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

99 institutions reported holding $393.0M of J P MORGAN EXCHANGE (JIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($71.2M), BANK OF AMERICA CORP /DE/ ($57.0M), JONES FINANCIAL COMPANIES LLLP ($29.4M), ENVESTNET ASSET MANAGEMENT INC ($27.3M), Janney Montgomery Scott LLC ($24.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$71.2M	816,714	Added
2	BANK OF AMERICA CORP /DE/	$57.0M	654,379	Trimmed
3	JONES FINANCIAL COMPANIES LLLP	$29.4M	345,588	Added
4	ENVESTNET ASSET MANAGEMENT INC	$27.3M	313,705	Added
5	Janney Montgomery Scott LLC	$24.4M	280,224	Added
6	Vestmark Advisory Solutions, Inc.	$18.6M	212,913	Trimmed
7	FIRST AMERICAN TRUST, FSB	$17.5M	200,823	Added
8	Cetera Investment Advisers	$16.1M	184,479	Added
9	Cornerstone Wealth Management, LLC	$12.3M	141,126	Added
10	JPMORGAN CHASE & CO	$10.7M	124,207	Added
11	Key Financial Inc	$9.0M	102,869	Added
12	FIDELITY D & D BANCORP INC	$8.1M	92,813	Trimmed
13	ASSETMARK, INC	$8.1M	92,445	Trimmed
14	Cambridge Investment Research Advisors, Inc.	$8.0M	91,292	Added
15	Schwallier Wealth Management LLC	$5.2M	59,168	New
16	Prism Advisors, Inc.	$4.5M	52,102	Trimmed
17	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.5M	51,663	Added
18	UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	$4.4M	50,474	Hold
19	RAYMOND JAMES FINANCIAL INC	$4.4M	50,187	Trimmed
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.9M	44,795	Added
21	SAGESPRING WEALTH PARTNERS, LLC	$3.7M	42,408	Added
22	NATIXIS ADVISORS, LLC	$3.4M	38,574	Added
23	MML INVESTORS SERVICES, LLC	$3.2M	36,999	Added
24	PARK AVENUE SECURITIES LLC	$2.8M	32,333	Trimmed
25	OSAIC HOLDINGS, INC.	$2.7M	30,838	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30