J.P. Morgan Exchange-Traded Fund Trust - JMSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Added to | 1,595,871 | 80,400 | 0.15% | 0.14% | 1 | +235,384 | 17.3% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 897,065 | 45,194 | 0.0% | 0.0% | 2 | -4,837 | -0.54% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 379,716 | 19,130 | 0.1% | — | 3 | +379,716 | New | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 210,433 | 10,601 | 0.01% | 0.01% | 4 | +22,519 | 11.98% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 188,214 | 9,482 | 0.0% | 0.0% | 5 | +8,386 | 4.66% | Q4 2025 | Feb 10, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 149,036 | 7,508 | 1.44% | 1.42% | 6 | +14,605 | 10.86% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 142,712 | 7,189 | 0.0% | 0.0% | 7 | +12,281 | 9.42% | Q4 2025 | Feb 18, 2026 |
| Ellevest, Inc. | History | Added to | 138,876 | 6,996 | 0.97% | 0.9% | 8 | +12,874 | 10.22% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 109,615 | 5,522 | 0.11% | 0.12% | 9 | -7,870 | -6.7% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 85,218 | 4,293 | 0.05% | — | 10 | +85,218 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 69,172 | 3,484 | 0.0% | 0.0% | 11 | -952 | -1.36% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 64,378 | 3,243 | 0.04% | 0.04% | 12 | -7,135 | -9.98% | Q4 2025 | Jan 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 52,064 | 2,622 | 0.1% | 0.12% | 13 | -14,220 | -21.45% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 50,320 | 2,535 | 0.0% | 0.0% | 14 | -5,175 | -9.33% | Q4 2025 | Feb 12, 2026 |
| Elequin Capital, LP | History | Added to | 46,481 | 2,341 | 0.17% | 0.05% | 15 | +26,943 | 137.9% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 43,978 | 2,215 | 0.39% | 0.4% | 16 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 41,009 | 2,066 | 0.0% | 0.0% | 17 | +7,802 | 23.5% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,776 | 2,058 | 0.0% | 0.0% | 18 | +3,898 | 10.57% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Wealth | History | Added to | 40,044 | 2,017 | 0.0% | 0.0% | 19 | +85 | 0.21% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 37,971 | 1,912 | 0.02% | 0.02% | 20 | +4,242 | 12.58% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 32,542 | 1,639 | 0.0% | 0.0% | 21 | +4,942 | 17.91% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 32,298 | 1,627 | 0.0% | 0.0% | 22 | +4,713 | 17.09% | Q4 2025 | Feb 11, 2026 |
| CPC Advisors, LLC | History | Added to | 31,381 | 1,580 | 0.16% | 0.16% | 23 | +1,390 | 4.63% | Q4 2025 | Jan 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 29,885 | 1,505 | 0.18% | 0.18% | 24 | -48 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Wealth Architects, LLC | History | No change | 20,526 | 1,034 | 0.09% | 0.1% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | Added to | 19,393 | 977 | 0.26% | 0.17% | 26 | +7,637 | 64.96% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,373 | 976 | 0.0% | 0.0% | 27 | -1,049 | -5.14% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,147 | 863 | 0.0% | 0.0% | 28 | +730 | 4.45% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,828 | 747 | 0.0% | 0.0% | 29 | +5,784 | 63.95% | Q4 2025 | Feb 13, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 14,207 | 715 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| McNamara Financial Services, Inc. | History | No change | 11,579 | 583 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PFG Investments, LLC | History | New | 10,566 | 532 | 0.03% | — | 32 | +10,566 | New | Q4 2025 | Jan 26, 2026 |
| Skyline Advisors, Inc. | History | Added to | 8,995 | 453 | 0.15% | 0.15% | 33 | +85 | 0.95% | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,030 | 404 | 0.02% | 0.01% | 34 | +2,451 | 43.93% | Q4 2025 | Jan 21, 2026 |
| Xena Financial Planning, LLC | History | New | 7,699 | 387 | 0.45% | — | 35 | +7,699 | New | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,435 | 374 | 0.0% | 0.0% | 36 | -113 | -1.5% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,900 | 297 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 5,784 | 291 | 0.02% | 0.02% | 38 | +127 | 2.25% | Q4 2025 | Feb 13, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 5,250 | 264 | 0.18% | 0.18% | 39 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | No change | 4,807 | 242 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 4,477 | 225 | 0.0% | — | 41 | +4,477 | New | Q4 2025 | Mar 25, 2026 |
| Vested Financial Planning, LLC | History | No change | 4,173 | 210 | 0.16% | 0.17% | 42 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,067 | 204 | 0.0% | 0.0% | 43 | -1,305 | -24.29% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | New | 4,025 | 202 | 0.0% | — | 44 | +4,025 | New | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 3,991 | 201 | 0.0% | — | 45 | +3,991 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,836 | 193 | 0.0% | 0.0% | 46 | +127 | 3.42% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,680 | 185 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | No change | 2,542 | 128 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 2,082 | 104 | 0.0% | 0.0% | 49 | +2 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,806 | 90 | 0.0% | 0.0% | 50 | +6 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,566 | 78 | 0.08% | 0.08% | 51 | +15 | 0.97% | Q4 2025 | Feb 13, 2026 |
| GGM Financials LLC | History | New | 1,479 | 74 | 0.04% | — | 52 | +1,479 | New | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 1,370 | 69 | 0.0% | — | 53 | +1,370 | New | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 1,265 | 63 | 0.01% | — | 54 | +1,265 | New | Q4 2025 | Feb 12, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 1,134 | 57 | 0.03% | 0.06% | 55 | -869 | -43.38% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 888 | 44 | 0.0% | 0.0% | 56 | +320 | 56.34% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 812 | 40 | 0.01% | 0.01% | 57 | +185 | 29.51% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 639 | 32 | 0.0% | 0.0% | 58 | +6 | 0.95% | Q4 2025 | Feb 06, 2026 |
| MASECO LLP | History | No change | 519 | 26 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 476 | 24 | 0.0% | — | 60 | +476 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 156 | 7 | 0.0% | — | 62 | +156 | New | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 143 | 7 | 0.0% | — | 61 | +143 | New | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | New | 80 | 4 | 0.0% | — | 63 | +80 | New | Q4 2025 | Jan 30, 2026 |
| BLUELINE ADVISORS LLC | History | New | 66 | 3 | 0.0% | — | 64 | +66 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | New | 53 | 2 | 0.0% | — | 65 | +53 | New | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,808 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Root Financial Partners, LLC | History | Reduced | 1 | 0 | — | 0.01% | — | -1,733 | -99.94% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Feb 03, 2026 |
| Elyxium Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |