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

132 institutions reported holding $722.9M of J P MORGAN EXCHANGE (JSCP) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($125.5M), EP Wealth Advisors, LLC ($102.5M), HB Wealth Management, LLC ($31.4M), Roberts Wealth Advisors, LLC ($29.5M), MCF Advisors LLC ($24.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JPMORGAN CHASE & CO	$125.5M	2.7M	Added
2	EP Wealth Advisors, LLC	$102.5M	2.2M	Trimmed
3	HB Wealth Management, LLC	$31.4M	666,586	Trimmed
4	Roberts Wealth Advisors, LLC	$29.5M	626,222	Added
5	MCF Advisors LLC	$24.2M	514,151	Added
6	CGN Advisors LLC	$21.0M	445,972	Added
7	Apella Capital, LLC	$19.5M	414,958	Trimmed
8	5th Street Advisors, LLC	$18.7M	396,649	Added
9	Bridgewealth Advisory Group, LLC	$18.3M	387,797	Added
10	HighTower Advisors, LLC	$17.6M	373,551	Trimmed
11	TD Capital Management LLC	$17.6M	372,471	Added
12	Roof Eidam Maycock Peralta, LLC	$16.4M	347,102	Trimmed
13	Integrated Wealth Concepts LLC	$16.2M	343,466	Added
14	SkyOak Wealth, LLC	$14.8M	313,090	Added
15	Hennion & Walsh Asset Management, Inc.	$14.7M	312,314	Added
16	Summit Financial, LLC	$13.9M	294,935	Added
17	RAYMOND JAMES FINANCIAL INC	$13.1M	278,885	Trimmed
18	Focus Partners Wealth	$12.1M	256,767	Added
19	Global Retirement Partners, LLC	$9.9M	209,110	Added
20	Main Street Financial Solutions, LLC	$8.9M	189,754	Added
21	UBS Group AG	$8.8M	186,871	Added
22	OSAIC HOLDINGS, INC.	$8.2M	173,527	Trimmed
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.8M	145,674	Added
24	Perigon Wealth Management, LLC	$6.5M	138,292	Added
25	Waverly Advisors, LLC	$6.3M	133,923	Trimmed

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