As of the latest SEC filings, J.P. MORGAN WEALTH MANAGEMENT (JPMWM) is held by 34 institutional funds. The largest fund shareholder is Bramshill Multi-Strategy Income Fund (BDKAX), holding an estimated $6,281,266.54 in market value, representing 1.97% of its portfolio.
Funds holding J.P. MORGAN WEALTH MANAGEMENT (JPMWM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JPMWM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BDKAX
Bramshill Multi-Strategy Income Fund
|
MF | Independent / Boutique | 1.97% | $6,281,266.54 | 7,171,214 | Mar 31, 2026 | May 29, 2026 |
|
MYFRX
Victory Pioneer Multi-Asset Ultrashort Income Fund
|
MF | Independent / Boutique | 0.07% | $5,585,893.14 | 5,596,841 | Mar 31, 2026 | May 28, 2026 |
|
FFSAX
Touchstone Strategic Trust-Touchstone Flexible Income Fund
|
MF | Independent / Boutique | 0.24% | $4,061,984.87 | 4,647,458 | Mar 31, 2026 | May 29, 2026 |
|
DHEAX
DIAMOND HILL SHORT DURATION SECURITIZED BOND
|
MF | Independent / Boutique | 0.07% | $3,452,777.02 | 3,459,544 | Mar 31, 2026 | Jun 1, 2026 |
|
TSIAX
Thornburg Strategic Income Fund
|
MF | Independent / Boutique | 0.03% | $3,440,640.98 | 3,482,254 | Mar 31, 2026 | May 26, 2026 |
|
DBPIX
DWS Short Duration Fund
|
MF | DWS / Deutsche Bank | 0.25% | $2,916,280.16 | 2,943,638 | Mar 31, 2026 | May 28, 2026 |
|
BDKAX
Bramshill Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.78% | $2,473,486.11 | 2,301,343 | Mar 31, 2026 | May 29, 2026 |
|
ANGLX
Angel Oak Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.10% | $2,420,116.62 | 2,776,727 | Apr 30, 2026 | Jun 26, 2026 |
|
FFSAX
Touchstone Strategic Trust-Touchstone Flexible Income Fund
|
MF | Independent / Boutique | 0.13% | $2,152,838.39 | 2,463,137 | Mar 31, 2026 | May 29, 2026 |
|
PSRAX
Victory Pioneer Strategic Income Fund
|
MF | Independent / Boutique | 0.05% | $1,786,196.45 | 1,802,953 | Mar 31, 2026 | May 28, 2026 |
|
MBS
Angel Oak Mortgage-Backed Securities ETF
|
ETF | Independent / Boutique | 1.08% | $1,613,411.08 | 1,851,151 | Apr 30, 2026 | Jun 26, 2026 |
|
PSRAX
Victory Pioneer Strategic Income Fund
|
MF | Independent / Boutique | 0.04% | $1,583,747.18 | 1,599,803 | Mar 31, 2026 | May 28, 2026 |
|
MCDSX
Credit Series
|
MF | Manning & Napier | 0.51% | $1,514,872.11 | 1,747,433 | Mar 31, 2026 | May 28, 2026 |
|
BDKAX
Bramshill Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.45% | $1,428,646.28 | 1,402,240 | Mar 31, 2026 | May 29, 2026 |
|
DBPIX
DWS Short Duration Fund
|
MF | DWS / Deutsche Bank | 0.12% | $1,421,783.42 | 1,442,362 | Mar 31, 2026 | May 28, 2026 |
|
DHRIX
DIAMOND HILL CORE BOND FUND
|
MF | Independent / Boutique | 0.04% | $1,389,687.38 | 1,396,654 | Mar 31, 2026 | Jun 1, 2026 |
|
DHEAX
DIAMOND HILL SHORT DURATION SECURITIZED BOND
|
MF | Independent / Boutique | 0.02% | $1,137,016.96 | 1,142,717 | Mar 31, 2026 | Jun 1, 2026 |
|
ANGLX
Angel Oak Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.05% | $1,125,249.77 | 1,150,672 | Apr 30, 2026 | Jun 26, 2026 |
|
RFCYX
Strategic Bond Fund
|
MF | Russell Investments | 0.05% | $1,077,946.38 | 1,236,561 | Apr 30, 2026 | Jun 22, 2026 |
|
SEMIX
Medalist Partners Short Duration Fund
|
MF | Independent / Boutique | 0.20% | $944,938.17 | 945,399 | Feb 28, 2026 | Apr 29, 2026 |
|
BDKAX
Bramshill Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.26% | $816,717.15 | 812,599 | Mar 31, 2026 | May 29, 2026 |
|
SEMMX
Medalist Partners MBS Total Return Fund
|
MF | Independent / Boutique | 0.23% | $801,785.81 | 792,091 | Feb 28, 2026 | Apr 29, 2026 |
|
DBPIX
DWS Short Duration Fund
|
MF | DWS / Deutsche Bank | 0.05% | $597,298.93 | 603,354 | Mar 31, 2026 | May 28, 2026 |
|
SEMMX
Medalist Partners MBS Total Return Fund
|
MF | Independent / Boutique | 0.15% | $544,550.29 | 539,133 | Feb 28, 2026 | Apr 29, 2026 |
|
DHRIX
DIAMOND HILL CORE BOND FUND
|
MF | Independent / Boutique | 0.02% | $503,687.47 | 504,675 | Mar 31, 2026 | Jun 1, 2026 |
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