J.P. Morgan Exchange-Traded Fund Trust - BBRE
Detailed investor-level table based on 13F positions.
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 | 4,391,336 | 414,322 | 0.03% | 0.02% | 1 | +184,886 | 4.4% | Q1 2026 | May 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 2,606,805 | 249,445 | 36.28% | 35.64% | 2 | -116,484 | -4.28% | Q1 2026 | May 07, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 506,997 | 48,524 | 3.4% | 3.46% | 3 | +13,150 | 2.66% | Q1 2026 | Apr 24, 2026 |
| Global Endowment Management, LP | History | Reduced | 436,557 | 41,774 | 4.66% | 5.81% | 4 | -65,898 | -13.12% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 391,722 | 37,484 | 0.04% | 0.06% | 5 | -159,850 | -28.98% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 371,144 | 35,514 | 0.0% | 0.0% | 6 | -5,934 | -1.57% | Q1 2026 | May 15, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 286,209 | 27,387 | 3.29% | 3.26% | 7 | +10,075 | 3.65% | Q1 2026 | Apr 24, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 282,087 | 26,992 | 0.42% | 0.05% | 8 | +250,816 | 802.07% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 140,215 | 13,417 | 0.15% | — | 9 | +140,215 | New | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | Added to | 129,363 | 12,378 | 0.0% | 0.0% | 10 | +4,072 | 3.25% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 125,880 | 12,045 | 0.01% | 0.01% | 11 | +8,150 | 6.92% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 45,400 | 4,344 | 0.0% | 0.0% | 12 | +27,400 | 152.22% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,885 | 2,668 | 0.0% | 0.0% | 13 | +13,287 | 91.02% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,542 | 2,635 | 0.0% | 0.0% | 14 | -909 | -3.19% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,756 | 1,699 | 0.0% | — | 15 | +17,756 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 17,587 | 1,682 | 0.0% | 0.0% | 16 | +850 | 5.08% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 16,185 | 1,548 | 0.0% | 0.0% | 17 | -7,113 | -30.53% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,469 | 619 | 0.0% | 0.0% | 18 | -1,037 | -13.82% | Q1 2026 | Apr 24, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 5,884 | 563 | 0.59% | 2.24% | 19 | -18,523 | -75.89% | Q1 2026 | Apr 16, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,749 | 454 | 0.01% | 0.05% | 20 | -13,360 | -73.78% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 4,121 | 394 | 0.05% | 0.06% | 21 | -479 | -10.41% | Q1 2026 | Apr 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,215 | 307 | 0.01% | 0.01% | 22 | +9 | 0.28% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,137 | 300 | 0.0% | 0.0% | 23 | +805 | 34.52% | Q1 2026 | May 14, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 3,026 | 289 | 0.09% | 0.08% | 24 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,431 | 232 | 0.0% | 0.0% | 25 | -4,231 | -63.51% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 2,407 | 230 | 0.01% | — | 26 | +2,407 | New | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 2,370 | 227 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,130 | 205 | 0.0% | 0.0% | 28 | -431 | -16.83% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,949 | 186 | 0.0% | — | 29 | +1,949 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,270 | 121 | 0.0% | 0.0% | 30 | +97 | 8.27% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,200 | 114 | 0.0% | 0.0% | 31 | -1,300 | -52.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 925 | 95 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 967 | 92 | 0.0% | 0.0% | 33 | +767 | 383.5% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 767 | 71 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 692 | 66 | 0.0% | 0.0% | 36 | +619 | 847.95% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 697 | 66 | 0.0% | 0.0% | 35 | +93 | 15.4% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | No change | 621 | 59 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | New | 612 | 58 | 0.0% | — | 38 | +612 | New | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 394 | 38 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 283 | 26 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 189 | 18 | 0.0% | 0.0% | 41 | -27 | -12.5% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 174 | 16 | 0.0% | — | 42 | +174 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 159 | 15 | 0.0% | 0.0% | 43 | -25 | -13.59% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | New | 146 | 13 | 0.0% | — | 46 | +146 | New | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 135 | 13 | 0.0% | 0.0% | 45 | -22 | -14.01% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 140 | 13 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Reduced | 129 | 12 | 0.0% | 0.0% | 47 | -59 | -31.38% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 119 | 11 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 44 | 4 | 0.0% | — | 51 | +44 | New | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | No change | 50 | 4 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| MAI Capital Management | History | No change | 37 | 3 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 34 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 30 | 2 | 0.0% | — | 55 | +30 | New | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 26 | 2 | 0.0% | — | 56 | +26 | New | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 20 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,588 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,349 | -100.0% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,294 | -100.0% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,562 | -100.0% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,608 | -100.0% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,376 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 13, 2026 |