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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 362,634 | 20,079 | 0.44% | 0.34% | 1 | +101,402 | 38.82% | Q2 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 217,407 | 12,039 | 0.0% | 0.0% | 2 | +3,636 | 1.7% | Q2 2026 | Aug 14, 2026 |
| Security National Bank | History | Reduced | 214,519 | 11,878 | 1.42% | 1.99% | 3 | -45,496 | -17.5% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | New | 212,735 | 11,779 | 0.05% | — | 4 | +212,735 | New | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 184,895 | 10,237 | 0.52% | 0.57% | 5 | -884 | -0.48% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | Added to | 166,008 | 9,192 | 0.0% | 0.0% | 6 | +21,317 | 14.73% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | Added to | 156,010 | 8,638 | 0.09% | 0.09% | 7 | +13,800 | 9.7% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 140,014 | 7,752 | 0.05% | 0.06% | 8 | -16,475 | -10.53% | Q2 2026 | Jul 20, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 107,733 | 5,965 | 1.0% | 1.0% | 9 | +3,195 | 3.06% | Q2 2026 | Jul 28, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 92,692 | 5,132 | 4.64% | 4.45% | 10 | +6,534 | 7.58% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 86,555 | 4,792 | 0.01% | 0.01% | 11 | -6,668 | -7.15% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 71,472 | 3,957 | 0.03% | 0.03% | 12 | +3,718 | 5.49% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 55,495 | 3,073 | 0.0% | 0.0% | 13 | -255,674 | -82.17% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 50,817 | 2,813 | 0.0% | 0.0% | 14 | +5,062 | 11.06% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 50,377 | 2,789 | 0.0% | 0.0% | 15 | -140 | -0.28% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 48,938 | 2,709 | 0.0% | 0.0% | 16 | -7,843 | -13.81% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 39,934 | 2,211 | 0.45% | 0.37% | 17 | +12,162 | 43.79% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,513 | 2,070 | 0.0% | 0.0% | 18 | +10,476 | 38.75% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,313 | 1,899 | 0.0% | 0.0% | 19 | -6,113 | -15.12% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,990 | 1,439 | 0.0% | 0.0% | 20 | +31 | 0.12% | Q2 2026 | Aug 12, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 23,538 | 1,303 | 0.72% | 0.77% | 21 | -334 | -1.4% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,104 | 1,279 | 0.0% | 0.0% | 22 | -7,734 | -25.08% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 22,531 | 1,247 | 0.03% | 0.08% | 23 | -25,604 | -53.19% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 21,727 | 1,203 | 0.02% | 0.02% | 24 | -748 | -3.33% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 15,482 | 857 | 0.0% | 0.0% | 25 | +11,143 | 256.81% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,311 | 737 | 0.01% | 0.01% | 26 | -2,304 | -14.76% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,019 | 665 | 0.0% | 0.0% | 27 | -47 | -0.39% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 11,429 | 632 | 0.04% | 0.04% | 28 | -568 | -4.73% | Q2 2026 | Aug 11, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 10,478 | 580 | 0.06% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 7,577 | 419 | 0.2% | 0.12% | 30 | +3,278 | 76.25% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,489 | 414 | 0.0% | 0.0% | 31 | +1,131 | 17.79% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,380 | 408 | 0.0% | 0.0% | 32 | +1,649 | 28.77% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,833 | 322 | 0.0% | 0.0% | 33 | +823 | 16.43% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,674 | 314 | 0.01% | 0.01% | 34 | -334 | -5.56% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Reduced | 5,283 | 292 | 0.0% | 0.0% | 35 | -2,143 | -28.86% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 5,263 | 292 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 5,263 | 277 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,813 | 266 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 5,052 | 263 | 0.22% | 0.21% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,725 | 261 | 0.0% | 0.0% | 40 | -3,819 | -44.7% | Q2 2026 | Sep 02, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 4,584 | 253 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,472 | 247 | 0.0% | — | 42 | +4,472 | New | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,434 | 245 | 0.0% | — | 43 | +4,434 | New | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | Reduced | 4,248 | 235 | 0.0% | 0.01% | 44 | -203,138 | -97.95% | Q2 2026 | Aug 13, 2026 |
| Financially in Tune, LLC | History | No change | 4,472 | 235 | 0.2% | 0.2% | 45 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| High Net Worth Advisory Group LLC | History | New | 3,782 | 209 | 0.04% | — | 46 | +3,782 | New | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,731 | 206 | 0.0% | 0.0% | 47 | -488 | -11.57% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Added to | 2,964 | 164 | 0.0% | 0.0% | 48 | +1,482 | 100.0% | Q2 2026 | Jul 20, 2026 |
| United Community Bank | History | No change | 2,169 | 120 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 882 | 48 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 593 | 32 | 0.0% | — | 51 | +593 | New | Q2 2026 | Jul 29, 2026 |
| Longview Financial Advisors LLC | History | No change | 226 | 12 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,659 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,858 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Realta Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q2 2026 | Jul 20, 2026 |