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

507 institutions reported holding $6.55B of J P MORGAN EXCHANGE (JPIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($616.1M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($616.1M), JPMORGAN CHASE & CO ($381.4M), MORGAN STANLEY ($336.6M), Sequoia Financial Advisors, LLC ($328.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sixth Street Partners Management Company, L.P.	$616.1M	13.4M	New
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$616.1M	13.4M	Added
3	JPMORGAN CHASE & CO	$381.4M	8.3M	Added
4	MORGAN STANLEY	$336.6M	7.3M	Added
5	Sequoia Financial Advisors, LLC	$328.4M	7.1M	Added
6	WELLS FARGO & COMPANY/MN	$289.4M	6.3M	Added
7	Savant Capital, LLC	$286.2M	6.2M	Trimmed
8	BANK OF AMERICA CORP /DE/	$190.3M	4.1M	Added
9	Waverly Advisors, LLC	$122.9M	2.7M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$121.3M	2.6M	Added
11	LPL Financial LLC	$95.4M	2.1M	Added
12	RAYMOND JAMES FINANCIAL INC	$92.7M	2.0M	Added
13	Royal Bank of Canada	$87.2M	1.9M	Trimmed
14	OSAIC HOLDINGS, INC.	$79.5M	1.7M	Added
15	Syntegra Private Wealth Group, LLC	$76.5M	1.7M	Added
16	Southern Financial Group, LLC	$65.0M	1.4M	Added
17	CARY STREET PARTNERS FINANCIAL LLC	$56.4M	1.2M	Added
18	Hilton Capital Management, LLC	$54.5M	1.2M	Added
19	Janney Montgomery Scott LLC	$52.2M	1.1M	Added
20	Williams Financial, LLC	$51.6M	1.1M	Added
21	Wagner Wealth Management, LLC	$47.6M	1.0M	Added
22	D'Orazio & Associates, Inc.	$45.7M	991,357	Added
23	Rockefeller Capital Management L.P.	$44.5M	966,943	Added
24	Enclave Advisors LLC	$44.2M	960,511	Added
25	TRUIST FINANCIAL CORP	$40.5M	879,721	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30