JPMB Institutional Ownership & Shareholders
JPMORGAN USD EMERGING MARKET (JPMB) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $75.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of JPMB tracked by InsiderSet, reporting ownership valued at approximately $19.12M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.34M, representing an estimated gain of +1.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed JPMB value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in JPMORGAN USD EMERGING MARKET (JPMB).
This page ranks the largest institutional JPMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$75.53M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$19.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 0.85% | 503,522 | $19,124,823 | $19,335,245 | +$210,422 | +1.10% | |
| Morgan Stanley | 0.00% | 268,669 | $10,831,134 | $10,316,890 | -$514,244 | -4.75% | |
| Bank Of America Corp | 0.00% | 195,253 | $7,871,297 | $7,497,715 | -$373,582 | -4.75% | |
| Alm First Financial Advisors, Llc | 1.09% | 180,503 | $6,869,944 | $6,931,315 | +$61,371 | +0.89% | |
| Cambria Investment Management, L.P. | 0.30% | 150,900 | $6,054,005 | $5,794,560 | -$259,445 | -4.29% | |
| Riverfront Investment Group, Llc | 0.08% | 141,857 | $5,718,809 | $5,447,309 | -$271,500 | -4.75% | |
| Arq Wealth Advisors, Llc | 0.65% | 141,730 | $5,394,244 | $5,442,432 | +$48,188 | +0.89% | |
| Jpmorgan Chase & Co | 0.00% | 61,557 | $2,485,398 | $2,363,789 | -$121,609 | -4.89% | |
| Hsbc Holdings Plc | 0.00% | 55,748 | $2,247,419 | $2,140,723 | -$106,696 | -4.75% | |
| Lpl Financial Llc | 0.00% | 52,380 | $2,111,624 | $2,011,392 | -$100,232 | -4.75% | |
| Forthright Family Wealth Advisory Llc | 0.61% | 28,291 | $1,076,758 | $1,086,374 | +$9,616 | +0.89% | |
| Pure Financial Advisors, Llc | 0.01% | 15,570 | $627,668 | $597,888 | -$29,780 | -4.74% | |
| Focus Financial Network, Inc. | 0.02% | 16,044 | $610,635 | $616,090 | +$5,455 | +0.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14,839 | $598,218 | $569,818 | -$28,400 | -4.75% | |
| Farther Finance Advisors, Llc | 0.00% | 15,186 | $577,979 | $583,142 | +$5,163 | +0.89% | |
| 5T Wealth, Llc | 0.21% | 14,297 | $576,377 | $549,005 | -$27,372 | -4.75% | |
| Jane Street Group, Llc | 0.00% | 13,333 | $537,505 | $511,987 | -$25,518 | -4.75% | |
| Gts Securities Llc | 0.01% | 11,587 | $467,118 | $444,941 | -$22,177 | -4.75% | |
| Susquehanna International Group, Llp | 0.00% | 11,090 | $447,081 | $425,856 | -$21,225 | -4.75% | |
| Integrated Wealth Concepts Llc | 0.00% | 9,093 | $366,574 | $349,171 | -$17,403 | -4.75% | |
| Convergence Financial, Llc | 0.05% | 9,395 | $357,571 | $360,768 | +$3,197 | +0.89% | |
| Ubs Group Ag | 0.00% | 6,407 | $258,292 | $246,029 | -$12,263 | -4.75% | |
| Osaic Holdings, Inc. | 0.00% | 3,305 | $133,201 | $126,912 | -$6,289 | -4.72% | |
| Gamma Investing Llc | 0.00% | 1,161 | $44,188 | $44,582 | +$394 | +0.89% | |
| Royal Bank Of Canada | 0.00% | 799 | $32,000 | $30,682 | -$1,318 | -4.12% | |
| Mather Group, Llc. | 0.00% | 700 | $26,644 | $26,880 | +$236 | +0.89% | |
| Cwm, Llc | 0.00% | 628 | $24,643 | $24,115 | -$528 | -2.14% | |
| Rockefeller Capital Management L.P. | 0.00% | 370 | $14,916 | $14,208 | -$708 | -4.75% | |
| Lgt Financial Advisors Llc | 0.05% | 227 | $9,151 | $8,717 | -$434 | -4.74% | |
| Latitude Advisors, Llc | 0.00% | 221 | $8,423 | $8,486 | +$63 | +0.75% | |
| Harbor Investment Advisory, Llc | 0.00% | 148 | $5,633 | $5,683 | +$50 | +0.89% | |
| Bank Of Montreal | 0.00% | 107 | $4,314 | $4,109 | -$205 | -4.76% | |
| Alphacore Capital Llc | 0.00% | 87 | $3,507 | $3,341 | -$166 | -4.74% | |
| Fifth Third Bancorp | 0.00% | 82 | $3,305 | $3,149 | -$156 | -4.73% | |
| Ifp Advisors, Inc | 0.00% | 86 | $3,273 | $3,302 | +$29 | +0.90% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 50 | $1,963 | $1,920 | -$43 | -2.19% | |
| Key Capital Management, Inc | 0.00% | 47 | $1,789 | $1,805 | +$16 | +0.88% | |
| Elevated Capital Advisors, Llc | 0.00% | 42 | $1,693 | $1,613 | -$80 | -4.74% | |
| Arax Advisory Partners | 0.00% | 41 | $1,653 | $1,574 | -$79 | -4.75% | |
| Virtus Fixed Income Advisers, Llc | 0.00% | 13 | $524 | $499 | -$25 | -4.73% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $26 | $38 | +$12 | +47.69% |
Frequently asked questions about JPMB
Who are the largest institutional holders of JPMB?
The largest institutional holders of JPMB reported in the latest SEC Form 13F filings include Sound Income Strategies, Llc, Morgan Stanley, Bank Of America Corp, Alm First Financial Advisors, Llc, and Cambria Investment Management, L.P.. InsiderSet ranks institutional holders by their latest reported JPMB position.
What is JPMB institutional ownership?
This page tracks JPMB positions reported by institutional investment managers through SEC Form 13F. JPMORGAN USD EMERGING MARKET (JPMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPMB?
InsiderSet currently tracks 41 institutional managers reporting JPMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPMB shareholders.
How much JPMB stock do institutions own?
Institutional investment managers disclosed approximately $75.53M in JPMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPMB institutional ownership last updated?
The latest JPMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPMB position after the reporting date.
Are institutions buying or selling JPMB?
Institutional buying and selling can be analyzed by comparing JPMB positions across consecutive 13F reporting periods. InsiderSet's JPMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPMB ownership changes.
How has JPMB institutional ownership changed over time?
InsiderSet tracks JPMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.