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 | Reduced | 3,030,184 | 149,918 | 0.01% | 0.01% | 1 | -110,011 | -3.5% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Added to | 2,094,830 | 104,051 | 1.63% | 1.55% | 2 | +97,470 | 4.88% | Q1 2026 | May 08, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 1,426,028 | 70,831 | 7.5% | 8.02% | 3 | -14,743 | -1.02% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,266,048 | 62,885 | 0.01% | 0.01% | 4 | +164,289 | 14.91% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 810,984 | 40,282 | 0.31% | 0.29% | 5 | +43,118 | 5.62% | Q1 2026 | May 14, 2026 |
| Allegheny Financial Group | History | Added to | 697,861 | 34,663 | 4.67% | 4.75% | 6 | +59,022 | 9.24% | Q1 2026 | Apr 16, 2026 |
| ASSETMARK, INC | History | Reduced | 630,258 | 31,305 | 0.06% | 0.07% | 7 | -9,333 | -1.46% | Q1 2026 | May 06, 2026 |
| American Trust | History | Added to | 450,071 | 22,355 | 1.98% | 1.82% | 8 | +18,272 | 4.23% | Q1 2026 | May 01, 2026 |
| LPL Financial LLC | History | Reduced | 443,599 | 22,033 | 0.01% | 0.01% | 9 | -9,646 | -2.13% | Q1 2026 | May 06, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 433,541 | 21,534 | 3.9% | 3.83% | 10 | +19,562 | 4.73% | Q1 2026 | May 04, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 421,490 | 20,935 | 1.83% | — | 11 | +421,490 | New | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 392,951 | 19,518 | 0.03% | 0.03% | 12 | +12,509 | 3.29% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 353,038 | 17,535 | 0.01% | 0.0% | 13 | +37,979 | 12.05% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 337,400 | 16,758 | 1.18% | 1.24% | 14 | +6,213 | 1.88% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 276,524 | 13,735 | 0.01% | 0.01% | 15 | +3,379 | 1.24% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 256,932 | 12,762 | 0.2% | 0.24% | 16 | -16,126 | -5.91% | Q1 2026 | May 04, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 228,423 | 11,345 | 1.16% | 1.15% | 17 | +1,580 | 0.7% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 207,122 | 10,290 | 0.0% | 0.0% | 18 | +160,490 | 344.16% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 197,158 | 9,793 | 0.55% | 0.3% | 19 | +102,276 | 107.79% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 191,250 | 9,499 | 0.01% | 0.01% | 20 | -59,497 | -23.73% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | New | 181,624 | 8,995 | 0.15% | — | 21 | +181,624 | New | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 179,875 | 8,934 | 0.28% | 0.26% | 22 | +14,774 | 8.95% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 166,750 | 8,282 | 0.0% | 0.0% | 23 | -2,876 | -1.7% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 152,350 | 7,567 | 0.14% | 0.13% | 24 | +6,364 | 4.36% | Q1 2026 | Apr 10, 2026 |
| MORGAN STANLEY | History | Added to | 149,078 | 7,404 | 0.0% | 0.0% | 25 | +146,434 | 5538.35% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | No change | 118,233 | 5,872 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 111,943 | 5,560 | 0.01% | 0.01% | 27 | -8,543 | -7.09% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 96,073 | 4,772 | 0.0% | 0.0% | 28 | +95,295 | 12248.71% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 91,799 | 4,559 | 0.01% | 0.01% | 29 | +6,897 | 8.12% | Q1 2026 | May 14, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 79,111 | 3,929 | 4.2% | 7.58% | 30 | -178,395 | -69.28% | Q1 2026 | Apr 28, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 72,487 | 3,617 | 2.95% | 3.02% | 31 | +801 | 1.12% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Reduced | 72,714 | 3,611 | 0.0% | 0.0% | 32 | -1,915 | -2.57% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 62,513 | 3,105 | 0.0% | 0.0% | 33 | -1,319 | -2.07% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 60,480 | 2,988 | 0.0% | 0.0% | 34 | +8,679 | 16.75% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 57,746 | 2,868 | 0.0% | — | 35 | +57,746 | New | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | New | 53,345 | 2,650 | 0.11% | — | 36 | +53,345 | New | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,174 | 1,796 | 0.01% | 0.01% | 37 | +5,070 | 16.3% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 33,266 | 1,652 | 0.0% | 0.0% | 38 | -7,862 | -19.12% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 29,724 | 1,476 | 0.08% | 0.08% | 39 | +2,109 | 7.64% | Q1 2026 | Apr 30, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 28,450 | 1,428 | 0.85% | 0.85% | 40 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 28,295 | 1,405 | 0.01% | 0.01% | 41 | +3,314 | 13.27% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Reduced | 27,957 | 1,388 | 0.02% | 0.02% | 42 | -87 | -0.31% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,408 | 1,361 | 0.0% | 0.0% | 43 | -7,597 | -21.7% | Q1 2026 | May 15, 2026 |
| Bluesphere Advisors LLC | History | Added to | 25,854 | 1,284 | 0.46% | 0.57% | 44 | +330 | 1.29% | Q1 2026 | Apr 22, 2026 |
| Klingman & Associates, LLC | History | Added to | 25,713 | 1,277 | 0.06% | 0.06% | 45 | +1,897 | 7.97% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 22,236 | 1,104 | 0.21% | 0.07% | 46 | +12,635 | 131.6% | Q1 2026 | Apr 29, 2026 |
| ARWA LLC | History | Added to | 20,252 | 1,011 | 0.5% | 0.47% | 47 | +4,334 | 27.23% | Q1 2026 | Apr 13, 2026 |
| Certified Advisory Corp | History | Added to | 17,662 | 877 | 0.08% | 0.03% | 48 | +10,815 | 157.95% | Q1 2026 | Apr 17, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 11,460 | 569 | 0.07% | 0.06% | 49 | +763 | 7.13% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 10,398 | 516 | 0.0% | 0.0% | 50 | -4,209 | -28.81% | Q1 2026 | May 04, 2026 |
| Balefire, LLC | History | Added to | 9,609 | 477 | 0.09% | 0.09% | 51 | +162 | 1.71% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,247 | 459 | 0.01% | 0.01% | 53 | -200 | -2.12% | Q1 2026 | Apr 28, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 9,259 | 459 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 9,214 | 457 | 0.25% | 0.24% | 54 | +118 | 1.3% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,847 | 439 | 0.0% | 0.0% | 55 | +778 | 9.64% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 7,877 | 391 | 0.0% | 0.0% | 56 | -23,732 | -75.08% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 7,817 | 388 | 0.01% | 0.01% | 57 | +823 | 11.77% | Q1 2026 | Apr 27, 2026 |
| Stelac Advisory Services LLC | History | No change | 7,091 | 352 | 0.07% | 0.13% | 58 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 6,164 | 306 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,508 | 273 | 0.01% | 0.01% | 60 | +443 | 8.75% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 4,789 | 237 | 0.0% | — | 61 | +4,789 | New | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,165 | 206 | 0.0% | 0.0% | 62 | +53 | 1.29% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | New | 2,565 | 127 | 0.0% | — | 63 | +2,565 | New | Q1 2026 | Apr 28, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 2,356 | 117 | 0.02% | 0.02% | 64 | +30 | 1.29% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | No change | 2,261 | 112 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,669 | 83 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,634 | 81 | 0.0% | 0.01% | 67 | +20 | 1.24% | Q1 2026 | Apr 13, 2026 |
| BankPlus Trust Department | History | No change | 1,210 | 60 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,025 | 50 | 0.04% | — | 69 | +1,025 | New | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 674 | 33 | 0.0% | — | 70 | +674 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 420 | 20 | 0.0% | — | 71 | +420 | New | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | No change | 335 | 16 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 249 | 12 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | New | 185 | 9 | 0.0% | — | 74 | +185 | New | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 162 | 8 | 0.0% | 0.0% | 75 | +1 | 0.62% | Q1 2026 | Apr 13, 2026 |
| Park Square Financial Group, LLC | History | New | 125 | 6 | 0.05% | — | 77 | +125 | New | Q1 2026 | May 13, 2026 |
| Bank & Trust Co | History | No change | 126 | 6 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hickory Point Bank & Trust | History | New | 67 | 3 | 0.0% | — | 78 | +67 | New | Q1 2026 | Apr 03, 2026 |
| AE Wealth Management LLC | History | Added to | 56 | 2 | 0.0% | 0.0% | 79 | +1 | 1.82% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -99,391 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,492 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunflower Bank, N.A. | History | Closed out | 0 | 0 | — | 0.15% | — | -11,611 | -100.0% | Q1 2026 | Apr 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,941 | -100.0% | Q1 2026 | May 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,268 | -100.0% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,901 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,413 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |