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

43 institutions reported holding $49.5M of J P MORGAN EXCHANGE T (JPMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($10.8M), BANK OF AMERICA CORP /DE/ ($7.9M), Cambria Investment Management, L.P. ($6.1M), RiverFront Investment Group, LLC ($5.7M), ARQ WEALTH ADVISORS, LLC ($4.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$10.8M	268,669	Added
2	BANK OF AMERICA CORP /DE/	$7.9M	195,253	Trimmed
3	Cambria Investment Management, L.P.	$6.1M	150,900	Added
4	RiverFront Investment Group, LLC	$5.7M	141,857	Added
5	ARQ WEALTH ADVISORS, LLC	$4.9M	123,765	Added
6	JPMORGAN CHASE & CO	$2.5M	61,557	Added
7	HSBC HOLDINGS PLC	$2.2M	55,748	Added
8	LPL Financial LLC	$2.1M	52,380	Trimmed
9	Forthright Family Wealth Advisory LLC	$1.1M	28,270	New
10	Convergence Financial, LLC	$730,398	18,118	Added
11	Focus Financial Network, Inc.	$646,272	16,031	Trimmed
12	Pure Financial Advisors, LLC	$627,668	15,570	Trimmed
13	Steward Partners Investment Advisory, LLC	$598,218	14,839	Added
14	5T Wealth, LLC	$576,377	14,297	Added
15	JANE STREET GROUP, LLC	$537,505	13,333	Trimmed
16	GTS SECURITIES LLC	$467,118	11,587	New
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$447,081	11,090	Added
18	Farther Finance Advisors, LLC	$430,875	10,688	Added
19	Integrated Wealth Concepts LLC	$366,574	9,093	Added
20	UBS Group AG	$258,292	6,407	Added
21	Dynamic Advisor Solutions LLC	$201,570	5,000	New
22	OSAIC HOLDINGS, INC.	$133,201	3,305	Added
23	GAMMA Investing LLC	$39,629	983	Added
24	Royal Bank of Canada	$32,000	799	Trimmed
25	MATHER GROUP, LLC.	$28,181	699	Hold

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