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JPMorgan USD Emerging Market (JPMB)

CUSIP: 46641Q746 | NYSE | 129 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.63,7144.0%Newly reportedJun 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.63,714
4.0% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Sound Income Strategies, LLC503,522
0.9% of portfolio›$19.1M
ALM First Financial Advisors, LLC180,503
1.1% of portfolio›$6.9M
ARQ Wealth Advisors, LLC141,730
0.6% of portfolio›$5.4M
Forthright Family Wealth Advisory LLC28,291
0.6% of portfolio›$1.1M
Focus Financial Network, Inc.16,044
0.0% of portfolio›$610.6K
Farther Finance Advisors, LLC15,186
0.0% of portfolio›$578.0K
Convergence Financial, LLC9,395
0.1% of portfolio›$357.6K
Gamma Investing LLC1,161
0.0% of portfolio›$44.2K
Mather Group, Llc.700
0.0% of portfolio›$26.6K
Latitude Advisors, LLC221
0.0% of portfolio›$8.4K
Harbor Investment Advisory, LLC148
0.0% of portfolio›$5.6K
AlphaCore Capital LLC87
0.0% of portfolio›$3.3K
IFP Advisors, Inc86
0.0% of portfolio›$3.3K
Fifth Third Bancorp81
0.0% of portfolio›$3.1K
Key Capital Management, Inc47
0.0% of portfolio›$1.8K
Elevated Capital Advisors, LLC42
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Sound Income Strategies, LLC
503,522$19.1M0.9%YieldMediumFt Lauderdale, FL2026-10-09
ALM First Financial Advisors, LLC
180,503$6.9M1.1%ETFVery LowDallas, TX2026-10-13
ARQ Wealth Advisors, LLC
141,730$5.4M0.6%ETFLowScottsdale, AZ2026-10-29
Forthright Family Wealth Advisory LLC
28,291$1.1M0.6%ETFHighHouston, TX2026-11-03
Focus Financial Network, Inc.
16,044$610.6K0.0%ETFLowMinneapolis, MN2026-10-14
Farther Finance Advisors, LLC
15,186$578.0K0.0%IndexLowSan Francisco, CA2026-10-08
Convergence Financial, LLC
9,395$357.6K0.1%ETFMediumColumbia, MO2026-10-27
Gamma Investing LLC
1,161$44.2K0.0%IndexVery LowFoster City, CA2026-10-08
Mather Group, Llc.
700$26.6K0.0%ETFMediumChicago, IL2026-10-14
Latitude Advisors, LLC
221$8.4K0.0%ETFLowYorkville, IL2026-10-27
Harbor Investment Advisory, LLC
148$5.6K0.0%GrowthLowLutherville, MD2026-10-13
AlphaCore Capital LLC
87$3.3K0.0%ETFLowLa Jolla, CA2026-11-04
IFP Advisors, Inc
86$3.3K0.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
81$3.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Key Capital Management, Inc
47$1.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Elevated Capital Advisors, LLC
42$1.6K0.0%ETFMediumSandy, UT2026-11-04