Who Owns J P MORGAN EXCHANGE TRADED (JMSI)? -- Institutional Holders (2026-06-30)

83 institutions reported holding $284.2M of J P MORGAN EXCHANGE TRADED (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), ENVESTNET ASSET MANAGEMENT INC ($9.3M). 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	ENVESTNET ASSET MANAGEMENT INC	$9.3M	184,958	Trimmed
6	SEEDS INVESTOR LLC	$8.9M	177,353	Added
7	Ellevest, Inc.	$8.5M	168,729	Added
8	FMR LLC	$7.9M	156,354	Added
9	RAYMOND JAMES FINANCIAL INC	$7.6M	151,444	Trimmed
10	MISSION WEALTH MANAGEMENT, LP	$5.5M	109,115	Added
11	Integrated Wealth Concepts LLC	$5.3M	105,134	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