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

121 institutions reported holding $461.5M of J P MORGAN EXCHANGE (BBHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($95.7M), ENVESTNET ASSET MANAGEMENT INC ($70.2M), LPL Financial LLC ($43.8M), Bernicke Wealth Management, Ltd. ($29.7M), MORGAN STANLEY ($27.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$95.7M2.1MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$70.2M1.5MAdded
3LPL Financial LLC$43.8M950,580Added
4Bernicke Wealth Management, Ltd.$29.7M644,153Added
5MORGAN STANLEY$27.8M602,055Trimmed
6BANK OF AMERICA CORP /DE/$22.4M486,981Added
7HighTower Advisors, LLC$18.6M402,794Trimmed
8Janney Montgomery Scott LLC$15.9M344,224Added
9Ocean Park Asset Management, LLC$12.2M265,700Hold
10Vestmark Advisory Solutions, Inc.$8.6M186,314Trimmed
11Vawter Financial, Ltd.$6.3M135,858Added
12Empowered Funds, LLC$6.2M135,992Added
13WCG Wealth Advisors LLC$6.1M133,282Added
14Cambridge Investment Research Advisors, Inc.$6.0M129,768Added
15Pinnacle Wealth Planning Services, Inc.$5.8M126,774Added
16MISSION WEALTH MANAGEMENT, LP$5.6M120,802Added
17Highland Investment Advisors LLC$5.5M119,600New
18Royal Fund Management, LLC$5.4M116,306Added
19Windsor Capital Management, LLC$4.9M105,925Trimmed
20BlackRock, Inc.$4.8M105,010Trimmed
21OSAIC HOLDINGS, INC.$4.4M95,936Added
22ASSETMARK, INC$4.2M91,277Trimmed
23Cetera Investment Advisers$3.6M78,028Added
24RAYMOND JAMES FINANCIAL INC$3.4M73,232Trimmed
25Summit Financial, LLC$2.9M62,060Trimmed

Source: SEC Form 13F filings · as of 2026-06-30