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

229 institutions reported holding $2.46B of J P MORGAN EXCHANGE (JIVE) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($449.9M), ENVESTNET ASSET MANAGEMENT INC ($240.3M), RiverFront Investment Group, LLC ($221.7M), RAYMOND JAMES FINANCIAL INC ($150.0M), BANK OF AMERICA CORP /DE/ ($120.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$449.9M	4.9M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$240.3M	2.6M	Added
3	RiverFront Investment Group, LLC	$221.7M	2.4M	Added
4	RAYMOND JAMES FINANCIAL INC	$150.0M	1.6M	Added
5	BANK OF AMERICA CORP /DE/	$120.7M	1.3M	Added
6	OSAIC HOLDINGS, INC.	$92.9M	1.0M	Added
7	JONES FINANCIAL COMPANIES LLLP	$71.3M	778,421	Added
8	MML INVESTORS SERVICES, LLC	$69.1M	751,691	Added
9	Janney Montgomery Scott LLC	$67.7M	736,762	Added
10	Royal Bank of Canada	$61.3M	666,422	Added
11	Private Advisor Group, LLC	$58.6M	636,925	Added
12	Cetera Investment Advisers	$53.2M	578,611	Added
13	Cambridge Investment Research Advisors, Inc.	$46.8M	509,077	Added
14	COMMONWEALTH EQUITY SERVICES, LLC	$29.0M	315,799	Added
15	Grant Street Asset Management, Inc.	$26.7M	290,616	New
16	GREENWOOD GEARHART INC	$24.8M	270,228	New
17	Cooper Financial Group	$23.3M	253,083	New
18	JPMORGAN CHASE & CO	$23.2M	253,072	Added
19	Vestmark Advisory Solutions, Inc.	$21.5M	234,138	Trimmed
20	FLOW TRADERS U.S. LLC	$20.3M	221,227	New
21	JANE STREET GROUP, LLC	$19.4M	210,487	Added
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$19.1M	208,216	Added
23	Lineweaver Wealth Advisors, LLC	$17.7M	192,301	Added
24	Lido Advisors, LLC	$15.8M	172,098	Trimmed
25	Pine Valley Investments Ltd Liability Co	$15.6M	169,449	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30