現在 19 社の機関がJPHYを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| California Public Employees Retirement System | $20.0億 | 1.23% |
| JPMORGAN CHASE & CO | $4237.7万 | 0.00% |
| BENJAMIN EDWARDS INC | $2813.9万 | 0.28% |
| CMH Wealth Management LLC | $2537.5万 | 4.36% |
| ASSETMARK, INC | $1451.9万 | 0.03% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $691.1万 | 1.16% |
| Farther Finance Advisors, LLC | $254.0万 | 0.02% |
| MAGNOLIA CAPITAL ADVISORS LLC | $232.6万 | 0.46% |
| Concurrent Investment Advisors, LLC | $114.3万 | 0.01% |
| JANE STREET GROUP, LLC | $90.9万 | 0.00% |
| Cadent Capital Advisors, LLC | $39.1万 | 0.10% |
| Advisory Services Network, LLC | $4.5万 | 0.00% |
| DHJJ Financial Advisors, Ltd. | $5674.0 | 0.00% |
| UBS Group AG | $5366.0 | 0.00% |
| AE Wealth Management LLC | $5016.0 | 0.00% |
| Rossby Financial, LCC | $4500.0 | 0.00% |
| CWM, LLC | $2357.0 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1053.0 | 0.00% |
| Parallel Advisors, LLC | $853.0 | 0.00% |