Who Owns J P MORGAN EXCHANGE TRADED F (JMSI)? -- Institutional Holders (2026-06-30)
83 institutions reported holding $289.4M of J P MORGAN EXCHANGE TRADED F (JMSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Betterment LLC ($100.1M), JPMORGAN CHASE & CO ($51.5M), EP Wealth Advisors, LLC ($22.6M), PNC Financial Services Group, Inc. ($11.2M), Integrated Wealth Concepts LLC ($10.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Betterment LLC | $100.1M | 2.0M | Added |
| 2 | JPMORGAN CHASE & CO | $51.5M | 1.0M | Added |
| 3 | EP Wealth Advisors, LLC | $22.6M | 448,963 | Added |
| 4 | PNC Financial Services Group, Inc. | $11.2M | 222,569 | Trimmed |
| 5 | Integrated Wealth Concepts LLC | $10.5M | 208,955 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $9.3M | 184,958 | Trimmed |
| 7 | SEEDS INVESTOR LLC | $8.9M | 177,353 | Added |
| 8 | Ellevest, Inc. | $8.5M | 168,729 | Added |
| 9 | FMR LLC | $7.9M | 156,354 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $7.6M | 151,444 | Trimmed |
| 11 | MISSION WEALTH MANAGEMENT, LP | $5.5M | 109,115 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.8M | 94,481 | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 75,010 | Added |
| 14 | Modera Wealth Management, LLC | $3.1M | 61,882 | Added |
| 15 | LPL Financial LLC | $2.5M | 50,080 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $2.5M | 50,140 | Added |
| 17 | Fiduciary Trust Co | $2.4M | 48,293 | Added |
| 18 | 5T Wealth, LLC | $2.1M | 41,471 | Added |
| 19 | GeoWealth Management, LLC | $2.0M | 39,875 | Trimmed |
| 20 | GOLDMAN SACHS GROUP INC | $1.9M | 37,662 | New |
| 21 | Focus Partners Wealth | $1.9M | 37,186 | Trimmed |
| 22 | Farther Finance Advisors, LLC | $1.5M | 30,494 | Added |
| 23 | CPC Advisors, LLC | $1.5M | 29,973 | Trimmed |
| 24 | Elequin Capital, LP | $1.4M | 28,342 | New |
| 25 | Fairway Wealth LLC | $1.4M | 28,103 | Added |
Source: SEC Form 13F filings · as of 2026-06-30