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

Name: J P MORGAN (JPEF) Institutional Holders (2026-06-30)
Creator: ko.io

136 institutions reported holding $1.12B of J P MORGAN (JPEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avantax Planning Partners, Inc. ($154.6M), RAYMOND JAMES FINANCIAL INC ($146.5M), LPL Financial LLC ($115.1M), Cetera Investment Advisers ($108.0M), MML INVESTORS SERVICES, LLC ($49.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Avantax Planning Partners, Inc.	$154.6M	1.9M	Added
2	RAYMOND JAMES FINANCIAL INC	$146.5M	1.8M	Trimmed
3	LPL Financial LLC	$115.1M	1.4M	Added
4	Cetera Investment Advisers	$108.0M	1.3M	Added
5	MML INVESTORS SERVICES, LLC	$49.6M	617,646	Trimmed
6	MORGAN STANLEY	$48.2M	600,496	Added
7	COMMONWEALTH EQUITY SERVICES, LLC	$45.2M	563,226	Added
8	JONES FINANCIAL COMPANIES LLLP	$43.5M	552,306	Added
9	OSAIC HOLDINGS, INC.	$35.2M	438,377	Trimmed
10	Stratos Wealth Partners, LTD.	$28.9M	360,268	Added
11	Leverty Financial Group, LLC	$27.8M	345,623	Added
12	WELLS FARGO & COMPANY/MN	$24.0M	298,799	Added
13	Beaumont Financial Advisors, LLC	$22.9M	285,193	Trimmed
14	Balance Wealth, LLC	$22.0M	274,373	Added
15	Royal Bank of Canada	$19.0M	236,466	Trimmed
16	JPMORGAN CHASE & CO	$18.1M	226,959	Added
17	MONECO Advisors, LLC	$15.3M	190,357	Trimmed
18	Kestra Advisory Services, LLC	$11.3M	140,979	Added
19	COZAD ASSET MANAGEMENT INC	$10.7M	133,507	Trimmed
20	NOVEM GROUP	$10.4M	128,961	Trimmed
21	AlphaCore Capital LLC	$10.0M	124,528	Trimmed
22	MAGNOLIA CAPITAL ADVISORS LLC	$9.8M	121,565	Added
23	Crestwood Advisors Group, LLC	$9.6M	119,383	Added
24	LEVEL FOUR ADVISORY SERVICES, LLC	$8.1M	100,760	Added
25	DAVENPORT & Co LLC	$7.9M	98,693	Added

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