J.P. Morgan Exchange-Traded Fund Trust - JMHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | Added to | 421,177 | 21,164 | 0.02% | 0.02% | 1 | +76,158 | 22.07% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 197,223 | 9,911 | 0.01% | 0.01% | 2 | -3,372 | -1.68% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 145,969 | 7,334 | 0.0% | 0.0% | 3 | +23,443 | 19.13% | Q4 2025 | Feb 11, 2026 |
| Prentice Wealth Management LLC | History | Added to | 126,361 | 6,349 | 1.45% | 1.52% | 4 | +4,078 | 3.33% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 109,587 | 5,506 | 0.0% | 0.0% | 5 | +18,686 | 20.56% | Q4 2025 | Feb 10, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 77,692 | 3,904 | 0.75% | 0.73% | 6 | +8,802 | 12.78% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 71,740 | 3,604 | 0.0% | 0.0% | 7 | +9,629 | 15.5% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 61,901 | 3,110 | 0.0% | 0.0% | 8 | +5,097 | 8.97% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 58,405 | 2,934 | 0.16% | 0.15% | 9 | +7,144 | 13.94% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,063 | 2,766 | 0.0% | 0.0% | 10 | -118,384 | -68.25% | Q4 2025 | Feb 11, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 54,185 | 2,731 | 1.28% | 1.23% | 11 | +14,581 | 36.82% | Q4 2025 | Jan 26, 2026 |
| GGM Financials LLC | History | Added to | 53,130 | 2,669 | 1.3% | 1.32% | 12 | +1,229 | 2.37% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 48,803 | 2,457 | 0.0% | 0.0% | 13 | +6,163 | 14.45% | Q4 2025 | Jan 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 44,255 | 2,223 | 0.0% | 0.0% | 14 | -8,827 | -16.63% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 44,028 | 2,212 | 0.0% | 0.0% | 15 | +31,770 | 259.18% | Q4 2025 | Jan 29, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 34,720 | 1,744 | 0.51% | 0.54% | 16 | +420 | 1.22% | Q4 2025 | Jan 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,150 | 1,414 | 0.02% | 0.02% | 17 | +6,950 | 32.78% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,615 | 1,136 | 0.0% | 0.0% | 18 | +98 | 0.44% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,498 | 1,130 | 0.0% | 0.0% | 19 | -14,829 | -39.73% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,042 | 906 | 0.0% | 0.0% | 20 | +7,765 | 75.56% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,409 | 874 | 0.0% | 0.0% | 21 | +1,538 | 9.69% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 15,805 | 794 | 0.0% | 0.0% | 22 | +2,958 | 23.02% | Q4 2025 | Feb 13, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 13,226 | 664 | 0.64% | — | 23 | +13,226 | New | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,718 | 539 | 0.0% | — | 24 | +10,718 | New | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, LP | History | Reduced | 10,274 | 516 | 0.04% | 0.04% | 25 | -4,095 | -28.5% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,966 | 500 | 0.0% | 0.0% | 26 | +135 | 1.37% | Q4 2025 | Feb 18, 2026 |
| Financial Insights, Inc. | History | Added to | 9,934 | 499 | 0.17% | 0.08% | 27 | +5,226 | 111.0% | Q4 2025 | Mar 31, 2026 |
| BlackRock, Inc. | History | No change | 9,600 | 482 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,182 | 461 | 0.0% | 0.0% | 29 | +1,347 | 17.19% | Q4 2025 | Feb 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 8,837 | 444 | 0.06% | 0.06% | 30 | +1,460 | 19.79% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | No change | 7,905 | 397 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 7,779 | 390 | 0.15% | 0.16% | 32 | -325 | -4.01% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,498 | 376 | 0.02% | 0.02% | 33 | +80 | 1.08% | Q4 2025 | Jan 21, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 7,238 | 363 | 0.05% | 0.06% | 34 | -96 | -1.31% | Q4 2025 | Jan 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,000 | 351 | 0.0% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 6,850 | 344 | 0.06% | 0.01% | 36 | +50 | 0.74% | Q4 2025 | Mar 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,729 | 338 | 0.0% | 0.0% | 37 | +2,600 | 62.97% | Q4 2025 | Feb 18, 2026 |
| Perigon Wealth Management, LLC | History | New | 6,500 | 326 | 0.01% | — | 38 | +6,500 | New | Q4 2025 | Jan 16, 2026 |
| 5T Wealth, LLC | History | New | 6,350 | 319 | 0.13% | — | 39 | +6,350 | New | Q4 2025 | Jan 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,078 | 305 | 0.04% | — | 40 | +6,078 | New | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 5,958 | 299 | 0.01% | — | 41 | +5,958 | New | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,818 | 292 | 0.01% | — | 42 | +5,818 | New | Q4 2025 | Feb 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 5,702 | 286 | 0.05% | — | 44 | +5,702 | New | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,693 | 286 | 0.0% | — | 43 | +5,693 | New | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 5,211 | 262 | 0.01% | 0.01% | 45 | -1,977 | -27.5% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,968 | 249 | 0.0% | 0.0% | 46 | -586 | -10.55% | Q4 2025 | Feb 12, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 4,467 | 224 | 0.09% | — | 47 | +4,467 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Financial Concepts, LLC | History | New | 4,383 | 220 | 0.2% | — | 48 | +4,383 | New | Q4 2025 | Feb 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 4,334 | 217 | 0.08% | 0.09% | 49 | +52 | 1.21% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4,239 | 213 | 0.04% | 0.05% | 50 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,160 | 209 | 0.0% | 0.0% | 51 | -1,497 | -26.46% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,095 | 105 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,048 | 102 | 0.0% | — | 53 | +2,048 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 2,000 | 100 | 0.0% | — | 54 | +2,000 | New | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,838 | 92 | 0.05% | 0.07% | 55 | -1,797 | -49.44% | Q4 2025 | Feb 18, 2026 |
| Stone House Investment Management, LLC | History | New | 893 | 44 | 0.01% | — | 56 | +893 | New | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | New | 803 | 40 | 0.02% | — | 57 | +803 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 729 | 36 | 0.0% | — | 58 | +729 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 257 | 12 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 145 | 7 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GAMMA Investing LLC | History | Added to | 77 | 3 | 0.0% | 0.0% | 61 | +4 | 5.48% | Q4 2025 | Jan 05, 2026 |
| Rossby Financial, LCC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 62 | -1 | -4.17% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,343 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,052 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -9,592 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -8,669 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,074 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -6,301 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -4,266 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2025 | Nov 13, 2025 |