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

129 institutions reported holding $1.63B of J P MORGAN EXCHANGE (JEMA) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($997.6M), MORGAN STANLEY ($115.0M), Lido Advisors, LLC ($49.4M), LPL Financial LLC ($48.4M), Janney Montgomery Scott LLC ($45.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$997.6M15.8MAdded
2MORGAN STANLEY$115.0M1.8MTrimmed
3Lido Advisors, LLC$49.4M773,438Added
4LPL Financial LLC$48.4M758,297Added
5Janney Montgomery Scott LLC$45.3M709,308Trimmed
6Vestmark Advisory Solutions, Inc.$43.6M682,817Trimmed
7WNY Asset Management, LLC$39.0M611,253Added
8KELLY FINANCIAL GROUP LLC$31.3M490,232Added
9Pallas Capital Advisors LLC$26.4M413,250Added
10BURKETT FINANCIAL SERVICES, LLC$22.2M347,312Added
11DAYMARK WEALTH PARTNERS, LLC$16.2M253,314Added
12MLG Wealth Management DBA Pine Grove Financial Group$15.2M237,797Trimmed
13ENVESTNET ASSET MANAGEMENT INC$13.5M210,936Added
14Wagner Wealth Management, LLC$12.3M191,766Added
15Cetera Investment Advisers$12.2M190,207Added
16Advantage Trust Co$11.9M185,951Added
17UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$10.2M160,225Hold
18WJ Wealth Management, LLC$7.8M121,850Added
19Perigon Wealth Management, LLC$7.5M116,753Added
20JANE STREET GROUP, LLC$7.4M116,141Trimmed
21JONES FINANCIAL COMPANIES LLLP$7.2M113,994Added
22OSAIC HOLDINGS, INC.$7.1M111,121Added
23OLD MISSION CAPITAL LLC$4.9M76,739Trimmed
24NATIONAL BANK OF CANADA /FI/$4.5M70,500Trimmed
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.2M65,445Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30