List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 3901 | JDH Wealth Management LLC | 2025Q1 | 45 | $115.61M |
| 3902 | JDM Financial Group LLC | 2024Q4 | 335 | $191.07M |
| 3903 | Jefferies Financial Group Inc. | 2025Q1 | 1184 | $5.56B |
| 3904 | Jennison Associates LLC | 2025Q1 | 563 | $142.57B |
| 3905 | JENSEN INVESTMENT MANAGEMENT INC | 2025Q1 | 84 | $9.04B |
| 3906 | Jentner Corp | 2024Q4 | 53 | $286.7M |
| 3907 | JEPPSON WEALTH MANAGEMENT LLC | 2025Q1 | 206 | $273.17M |
| 3908 | Jericho Capital Asset Management L.P. | 2024Q4 | 29 | $7B |
| 3909 | JERICHO FINANCIAL LLP | 2025Q1 | 41 | $137.64M |
| 3910 | Jessup Wealth Management Inc | 2025Q1 | 71 | $227.93M |
| 3911 | JFG Wealth Management LLC | 2024Q4 | 95 | $434.31M |
| 3912 | JFS WEALTH ADVISORS LLC | 2025Q1 | 1917 | $1.42B |
| 3913 | JGP Global Gestao de Recursos Ltda. | 2025Q1 | 34 | $130.73M |
| 3914 | JGP Wealth Management LLC | 2025Q1 | 180 | $750.29M |
| 3915 | JIM SAULNIER & ASSOCIATES LLC | 2025Q1 | 98 | $125.41M |
| 3916 | JLB & ASSOCIATES INC | 2025Q1 | 75 | $717.08M |
| 3917 | JMAC ENTERPRISES LLC | 2025Q1 | 106 | $389.88M |
| 3918 | JMG Financial Group Ltd. | 2025Q1 | 119 | $2.97B |
| 3919 | JNBA Financial Advisors | 2025Q1 | 635 | $948.98M |
| 3920 | JNE Partners LLP | 2024Q4 | 6 | $168.35M |
| 3921 | Joel Adams & Associates Inc. | 2025Q1 | 55 | $98.62M |
| 3922 | Joel Isaacson & Co. LLC | 2025Q1 | 396 | $2.2B |
| 3923 | John & Kathleen Schreiber Foundation | 2025Q1 | 4 | $135M |
| 3924 | JOHN G ULLMAN & ASSOCIATES INC | 2025Q1 | 170 | $648.36M |
| 3925 | John W. Brooker & Co. CPAs | 2025Q1 | 72 | $185.49M |
| 3926 | Johns Hopkins University | 2025Q1 | 14 | $2.63B |
| 3927 | JOHNSON & JOHNSON | 2025Q1 | 20 | $341.87M |
| 3928 | Johnson & White Wealth Management LLC | 2025Q1 | 96 | $167.64M |
| 3929 | Johnson Bixby & Associates LLC | 2025Q1 | 102 | $582.32M |
| 3930 | Johnson Financial Group LLC | 2024Q4 | 48 | $849.78M |
| 3931 | Johnson Financial Group, Inc. | 2024Q4 | 818 | $2.01B |
| 3932 | JOHNSON INVESTMENT COUNSEL INC | 2025Q1 | 796 | $10.36B |
| 3933 | JOHO CAPITAL LLC | 2024Q4 | 10 | $576.27M |
| 3934 | JONES FINANCIAL COMPANIES LLLP | 2024Q4 | 3401 | $105.2B |
| 3935 | JONES ROAD CAPITAL MANAGEMENT L.P. | 2024Q4 | 21 | $108.45M |
| 3936 | Jordan Park Group LLC | 2025Q1 | 66 | $928.84M |
| 3937 | Jordan Park Trust Co LLC | 2024Q4 | 12 | $119.59M |
| 3938 | Joseph Group Capital Management | 2025Q1 | 95 | $225.55M |
| 3939 | Joseph P. Lucia & Associates LLC | 2024Q4 | 142 | $221.34M |
| 3940 | JOSH ARNOLD INVESTMENT CONSULTANT LLC | 2024Q4 | 11 | $118.17M |
| 3941 | Joule Financial LLC | 2025Q1 | 99 | $265.4M |
| 3942 | Journey Advisory Group LLC | 2024Q4 | 218 | $798.74M |
| 3943 | Journey Beyond Wealth LLC | 2025Q1 | 28 | $105.52M |
| 3944 | JOURNEY STRATEGIC WEALTH LLC | 2025Q1 | 495 | $2.84B |
| 3945 | JP Wealth Management Inc. | 2025Q1 | 15 | $123.45M |
| 3946 | JPL Wealth Management LLC | 2025Q1 | 120 | $243.98M |
| 3947 | JPMORGAN CHASE & CO | 2024Q4 | 5995 | $1.26T |
| 3948 | JRM Investment Counsel LLC | 2024Q4 | 18 | $276.2M |
| 3949 | JS Capital Management LLC | 2024Q4 | 1 | $210.05M |
| 3950 | JSF Financial LLC | 2025Q1 | 118 | $354.34M |