AI Holders Summary · Q2 2026

347 institutions reported JPC in Q2 2026. MORGAN STANLEY leads at 12.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$45M5.7M0.00%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$40M5.0M0.00%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$37M4.7M0.01%Q2 2026 04

UBS Group AG

CIK 0001610520

$34M4.4M0.00%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$33M4.1M0.01%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$23M2.9M0.00%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$21M2.7M0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$19M2.4M0.00%Q2 2026 09

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M1.7M0.08%Q2 2026 10

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$12M1.6M0.02%Q2 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$11M1.4M0.01%Q2 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$10M1.2M0.01%Q2 2026 13

Cerity Partners LLC

CIK 0001566475

$10M1.2M0.01%Q2 2026 14

Janney Montgomery Scott LLC

CIK 0001329948

$8M1.1M0.02%Q1 2026 15

GREATMARK INVESTMENT PARTNERS, INC.

CIK 0001540944

$8M974K0.85%Q2 2026 16

MGO ONE SEVEN LLC

CIK 0001731444

$8M956K0.12%Q2 2026 17

TRUIST FINANCIAL CORP

CIK 0000092230

$7M895K0.01%Q2 2026 18

Smith Asset Management Co., LLC

CIK 0002068217

$7M891K5.52%Q2 2026 19

Cetera Investment Advisers

CIK 0001666741

$7M833K0.01%Q2 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$7M825K0.00%Q2 2026

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