Who Owns J P MORGAN EXCHANGE TRADED F (JMOM)? -- Institutional Holders (2026-06-30)
166 institutions reported holding $1.85B of J P MORGAN EXCHANGE TRADED F (JMOM) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($809.0M), Blue Trust, Inc. ($411.2M), Equitable Holdings, Inc. ($121.5M), LPL Financial LLC ($71.7M), JPMORGAN CHASE & CO ($65.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809.0M | 9.7M | Added |
| 2 | Blue Trust, Inc. | $411.2M | 4.8M | Added |
| 3 | Equitable Holdings, Inc. | $121.5M | 1.4M | Added |
| 4 | LPL Financial LLC | $71.7M | 838,538 | Added |
| 5 | JPMORGAN CHASE & CO | $65.0M | 770,814 | Added |
| 6 | Shore Point Advisors, LLC | $44.0M | 701,536 | Added |
| 7 | EP Wealth Advisors, LLC | $33.0M | 386,525 | Added |
| 8 | Nova R Wealth, Inc. | $21.3M | 249,662 | Added |
| 9 | MAGNOLIA CAPITAL ADVISORS LLC | $20.2M | 236,029 | Trimmed |
| 10 | ARQ WEALTH ADVISORS, LLC | $17.0M | 206,445 | Added |
| 11 | CABOT WEALTH MANAGEMENT INC | $14.7M | 172,574 | New |
| 12 | Vident Advisory, LLC | $14.7M | 172,407 | Added |
| 13 | West Wealth Group, LLC | $12.1M | 141,345 | Trimmed |
| 14 | Cassia Capital Partners, LLC | $11.7M | 137,154 | Trimmed |
| 15 | Corient Private Wealth LLC | $9.3M | 109,331 | Trimmed |
| 16 | Vise Technologies, Inc. | $7.6M | 89,189 | Added |
| 17 | Savant Capital, LLC | $6.8M | 79,317 | Trimmed |
| 18 | 5T Wealth, LLC | $6.5M | 76,463 | Trimmed |
| 19 | Wealth Enhancement Trust Services, Inc. | $6.2M | 72,702 | Added |
| 20 | Kingsview Wealth Management, LLC | $5.8M | 67,756 | Added |
| 21 | Orion Porfolio Solutions, LLC | $5.6M | 65,000 | Trimmed |
| 22 | Kathmere Capital Management, LLC | $4.9M | 57,709 | Trimmed |
| 23 | Fifth Third Securities, Inc. | $4.9M | 57,242 | Trimmed |
| 24 | BANK OF AMERICA CORP /DE/ | $4.6M | 53,517 | Trimmed |
| 25 | KELLY FINANCIAL GROUP LLC | $4.5M | 53,016 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30