Who Owns J P MORGAN EXCHANGE TRADED F (JPSE)? -- Institutional Holders (2026-06-30)

123 institutions reported holding $474.7M of J P MORGAN EXCHANGE TRADED F (JPSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Koss-Olinger Consulting, LLC ($64.7M), LPL Financial LLC ($52.1M), RAYMOND JAMES FINANCIAL INC ($28.6M), BANK OF AMERICA CORP /DE/ ($25.0M), Hartford Financial Management Inc. ($19.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Koss-Olinger Consulting, LLC	$64.7M	1.1M	Added
2	LPL Financial LLC	$52.1M	866,298	Trimmed
3	RAYMOND JAMES FINANCIAL INC	$28.6M	475,290	Trimmed
4	BANK OF AMERICA CORP /DE/	$25.0M	415,702	Trimmed
5	Hartford Financial Management Inc.	$19.4M	322,294	Trimmed
6	MORGAN STANLEY	$18.6M	309,893	Added
7	Royal Bank of Canada	$17.7M	294,425	Trimmed
8	Aprio Wealth Management, LLC	$15.5M	257,360	Trimmed
9	Goldstein Advisors, LLC	$13.9M	230,728	Added
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$13.2M	219,139	Added
11	JPMORGAN CHASE & CO	$11.7M	194,646	Added
12	Gerber Kawasaki Wealth & Investment Management	$11.4M	189,522	Trimmed
13	TRUIST FINANCIAL CORP	$11.0M	182,399	Added
14	Sprinkle Financial Consultants LLC	$10.8M	179,745	Added
15	Sanctuary Advisors, LLC	$10.7M	177,474	Added
16	ENVESTNET ASSET MANAGEMENT INC	$10.0M	165,572	Added
17	Keystone Financial Services, LLC	$9.7M	161,413	Added
18	JONES FINANCIAL COMPANIES LLLP	$9.7M	161,891	Added
19	MAGNOLIA CAPITAL ADVISORS LLC	$9.0M	149,258	Added
20	Financial Solutions Advisory Group, Inc.	$8.7M	145,788	Trimmed
21	TOCQUEVILLE ASSET MANAGEMENT L.P.	$8.5M	141,751	Added
22	Ipsen Advisor Group LLC	$7.0M	116,107	Added
23	DAVENPORT & Co LLC	$5.7M	94,588	Trimmed
24	Integrated Wealth Concepts LLC	$5.6M	92,253	Added
25	Capital Advisors Wealth Management, LLC	$5.5M	91,151	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30