J.P. Morgan Exchange-Traded Fund Trust - HOLA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | New | 301,837 | 15,768 | 0.0% | — | 1 | +301,837 | New | Q4 2025 | Feb 17, 2026 |
| Security National Bank | History | New | 281,899 | 14,726 | 2.11% | — | 2 | +281,899 | New | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 263,222 | 13,750 | 0.34% | 0.18% | 3 | +125,206 | 90.72% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 244,689 | 12,782 | 0.1% | 0.18% | 4 | -132,173 | -35.07% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 214,112 | 11,185 | 0.66% | 0.74% | 5 | +4,183 | 1.99% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 199,276 | 10,404 | 0.0% | 0.0% | 6 | +4,910 | 2.53% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 187,591 | 9,799 | 0.01% | 0.01% | 7 | +18,324 | 10.83% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 133,179 | 6,957 | 0.09% | 0.09% | 8 | -590 | -0.44% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 127,323 | 6,651 | 0.0% | 0.0% | 9 | +21,503 | 20.32% | Q4 2025 | Feb 11, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 98,677 | 5,154 | 0.95% | 0.82% | 10 | +16,649 | 20.3% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 80,404 | 4,200 | 0.0% | 0.0% | 11 | +2,477 | 3.18% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 77,682 | 4,058 | 0.01% | 0.0% | 12 | +54,274 | 231.86% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 74,047 | 3,868 | 0.0% | 0.0% | 13 | +49,986 | 207.75% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 70,788 | 3,697 | 0.04% | — | 14 | +70,788 | New | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | New | 52,561 | 2,745 | 0.0% | — | 15 | +52,561 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 38,122 | 1,991 | 0.0% | 0.0% | 16 | +2,350 | 6.57% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 25,997 | 1,358 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,253 | 1,319 | 0.03% | 0.01% | 18 | +11,219 | 79.94% | Q4 2025 | Feb 12, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 23,508 | 1,228 | 0.76% | 0.8% | 19 | -89 | -0.38% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 21,233 | 1,109 | 0.3% | — | 20 | +21,233 | New | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 20,533 | 1,072 | 0.0% | 0.0% | 21 | +5,559 | 37.12% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,615 | 815 | 0.01% | 0.01% | 22 | +79 | 0.51% | Q4 2025 | Jan 29, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 11,997 | 626 | 0.04% | 0.04% | 23 | +352 | 3.02% | Q4 2025 | Feb 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 10,478 | 547 | 0.07% | 0.05% | 24 | +3,767 | 56.13% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 10,294 | 537 | 0.0% | — | 25 | +10,294 | New | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 8,404 | 439 | 0.0% | — | 26 | +8,404 | New | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 7,876 | 411 | 0.0% | 0.0% | 27 | -115 | -1.44% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,744 | 300 | 0.0% | 0.0% | 28 | +607 | 11.82% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 5,309 | 277 | 0.0% | — | 29 | +5,309 | New | Q4 2025 | Feb 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 5,057 | 264 | 0.01% | 0.01% | 30 | +11 | 0.22% | Q4 2025 | Feb 04, 2026 |
| Strategic Wealth Advisors LLC | History | New | 5,052 | 263 | 0.22% | — | 31 | +5,052 | New | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,015 | 262 | 0.0% | 0.0% | 32 | +326 | 6.95% | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | Added to | 4,729 | 247 | 0.01% | 0.01% | 33 | +1,064 | 29.03% | Q4 2025 | Feb 11, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 4,584 | 240 | 0.02% | 0.02% | 34 | +134 | 3.01% | Q4 2025 | Feb 13, 2026 |
| Financially in Tune, LLC | History | New | 4,472 | 233 | 0.22% | — | 35 | +4,472 | New | Q4 2025 | Feb 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,339 | 227 | 0.0% | — | 36 | +4,339 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,858 | 201 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,306 | 120 | 0.0% | — | 38 | +2,306 | New | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | No change | 2,169 | 113 | 0.04% | 0.03% | 39 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 1,482 | 77 | 0.0% | 0.0% | 40 | +43 | 2.99% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 279 | 14 | 0.0% | 0.0% | 42 | -4,882 | -94.59% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 269 | 14 | 0.0% | 0.0% | 41 | -35 | -11.51% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 231 | 12 | 0.0% | — | 43 | +231 | New | Q4 2025 | Jan 21, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 226 | 11 | 0.01% | 0.02% | 44 | -329 | -59.28% | Q4 2025 | Jan 14, 2026 |
| Realta Investment Advisors | History | No change | 146 | 7 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 75 | 4 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -35,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,623 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,949 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,584 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 13, 2025 |