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 | No change | 4,232,900 | 461,809 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 2,396,228 | 257,043 | 29.78% | 29.78% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,236,240 | 132,611 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 489,700 | 52,564 | 3.43% | 3.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Endowment Management, LP | History | No change | 427,282 | 45,834 | 4.65% | 4.65% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 383,317 | 41,118 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 368,677 | 39,547 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 299,734 | 32,152 | 0.41% | 0.41% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 282,332 | 30,285 | 3.28% | 3.28% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 146,193 | 15,682 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 145,917 | 15,652 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 135,484 | 14,533 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 26,907 | 2,886 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 26,825 | 2,877 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 25,387 | 2,723 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,887 | 2,562 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 9,883 | 1,060 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 8,440 | 905 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,157 | 875 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 5,910 | 633 | 0.56% | 0.56% | 20 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,987 | 534 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,387 | 470 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 4,186 | 449 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,175 | 340 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,431 | 260 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,131 | 228 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,072 | 222 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,061 | 221 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,001 | 214 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,550 | 166 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,099 | 117 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 925 | 99 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 811 | 87 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 758 | 81 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 620 | 66 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 612 | 65 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | No change | 621 | 61 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Colonial Trust Co / SC | History | No change | 286 | 31 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 189 | 20 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 160 | 17 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 163 | 17 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 158 | 16 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 150 | 16 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 140 | 15 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 146 | 15 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 119 | 12 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 62 | 6 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investors Research Corp | History | No change | 50 | 5 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 30 | 3 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 34 | 3 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 21 | 2 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |