J.P. Morgan Exchange-Traded Fund Trust - JFLX
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 | Added to | 3,140,195 | 157,700 | 0.01% | 0.01% | 1 | +800,755 | 34.23% | Q4 2025 | Feb 11, 2026 |
| Glenview Trust Co | History | Added to | 1,997,360 | 100,307 | 1.55% | 1.56% | 2 | +40,895 | 2.09% | Q4 2025 | Feb 09, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,440,771 | 72,355 | 8.02% | — | 3 | +1,440,771 | New | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,101,759 | 55,330 | 0.01% | 0.01% | 4 | +39,236 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 767,866 | 38,562 | 0.29% | — | 5 | +767,866 | New | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | Reduced | 639,591 | 32,120 | 0.07% | 0.07% | 6 | -48,052 | -6.99% | Q4 2025 | Jan 23, 2026 |
| Allegheny Financial Group | History | Added to | 638,839 | 32,082 | 4.75% | 5.65% | 7 | +36,190 | 6.01% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 453,245 | 22,761 | 0.01% | 0.01% | 8 | +6,118 | 1.37% | Q4 2025 | Feb 11, 2026 |
| American Trust | History | Added to | 431,799 | 21,684 | 1.82% | 0.45% | 9 | +326,301 | 309.3% | Q4 2025 | Feb 17, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 413,979 | 20,790 | 3.83% | 3.61% | 10 | +44,667 | 12.09% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 380,442 | 19,105 | 0.03% | 0.02% | 11 | +7,366 | 1.97% | Q4 2025 | Feb 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 331,187 | 16,632 | 1.24% | 1.03% | 12 | +59,099 | 21.72% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 315,059 | 15,822 | 0.0% | 0.0% | 13 | +38,632 | 13.98% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 273,145 | 13,717 | 0.01% | 0.02% | 14 | +14,420 | 5.57% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | New | 273,058 | 13,712 | 0.24% | — | 15 | +273,058 | New | Q4 2025 | Feb 09, 2026 |
| LWM Advisory Services, LLC | History | Added to | 257,506 | 12,931 | 7.58% | 7.39% | 16 | +4,997 | 1.98% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 250,747 | 12,592 | 0.01% | 0.01% | 17 | +155 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 226,843 | 11,392 | 1.15% | 1.56% | 18 | -3,864 | -1.67% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 169,626 | 8,518 | 0.0% | 0.0% | 19 | -104,719 | -38.17% | Q4 2025 | Feb 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 165,101 | 8,291 | 0.26% | — | 20 | +165,101 | New | Q4 2025 | Jan 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 145,986 | 7,331 | 0.13% | 0.14% | 21 | +5,399 | 3.84% | Q4 2025 | Jan 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 120,486 | 6,050 | 0.01% | 0.01% | 22 | -12,874 | -9.65% | Q4 2025 | Feb 02, 2026 |
| Virtu Financial LLC | History | New | 99,391 | 4,991 | 0.19% | — | 23 | +99,391 | New | Q4 2025 | Feb 23, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 94,882 | 4,764 | 0.3% | 0.23% | 24 | +26,789 | 39.34% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 84,902 | 4,263 | 0.01% | 0.0% | 25 | +57,236 | 206.88% | Q4 2025 | Mar 16, 2026 |
| Focus Partners Wealth | History | Added to | 74,629 | 3,747 | 0.0% | 0.01% | 26 | +6,422 | 9.42% | Q4 2025 | Feb 13, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 71,686 | 3,605 | 3.02% | 2.72% | 27 | +4,424 | 6.58% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 63,832 | 3,205 | 0.0% | 0.0% | 28 | -739 | -1.14% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 51,801 | 2,601 | 0.0% | — | 29 | +51,801 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 46,632 | 2,341 | 0.0% | 0.0% | 30 | -152,651 | -76.6% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 41,128 | 2,065 | 0.0% | 0.0% | 31 | +27,349 | 198.48% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,005 | 1,757 | 0.0% | 0.0% | 32 | -24,012 | -40.69% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 32,492 | 1,631 | 0.0% | — | 33 | +32,492 | New | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 31,609 | 1,587 | 0.0% | 0.0% | 34 | -66,022 | -67.62% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | New | 31,104 | 1,562 | 0.01% | — | 35 | +31,104 | New | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | New | 28,044 | 1,416 | 0.02% | — | 36 | +28,044 | New | Q4 2025 | Jan 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 27,615 | 1,386 | 0.08% | 0.07% | 37 | +3,006 | 12.22% | Q4 2025 | Jan 30, 2026 |
| Bluesphere Advisors LLC | History | Added to | 25,524 | 1,281 | 0.57% | 0.58% | 38 | +199 | 0.79% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,981 | 1,254 | 0.01% | 0.01% | 39 | +4,339 | 21.02% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | Added to | 23,816 | 1,196 | 0.06% | 0.05% | 40 | +5,570 | 30.53% | Q4 2025 | Jan 29, 2026 |
| ARWA LLC | History | New | 15,918 | 799 | 0.47% | — | 41 | +15,918 | New | Q4 2025 | Feb 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,607 | 733 | 0.0% | 0.0% | 42 | -21,323 | -59.35% | Q4 2025 | Feb 13, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 11,611 | 583 | 0.15% | 2.65% | 43 | -205,640 | -94.66% | Q4 2025 | Jan 09, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 10,697 | 537 | 0.06% | 0.06% | 44 | +654 | 6.51% | Q4 2025 | Feb 03, 2026 |
| WealthPLAN Partners, LLC | History | New | 9,601 | 482 | 0.07% | — | 45 | +9,601 | New | Q4 2025 | Feb 12, 2026 |
| Balefire, LLC | History | New | 9,447 | 474 | 0.09% | — | 47 | +9,447 | New | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,447 | 474 | 0.01% | 0.01% | 46 | -2 | -0.02% | Q4 2025 | Jan 20, 2026 |
| L. Roy Papp & Associates, LLP | History | New | 9,259 | 464 | 0.05% | — | 48 | +9,259 | New | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 9,096 | 456 | 0.24% | 0.2% | 49 | +71 | 0.79% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,941 | 449 | 0.01% | — | 50 | +8,941 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,069 | 405 | 0.0% | 0.0% | 51 | +2,338 | 40.8% | Q4 2025 | Feb 05, 2026 |
| Stelac Advisory Services LLC | History | No change | 7,091 | 357 | 0.13% | 0.12% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | New | 6,994 | 351 | 0.01% | — | 53 | +6,994 | New | Q4 2025 | Mar 12, 2026 |
| Certified Advisory Corp | History | Added to | 6,847 | 343 | 0.03% | 0.02% | 54 | +1,927 | 39.17% | Q4 2025 | Jan 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 6,268 | 314 | 0.15% | 0.18% | 55 | -936 | -12.99% | Q4 2025 | Feb 06, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 6,164 | 309 | 0.03% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,901 | 296 | 0.0% | 0.0% | 57 | +30 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,065 | 254 | 0.01% | — | 58 | +5,065 | New | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,112 | 206 | 0.0% | 0.0% | 59 | +32 | 0.78% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,644 | 132 | 0.0% | 0.0% | 60 | -662 | -20.02% | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | New | 2,326 | 116 | 0.02% | — | 61 | +2,326 | New | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | No change | 2,261 | 113 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,669 | 83 | 0.0% | 0.0% | 63 | +140 | 9.16% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,614 | 81 | 0.01% | 0.01% | 64 | -873 | -35.1% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,413 | 70 | 0.0% | — | 65 | +1,413 | New | Q4 2025 | Feb 13, 2026 |
| BankPlus Trust Department | History | New | 1,210 | 60 | 0.02% | — | 66 | +1,210 | New | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 778 | 39 | 0.0% | — | 67 | +778 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | New | 335 | 17 | 0.0% | — | 68 | +335 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 249 | 12 | 0.0% | 0.0% | 69 | +75 | 43.1% | Q4 2025 | Feb 06, 2026 |
| Trust Co | History | New | 161 | 8 | 0.0% | — | 70 | +161 | New | Q4 2025 | Jan 15, 2026 |
| Cape Investment Advisory, Inc. | History | New | 150 | 7 | 0.0% | — | 71 | +150 | New | Q4 2025 | Feb 17, 2026 |
| Bank & Trust Co | History | New | 126 | 6 | 0.0% | — | 72 | +126 | New | Q4 2025 | Jan 13, 2026 |
| BAYBAN | History | New | 60 | 3 | 0.0% | — | 73 | +60 | New | Q4 2025 | Mar 05, 2026 |
| AE Wealth Management LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Main Line Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 1.74% | — | -67,718 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,642 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,310 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -739 | -100.0% | Q3 2025 | Nov 18, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -434 | -100.0% | Q3 2025 | Oct 16, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 13, 2026 |