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

259 institutions reported holding $1.55B of J P MORGAN EXCHANGE (JPIB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avantax Planning Partners, Inc. ($121.8M), LPL Financial LLC ($82.1M), Rice Partnership, LLC ($78.6M), FSM Wealth Advisors, LLC ($66.7M), Hills Bank & Trust Co ($61.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Avantax Planning Partners, Inc.	$121.8M	2.5M	Added
2	LPL Financial LLC	$82.1M	1.7M	Added
3	Rice Partnership, LLC	$78.6M	1.6M	Added
4	FSM Wealth Advisors, LLC	$66.7M	1.4M	Added
5	Hills Bank & Trust Co	$61.2M	1.3M	Added
6	BANK OF AMERICA CORP /DE/	$57.1M	1.2M	Added
7	HighTower Advisors, LLC	$48.0M	991,898	Added
8	Parallel Advisors, LLC	$47.8M	988,934	Added
9	Prime Capital Investment Advisors, LLC	$44.7M	924,746	Trimmed
10	RAYMOND JAMES FINANCIAL INC	$42.5M	878,679	Added
11	Cetera Investment Advisers	$39.1M	808,930	Added
12	MORGAN STANLEY	$27.5M	569,467	Added
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$27.5M	567,754	Added
14	Goldstone Financial Group, LLC	$27.4M	566,365	Added
15	Kestra Investment Management, LLC	$25.8M	534,010	Trimmed
16	Hughes Financial Services, LLC	$23.9M	495,030	Added
17	Midwest Financial Partners Investments, Inc.	$23.3M	482,644	Added
18	ENVESTNET ASSET MANAGEMENT INC	$22.1M	456,577	Added
19	ForthRight Wealth Management, LLC	$22.0M	455,739	Added
20	Apella Capital, LLC	$21.3M	441,355	Added
21	KMG FIDUCIARY PARTNERS, LLC	$17.7M	366,185	Added
22	Certified Advisory Corp	$17.6M	364,814	Added
23	Peak Financial Management, Inc.	$17.3M	357,597	Added
24	COMMONWEALTH EQUITY SERVICES, LLC	$15.7M	325,000	Added
25	ADE, LLC	$14.8M	306,297	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30