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 | Added to | 311,169 | 16,367 | 0.0% | 0.0% | 1 | +9,332 | 3.09% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 261,232 | 13,740 | 0.34% | 0.34% | 2 | -1,990 | -0.76% | Q1 2026 | Apr 29, 2026 |
| Security National Bank | History | Reduced | 260,015 | 13,676 | 1.99% | 2.11% | 3 | -21,884 | -7.76% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 213,771 | 11,244 | 0.0% | 0.0% | 4 | +14,495 | 7.27% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 207,386 | 10,908 | 0.01% | 0.01% | 5 | +19,795 | 10.55% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 185,779 | 10,019 | 0.57% | 0.66% | 6 | -28,333 | -13.23% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 156,489 | 8,231 | 0.06% | 0.1% | 7 | -88,200 | -36.05% | Q1 2026 | Apr 15, 2026 |
| LPL Financial LLC | History | Added to | 144,691 | 7,610 | 0.0% | 0.0% | 8 | +17,368 | 13.64% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 142,210 | 7,480 | 0.09% | 0.09% | 9 | +9,031 | 6.78% | Q1 2026 | May 01, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 104,538 | 5,498 | 1.0% | 0.95% | 10 | +5,861 | 5.94% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 93,223 | 4,903 | 0.01% | 0.01% | 11 | +15,541 | 20.01% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 67,754 | 3,581 | 0.03% | 0.04% | 12 | -3,034 | -4.29% | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 56,781 | 2,986 | 0.0% | 0.0% | 13 | -17,266 | -23.32% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 50,517 | 2,657 | 0.0% | 0.0% | 14 | -2,044 | -3.89% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | New | 48,135 | 2,531 | 0.08% | — | 15 | +48,135 | New | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 45,755 | 2,406 | 0.0% | 0.0% | 16 | -34,649 | -43.09% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,426 | 2,126 | 0.0% | 0.0% | 17 | +2,304 | 6.04% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 30,838 | 1,622 | 0.0% | 0.0% | 18 | +10,305 | 50.19% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 27,772 | 1,460 | 0.37% | 0.3% | 19 | +6,539 | 30.8% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,037 | 1,392 | 0.0% | 0.0% | 20 | +16,743 | 162.65% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 25,959 | 1,365 | 0.0% | 0.0% | 21 | -38 | -0.15% | Q1 2026 | May 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 23,872 | 1,255 | 0.77% | 0.76% | 22 | +364 | 1.55% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 22,475 | 1,182 | 0.02% | 0.03% | 23 | -2,778 | -11.0% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,615 | 821 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,066 | 634 | 0.0% | 0.0% | 25 | +3,662 | 43.57% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 11,997 | 631 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 10,478 | 551 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,659 | 455 | 0.0% | 0.0% | 28 | +3,644 | 72.66% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,544 | 449 | 0.0% | — | 29 | +8,544 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 7,426 | 390 | 0.0% | 0.0% | 30 | -450 | -5.71% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,358 | 334 | 0.0% | 0.0% | 31 | +614 | 10.69% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 6,008 | 316 | 0.01% | 0.01% | 32 | +1,279 | 27.05% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 5,731 | 301 | 0.0% | — | 33 | +5,731 | New | Q1 2026 | Apr 28, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 5,263 | 277 | 0.1% | — | 34 | +5,263 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 5,263 | 277 | 0.1% | — | 35 | +5,263 | New | Q1 2026 | May 05, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 5,052 | 265 | 0.21% | 0.22% | 36 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,010 | 263 | 0.0% | 0.0% | 37 | -299 | -5.63% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | New | 4,813 | 253 | 0.01% | — | 38 | +4,813 | New | Q1 2026 | Apr 29, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 4,584 | 240 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financially in Tune, LLC | History | No change | 4,472 | 235 | 0.2% | 0.22% | 40 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,339 | 227 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oak Wealth Advisors LLC | History | New | 4,299 | 226 | 0.12% | — | 42 | +4,299 | New | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | New | 4,219 | 221 | 0.0% | — | 43 | +4,219 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,858 | 202 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| United Community Bank | History | No change | 2,169 | 114 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | No change | 1,482 | 77 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 882 | 46 | 0.0% | 0.0% | 47 | +613 | 227.88% | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors LLC | History | No change | 226 | 11 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Realta Investment Advisors | History | No change | 146 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,057 | -100.0% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,306 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 28, 2026 |