J.P. Morgan Exchange-Traded Fund Trust - JCPI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 10,423,692 | 502,317 | 0.03% | 0.03% | 1 | -607,981 | -5.51% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 563,353 | 27,147 | 0.0% | 0.0% | 2 | +542,839 | 2646.19% | Q4 2025 | Mar 25, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 268,383 | 12,933 | 0.71% | 0.77% | 3 | -11,943 | -4.26% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 263,032 | 12,675 | 0.07% | 0.08% | 4 | +9,790 | 3.87% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 138,611 | 6,679 | 0.0% | 0.0% | 5 | +6,341 | 4.79% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 138,403 | 6,669 | 0.0% | 0.0% | 6 | +18,910 | 15.83% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 134,177 | 6,465 | 0.0% | 0.0% | 7 | +952 | 0.71% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 95,847 | 4,618 | 0.14% | 0.02% | 8 | +81,953 | 589.84% | Q4 2025 | Jan 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 90,281 | 4,350 | 0.0% | — | 9 | +90,281 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 86,628 | 4,174 | 0.02% | 0.02% | 10 | +35,406 | 69.12% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 70,200 | 3,382 | 0.02% | 0.01% | 11 | +34,330 | 95.71% | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 60,279 | 2,904 | 0.55% | 0.55% | 12 | +1,731 | 2.96% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 56,079 | 2,702 | 0.03% | 0.03% | 13 | +1,463 | 2.68% | Q4 2025 | Jan 29, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 51,658 | 2,489 | 1.77% | 1.74% | 14 | +2,951 | 6.06% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 46,189 | 2,225 | 0.0% | 0.0% | 15 | +14,107 | 43.97% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 45,782 | 2,207 | 0.0% | 0.0% | 16 | -15,592 | -25.4% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 42,390 | 2,042 | 0.0% | 0.0% | 17 | +12,041 | 39.68% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 40,889 | 1,970 | 0.0% | 0.0% | 18 | +35,257 | 626.01% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 40,202 | 1,937 | 0.01% | 0.01% | 19 | +2,715 | 7.24% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,232 | 1,649 | 0.02% | 0.01% | 20 | +3,785 | 12.43% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,843 | 1,438 | 0.0% | 0.0% | 21 | -991 | -3.21% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,369 | 1,222 | 0.01% | 0.01% | 22 | +9,276 | 57.64% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,284 | 1,073 | 0.0% | 0.0% | 23 | +8,770 | 64.9% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 22,220 | 1,070 | 0.09% | 0.09% | 24 | +448 | 2.06% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,526 | 1,037 | 0.0% | 0.0% | 25 | +6,770 | 45.88% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,365 | 1,029 | 0.0% | 0.0% | 26 | -2,220 | -9.41% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,603 | 993 | 0.03% | — | 27 | +20,603 | New | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 19,079 | 919 | 0.03% | 0.03% | 28 | +255 | 1.35% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,400 | 790 | 0.01% | 0.01% | 29 | +250 | 1.55% | Q4 2025 | Feb 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 14,144 | 683 | 0.01% | 0.01% | 30 | +139 | 0.99% | Q4 2025 | Jan 30, 2026 |
| Bill Few Associates, Inc. | History | Added to | 13,417 | 646 | 0.16% | 0.17% | 31 | +248 | 1.88% | Q4 2025 | Jan 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 12,070 | 581 | 0.0% | 0.0% | 32 | +5,920 | 96.26% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 11,739 | 565 | 0.0% | — | 33 | +11,739 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 11,061 | 533 | 0.0% | 0.0% | 34 | +10,534 | 1998.86% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | No change | 9,526 | 461 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,362 | 451 | 0.0% | 0.0% | 36 | -16,470 | -63.76% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,102 | 294 | 0.02% | 0.02% | 37 | +103 | 1.72% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,220 | 251 | 0.01% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Collier Financial | History | Reduced | 3,467 | 167 | 0.13% | 0.15% | 39 | -764 | -18.06% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | No change | 1,838 | 88 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,009 | 49 | 0.0% | — | 41 | +1,009 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 523 | 25 | 0.0% | — | 42 | +523 | New | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | No change | 315 | 15 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clarity Asset Management, Inc. | History | New | 255 | 12 | 0.01% | — | 44 | +255 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 66 | 3 | 0.0% | — | 45 | +66 | New | Q4 2025 | Jan 28, 2026 |
| Bank & Trust Co | History | No change | 66 | 3 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Triumph Capital Management | History | New | 41 | 1 | 0.0% | — | 47 | +41 | New | Q4 2025 | Feb 12, 2026 |
| POM Investment Strategies, LLC | History | New | 36 | 1 | 0.0% | — | 49 | +36 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -10,860 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,366 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sound Income Strategies, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |