J.P. Morgan Exchange-Traded Fund Trust - 46641Q688
Detailed investor-level table based on 13F positions.
Early Q2 2021 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 123,617,855 | 3,509,512 | 0.47% | 0.24% | 1 | +62,904,267 | 103.61% | Q1 2021 | May 12, 2021 |
| UBS Group AG | History | Added to | 769,181 | 21,837 | 0.01% | 0.01% | 2 | +121,963 | 18.84% | Q1 2021 | May 12, 2021 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 160,904 | 4,568 | 0.0% | 0.0% | 3 | -12,999 | -7.47% | Q1 2021 | May 17, 2021 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 57,830 | 1,641 | 0.0% | 0.0% | 4 | +35,297 | 156.65% | Q1 2021 | May 14, 2021 |
| MORGAN STANLEY | History | Added to | 55,350 | 1,571 | 0.0% | 0.0% | 5 | +34,329 | 163.31% | Q1 2021 | May 17, 2021 |
| ROYAL BANK OF CANADA | History | Added to | 34,865 | 989 | 0.0% | 0.0% | 6 | +7,488 | 27.35% | Q1 2021 | Jul 20, 2021 |
| CITADEL ADVISORS LLC | History | Reduced | 22,290 | 633 | 9.09% | 0.0% | 7 | -40,783 | -64.66% | Q1 2021 | May 21, 2021 |
| LPL Financial LLC | History | Added to | 15,532 | 441 | 0.0% | 0.0% | 8 | +1,953 | 14.38% | Q1 2021 | May 14, 2021 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,580 | 414 | 0.0% | 0.0% | 9 | +8,803 | 152.38% | Q1 2021 | May 07, 2021 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,890 | 309 | 0.0% | 0.0% | 10 | -558 | -4.87% | Q1 2021 | May 14, 2021 |
| Wealthspire Advisors, LLC | History | No change | 9,723 | 276 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q1 2021 | May 17, 2021 |
| Rockefeller Capital Management L.P. | History | Added to | 7,918 | 223 | 0.0% | 0.0% | 12 | +1,381 | 21.13% | Q1 2021 | May 11, 2021 |
| DEUTSCHE BANK AG\ | History | Added to | 6,644 | 189 | 0.0% | 0.0% | 13 | +4,028 | 153.98% | Q1 2021 | May 13, 2021 |
| Choate Investment Advisors | History | New | 4,745 | 135 | 0.01% | — | 14 | +4,745 | New | Q1 2021 | May 07, 2021 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,031 | 114 | 0.0% | 0.0% | 15 | +3,956 | 5274.67% | Q1 2021 | Apr 12, 2021 |
| ADVISOR GROUP HOLDINGS, INC. | History | Added to | 3,477 | 99 | 0.0% | 0.0% | 16 | +1,220 | 54.05% | Q1 2021 | May 13, 2021 |
| FMR LLC | History | Added to | 2,275 | 65 | 0.0% | 0.0% | 17 | +2,038 | 859.92% | Q1 2021 | May 14, 2021 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,981 | 56 | 0.0% | 0.0% | 18 | +1,365 | 221.59% | Q1 2021 | May 14, 2021 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,694 | 48 | 0.0% | 0.0% | 19 | -9,892 | -85.38% | Q1 2021 | May 13, 2021 |
| FIFTH THIRD BANCORP | History | No change | 905 | 26 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2021 | May 07, 2021 |
| IFP Advisors, Inc | History | No change | 777 | 22 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2021 | Apr 30, 2021 |
| CITIGROUP INC | History | Added to | 668 | 19 | 0.0% | 0.0% | 22 | +102 | 18.02% | Q1 2021 | May 13, 2021 |
| US BANCORP \DE\ | History | Reduced | 283 | 8 | 0.0% | 0.0% | 23 | -399 | -58.5% | Q1 2021 | Apr 28, 2021 |
| Gradient Investments LLC | History | New | 248 | 7 | 0.0% | — | 24 | +248 | New | Q1 2021 | Apr 21, 2021 |
| ASSETMARK, INC | History | New | 61 | 2 | 0.0% | — | 25 | +61 | New | Q1 2021 | May 14, 2021 |
| Valeo Financial Advisors, LLC | History | New | 51 | 1 | 0.0% | — | 26 | +51 | New | Q1 2021 | Apr 12, 2021 |
| Global Retirement Partners, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2021 | Apr 14, 2021 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -534,578 | -100.0% | Q4 2020 | Feb 16, 2021 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,297 | -100.0% | Q4 2020 | Feb 12, 2021 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -18,808 | -100.0% | Q4 2020 | Feb 09, 2021 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q4 2020 | Feb 16, 2021 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q4 2020 | May 19, 2021 |
| SRS Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q4 2020 | Feb 03, 2021 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q4 2020 | Feb 09, 2021 |