JPMORGAN CHASE & CO (JPM) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 5,175
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | PATTEN & PATTEN#701 · 116,320 sh | 116,320 | $38.1M | — | -0.6% |
| 702 | OneDigital Investment Advisors#702 · 115,785 sh | 115,785 | $37.9M | 0.32% | +6.7% |
| 703 | ANCHOR CAPITAL ADVISORS#703 · 115,282 sh | 115,282 | $37.7M | 1.06% | -23.7% |
| 704 | Horizon Investments#704 · 115,540 sh | 115,540 | $37.6M | 0.40% | -12.0% |
| 705 | FIRST CITIZENS BANK#705 · 114,604 sh | 114,604 | $37.5M | — | -24.8% |
| 706 | Lombard Odier Asset Management (Switzerland) SA#706 · 114,574 sh | 114,574 | $37.5M | 1.19% | -0.4% |
| 707 | Wealthspire Advisors#707 · 114,563 sh | 114,563 | $37.5M | 0.21% | +80.4% |
| 708 | Texas Yale Capital#708 · 114,186 sh | 114,186 | $37.4M | 0.81% | -0.4% |
| 709 | Nemes Rush Group#709 · 114,157 sh | 114,157 | $37.4M | 3.08% | +2.3% |
| 710 | GAMMA Investing#710 · 114,132 sh | 114,132 | $37.4M | — | +6.6% |
| 711 | Stonebridge Capital Advisors#711 · 113,983 sh | 113,983 | $37.3M | 2.39% | -1.9% |
| 712 | J.W. COLE ADVISORS#712 · 113,083 sh | 113,083 | $37.0M | 0.64% | -3.2% |
| 713 | Talbot Financial#713 · 112,910 sh | 112,910 | $37.0M | — | +1.5% |
| 714 | Freestone Capital#714 · 112,378 sh | 112,378 | $36.8M | 0.95% | +6.7% |
| 715 | HANTZ FINANCIAL SERVICES#715 · 111,857 sh | 111,857 | $36.6M | 0.50% | +1.7% |
| 716 | Dana Investment Advisors#716 · 111,619 sh | 111,619 | $36.5M | 0.95% | -5.7% |
| 717 | Colonial Advisors#717 · 110,940 sh | 110,940 | $36.3M | 2.53% | +0.7% |
| 718 | J.P. Marvel Investment Advisors#718 · 110,715 sh | 110,715 | $36.2M | 4.16% | +0.2% |
| 719 | MISSION WEALTH MANAGEMENT#719 · 110,524 sh | 110,524 | $36.2M | — | +74.7% |
| 720 | Metis Global Partners#720 · 110,375 sh | 110,375 | $36.1M | 0.82% | -19.3% |
| 721 | CARY STREET PARTNERS FINANCIAL#721 · 110,329 sh | 110,329 | $36.1M | 0.79% | +4.9% |
| 722 | Private Capital Management#722 · 110,170 sh | 110,170 | $36.1M | 3.17% | -1.6% |
| 723 | First Fiduciary Investment Counsel#723 · 110,073 sh | 110,073 | $36.0M | 6.81% | -9.2% |
| 724 | SCHWERIN BOYLE CAPITAL MANAGEMENT#724 · 109,913 sh | 109,913 | $36.0M | 4.41% | -1.5% |
| 725 | ARS Wealth Advisors Group#725 · 109,673 sh | 109,673 | $35.9M | — | -1.0% |
| 726 | SHUFRO ROSE#726 · 109,595 sh | 109,595 | $35.9M | 2.06% | -3.9% |
| 727 | Hudson Bay Capital Management#727 · 109,391 sh | 109,391 | $35.8M | 0.10% | -44.7% |
| 728 | PRIVATE MANAGEMENT GROUP#728 · 109,133 sh | 109,133 | $35.7M | 0.94% | -0.5% |
| 729 | Fullerton Fund Management Ltd.#729 · 109,052 sh | 109,052 | $35.7M | 2.29% | +1905.4% |
| 730 | SCS Capital Management#730 · 108,904 sh | 108,904 | $35.6M | 0.34% | -0.9% |
| 731 | CULBERTSON A N#731 · 108,791 sh | 108,791 | $35.6M | — | -0.6% |
| 732 | SIT INVESTMENT ASSOCIATES#732 · 108,572 sh | 108,572 | $35.5M | 0.67% | -3.0% |
| 733 | PALISADE CAPITAL MANAGEMENT#733 · 108,558 sh | 108,558 | $35.5M | 1.55% | -8.2% |
| 734 | RESOURCES MANAGEMENT /CT#734 · 108,066 sh | 108,066 | $35.4M | 4.46% | -2.2% |
| 735 | Alley Investment Management Company#735 · 107,291 sh | 107,291 | $35.1M | 4.10% | -2.2% |
| 736 | Polar Capital Plc#736 · 107,219 sh | 107,219 | $35.1M | 0.08% | -5.3% |
| 737 | ABNER HERRMAN & BROCK#737 · 106,960 sh | 106,960 | $35.0M | — | -11.9% |
| 738 | PRINCIPAL SECURITIES#738 · 106,584 sh | 106,584 | $34.9M | 0.42% | +3.9% |
| 739 | Stillwater Capital Advisors#739 · 106,504 sh | 106,504 | $34.9M | 3.56% | -0.7% |
| 740 | OAK ASSOCIATES LTD#740 · 106,443 sh | 106,443 | $34.8M | 1.95% | -0.7% |
| 741 | Ashton Thomas Private Wealth#741 · 104,989 sh | 104,989 | $34.4M | 0.72% | +2.0% |
| 742 | SS&H Financial Advisors#742 · 104,790 sh | 104,790 | $34.3M | 8.77% | — |
| 743 | ProVise Management Group#743 · 104,741 sh | 104,741 | $34.3M | 2.30% | +0.3% |
| 744 | CONGRESS ASSET MANAGEMENT#744 · 104,517 sh | 104,517 | $34.2M | — | -2.9% |
| 745 | KMG FIDUCIARY PARTNERS#745 · 104,464 sh | 104,464 | $34.2M | — | -14.0% |
| 746 | Rossmore Private Capital#746 · 104,381 sh | 104,381 | $34.2M | 2.76% | +0.4% |
| 747 | Caprock Group#747 · 104,320 sh | 104,320 | $34.1M | 0.65% | +4.7% |
| 748 | INSIGNEO ADVISORY SERVICES#748 · 104,033 sh | 104,033 | $34.1M | 1.28% | +194.8% |
| 749 | GREAT VALLEY ADVISOR GROUP#749 · 103,960 sh | 103,960 | $34.0M | 0.54% | +2.2% |
| 750 | Rothschild Capital Partners#750 · 103,901 sh | 103,901 | $34.0M | 7.29% | +0.8% |
| 751 | LYELL WEALTH MANAGEMENT#751 · 103,574 sh | 103,574 | $33.9M | 2.08% | +3.0% |
| 752 | Empirical Finance#752 · 103,311 sh | 103,311 | $33.8M | 1.41% | +3.1% |
| 753 | ABSHER WEALTH MANAGEMENT#753 · 103,185 sh | 103,185 | $33.8M | 3.85% | 0.0% |
| 754 | Chicago Partners Investment Group#754 · 96,420 sh | 96,420 | $33.7M | 0.67% | +2.9% |
| 755 | Callan Family Office#755 · 102,480 sh | 102,480 | $33.5M | 0.66% | +1.5% |
| 756 | SUMITOMO LIFE INSURANCE#756 · 102,165 sh | 102,165 | $33.4M | 0.55% | -1.4% |
| 757 | Hosking Partners LLP#757 · 102,010 sh | 102,010 | $33.4M | — | -1.6% |
| 758 | BSN Capital Partners Ltd#758 · 100,000 sh | 100,000 | $33.3M | — | New |
| 759 | Oak Harvest Investment Services#759 · 101,694 sh | 101,694 | $33.3M | — | +20.0% |
| 760 | COLDSTREAM CAPITAL MANAGEMENT#760 · 101,640 sh | 101,640 | $33.3M | 0.42% | -3.5% |
| 761 | Thomasville National Bank#761 · 101,633 sh | 101,633 | $33.3M | 1.83% | — |
| 762 | Bragg Financial Advisors#762 · 101,376 sh | 101,376 | $33.2M | 0.89% | +2.0% |
| 763 | Diversified#763 · 101,235 sh | 101,235 | $33.1M | 0.53% | +0.7% |
| 764 | Harvest Portfolios Group#764 · 101,104 sh | 101,104 | $33.1M | 0.47% | -0.5% |
| 765 | Fiduciary Alliance#765 · 100,605 sh | 100,605 | $32.9M | — | -15.7% |
| 766 | Gotham Asset Management#766 · 100,082 sh | 100,082 | $32.8M | 0.08% | -12.3% |
| 767 | Titan Investment Solutions Ltd#767 · 99,954 sh | 99,954 | $32.7M | 3.66% | +5.2% |
| 768 | FORBES J M & LLP#768 · 99,800 sh | 99,800 | $32.7M | — | +0.2% |
| 769 | RITHOLTZ WEALTH MANAGEMENT#769 · 99,633 sh | 99,633 | $32.6M | 0.49% | +2.7% |
| 770 | Capital Group Private Client Services#770 · 99,547 sh | 99,547 | $32.6M | 0.46% | -11.4% |
| 771 | Northwest & Ethical Investments L.P.#771 · 99,488 sh | 99,488 | $32.6M | 0.76% | +5.4% |
| 772 | CWA Asset Management Group#772 · 99,413 sh | 99,413 | $32.5M | — | +2.6% |
| 773 | KORNITZER CAPITAL MANAGEMENT#773 · 99,333 sh | 99,333 | $32.5M | 0.68% | -0.7% |
| 774 | W.G. Shaheen & Associates DBA Whitney#774 · 99,281 sh | 99,281 | $32.5M | 2.37% | 0.0% |
| 775 | Mutual Advisors#775 · 99,030 sh | 99,030 | $32.4M | 0.61% | +0.8% |
| 776 | OLD NATIONAL BANCORP#776 · 98,543 sh | 98,543 | $32.3M | — | -6.2% |
| 777 | Clear Harbor Asset Management#777 · 98,481 sh | 98,481 | $32.2M | 1.99% | -6.3% |
| 778 | LEVEL FOUR ADVISORY SERVICES#778 · 98,167 sh | 98,167 | $32.1M | 0.91% | +3.1% |
| 779 | FIRST FOUNDATION ADVISORS#779 · 97,905 sh | 97,905 | $32.0M | 1.15% | -1.6% |
| 780 | Yarbrough Capital#780 · 97,875 sh | 97,875 | $32.0M | — | 0.0% |
| 781 | EVERGREEN CAPITAL MANAGEMENT#781 · 97,875 sh | 97,875 | $32.0M | — | -9.7% |
| 782 | UNITED BANK#782 · 97,846 sh | 97,846 | $32.0M | 3.76% | -0.3% |
| 783 | Avanza Fonder AB#783 · 97,703 sh | 97,703 | $32.0M | — | +6.4% |
| 784 | CIDEL ASSET MANAGEMENT#784 · 97,432 sh | 97,432 | $31.9M | 1.53% | +3.7% |
| 785 | Ballentine Partners#785 · 96,996 sh | 96,996 | $31.7M | 0.39% | -0.3% |
| 786 | AVITY INVESTMENT MANAGEMENT#786 · 96,055 sh | 96,055 | $31.4M | — | -1.1% |
| 787 | GDS Wealth Management#787 · 95,954 sh | 95,954 | $31.4M | 1.49% | +5.6% |
| 788 | MANNING & NAPIER ADVISORS#788 · 94,965 sh | 94,965 | $31.3M | 0.40% | -6.3% |
| 789 | OF TOLEDO NA#789 · 95,364 sh | 95,364 | $31.2M | — | -0.9% |
| 790 | Assenagon Asset Management S.A.#790 · 95,313 sh | 95,313 | $31.2M | — | +0.7% |
| 791 | Canada Post Registered Pension Plan#791 · 95,250 sh | 95,250 | $31.2M | 1.09% | +3.2% |
| 792 | BEESE FULMER INVESTMENT MANAGEMENT#792 · 95,120 sh | 95,120 | $31.1M | — | +0.8% |
| 793 | Pallas Capital Advisors#793 · 94,790 sh | 94,790 | $31.0M | 0.95% | +4.6% |
| 794 | Azimuth Capital Investment Management#794 · 94,747 sh | 94,747 | $31.0M | 1.05% | -2.4% |
| 795 | Callahan Advisors#795 · 94,588 sh | 94,588 | $31.0M | 2.33% | -0.9% |
| 796 | Birch Hill Investment Advisors#796 · 94,380 sh | 94,380 | $30.9M | — | -1.2% |
| 797 | Dorsey & Whitney#797 · 94,226 sh | 94,226 | $30.8M | 1.50% | -3.2% |
| 798 | LOCKHEED MARTIN INVESTMENT MANAGEMENT#798 · 94,089 sh | 94,089 | $30.8M | 1.22% | -7.9% |
| 799 | OSBORNE PARTNERS CAPITAL MANAGEMENT#799 · 93,527 sh | 93,527 | $30.6M | 1.70% | -15.5% |
| 800 | Fort Sheridan Advisors#800 · 93,228 sh | 93,228 | $30.5M | 3.29% | -0.1% |
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.