 149,952 | $49.1M | 1.49% | +2.3% |
| 618 | Vident Advisory#618 · 149,682 sh | 149,682 | $49.0M | 0.35% | -8.6% |
| 619 | TRIGLAV SKLADI, D.O.O.#619 · 149,596 sh | 149,596 | $49.0M | 2.58% | +5.6% |
| 620 | HARTFORD INVESTMENT MANAGEMENT#620 · 148,204 sh | 148,204 | $48.5M | 1.38% | -3.6% |
| 621 | BRANDES INVESTMENT PARTNERS#621 · 147,529 sh | 147,529 | $48.3M | 0.34% | +1.3% |
| 622 | Madison Asset Management#622 · 147,323 sh | 147,323 | $48.2M | 0.57% | +3.6% |
| 623 | SUMITOMO MITSUI FINANCIAL GROUP#623 · 145,973 sh | 145,973 | $47.8M | 0.91% | +1.9% |
| 624 | Wesleyan Assurance Society#624 · 145,884 sh | 145,884 | $47.7M | 2.41% | +0.2% |
| 625 | LOS ANGELES CAPITAL MANAGEMENT#625 · 145,381 sh | 145,381 | $47.6M | 0.17% | -56.9% |
| 626 | Fifth Third Wealth Advisors#626 · 145,144 sh | 145,144 | $47.5M | — | +2.9% |
| 627 | CSM Advisors#627 · 144,025 sh | 144,025 | $47.1M | 1.01% | -1.7% |
| 628 | Maryland State Retirement & Pension System#628 · 143,851 sh | 143,851 | $47.1M | 0.81% | +5.3% |
| 629 | VOLORIDGE INVESTMENT MANAGEMENT#629 · 143,170 sh | 143,170 | $46.9M | 0.20% | -70.9% |
| 630 | Baltimore-Washington Financial Advisors#630 · 142,989 sh | 142,989 | $46.8M | 1.75% | +1.2% |
| 631 | Brookstone Capital Management#631 · 142,934 sh | 142,934 | $46.8M | — | +37.6% |
| 632 | AIA Group Ltd#632 · 142,918 sh | 142,918 | $46.8M | 0.59% | -29.3% |
| 633 | Banque Transatlantique SA#633 · 142,029 sh | 142,029 | $46.8M | 1.00% | +138.5% |
| 634 | CARRET ASSET MANAGEMENT#634 · 142,669 sh | 142,669 | $46.7M | 4.08% | -1.4% |
| 635 | Dai-ichi Life Insurance Company, Ltd#635 · 141,609 sh | 141,609 | $46.4M | 1.08% | -7.7% |
| 636 | AG2R LA MONDIALE GESTION D'ACTIFS#636 · 141,369 sh | 141,369 | $46.3M | — | +7.5% |
| 637 | Private Wealth Partners#637 · 140,251 sh | 140,251 | $45.9M | — | -7.0% |
| 638 | OSTERWEIS CAPITAL MANAGEMENT#638 · 140,002 sh | 140,002 | $45.8M | 2.16% | -1.0% |
| 639 | CENTRAL SECURITIES#639 · 140,000 sh | 140,000 | $45.8M | 3.42% | 0.0% |
| 640 | NOESIS CAPITAL MANGEMENT#640 · 139,566 sh | 139,566 | $45.7M | — | +2.8% |
| 641 | Bleakley Financial Group#641 · 139,437 sh | 139,437 | $45.6M | 0.58% | +5.8% |
| 642 | Chicago Capital#642 · 139,172 sh | 139,172 | $45.6M | — | +0.2% |
| 643 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#643 · 138,684 sh | 138,684 | $45.4M | 0.85% | +2718.8% |
| 644 | Summit Trail Advisors#644 · 137,531 sh | 137,531 | $45.0M | 0.57% | -1.9% |
| 645 | Louisiana State Employees Retirement System#645 · 136,900 sh | 136,900 | $44.8M | — | -0.4% |
| 646 | INTECH INVESTMENT MANAGEMENT#646 · 136,891 sh | 136,891 | $44.8M | 0.41% | -2.9% |
| 647 | Parallel Advisors#647 · 136,858 sh | 136,858 | $44.8M | 0.68% | +1.0% |
| 648 | LOWE BROCKENBROUGH#648 · 136,772 sh | 136,772 | $44.8M | 1.99% | -1.2% |
| 649 | KANAWHA CAPITAL MANAGEMENT#649 · 136,735 sh | 136,735 | $44.8M | — | -0.2% |
| 650 | AXXCESS WEALTH MANAGEMENT#650 · 136,590 sh | 136,590 | $44.7M | — | +5.0% |
| 651 | COMMUNITY & INVESTMENT#651 · 136,556 sh | 136,556 | $44.7M | — | -1.1% |
| 652 | 71 West Capital Partners#652 · 136,313 sh | 136,313 | $44.6M | 1.54% | +5.6% |
| 653 | First American Bank#653 · 136,259 sh | 136,259 | $44.6M | 2.49% | +0.1% |
| 654 | Penobscot Investment Management Company#654 · 135,777 sh | 135,777 | $44.4M | — | -0.8% |
| 655 | SEGALL BRYANT & HAMILL#655 · 135,428 sh | 135,428 | $44.3M | 0.53% | -71.7% |
| 656 | Miracle Mile Advisors#656 · 135,192 sh | 135,192 | $44.3M | 0.52% | +1.2% |
| 657 | Independent Advisor Alliance#657 · 134,957 sh | 134,957 | $44.2M | 1.03% | +3.1% |
| 658 | LMCG INVESTMENTS#658 · 134,321 sh | 134,321 | $44.0M | — | -2.4% |
| 659 | CONNING#659 · 134,209 sh | 134,209 | $43.9M | 1.31% | -1.8% |
| 660 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#660 · 134,050 sh | 134,050 | $43.9M | 1.10% | +5.8% |
| 661 | Bryn Mawr Advisors#661 · 133,139 sh | 133,139 | $43.6M | 1.90% | +0.5% |
| 662 | Verition Fund Management#662 · 132,952 sh | 132,952 | $43.5M | 0.06% | +24.8% |
| 663 | MATRIX ASSET ADVISORS#663 · 132,893 sh | 132,893 | $43.5M | — | -1.2% |
| 664 | Perigon Wealth Management#664 · 132,182 sh | 132,182 | $43.3M | — | -0.2% |
| 665 | Valeo Financial Advisors#665 · 130,662 sh | 130,662 | $42.8M | — | -0.5% |
| 666 | MARTINGALE ASSET MANAGEMENT L P#666 · 130,544 sh | 130,544 | $42.7M | 1.01% | +3.6% |
| 667 | AlphaCore Capital#667 · 130,321 sh | 130,321 | $42.7M | 0.78% | +38.4% |
| 668 | Narwhal Capital Management#668 · 129,578 sh | 129,578 | $42.4M | 2.93% | -0.2% |
| 669 | NEVILLE RODIE & SHAW#669 · 128,730 sh | 128,730 | $42.1M | — | -1.3% |
| 670 | Squarepoint Ops#670 · 128,664 sh | 128,664 | $42.1M | 0.05% | -40.4% |
| 671 | Global Retirement Partners#671 · 127,872 sh | 127,872 | $41.9M | 0.64% | — |
| 672 | OSTRUM ASSET MANAGEMENT#672 · 126,799 sh | 126,799 | $41.5M | 2.00% | +0.3% |
| 673 | BRIDGEWAY CAPITAL MANAGEMENT#673 · 126,582 sh | 126,582 | $41.4M | 0.73% | +2.6% |
| 674 | DKRT Investments#674 · 125,000 sh | 125,000 | $40.9M | 10.00% | 0.0% |
| 675 | FRED ALGER MANAGEMENT#675 · 124,930 sh | 124,930 | $40.9M | 0.14% | +2.4% |
| 676 | Ceredex Value Advisors#676 · 124,557 sh | 124,557 | $40.8M | 1.15% | -11.9% |
| 677 | APPLETON PARTNERS#677 · 124,463 sh | 124,463 | $40.7M | 2.50% | -1.7% |
| 678 | Verity & Verity#678 · 124,033 sh | 124,033 | $40.6M | — | -0.9% |
| 679 | Moors & Cabot#679 · 123,524 sh | 123,524 | $40.4M | 1.57% | -1.7% |
| 680 | Heritage Wealth Advisors#680 · 123,143 sh | 123,143 | $40.3M | 1.38% | -1.8% |
| 681 | LaFleur & Godfrey#681 · 122,829 sh | 122,829 | $40.2M | 4.77% | -2.0% |
| 682 | NBT BANK N A#682 · 122,789 sh | 122,789 | $40.2M | — | -1.8% |
| 683 | TOWER BRIDGE ADVISORS#683 · 122,394 sh | 122,394 | $40.1M | 3.61% | -2.5% |
| 684 | PAYDEN & RYGEL#684 · 121,650 sh | 121,650 | $39.8M | 3.06% | +1.5% |
| 685 | WestEnd Advisors#685 · 121,431 sh | 121,431 | $39.7M | 0.89% | -10.9% |
| 686 | HBK Sorce Advisory#686 · 110,636 sh | 110,636 | $39.7M | 0.75% | +1.3% |
| 687 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#687 · 120,843 sh | 120,843 | $39.6M | — | +6.4% |
| 688 | Holocene Advisors#688 · 120,442 sh | 120,442 | $39.4M | 0.09% | -69.8% |
| 689 | BLB&B Advisors#689 · 118,791 sh | 118,791 | $38.9M | 1.42% | -0.7% |
| 690 | ADELL HARRIMAN & CARPENTER#690 · 118,553 sh | 118,553 | $38.8M | 1.99% | +1.4% |
| 691 | FOSTER DYKEMA CABOT & PARTNERS#691 · 118,488 sh | 118,488 | $38.8M | 2.25% | 0.0% |
| 692 | SOROS FUND MANAGEMENT#692 · 118,358 sh | 118,358 | $38.7M | 0.48% | 0.0% |
| 693 | Hamilton Capital Partners#693 · 118,264 sh | 118,264 | $38.7M | 1.12% | -0.1% |
| 694 | Steigerwald, Gordon & Koch#694 · 117,984 sh | 117,984 | $38.6M | 3.83% | -1.6% |
| 695 | Woodbridge LTD#695 · 117,593 sh | 117,593 | $38.5M | 0.15% | 0.0% |
| 696 | NICOLET BANKSHARES#696 · 115,433 sh | 115,433 | $38.5M | 1.22% | -2.0% |
| 697 | DODGE & COX#697 · 117,130 sh | 117,130 | $38.3M | 0.02% | -1.1% |
| 698 | TOKIO MARINE ASSET MANAGEMENT LTD#698 · 116,871 sh | 116,871 | $38.3M | — | +21.4% |
| 699 | VILLERE ST DENIS J#699 · 116,855 sh | 116,855 | $38.3M | 4.57% | -8.8% |
| 700 | First Long Island Investors#700 · 116,356 sh | 116,356 | $38.1M | 2.70% | 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.