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

542 institutions reported holding $5.37B of J P MORGAN EXCHANGE (JMUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($614.1M), LPL Financial LLC ($343.1M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($266.6M), Meeder Advisory Services, Inc. ($222.4M), Cetera Investment Advisers ($207.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JPMORGAN CHASE & CO	$614.1M	12.1M	Trimmed
2	LPL Financial LLC	$343.1M	6.8M	Added
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$266.6M	5.3M	Added
4	Meeder Advisory Services, Inc.	$222.4M	4.4M	Added
5	Cetera Investment Advisers	$207.1M	4.1M	Added
6	AMERIPRISE FINANCIAL INC	$165.0M	3.3M	Added
7	JONES FINANCIAL COMPANIES LLLP	$158.2M	3.1M	Added
8	BANK OF AMERICA CORP /DE/	$150.4M	3.0M	Added
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$132.5M	2.6M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$110.8M	2.2M	Added
11	RAYMOND JAMES FINANCIAL INC	$90.6M	1.8M	Added
12	CAPTRUST FINANCIAL ADVISORS	$76.6M	1.5M	Added
13	1900 WEALTH MANAGEMENT LLC	$68.4M	1.4M	Trimmed
14	Avantax Planning Partners, Inc.	$67.6M	1.3M	Added
15	MORGAN STANLEY	$63.7M	1.3M	Added
16	Forvis Mazars Wealth Advisors, LLC	$63.6M	1.3M	Trimmed
17	Dynasty Wealth Management, LLC	$58.1M	1.1M	Added
18	OSAIC HOLDINGS, INC.	$54.6M	1.1M	Added
19	Integrated Wealth Concepts LLC	$52.4M	1.0M	Added
20	Rockefeller Capital Management L.P.	$50.3M	993,028	Added
21	Asio Capital, LLC	$48.9M	965,274	Added
22	Orion Porfolio Solutions, LLC	$44.3M	873,906	Trimmed
23	G2 CAPITAL MANAGEMENT, LLC / OH	$41.0M	810,353	Added
24	CENTRAL TRUST Co	$40.2M	793,283	Added
25	Equitable Holdings, Inc.	$37.9M	748,040	Added

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