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

119 institutions reported holding $4.89B of J P MORGAN EXCHANGE (JGLO) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($4.35B), Mitsubishi UFJ Asset Management Co., Ltd. ($91.9M), MORGAN STANLEY ($54.8M), LPL Financial LLC ($54.8M), Vestmark Advisory Solutions, Inc. ($49.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$4.35B61.6MTrimmed
2Mitsubishi UFJ Asset Management Co., Ltd.$91.9M1.3MAdded
3MORGAN STANLEY$54.8M769,205Added
4LPL Financial LLC$54.8M769,101Trimmed
5Vestmark Advisory Solutions, Inc.$49.8M699,827Trimmed
6ENVESTNET ASSET MANAGEMENT INC$38.2M536,693Trimmed
7Janney Montgomery Scott LLC$32.4M454,705Trimmed
8Arlington Financial Advisors, LLC$24.3M340,971Added
9WealthPlan Investment Management, LLC$17.2M242,169Trimmed
10ASSETMARK, INC$16.8M235,329Trimmed
11Ameritas Advisory Services, LLC$16.5M232,001Added
12Cetera Investment Advisers$13.2M185,256Trimmed
13UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$11.7M164,645Hold
14HUB Investment Partners, LLC$9.9M138,345Added
15Cambridge Investment Research Advisors, Inc.$9.4M132,680Trimmed
16WESBANCO BANK INC$8.2M114,866Trimmed
17Integrated Wealth Concepts LLC$8.1M113,259Trimmed
18SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.4M104,319Added
19MLG Wealth Management DBA Pine Grove Financial Group$6.5M91,153Trimmed
20PARK AVENUE SECURITIES LLC$5.3M74,156Trimmed
21Summit Financial, LLC$5.3M74,129Added
22BANK OF AMERICA CORP /DE/$4.4M62,361Trimmed
23Visionary Wealth Advisors$4.4M61,852Trimmed
24OSAIC HOLDINGS, INC.$3.4M47,662Added
25MML INVESTORS SERVICES, LLC$3.3M45,806Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30