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

203 institutions reported holding $2.15B of J P MORGAN EXCHANGE (JMEE) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($757.9M), FMR LLC ($241.0M), LPL Financial LLC ($176.4M), Crestwood Advisors Group, LLC ($79.9M), Cetera Investment Advisers ($54.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$757.9M9.8MTrimmed
2FMR LLC$241.0M3.1MAdded
3LPL Financial LLC$176.4M2.3MAdded
4Crestwood Advisors Group, LLC$79.9M1.0MAdded
5Cetera Investment Advisers$54.8M702,324Added
6Syntegra Private Wealth Group, LLC$49.4M633,091Added
7JONES FINANCIAL COMPANIES LLLP$47.8M618,478Added
8Bank of New York Mellon Corp$45.3M580,188Added
9GREAT VALLEY ADVISOR GROUP, INC.$44.6M571,576Added
10OSAIC HOLDINGS, INC.$36.2M463,387Added
11RAYMOND JAMES FINANCIAL INC$35.6M455,639Added
12Wagner Wealth Management, LLC$34.3M440,073Added
13Meridian Financial Partners LLC$26.6M347,624Added
14CGC Financial Services, LLC$25.3M324,194Trimmed
15VERUS CAPITAL PARTNERS, LLC$21.7M278,665Added
16Advisory Resource Group$20.2M258,935Added
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.1M231,431Trimmed
18Retirement Management Systems Inc.$17.8M228,395Added
19WealthPlan Investment Management, LLC$17.5M224,405Added
20B & T Capital Management DBA Alpha Capital Management$16.3M209,506Trimmed
21COMMONWEALTH EQUITY SERVICES, LLC$15.0M191,937Added
22Royal Bank of Canada$14.8M190,278Added
23Bond & Devick Financial Network, Inc.$14.3M182,754Added
24Kestra Advisory Services, LLC$12.2M156,363Added
25ENVESTNET ASSET MANAGEMENT INC$11.2M143,634Added

来源：SEC 13F 申报文件 · 截至 2026-06-30