J.P. Morgan Exchange-Traded Fund Trust - JCPI
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 | 9,761,242 | 470,441 | 0.03% | 0.03% | 1 | -662,450 | -6.36% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 278,068 | 13,452 | 0.08% | 0.07% | 2 | +15,036 | 5.72% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 257,621 | 12,463 | 0.67% | 0.71% | 3 | -10,762 | -4.01% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 151,821 | 7,345 | 0.0% | 0.0% | 4 | +13,418 | 9.69% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 131,974 | 6,384 | 0.0% | 0.0% | 5 | -2,203 | -1.64% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 111,413 | 5,390 | 0.03% | 0.02% | 6 | +24,785 | 28.61% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 101,631 | 4,916 | 0.02% | 0.02% | 7 | +31,431 | 44.77% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Added to | 100,729 | 4,873 | 0.14% | 0.14% | 8 | +4,882 | 5.09% | Q1 2026 | Apr 09, 2026 |
| Systelligence, LLC | History | New | 98,825 | 4,781 | 0.93% | — | 9 | +98,825 | New | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 69,106 | 3,343 | 0.0% | 0.0% | 10 | -69,505 | -50.14% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 58,218 | 2,816 | 0.03% | 0.03% | 11 | +2,139 | 3.81% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 57,377 | 2,775 | 0.0% | 0.0% | 12 | -505,976 | -89.82% | Q1 2026 | May 15, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 53,408 | 2,583 | 1.81% | 1.77% | 13 | +1,750 | 3.39% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 50,720 | 2,453 | 0.0% | 0.0% | 14 | +4,531 | 9.81% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 45,469 | 2,199 | 0.01% | 0.0% | 15 | +3,079 | 7.26% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 40,648 | 1,966 | 0.01% | 0.01% | 16 | +446 | 1.11% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 40,085 | 1,939 | 0.02% | 0.02% | 17 | +5,853 | 17.1% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 39,565 | 1,914 | 0.0% | 0.0% | 18 | -50,716 | -56.18% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 33,750 | 1,621 | 0.0% | 0.0% | 19 | +12,224 | 56.79% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 31,375 | 1,517 | 0.0% | 0.0% | 20 | +9,091 | 40.8% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 30,133 | 1,457 | 0.11% | 0.09% | 21 | +7,913 | 35.61% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 27,008 | 1,307 | 0.0% | — | 22 | +27,008 | New | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,601 | 1,286 | 0.0% | 0.0% | 23 | -14,288 | -34.94% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 26,194 | 1,268 | 0.03% | 0.03% | 24 | +7,115 | 37.29% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,500 | 1,228 | 0.01% | 0.01% | 25 | +131 | 0.52% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,724 | 1,196 | 0.0% | 0.0% | 26 | -21,058 | -46.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 23,820 | 1,158 | 0.15% | — | 27 | +23,820 | New | Q1 2026 | May 06, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 23,336 | 1,128 | 0.14% | — | 28 | +23,336 | New | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Added to | 21,718 | 1,050 | 0.0% | 0.0% | 29 | +353 | 1.65% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 16,400 | 793 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | Added to | 15,625 | 755 | 0.18% | 0.16% | 31 | +2,208 | 16.46% | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 15,480 | 749 | 0.02% | 0.03% | 32 | -5,123 | -24.87% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 14,230 | 688 | 0.01% | 0.01% | 33 | +86 | 0.61% | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 13,810 | 668 | 0.0% | 0.0% | 34 | +1,740 | 14.42% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 13,287 | 642 | 0.0% | 0.0% | 35 | +2,226 | 20.12% | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 12,552 | 607 | 0.11% | 0.55% | 36 | -47,727 | -79.18% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 9,566 | 462 | 0.0% | — | 37 | +9,566 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,714 | 421 | 0.0% | 0.0% | 38 | -21,129 | -70.8% | Q1 2026 | Apr 27, 2026 |
| Prism Advisors, Inc. | History | New | 6,614 | 319 | 0.09% | — | 39 | +6,614 | New | Q1 2026 | Apr 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,257 | 302 | 0.02% | 0.02% | 40 | +155 | 2.54% | Q1 2026 | Apr 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,220 | 252 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,763 | 230 | 0.0% | 0.0% | 42 | -4,763 | -50.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,442 | 214 | 0.0% | 0.0% | 43 | -4,920 | -52.55% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 4,435 | 214 | 0.04% | — | 44 | +4,435 | New | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | New | 4,311 | 208 | 0.0% | — | 45 | +4,311 | New | Q1 2026 | Apr 14, 2026 |
| Collier Financial | History | Reduced | 3,115 | 150 | 0.11% | 0.13% | 46 | -352 | -10.15% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,157 | 56 | 0.0% | 0.0% | 47 | +148 | 14.67% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 523 | 25 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hickory Point Bank & Trust | History | New | 432 | 20 | 0.01% | — | 49 | +432 | New | Q1 2026 | Apr 03, 2026 |
| Ancora Advisors LLC | History | No change | 315 | 15 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 300 | 14 | 0.0% | — | 51 | +300 | New | Q1 2026 | May 07, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 256 | 12 | 0.01% | 0.01% | 52 | +1 | 0.39% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 174 | 8 | 0.0% | 0.0% | 53 | -1,664 | -90.53% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 174 | 8 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 66 | 3 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bank & Trust Co | History | No change | 66 | 3 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | No change | 41 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,739 | -100.0% | Q1 2026 | May 13, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |