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

178 institutions reported holding $603.5M of J P MORGAN EXCHANGE (JVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avidian Wealth Enterprises, LLC ($71.4M), CAPTRUST FINANCIAL ADVISORS ($67.5M), LPL Financial LLC ($66.5M), AFFINITY WEALTH LLC ($36.8M), BANK OF AMERICA CORP /DE/ ($34.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Avidian Wealth Enterprises, LLC	$71.4M	1.2M	Added
2	CAPTRUST FINANCIAL ADVISORS	$67.5M	1.2M	Trimmed
3	LPL Financial LLC	$66.5M	1.1M	Added
4	AFFINITY WEALTH LLC	$36.8M	627,106	Added
5	BANK OF AMERICA CORP /DE/	$34.0M	580,537	Added
6	JPMORGAN CHASE & CO	$33.7M	577,595	Added
7	Mainsail Financial Group, LLC	$24.3M	413,727	Added
8	MORGAN STANLEY	$17.2M	293,793	Added
9	Thrivent Financial for Lutherans	$16.6M	282,695	Trimmed
10	OSAIC HOLDINGS, INC.	$10.2M	174,603	Added
11	COMMONWEALTH EQUITY SERVICES, LLC	$9.8M	167,236	Trimmed
12	COLUMBIA ADVISORY PARTNERS LLC	$9.7M	165,339	Added
13	Apeiron RIA LLC	$9.6M	164,391	Trimmed
14	Cetera Investment Advisers	$9.6M	163,774	Added
15	Atria Investments, Inc	$9.3M	159,427	Trimmed
16	Cerity Partners LLC	$9.1M	155,811	Trimmed
17	MAGNOLIA CAPITAL ADVISORS LLC	$9.1M	154,332	Added
18	Planned Solutions, Inc.	$8.4M	143,018	Trimmed
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$8.1M	138,202	Added
20	Kathmere Capital Management, LLC	$7.7M	130,843	Trimmed
21	RAYMOND JAMES FINANCIAL INC	$6.9M	117,915	Added
22	Orion Porfolio Solutions, LLC	$6.4M	109,535	Trimmed
23	MERCER GLOBAL ADVISORS INC /ADV	$6.0M	102,761	New
24	Ashton Thomas Private Wealth, LLC	$5.1M	86,921	Added
25	Oxinas Partners Wealth Management LLC	$5.1M	86,756	Trimmed

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