J.P. Morgan Exchange-Traded Fund Trust - JADE
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 | Reduced | 146,645 | 9,381 | 0.0% | 0.0% | 1 | -69,208 | -32.06% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 34,454 | 2,280 | 0.0% | — | 2 | +34,454 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | New | 32,081 | 2,126 | 0.0% | — | 3 | +32,081 | New | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 25,460 | 1,687 | 0.03% | — | 4 | +25,460 | New | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 12,807 | 848 | 0.09% | 0.08% | 5 | +916 | 7.7% | Q1 2026 | Apr 07, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,146 | 672 | 0.06% | 0.06% | 6 | +2,519 | 33.03% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,461 | 627 | 0.0% | — | 7 | +9,461 | New | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | New | 8,350 | 553 | 0.02% | — | 8 | +8,350 | New | Q1 2026 | May 14, 2026 |
| 5T Wealth, LLC | History | Added to | 7,246 | 480 | 0.19% | 0.14% | 9 | +1,670 | 29.95% | Q1 2026 | Apr 13, 2026 |
| Vantus Wealth LLC | History | No change | 7,627 | 479 | 0.35% | 0.35% | 10 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 5,623 | 372 | 0.0% | — | 11 | +5,623 | New | Q1 2026 | May 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 4,365 | 289 | 0.04% | 0.02% | 12 | +1,102 | 33.77% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,264 | 216 | 0.0% | 0.0% | 13 | -50,290 | -93.91% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,027 | 200 | 0.0% | — | 14 | +3,027 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 400 | 26 | 0.0% | 0.0% | 15 | -108 | -21.26% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 156 | 10 | 0.0% | — | 16 | +156 | New | Q1 2026 | May 12, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 108 | 7 | 0.0% | 0.0% | 17 | +23 | 27.06% | Q1 2026 | Apr 23, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 103 | 6 | 0.03% | 0.04% | 18 | -3 | -2.83% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 68 | 4 | 0.0% | 0.0% | 19 | +11 | 19.3% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 31 | 2 | 0.0% | — | 20 | +31 | New | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,772 | -100.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |