Who Owns J P MORGAN EXCHANGE TRADED F (JMST)? -- Institutional Holders (2026-06-30)
588 institutions reported holding $3.57B of J P MORGAN EXCHANGE TRADED F (JMST) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($235.5M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($195.5M), HB Wealth Management, LLC ($166.7M), LPL Financial LLC ($157.1M), Resonant Capital Advisors, LLC ($93.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $235.5M | 4.6M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $195.5M | 3.8M | Trimmed |
| 3 | HB Wealth Management, LLC | $166.7M | 3.3M | Added |
| 4 | LPL Financial LLC | $157.1M | 3.1M | Added |
| 5 | Resonant Capital Advisors, LLC | $93.9M | 1.8M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $80.4M | 1.6M | Added |
| 7 | Bank of New York Mellon Corp | $79.7M | 1.6M | Added |
| 8 | FMR LLC | $70.4M | 1.4M | Trimmed |
| 9 | Salomon & Ludwin, LLC | $61.2M | 1.2M | Added |
| 10 | JPMORGAN CHASE & CO | $61.2M | 1.2M | Added |
| 11 | BAILARD, INC. | $58.5M | 1.1M | Added |
| 12 | UBS Group AG | $55.1M | 1.1M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $49.0M | 960,457 | Added |
| 14 | Integrated Wealth Concepts LLC | $42.0M | 823,139 | Added |
| 15 | AlphaCore Capital LLC | $38.1M | 747,047 | Trimmed |
| 16 | WEATHERLY ASSET MANAGEMENT L. P. | $37.1M | 727,451 | Added |
| 17 | OSAIC HOLDINGS, INC. | $36.6M | 716,864 | Trimmed |
| 18 | Royal Bank of Canada | $36.2M | 710,261 | Added |
| 19 | Bridgewater Advisors Inc. | $34.5M | 678,796 | Added |
| 20 | NorthRock Partners, LLC | $33.8M | 662,850 | Trimmed |
| 21 | Corient Private Wealth LLC | $32.6M | 639,374 | Trimmed |
| 22 | Mariner, LLC | $31.3M | 614,234 | Trimmed |
| 23 | Cerity Partners LLC | $30.8M | 604,676 | Trimmed |
| 24 | CWA Asset Management Group, LLC | $30.7M | 601,091 | Added |
| 25 | Sage Mountain Advisors LLC | $28.4M | 556,512 | Added |
Source: SEC Form 13F filings · as of 2026-06-30