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 | No change | 10,927,719 | 525,514 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 285,828 | 13,676 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 252,682 | 12,090 | 0.61% | 0.61% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 238,292 | 11,402 | 0.67% | 0.67% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 170,578 | 8,162 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 133,089 | 6,368 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 118,963 | 5,692 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 113,661 | 5,438 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 93,958 | 4,495 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 90,809 | 4,345 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Systelligence, LLC | History | No change | 78,600 | 3,761 | 0.63% | 0.63% | 11 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 66,500 | 3,182 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 59,890 | 2,865 | 1.79% | 1.79% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 58,424 | 2,795 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 55,534 | 2,657 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 55,476 | 2,654 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 53,065 | 2,539 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 47,778 | 2,295 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 45,053 | 2,155 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 42,809 | 2,048 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 42,119 | 2,015 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 41,459 | 1,983 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 39,875 | 1,908 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Urban Wealth Management, LLC | History | No change | 39,348 | 1,882 | 1.64% | 1.64% | 24 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 25,061 | 1,193 | 0.15% | 0.15% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 23,419 | 1,120 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 22,347 | 1,069 | 0.16% | 0.16% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 21,432 | 1,025 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 21,290 | 1,018 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HighTower Advisors, LLC | History | No change | 20,682 | 989 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 18,378 | 879 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 18,291 | 875 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 16,650 | 796 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bill Few Associates, Inc. | History | Added to | 16,036 | 738 | 0.15% | 0.15% | 34 | +823 | 5.41% | Q3 2026 | Oct 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 14,420 | 689 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 13,810 | 660 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 9,819 | 469 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 8,506 | 407 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prism Advisors, Inc. | History | Added to | 8,469 | 391 | 0.1% | 0.08% | 39 | +1,732 | 25.71% | Q3 2026 | Oct 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,497 | 358 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,220 | 249 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Signet Private Wealth LLC | History | No change | 5,114 | 244 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | No change | 5,072 | 242 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lido Advisors, LLC | History | No change | 4,763 | 227 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Collier Financial | History | No change | 3,120 | 149 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 729 | 35 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 690 | 31 | 0.0% | — | 47 | +690 | New | Q3 2026 | Oct 08, 2026 |
| Ancora Advisors LLC | History | No change | 515 | 24 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 523 | 24 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hickory Point Bank & Trust | History | No change | 432 | 19 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| MORGAN STANLEY | History | No change | 174 | 8 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 174 | 8 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 66 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank & Trust Co | History | No change | 66 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Triumph Capital Management | History | No change | 47 | 2 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |