Who Owns J P MORGAN EXCHANGE (JGRO)? -- Institutional Holders (2026-06-30)

392 institutions reported holding $7.24B of J P MORGAN EXCHANGE (JGRO) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($1.15B), LPL Financial LLC ($776.9M), CAPTRUST FINANCIAL ADVISORS ($433.7M), RAYMOND JAMES FINANCIAL INC ($399.8M), AMERIPRISE FINANCIAL INC ($396.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JPMORGAN CHASE & CO	$1.15B	11.9M	Trimmed
2	LPL Financial LLC	$776.9M	7.9M	Added
3	CAPTRUST FINANCIAL ADVISORS	$433.7M	4.4M	Added
4	RAYMOND JAMES FINANCIAL INC	$399.8M	4.1M	Added
5	AMERIPRISE FINANCIAL INC	$396.6M	4.0M	Trimmed
6	JONES FINANCIAL COMPANIES LLLP	$318.2M	3.4M	Added
7	BANK OF AMERICA CORP /DE/	$247.0M	2.5M	Added
8	COMMONWEALTH EQUITY SERVICES, LLC	$169.1M	1.7M	Added
9	UBS Group AG	$133.5M	1.4M	Added
10	Royal Bank of Canada	$133.5M	1.4M	Added
11	Cetera Investment Advisers	$127.6M	1.3M	Added
12	Janney Montgomery Scott LLC	$125.3M	1.3M	Trimmed
13	ENVESTNET ASSET MANAGEMENT INC	$117.4M	1.2M	Trimmed
14	WELLS FARGO & COMPANY/MN	$110.7M	1.1M	Added
15	Private Advisor Group, LLC	$108.0M	1.1M	Added
16	Northwest Financial Advisors	$97.7M	991,333	Added
17	OSAIC HOLDINGS, INC.	$91.1M	923,634	Added
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$79.5M	867,409	Added
19	Goldstein Advisors, LLC	$69.0M	700,355	Added
20	Avior Wealth Management, LLC	$67.9M	688,966	Trimmed
21	Integrated Wealth Concepts LLC	$67.9M	688,667	Added
22	Focus Partners Wealth	$67.1M	680,124	Added
23	American Trust	$60.8M	616,315	Added
24	GGM Financials LLC	$60.2M	610,144	Added
25	GREAT VALLEY ADVISOR GROUP, INC.	$57.0M	578,497	Added

Source: SEC Form 13F filings · as of 2026-06-30