J.P. Morgan Exchange-Traded Fund Trust - JFLX
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 | 3,174,103 | 159,911 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glenview Trust Co | History | No change | 2,137,759 | 107,743 | 1.49% | 1.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,449,324 | 73,045 | 6.96% | 6.96% | 3 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,375,502 | 69,325 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 862,473 | 43,468 | 0.3% | 0.3% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 702,054 | 35,383 | 3.76% | 3.76% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 619,515 | 31,223 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 562,838 | 28,367 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 479,555 | 24,169 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Trust | History | No change | 457,456 | 23,055 | 1.78% | 1.78% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 452,085 | 22,785 | 3.81% | 3.81% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 431,294 | 21,737 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 429,039 | 21,623 | 1.77% | 1.77% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 386,223 | 19,280 | 2.39% | 2.39% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 354,302 | 17,856 | 1.1% | 1.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cetera Investment Advisers | History | No change | 275,423 | 13,881 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 261,497 | 13,179 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 260,215 | 13,114 | 0.65% | 0.65% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 223,817 | 11,280 | 1.32% | 1.32% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 204,250 | 10,294 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 188,632 | 9,507 | 0.23% | 0.23% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 173,978 | 8,742 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 172,635 | 8,700 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 146,466 | 7,381 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 128,936 | 6,499 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 112,135 | 5,651 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 103,738 | 5,228 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | No change | 94,147 | 4,745 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 81,112 | 4,088 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 79,551 | 3,975 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 75,566 | 3,808 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 71,497 | 3,603 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 67,049 | 3,379 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 65,024 | 3,258 | 3.21% | 3.21% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthPLAN Partners, LLC | History | No change | 62,682 | 3,159 | 0.6% | 0.6% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 59,114 | 2,978 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,317 | 1,779 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 34,308 | 1,729 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 33,250 | 1,675 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 30,727 | 1,548 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 30,663 | 1,545 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 28,953 | 1,459 | 0.64% | 0.64% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 27,957 | 1,409 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 27,436 | 1,382 | 0.17% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bluesphere Advisors LLC | History | No change | 26,166 | 1,318 | 0.41% | 0.41% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Klingman & Associates, LLC | History | No change | 25,367 | 1,278 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARWA LLC | History | No change | 24,210 | 1,212 | 0.5% | 0.5% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | No change | 22,395 | 1,128 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20,383 | 1,027 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Krilogy Financial LLC | History | No change | 17,650 | 889 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Certified Advisory Corp | History | No change | 17,534 | 883 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 11,020 | 555 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,962 | 552 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balefire, LLC | History | No change | 9,550 | 481 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 9,325 | 469 | 0.24% | 0.24% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 9,259 | 466 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | No change | 8,885 | 447 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GEN Financial Management, INC. | History | No change | 8,448 | 425 | 0.25% | 0.25% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 7,800 | 393 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 7,817 | 389 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 6,215 | 313 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 6,164 | 310 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,575 | 280 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,356 | 269 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 5,303 | 259 | 0.02% | — | 65 | +5,303 | New | Q3 2026 | Oct 05, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 5,005 | 252 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,649 | 227 | 0.0% | 0.0% | 67 | -2,635 | -36.18% | Q3 2026 | Oct 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,215 | 212 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 2,644 | 133 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,385 | 120 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ancora Advisors LLC | History | No change | 2,261 | 113 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,654 | 83 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,630 | 82 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,533 | 77 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 652 | 32 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 358 | 18 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 249 | 12 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | No change | 182 | 9 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Co | History | No change | 162 | 8 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 160 | 8 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 147 | 7 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank & Trust Co | History | No change | 126 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 82 | 4 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hickory Point Bank & Trust | History | No change | 67 | 3 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 79 | 3 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Park Square Financial Group, LLC | History | No change | 35 | 1 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |