JPMB(JPMB)
JPMB
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 268.67K | Jun 30, 26 | +9.49K | 16.43% |
| BANK OF AMERICA CORP /DE/ | 195.25K | Jun 30, 26 | -9.59K | 11.94% |
| Cambria Investment Management, L.P. | 150.90K | Jun 30, 26 | +4.33K | 9.23% |
| RiverFront Investment Group, LLC | 141.86K | Jun 30, 26 | +1.67K | 8.68% |
| ARQ WEALTH ADVISORS, LLC | 123.77K | Jun 30, 26 | +37.96K | 7.57% |
| JPMORGAN CHASE & CO | 61.56K | Jun 30, 26 | +3.49K | 3.76% |
| HSBC HOLDINGS PLC | 55.75K | Jun 30, 26 | +18.49K | 3.41% |
| LPL Financial LLC | 52.38K | Jun 30, 26 | -37.77K | 3.20% |
| Forthright Family Wealth Advisory LLC | 28.27K | Jun 30, 26 | +28.27K | 1.73% |
| Convergence Financial, LLC | 18.12K | Jun 30, 26 | +9.25K | 1.11% |
| Focus Financial Network, Inc. | 16.03K | Jun 30, 26 | -581 | 0.98% |
| Pure Financial Advisors, LLC | 15.57K | Jun 30, 26 | -778 | 0.95% |
| Steward Partners Investment Advisory, LLC | 14.84K | Jun 30, 26 | +85 | 0.91% |
| 5T Wealth, LLC | 14.30K | Jun 30, 26 | +378 | 0.87% |
| JANE STREET GROUP, LLC | 13.33K | Jun 30, 26 | -119.59K | 0.82% |
| GTS SECURITIES LLC | 11.59K | Jun 30, 26 | +11.59K | 0.71% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.09K | Jun 30, 26 | +5.95K | 0.68% |
| Farther Finance Advisors, LLC | 10.69K | Jun 30, 26 | +10.59K | 0.65% |
| Integrated Wealth Concepts LLC | 9.09K | Jun 30, 26 | +2.53K | 0.56% |
| UBS Group AG | 6.41K | Jun 30, 26 | +83 | 0.39% |
| Dynamic Advisor Solutions LLC | 5.00K | Jun 30, 26 | +5.00K | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 3.31K | Jun 30, 26 | +120 | 0.20% |
| GAMMA Investing LLC | 983 | Jun 30, 26 | +570 | 0.06% |
| ROYAL BANK OF CANADA | 799 | Jun 30, 26 | -1.75K | 0.05% |
| MATHER GROUP, LLC. | 699 | Jun 30, 26 | -- | 0.04% |
| Rockefeller Capital Management L.P. | 370 | Jun 30, 26 | -- | 0.02% |
| LGT Financial Advisors LLC | 227 | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 107 | Jun 30, 26 | -- | 0.01% |
| AlphaCore Capital LLC | 87 | Jun 30, 26 | -61 | 0.01% |
| FIFTH THIRD BANCORP | 82 | Jun 30, 26 | -- | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 50 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 45 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 42 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 41 | Jun 30, 26 | +41 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 33 | Jun 30, 26 | -- | 0.00% |
| Virtus Fixed Income Advisers, LLC | 13 | Jun 30, 26 | -6 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | +1 | 0.00% |
| ASSETMARK, INC | -- | Jun 30, 26 | -2 | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -40.50K | -- |
| Lummis Asset Management, LP | -- | Jun 30, 26 | -110 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -14.98K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -218 | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -11.58K | -- |
| CWM, LLC | 628 | Mar 31, 26 | +2 | 0.04% |
| COMERICA BANK | 54 | Dec 31, 25 | +54 | 0.00% |
| Marcum Wealth, LLC | 6.01K | Mar 31, 25 | +6.01K | 0.37% |
| CAROLINAS WEALTH CONSULTING LLC | 141 | Mar 31, 25 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 393.21K | Sep 30, 24 | +178.51K | 24.05% |
| Source Financial Advisors LLC | 8.50K | Sep 30, 24 | +8.50K | 0.52% |
| HoyleCohen, LLC | -- | Jun 30, 24 | -91.91K | -- |
| FOCUS FINANCIAL NETWORK INC /ADV | 14.51K | Dec 31, 23 | +14.51K | 0.89% |
| Bartlett & Co. LLC | 225 | Dec 31, 23 | -- | 0.01% |
| Cardan Capital Partners, LLC | 255.69K | Sep 30, 21 | +945 | 15.64% |
| Winslow, Evans & Crocker, Inc. | 125 | Dec 31, 20 | -- | 0.01% |
| Advisor Group, Inc. | 16.92K | Dec 31, 19 | +11.59K | 1.03% |