Who Owns J P MORGAN EXCHANGE TRADED F (JPEM)? -- Institutional Holders (2026-06-30)
129 institutions reported holding $295.5M of J P MORGAN EXCHANGE TRADED F (JPEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($23.8M), BANK OF AMERICA CORP /DE/ ($21.2M), MORGAN STANLEY ($14.7M), Cetera Investment Advisers ($12.9M), SAM Advisors, LLC ($12.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $23.8M | 378,373 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $21.2M | 338,153 | Added |
| 3 | MORGAN STANLEY | $14.7M | 233,928 | Added |
| 4 | Cetera Investment Advisers | $12.9M | 206,141 | Trimmed |
| 5 | SAM Advisors, LLC | $12.6M | 201,299 | Added |
| 6 | American Money Management, LLC | $12.4M | 196,972 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $11.4M | 180,905 | Added |
| 8 | Focus Partners Wealth | $10.1M | 160,092 | Added |
| 9 | KWB Wealth | $9.8M | 156,463 | Trimmed |
| 10 | OLD MISSION CAPITAL LLC | $9.0M | 143,158 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $8.3M | 131,487 | Added |
| 12 | Avantax Planning Partners, Inc. | $8.0M | 127,408 | Added |
| 13 | Corient Private Wealth LLC | $7.6M | 120,695 | Added |
| 14 | SEGALL BRYANT & HAMILL, LLC | $7.4M | 117,327 | Trimmed |
| 15 | Cerity Partners LLC | $6.9M | 109,825 | Trimmed |
| 16 | Linscomb Wealth, Inc. | $6.8M | 108,749 | Trimmed |
| 17 | UBS Group AG | $6.6M | 105,317 | Added |
| 18 | OSAIC HOLDINGS, INC. | $5.8M | 91,997 | Added |
| 19 | MARSHALL WACE, LLP | $5.5M | 87,740 | Hold |
| 20 | JPMORGAN CHASE & CO | $4.9M | 78,051 | Trimmed |
| 21 | GOLDMAN SACHS GROUP INC | $4.8M | 76,590 | Added |
| 22 | Summit Financial, LLC | $4.5M | 71,555 | Added |
| 23 | Avestar Capital, LLC | $4.5M | 71,243 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $4.4M | 70,777 | Added |
| 25 | Berger Financial Group, Inc | $4.3M | 68,223 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30