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JPMorgan USD Emerging Market (JPMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sound Income Strategies, LLC
NEW
Shares503,522
Change+503,522
Value$19.1M
Filed 2026-10-09
ALM First Financial Advisors, LLC
NEW
Shares180,503
Change+180,503
Value$6.9M
Filed 2026-10-13
ARQ Wealth Advisors, LLC
INCREASED
Shares141,730 from 123,765
Change+17,965 (+15%)
Value$5.4M (+$486.3K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares78,706 from 52,380
Change+26,326 (+50%)
Value$3.0M (+$883.9K)
Filed 2026-11-06
Forthright Family Wealth Advisory LLC
INCREASED
Shares28,291 from 28,270
Change+21 (+0%)
Value$1.1M (-$62.9K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares16,044 from 16,031
Change+13 (+0%)
Value$610.6K (-$35.6K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares15,186 from 10,688
Change+4,498 (+42%)
Value$578.0K (+$147.1K)
Filed 2026-10-08
Convergence Financial, LLC
DECREASED
Shares9,395 from 18,118
Change-8,723 (-48%)
Value$357.6K (-$372.8K)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares1,161 from 983
Change+178 (+18%)
Value$44.2K (+$4.6K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares700 from 699
Change+1 (+0%)
Value$26.6K (-$1.5K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares221
Change+221
Value$8.4K
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares148 from 45
Change+103 (+229%)
Value$5.6K (+$3.8K)
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$3.3K (-$196)
Filed 2026-11-04
IFP Advisors, Inc
NEW
Shares86
Change+86
Value$3.3K
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares81 from 82
Change-1 (-1%)
Value$3.1K (-$224)
Filed 2026-11-05
Key Capital Management, Inc
NEW
Shares47
Change+47
Value$1.8K
Filed 2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.6K (-$94)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-13
Evolution Wealth Management Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-28
Morgan Stanley
N/A
Shares— from 268,669
Change-268,669 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 195,253
Change-195,253 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 150,900
Change-150,900 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 141,857
Change-141,857 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 61,557
Change-61,557 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 55,748
Change-55,748 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,839
Change-14,839 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 14,297
Change-14,297 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,333
Change-13,333 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 799
Change-799 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 370
Change-370 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 107
Change-107 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 41
Change-41 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Sound Income Strategies, LLC
NEW503,522—+503,522——$19.1M—2026-10-09
ALM First Financial Advisors, LLC
NEW180,503—+180,503——$6.9M—2026-10-13
ARQ Wealth Advisors, LLC
INCREASED141,730123,765+17,965+15%$4.9M$5.4M+$486.3K2026-10-29
LPL Financial LLC
INCREASED78,70652,380+26,326+50%$2.1M$3.0M+$883.9K2026-11-06
Forthright Family Wealth Advisory LLC
INCREASED28,29128,270+21+0%$1.1M$1.1M-$62.9K2026-11-03
Focus Financial Network, Inc.
INCREASED16,04416,031+13+0%$646.3K$610.6K-$35.6K2026-10-14
Farther Finance Advisors, LLC
INCREASED15,18610,688+4,498+42%$430.9K$578.0K+$147.1K2026-10-08
Convergence Financial, LLC
DECREASED9,39518,118-8,723-48%$730.4K$357.6K-$372.8K2026-10-27
Gamma Investing LLC
INCREASED1,161983+178+18%$39.6K$44.2K+$4.6K2026-10-08
Mather Group, Llc.
INCREASED700699+1+0%$28.2K$26.6K-$1.5K2026-10-14
Latitude Advisors, LLC
NEW221—+221——$8.4K—2026-10-27
Harbor Investment Advisory, LLC
INCREASED14845+103+229%$1.8K$5.6K+$3.8K2026-10-13
AlphaCore Capital LLC
UNCHANGED878700%$3.5K$3.3K-$1962026-11-04
IFP Advisors, Inc
NEW86—+86——$3.3K—2026-10-16
Fifth Third Bancorp
DECREASED8182-1-1%$3.3K$3.1K-$2242026-11-05
Key Capital Management, Inc
NEW47—+47——$1.8K—2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED424200%$1.7K$1.6K-$942026-11-04
Dynamic Advisor Solutions LLC
CLOSED05,000-5,000-100%$201.6K$0-$201.6K2026-10-13
Evolution Wealth Management Inc.
CLOSED033-33-100%$1.3K$0-$1.3K2026-10-28
Morgan Stanley
N/A—268,669-268,669-100%$10.8M———
Bank of America Corp
N/A—195,253-195,253-100%$7.9M———
Cambria Investment Management, L.P.
N/A—150,900-150,900-100%$6.1M———
RiverFront Investment Group, LLC
N/A—141,857-141,857-100%$5.7M———
JPMorgan Chase & Co
N/A—61,557-61,557-100%$2.5M———
HSBC Holdings PLC
N/A—55,748-55,748-100%$2.2M———
Pure Financial Advisors, LLC
N/A—15,570-15,570-100%$627.7K———
Steward Partners Investment Advisory, LLC
N/A—14,839-14,839-100%$598.2K———
5T Wealth, LLC
N/A—14,297-14,297-100%$576.4K———
Jane Street Group, LLC
N/A—13,333-13,333-100%$537.5K———
GTS Securities LLC
N/A—11,587-11,587-100%$467.1K———
Susquehanna International Group, LLP
N/A—11,090-11,090-100%$447.1K———
Integrated Wealth Concepts LLC
N/A—9,093-9,093-100%$366.6K———
UBS Group AG
N/A—6,407-6,407-100%$258.3K———
Osaic Holdings, Inc.
N/A—3,305-3,305-100%$133.2K———
Royal Bank of Canada
N/A—799-799-100%$32.0K———
Rockefeller Capital Management L.P.
N/A—370-370-100%$14.9K———
LGT Financial Advisors LLC
N/A—227-227-100%$9.2K———
Bank of Montreal
N/A—107-107-100%$4.3K———
UBS Asset Management Americas LLC
N/A—50-50-100%$2.0K———
Arax Advisory Partners
N/A—41-41-100%$1.7K———
Virtus Fixed Income Advisers, LLC
N/A—13-13-100%$524———
Wells Fargo & Company
N/A—1-1-100%$26———
Showing 42 of 42 institutions