J.P. Morgan Exchange-Traded Fund Trust - BBRE
Detailed investor-level table based on 13F positions.
Early Q1 2026 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 | 4,206,450 | 389,475 | 0.02% | 0.02% | 1 | +65,602 | 1.58% | Q4 2025 | Feb 11, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 2,723,289 | 252,149 | 35.64% | 37.02% | 2 | +43,729 | 1.63% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 551,572 | 51,070 | 0.06% | 0.06% | 3 | -3,388 | -0.61% | Q4 2025 | Feb 06, 2026 |
| Global Endowment Management, LP | History | Added to | 502,455 | 46,522 | 5.81% | 4.52% | 4 | +124,428 | 32.92% | Q4 2025 | Feb 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 493,847 | 45,651 | 3.46% | 3.58% | 5 | -15,045 | -2.96% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 377,078 | 34,913 | 0.0% | 0.0% | 6 | +24,258 | 6.88% | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 276,134 | 25,567 | 3.26% | 3.33% | 7 | +9,729 | 3.65% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 125,291 | 11,600 | 0.0% | 0.0% | 8 | -3,788 | -2.93% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 117,730 | 10,900 | 0.01% | 0.01% | 9 | +6,044 | 5.41% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 34,588 | 3,202 | 0.0% | — | 10 | +34,588 | New | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | New | 31,271 | 2,895 | 0.05% | — | 11 | +31,271 | New | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 28,451 | 2,634 | 0.0% | 0.01% | 12 | -10,254 | -26.49% | Q4 2025 | Mar 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 24,407 | 2,260 | 2.24% | — | 13 | +24,407 | New | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 23,298 | 2,157 | 0.0% | 0.0% | 14 | +5,387 | 30.08% | Q4 2025 | Mar 25, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 18,109 | 1,677 | 0.05% | 0.1% | 15 | -7,592 | -29.54% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 18,000 | 1,666 | 0.0% | — | 16 | +18,000 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 16,737 | 1,549 | 0.0% | 0.0% | 17 | +1,986 | 13.46% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,598 | 1,351 | 0.0% | 0.0% | 18 | -12,721 | -46.56% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 10,349 | 958 | 0.01% | 0.01% | 19 | +767 | 8.0% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,506 | 694 | 0.0% | 0.0% | 20 | -1,044 | -12.21% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,662 | 616 | 0.0% | 0.0% | 21 | +2,137 | 47.23% | Q4 2025 | Feb 18, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 4,600 | 425 | 0.06% | 0.06% | 22 | +68 | 1.5% | Q4 2025 | Jan 09, 2026 |
| Compound Planning, Inc. | History | Added to | 4,294 | 397 | 0.01% | 0.01% | 23 | +596 | 16.12% | Q4 2025 | Feb 19, 2026 |
| Sigma Planning Corp | History | Added to | 3,562 | 329 | 0.01% | 0.01% | 24 | +266 | 8.07% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,206 | 296 | 0.01% | 0.01% | 25 | +38 | 1.2% | Q4 2025 | Feb 02, 2026 |
| BAKER BOYER NATIONAL BANK | History | New | 3,026 | 280 | 0.08% | — | 26 | +3,026 | New | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 2,608 | 241 | 0.0% | — | 27 | +2,608 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,561 | 237 | 0.0% | 0.0% | 28 | +2,096 | 450.75% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 2,500 | 231 | 0.0% | 0.0% | 29 | -26,472 | -91.37% | Q4 2025 | Jan 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,376 | 219 | 0.01% | 0.01% | 30 | -5 | -0.21% | Q4 2025 | Feb 17, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 2,370 | 219 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 2,332 | 215 | 0.0% | — | 32 | +2,332 | New | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,173 | 108 | 0.0% | 0.0% | 33 | -969 | -45.24% | Q4 2025 | Feb 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 925 | 89 | 0.12% | 0.16% | 34 | -300 | -24.49% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Added to | 767 | 71 | 0.0% | 0.0% | 35 | +385 | 100.79% | Q4 2025 | Jan 29, 2026 |
| Versant Capital Management, Inc | History | Reduced | 621 | 57 | 0.01% | 0.01% | 36 | -311 | -33.37% | Q4 2025 | Jan 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 604 | 55 | 0.0% | 0.0% | 37 | +144 | 31.3% | Q4 2025 | Feb 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 440 | 40 | 0.0% | 0.01% | 38 | -650 | -59.63% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 394 | 36 | 0.0% | — | 39 | +394 | New | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 283 | 26 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 216 | 19 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 200 | 18 | 0.0% | — | 42 | +200 | New | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Reduced | 184 | 17 | 0.0% | 0.0% | 43 | -106 | -36.55% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 188 | 17 | 0.0% | 0.0% | 44 | +2 | 1.08% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 157 | 15 | 0.0% | 0.0% | 45 | -25 | -13.74% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | No change | 140 | 12 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 119 | 11 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 73 | 6 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investors Research Corp | History | No change | 50 | 4 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 34 | 3 | 0.0% | 0.0% | 53 | -34 | -50.0% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | No change | 37 | 3 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 55 | -3 | -13.04% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -4,993 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,698 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,961 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,874 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,190 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q3 2025 | Nov 07, 2025 |
| IFP Advisors, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |