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

354 institutions reported holding $7.11B of J P MORGAN EXCHANGE (JBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.12B), Allworth Financial LP ($486.9M), AMERIPRISE FINANCIAL INC ($420.1M), JPMORGAN CHASE & CO ($373.4M), CAPTRUST FINANCIAL ADVISORS ($325.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$1.12B	20.8M	Added
2	Allworth Financial LP	$486.9M	9.1M	Added
3	AMERIPRISE FINANCIAL INC	$420.1M	7.9M	Added
4	JPMORGAN CHASE & CO	$373.4M	6.9M	Added
5	CAPTRUST FINANCIAL ADVISORS	$325.1M	6.1M	Added
6	Cetera Investment Advisers	$285.1M	5.3M	Added
7	ENVESTNET ASSET MANAGEMENT INC	$272.8M	5.1M	Added
8	BANK OF AMERICA CORP /DE/	$238.2M	4.5M	Added
9	Private Advisor Group, LLC	$208.4M	3.9M	Added
10	Janney Montgomery Scott LLC	$166.4M	3.1M	Added
11	Royal Bank of Canada	$148.1M	2.8M	Added
12	RAYMOND JAMES FINANCIAL INC	$145.7M	2.7M	Added
13	Summit Financial, LLC	$93.8M	1.8M	Added
14	Bridgewater Advisors Inc.	$90.6M	1.7M	Added
15	JONES FINANCIAL COMPANIES LLLP	$89.4M	1.7M	Added
16	Diversified Portfolios, Inc.	$84.7M	1.6M	Trimmed
17	MML INVESTORS SERVICES, LLC	$80.4M	1.5M	Added
18	Vestmark Advisory Solutions, Inc.	$80.1M	1.5M	Trimmed
19	BALDWIN WEALTH PARTNERS LLC/MA	$78.7M	1.5M	Added
20	WELLS FARGO & COMPANY/MN	$77.4M	1.4M	Added
21	Berger Financial Group, Inc	$76.6M	1.4M	Trimmed
22	COMMONWEALTH EQUITY SERVICES, LLC	$70.8M	1.3M	Trimmed
23	Northwest Financial Advisors	$70.5M	1.3M	Added
24	IAG Wealth Partners, LLC	$59.6M	1.1M	Added
25	StoneX Group Inc.	$55.3M	1.0M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30