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

178 institutions reported holding $603.5M of J P MORGAN EXCHANGE (JVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avidian Wealth Enterprises, LLC ($71.4M), CAPTRUST FINANCIAL ADVISORS ($67.5M), LPL Financial LLC ($66.5M), AFFINITY WEALTH LLC ($36.8M), BANK OF AMERICA CORP /DE/ ($34.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Avidian Wealth Enterprises, LLC$71.4M1.2MAdded
2CAPTRUST FINANCIAL ADVISORS$67.5M1.2MTrimmed
3LPL Financial LLC$66.5M1.1MAdded
4AFFINITY WEALTH LLC$36.8M627,106Added
5BANK OF AMERICA CORP /DE/$34.0M580,537Added
6JPMORGAN CHASE & CO$33.7M577,595Added
7Mainsail Financial Group, LLC$24.3M413,727Added
8MORGAN STANLEY$17.2M293,793Added
9Thrivent Financial for Lutherans$16.6M282,695Trimmed
10OSAIC HOLDINGS, INC.$10.2M174,603Added
11COMMONWEALTH EQUITY SERVICES, LLC$9.8M167,236Trimmed
12COLUMBIA ADVISORY PARTNERS LLC$9.7M165,339Added
13Apeiron RIA LLC$9.6M164,391Trimmed
14Cetera Investment Advisers$9.6M163,774Added
15Atria Investments, Inc$9.3M159,427Trimmed
16Cerity Partners LLC$9.1M155,811Trimmed
17MAGNOLIA CAPITAL ADVISORS LLC$9.1M154,332Added
18Planned Solutions, Inc.$8.4M143,018Trimmed
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.1M138,202Added
20Kathmere Capital Management, LLC$7.7M130,843Trimmed
21RAYMOND JAMES FINANCIAL INC$6.9M117,915Added
22Orion Porfolio Solutions, LLC$6.4M109,535Trimmed
23MERCER GLOBAL ADVISORS INC /ADV$6.0M102,761New
24Ashton Thomas Private Wealth, LLC$5.1M86,921Added
25Oxinas Partners Wealth Management LLC$5.1M86,756Trimmed

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