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

371 institutions reported holding $10.00B of J P MORGAN EXCHANGE (JIRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($4.65B), LPL Financial LLC ($550.0M), FMR LLC ($307.3M), ENVESTNET ASSET MANAGEMENT INC ($264.7M), EASTERN BANK ($189.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$4.65B56.6MTrimmed
2LPL Financial LLC$550.0M6.7MAdded
3FMR LLC$307.3M3.7MAdded
4ENVESTNET ASSET MANAGEMENT INC$264.7M3.2MAdded
5EASTERN BANK$189.2M2.3MAdded
6MML INVESTORS SERVICES, LLC$165.0M2.0MAdded
7COMMONWEALTH EQUITY SERVICES, LLC$155.9M1.9MAdded
8RAYMOND JAMES FINANCIAL INC$152.5M1.8MAdded
9FACTORY MUTUAL INSURANCE CO$137.9M1.7MHold
10Dynasty Wealth Management, LLC$132.5M1.6MAdded
11Janney Montgomery Scott LLC$129.9M1.6MAdded
12Lido Advisors, LLC$127.5M1.5MAdded
13ASSETMARK, INC$115.0M1.4MTrimmed
14Cetera Investment Advisers$109.2M1.3MAdded
15Bogart Wealth, LLC$103.0M1.2MAdded
16Vestmark Advisory Solutions, Inc.$100.3M1.2MTrimmed
17SAGESPRING WEALTH PARTNERS, LLC$99.5M1.2MAdded
18Invesco Ltd.$75.7M918,000Hold
19Conservest Capital Advisors, Inc.$75.5M915,678Trimmed
20Hughes Financial Services, LLC$74.8M907,369Added
21OSAIC HOLDINGS, INC.$70.9M860,002Added
22GREAT VALLEY ADVISOR GROUP, INC.$69.5M842,940Added
23Richard P Slaughter Associates Inc$65.3M791,687Added
24New England Professional Planning Group Inc.$62.8M761,909Trimmed
25Private Advisor Group, LLC$61.8M748,700Trimmed

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