J.P. Morgan Exchange-Traded Fund Trust - JFLI
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 | 380,510 | 20,564 | 0.0% | 0.0% | 1 | -3,257 | -0.85% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 83,842 | 4,563 | 0.01% | 0.01% | 2 | -959 | -1.13% | Q2 2026 | Jul 30, 2026 |
| 5T Wealth, LLC | History | Added to | 40,345 | 2,196 | 0.82% | 0.76% | 3 | +1,829 | 4.75% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,432 | 2,146 | 0.0% | 0.0% | 4 | +1,955 | 5.22% | Q2 2026 | Sep 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,116 | 1,203 | 0.01% | 0.01% | 5 | +7,479 | 51.1% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 21,835 | 1,188 | 0.01% | — | 6 | +21,835 | New | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,002 | 816 | 0.0% | 0.0% | 7 | +7,997 | 114.16% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | Added to | 10,205 | 555 | 0.01% | 0.01% | 8 | +4,505 | 79.04% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,183 | 228 | 0.0% | 0.0% | 9 | -150 | -3.46% | Q2 2026 | Jul 27, 2026 |
| Sequent Planning LLC | History | New | 4,049 | 220 | 0.05% | — | 10 | +4,049 | New | Q2 2026 | Aug 14, 2026 |
| RDA Financial Network | History | Reduced | 3,976 | 216 | 0.05% | 0.05% | 11 | -98 | -2.41% | Q2 2026 | Jul 06, 2026 |
| Revisor Wealth Management LLC | History | New | 3,742 | 203 | 0.05% | — | 12 | +3,742 | New | Q2 2026 | Jul 21, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 2,409 | 131 | 0.02% | 0.03% | 13 | +191 | 8.61% | Q2 2026 | Jul 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 450 | 24 | 0.0% | 0.0% | 14 | +212 | 89.08% | Q2 2026 | Jul 22, 2026 |
| LGT Financial Advisors LLC | History | No change | 457 | 24 | 0.13% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 375 | 20 | 0.0% | — | 16 | +375 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 329 | 17 | 0.0% | 0.0% | 17 | +12 | 3.79% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 138 | 7 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CWM, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,438 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.13% | — | -20,918 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -311 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |