JPMorgan USD Emerging Markets Sovereign Bond ETF - Common (JPMB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2018 to Q4 2025

Type / Class
Equity / Common
Symbol
JPMB
Shares outstanding
1,499,748
Price per share
$40.41
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,008,538
Total reported value
$40,712,620
% of total 13F portfolios
0%
Share change
+311,765
Value change
+$12,584,382
Number of holders
32
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of JPMorgan USD Emerging Markets Sovereign Bond ETF - Common (JPMB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 9.9% -43% $6,015,081 -$2,565,250 148,925 -30% First Trust Portfolios L.P. 30 Nov 2025

As of 31 Dec 2025, 32 institutional investors reported holding 1,008,538 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF - Common (JPMB). This represents 67% of the company’s total 1,499,748 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of JPMorgan USD Emerging Markets Sovereign Bond ETF - Common (JPMB) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BANK OF AMERICA CORP /DE/ 13% 190,393 +122% 0% $7,685,071
MORGAN STANLEY 12% 176,902 +723% 0% $7,140,619
Cambria Investment Management, L.P. 8.6% 128,808 +1.4% 0.3% $5,199,283
RiverFront Investment Group, LLC 8.6% 128,484 +15% 0.09% $5,186,205
ARQ WEALTH ADVISORS, LLC 5.2% 78,456 +2.9% 0.85% $3,166,846
LPL Financial LLC 4.6% 68,645 +81% 0% $2,770,809
Equitable Holdings, Inc. 3.7% 55,462 -0.74% 0.02% $2,238,701
Bright Futures Wealth Management, LLC. 2.4% 35,915 +0.43% 1.1% $1,449,690
Forthright Family Wealth Advisory LLC 1.9% 28,906 +7.3% 0.73% $1,166,779
JPMORGAN CHASE & CO 1.8% 27,197 0% $1,097,810
Focus Financial Network, Inc. 1.2% 18,644 -1.2% 0.03% $756,373
Pure Financial Advisors, LLC 1% 15,344 -3.1% 0.01% $619,341
Steward Partners Investment Advisory, LLC 1% 15,087 +0.5% 0% $608,981
Convergence Financial, LLC 0.57% 8,602 +0.96% 0.05% $347,220
5T Wealth, LLC 0.47% 7,120 0.11% $287,403
Dynamic Advisor Solutions LLC 0.43% 6,500 0% 0.01% $262,370
JANE STREET GROUP, LLC 0.38% 5,729 -80% 0% $231,249
Rockefeller Capital Management L.P. 0.34% 5,162 0% 0% $208,362
OSAIC HOLDINGS, INC. 0.26% 3,902 -15% 0% $157,467
GAMMA Investing LLC 0.06% 968 +16% 0% $39,073
CWM, LLC 0.04% 626 +0.32% 0% $25,000
JONES FINANCIAL COMPANIES LLLP 0.03% 504 0% $20,343
ROYAL BANK OF CANADA 0.02% 300 -4.5% 0% $12,000
Farther Finance Advisors, LLC 0.01% 194 0% $7,831
AlphaCore Capital LLC 0.01% 148 0% 0% $6,004

Institutional Holders of JPMorgan USD Emerging Markets Sovereign Bond ETF - Common (JPMB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,008,538 $40,712,620 +$12,584,382 $40.36 32
2025 Q3 719,423 $29,006,439 +$2,862,871 $40.36 33
2025 Q2 649,708 $25,269,827 -$123,252,414 $38.96 34
2025 Q1 3,829,627 $147,607,256 -$343,010,471 $38.55 47
2024 Q4 12,837,611 $488,348,784 -$64,739,283 $38.04 46
2024 Q3 14,556,871 $591,264,856 -$21,320,102 $40.62 50
2024 Q2 15,087,033 $583,414,146 -$61,847,474 $38.67 48
2024 Q1 16,685,190 $655,308,030 +$70,748,553 $39.28 42
2023 Q4 14,883,460 $593,429,795 -$214,545,769 $39.87 25
2023 Q3 20,485,446 $763,184,250 +$509,157,144 $37.26 23
2023 Q2 6,817,306 $265,637,882 +$66,170,363 $38.97 21
2023 Q1 5,118,476 $201,166,315 -$44,172 $39.30 25
2022 Q4 5,119,601 $198,334,439 +$136,642,387 $38.74 16
2022 Q3 1,593,124 $57,813,321 +$6,818,272 $36.29 16
2022 Q2 1,400,058 $53,551,984 +$8,305,392 $38.25 16
2022 Q1 1,181,922 $51,386,025 +$5,046,417 $43.48 15
2021 Q4 1,029,062 $49,819,931 +$7,808,346 $48.41 17
2021 Q3 1,123,546 $54,958,598 -$12,399,237 $48.91 17
2021 Q2 1,377,008 $68,922,442 +$8,421,156 $50.05 15
2021 Q1 1,209,918 $58,957,000 -$4,343,665 $48.63 14
2020 Q4 1,299,310 $67,123,933 -$91,383 $51.66 15
2020 Q3 1,293,261 $62,318,000 +$3,880,448 $48.31 13
2020 Q2 1,212,969 $58,437,845 -$9,736,372 $48.17 13
2020 Q1 1,428,316 $62,031,232 -$694,602 $43.43 15
2019 Q4 1,408,857 $72,304,235 +$12,049,066 $51.31 16
2019 Q3 1,174,473 $59,423,839 +$141,227 $50.62 15
2019 Q2 1,171,414 $58,267,000 +$305,512 $49.64 9
2019 Q1 1,166,211 $56,107,623 +$881,865 $48.11 10
2018 Q4 1,151,373 $52,606,000 +$487,904 $45.68 8
2018 Q3 1,071,308 $50,036,000 -$872,533 $46.76 5
2018 Q2 1,090,109 $50,406,000 -$222,548 $46.24 7
2018 Q1 1,094,919 $53,311,000 +$53,311,000 $48.69 3