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
$40.36
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
719,423
Total reported value
$29,006,439
% of total 13F portfolios
0%
Share change
+69,715
Value change
+$2,862,871
Number of holders
33
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 30 Sep 2025, 33 institutional investors reported holding 719,423 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF - Common (JPMB). This represents 48% 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 48% 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
Cambria Investment Management, L.P. 8.5% 127,072 -1.5% 0.31% $5,103,503
RiverFront Investment Group, LLC 7.5% 111,842 +27% 0.08% $4,513,675
BANK OF AMERICA CORP /DE/ 5.7% 85,656 +24% 0% $3,456,894
ARQ WEALTH ADVISORS, LLC 5.1% 76,238 +53% 0.91% $3,076,783
Equitable Holdings, Inc. 3.7% 55,877 +4.4% 0.02% $2,255,062
LPL Financial LLC 2.5% 38,019 +83% 0% $1,534,365
Bright Futures Wealth Management, LLC. 2.4% 35,763 1.1% $1,443,309
JANE STREET GROUP, LLC 1.9% 28,720 -40% 0% $1,159,070
Forthright Family Wealth Advisory LLC 1.8% 26,933 -7.1% 0.67% $1,086,951
HSBC HOLDINGS PLC 1.5% 22,650 +65% 0% $914,100
MORGAN STANLEY 1.4% 21,503 +0.64% 0% $867,823
Focus Financial Network, Inc. 1.3% 18,875 +36% 0.03% $761,751
Pure Financial Advisors, LLC 1.1% 15,828 +3.2% 0.01% $638,796
Steward Partners Investment Advisory, LLC 1% 15,012 +1.5% 0% $605,848
Convergence Financial, LLC 0.57% 8,520 +2.9% 0.05% $343,851
Dynamic Advisor Solutions LLC 0.43% 6,500 0% 0.01% $262,324
Sharkey, Howes & Javer 0.43% 6,383 -64% 0.03% $257,598
GeoWealth Management, LLC 0.35% 5,199 -4.3% 0.01% $209,803
Rockefeller Capital Management L.P. 0.34% 5,162 0% $208,326
OSAIC HOLDINGS, INC. 0.31% 4,582 -6.7% 0% $181,833
GAMMA Investing LLC 0.06% 831 -79% 0% $33,537
MATHER GROUP, LLC. 0.05% 700 0% $28,250
CWM, LLC 0.04% 624 -29% 0% $25,000
ROYAL BANK OF CANADA 0.02% 314 +4.3% 0% $13,000
ASSETMARK, INC 0.01% 179 0% $7,224

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 26,112 $1,057,816 -$289,689 $40.36 3
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