Who Owns J P MORGAN EXCHANGE TRADED F (JPEM)? -- Institutional Holders (2026-03-31)
133 institutions reported holding $292.7M of J P MORGAN EXCHANGE TRADED F (JPEM) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($22.9M), BANK OF AMERICA CORP /DE/ ($20.4M), MORGAN STANLEY ($13.4M), Cetera Investment Advisers ($13.1M), SAM Advisors, LLC ($12.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $22.9M | 368,512 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $20.4M | 328,412 | Added |
| 3 | MORGAN STANLEY | $13.4M | 216,224 | Trimmed |
| 4 | Cetera Investment Advisers | $13.1M | 210,347 | Trimmed |
| 5 | SAM Advisors, LLC | $12.3M | 197,195 | Added |
| 6 | American Money Management, LLC | $11.8M | 190,437 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $10.5M | 168,377 | Added |
| 8 | Focus Partners Wealth | $9.8M | 157,999 | Added |
| 9 | KWB Wealth | $9.7M | 159,191 | Hold |
| 10 | Cerity Partners LLC | $8.6M | 138,860 | Added |
| 11 | Avantax Planning Partners, Inc. | $7.7M | 123,594 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $7.4M | 119,892 | Added |
| 13 | SEGALL BRYANT & HAMILL, LLC | $7.4M | 118,501 | Trimmed |
| 14 | Linscomb Wealth, Inc. | $7.2M | 116,015 | Trimmed |
| 15 | UBS Group AG | $6.5M | 104,859 | Added |
| 16 | Independent Advisor Alliance | $5.9M | 95,046 | New |
| 17 | MARSHALL WACE, LLP | $5.5M | 87,740 | Hold |
| 18 | JPMORGAN CHASE & CO | $5.1M | 83,921 | Added |
| 19 | OSAIC HOLDINGS, INC. | $4.9M | 79,528 | Trimmed |
| 20 | Tactive Advisors, LLC | $4.8M | 76,635 | Trimmed |
| 21 | OLD MISSION CAPITAL LLC | $4.5M | 73,193 | New |
| 22 | Berger Financial Group, Inc | $4.3M | 69,752 | Trimmed |
| 23 | Avestar Capital, LLC | $4.2M | 67,252 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 67,271 | Added |
| 25 | Summit Financial, LLC | $3.9M | 63,383 | Added |
Source: SEC Form 13F filings · as of 2026-03-31