Who Owns J P MORGAN EXCHANGE TRADED F (JMSI)? -- Institutional Holders (2026-03-31)
82 institutions reported holding $251.3M of J P MORGAN EXCHANGE TRADED F (JMSI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Betterment LLC ($84.5M), JPMORGAN CHASE & CO ($46.3M), EP Wealth Advisors, LLC ($20.1M), PNC Financial Services Group, Inc. ($11.4M), ENVESTNET ASSET MANAGEMENT INC ($9.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Betterment LLC | $84.5M | 1.7M | Added |
| 2 | JPMORGAN CHASE & CO | $46.3M | 932,436 | Added |
| 3 | EP Wealth Advisors, LLC | $20.1M | 404,315 | Added |
| 4 | PNC Financial Services Group, Inc. | $11.4M | 228,612 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $9.8M | 197,272 | Added |
| 6 | SEEDS INVESTOR LLC | $8.5M | 169,063 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $7.7M | 155,124 | Added |
| 8 | Ellevest, Inc. | $7.4M | 147,984 | Added |
| 9 | MISSION WEALTH MANAGEMENT, LP | $5.3M | 107,445 | Trimmed |
| 10 | Integrated Wealth Concepts LLC | $4.4M | 87,614 | Added |
| 11 | FMR LLC | $4.3M | 86,407 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.2M | 85,411 | Added |
| 13 | Modera Wealth Management, LLC | $3.0M | 60,995 | Trimmed |
| 14 | Golden State Equity Partners | $2.4M | 48,969 | New |
| 15 | GeoWealth Management, LLC | $2.4M | 47,678 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $2.4M | 47,668 | Trimmed |
| 17 | Fiduciary Trust Co | $2.2M | 45,094 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $2.2M | 44,357 | Added |
| 19 | Focus Partners Wealth | $2.0M | 40,110 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 38,069 | Trimmed |
| 21 | LPL Financial LLC | $1.7M | 33,786 | Added |
| 22 | CPC Advisors, LLC | $1.6M | 32,411 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 30,719 | New |
| 24 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.4M | 27,484 | Trimmed |
| 25 | Fairway Wealth LLC | $1.2M | 24,420 | Added |
Source: SEC Form 13F filings · as of 2026-03-31