Who Owns J P MORGAN EXCHANGE TRADED F (JMOM)? -- Institutional Holders (2026-03-31)
155 institutions reported holding $1.39B of J P MORGAN EXCHANGE TRADED F (JMOM) in SEC 13F filings for 2026-03-31. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($628.2M), Blue Trust, Inc. ($323.8M), Equitable Holdings, Inc. ($86.0M), JPMORGAN CHASE & CO ($49.8M), Shore Point Advisors, LLC ($34.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $628.2M | 9.1M | Trimmed |
| 2 | Blue Trust, Inc. | $323.8M | 4.8M | Added |
| 3 | Equitable Holdings, Inc. | $86.0M | 1.3M | Added |
| 4 | JPMORGAN CHASE & CO | $49.8M | 757,727 | Added |
| 5 | Shore Point Advisors, LLC | $34.6M | 657,113 | Added |
| 6 | LPL Financial LLC | $28.1M | 414,316 | Added |
| 7 | Nova R Wealth, Inc. | $16.5M | 242,989 | Added |
| 8 | MAGNOLIA CAPITAL ADVISORS LLC | $16.2M | 238,948 | Added |
| 9 | CWM, LLC | $13.0M | 191,103 | Added |
| 10 | ARQ WEALTH ADVISORS, LLC | $12.8M | 188,864 | Added |
| 11 | West Wealth Group, LLC | $12.3M | 180,372 | Added |
| 12 | Vident Advisory, LLC | $11.5M | 168,597 | Added |
| 13 | Cassia Capital Partners, LLC | $9.6M | 141,476 | Added |
| 14 | Corient Private Wealth LLC | $8.0M | 117,081 | Trimmed |
| 15 | Orion Porfolio Solutions, LLC | $6.1M | 89,381 | Added |
| 16 | Savant Capital, LLC | $5.4M | 79,886 | Added |
| 17 | 5T Wealth, LLC | $5.2M | 76,527 | Added |
| 18 | Kingsview Wealth Management, LLC | $4.4M | 65,480 | Added |
| 19 | Fifth Third Securities, Inc. | $4.2M | 61,603 | Trimmed |
| 20 | Kathmere Capital Management, LLC | $4.1M | 60,248 | Trimmed |
| 21 | BANK OF AMERICA CORP /DE/ | $3.8M | 56,584 | Added |
| 22 | KELLY FINANCIAL GROUP LLC | $3.7M | 53,942 | Added |
| 23 | Vise Technologies, Inc. | $3.6M | 53,358 | Hold |
| 24 | Delos Wealth Advisors, LLC | $3.3M | 48,912 | Added |
| 25 | Strategic Financial Services, Inc. | $3.3M | 48,587 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31