Who Owns J P MORGAN EXCHANGE (JIVE)? -- Institutional Holders (2026-03-31)

190 institutions reported holding $1.53B of J P MORGAN EXCHANGE (JIVE) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($253.1M), ENVESTNET ASSET MANAGEMENT INC ($135.1M), RiverFront Investment Group, LLC ($131.7M), BANK OF AMERICA CORP /DE/ ($99.9M), OSAIC HOLDINGS, INC. ($75.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$253.1M3.0MAdded
2ENVESTNET ASSET MANAGEMENT INC$135.1M1.6MAdded
3RiverFront Investment Group, LLC$131.7M1.5MAdded
4BANK OF AMERICA CORP /DE/$99.9M1.2MAdded
5OSAIC HOLDINGS, INC.$75.6M882,916Added
6RAYMOND JAMES FINANCIAL INC$70.2M819,810Added
7Janney Montgomery Scott LLC$45.9M536,470Added
8Cetera Investment Advisers$43.7M510,101Added
9Lido Advisors, LLC$42.5M496,324Trimmed
10Royal Bank of Canada$40.9M477,108Added
11JONES FINANCIAL COMPANIES LLLP$31.7M381,570Added
12MML INVESTORS SERVICES, LLC$26.9M314,212Added
13Private Advisor Group, LLC$26.9M313,692Added
14Cambridge Investment Research Advisors, Inc.$26.2M306,419Added
15COMMONWEALTH EQUITY SERVICES, LLC$20.6M240,522Added
16Vestmark Advisory Solutions, Inc.$20.1M234,159Added
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17.1M200,179Added
18JPMORGAN CHASE & CO$17.1M206,061Added
19Lineweaver Wealth Advisors, LLC$15.9M185,180Added
20CITADEL ADVISORS LLC$14.7M171,536Trimmed
21Pallas Capital Advisors LLC$12.4M144,523Trimmed
22AVAII WEALTH MANAGEMENT, LLC$12.4M144,432Added
23VERUS CAPITAL PARTNERS, LLC$12.4M144,251Trimmed
24N.E.W. Advisory Services LLC$11.9M138,476Trimmed
25Aspire Capital Advisors LLC$11.3M131,769New

Source: SEC Form 13F filings · as of 2026-03-31