JPEM institutional holders

J P MORGAN EXCHANGE TRADED F · 13F, 2026Q2

Managers holding113
Shares held4,716,228
Reported value$296.1m
Quarter flows7 new, 47 added, 41 trimmed, 20 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC378,373$23.8m0.0%
BANK OF AMERICA CORP /DE/338,153$21.2m0.0%
MORGAN STANLEY233,928$14.7m0.0%
Cetera Investment Advisers206,141$12.9m0.0%
SAM Advisors, LLC201,299$12.6m3.4%
American Money Management, LLC196,972$12.4m1.8%
WELLS FARGO & COMPANY/MN180,905$11.4m0.0%
Focus Partners Wealth160,092$10.1m0.0%
KWB Wealth156,463$9.8m0.8%
OLD MISSION CAPITAL LLC143,158$9.0m0.1%
AMERIPRISE FINANCIAL INC131,487$8.3m0.0%
Avantax Planning Partners, Inc.127,408$8.0m0.2%
SEGALL BRYANT & HAMILL, LLC117,327$7.4m0.1%
Corient Private Wealth LP117,326$7.4m0.0%
Cerity Partners LLC109,825$6.9m0.0%
Linscomb Wealth, Inc.108,749$6.8m0.3%
UBS Group AG105,317$6.6m0.0%
OSAIC HOLDINGS, INC.91,997$5.8m0.0%
MARSHALL WACE, LLP87,740$5.5m0.0%
JPMORGAN CHASE & CO78,051$4.9m0.0%
GOLDMAN SACHS GROUP INC76,590$4.8m0.0%
Summit Financial, LLC71,555$4.5m0.0%
Avestar Capital, LLC71,243$4.5m0.2%
JONES FINANCIAL COMPANIES LLLP70,777$4.4m0.0%
Berger Financial Group, Inc68,223$4.3m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JPEM"). JPEM price history · All 13F data

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