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

73 institutions reported holding $397.9M of J P MORGAN EXCHANGE (JPRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($294.4M), National Philanthropic Trust ($13.3M), RAYMOND JAMES FINANCIAL INC ($11.5M), ECLECTIC ASSOCIATES INC /ADV ($10.4M), FIRST FOUNDATION ADVISORS ($10.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JPMORGAN CHASE & CO	$294.4M	5.5M	Trimmed
2	National Philanthropic Trust	$13.3M	255,407	Trimmed
3	RAYMOND JAMES FINANCIAL INC	$11.5M	219,739	Added
4	ECLECTIC ASSOCIATES INC /ADV	$10.4M	198,949	Added
5	FIRST FOUNDATION ADVISORS	$10.3M	197,518	Trimmed
6	Anderson Financial Strategies, LLC	$8.4M	158,021	Trimmed
7	Beta Wealth Group, Inc.	$6.3M	120,874	Trimmed
8	OARSMAN CAPITAL, INC.	$5.6M	107,800	Added
9	LPL Financial LLC	$5.1M	97,193	Trimmed
10	WELLS FARGO & COMPANY/MN	$3.7M	70,245	Added
11	Cetera Investment Advisers	$2.9M	55,677	Trimmed
12	Medallion Wealth Advisors, LLC	$2.6M	8,147	Added
13	CENTRAL TRUST Co	$1.8M	34,244	Added
14	21 West Wealth Management LLC	$1.6M	30,473	Trimmed
15	Cambridge Investment Research Advisors, Inc.	$1.3M	24,484	Trimmed
16	ENVESTNET ASSET MANAGEMENT INC	$1.2M	23,110	Trimmed
17	One Capital Management, LLC	$1.2M	24,426	Hold
18	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	22,345	Trimmed
19	Orion Porfolio Solutions, LLC	$1.1M	21,772	Added
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.1M	21,416	Added
21	CITADEL ADVISORS LLC	$1.1M	21,094	Trimmed
22	SILVER OAK SECURITIES, INCORPORATED	$1.0M	20,121	Added
23	Bill Few Associates, Inc.	$879,285	16,851	Trimmed
24	GOLDMAN SACHS GROUP INC	$848,499	16,261	Hold
25	Independence Asset Advisors, LLC	$762,110	14,605	Added

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