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 | 1,697,584 | 84,455 | 0.16% | 0.15% | 1 | +101,713 | 6.37% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 932,436 | 46,323 | 0.0% | 0.0% | 2 | +35,371 | 3.94% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 404,315 | 20,114 | 0.1% | 0.1% | 3 | +24,599 | 6.48% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 228,612 | 11,373 | 0.01% | 0.01% | 4 | +18,179 | 8.64% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 197,272 | 9,814 | 0.0% | 0.0% | 5 | +9,058 | 4.81% | Q1 2026 | May 04, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 169,063 | 8,495 | 1.16% | 1.44% | 6 | +20,027 | 13.44% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 155,124 | 7,717 | 0.0% | 0.0% | 7 | +12,412 | 8.7% | Q1 2026 | May 14, 2026 |
| Ellevest, Inc. | History | Added to | 147,984 | 7,362 | 1.02% | 0.97% | 8 | +9,108 | 6.56% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 107,445 | 5,345 | 0.11% | 0.11% | 9 | -2,170 | -1.98% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 87,614 | 4,358 | 0.03% | 0.05% | 10 | +2,396 | 2.81% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 86,407 | 4,298 | 0.0% | 0.0% | 11 | +53,865 | 165.52% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 85,411 | 4,249 | 0.0% | 0.0% | 12 | +16,239 | 23.48% | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 60,995 | 3,034 | 0.04% | 0.04% | 13 | -3,383 | -5.25% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 48,969 | 2,436 | 0.18% | — | 14 | +48,969 | New | Q1 2026 | Apr 28, 2026 |
| GeoWealth Management, LLC | History | Reduced | 47,678 | 2,371 | 0.09% | 0.1% | 15 | -4,386 | -8.42% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 47,668 | 2,371 | 0.0% | 0.0% | 16 | -2,652 | -5.27% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 45,094 | 2,243 | 0.03% | 0.02% | 17 | +7,123 | 18.76% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 43,978 | 2,215 | 0.39% | 0.39% | 18 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,357 | 2,199 | 0.0% | 0.0% | 19 | +3,348 | 8.16% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 40,110 | 2,000 | 0.0% | 0.0% | 20 | +66 | 0.16% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,069 | 1,899 | 0.0% | 0.0% | 21 | -2,707 | -6.64% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 33,786 | 1,680 | 0.0% | 0.0% | 22 | +1,488 | 4.61% | Q1 2026 | May 06, 2026 |
| CPC Advisors, LLC | History | Added to | 32,411 | 1,612 | 0.26% | 0.16% | 23 | +1,030 | 3.28% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 30,719 | 1,528 | 0.0% | — | 24 | +30,719 | New | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 27,484 | 1,367 | 0.17% | 0.18% | 25 | -2,401 | -8.03% | Q1 2026 | May 05, 2026 |
| Fairway Wealth LLC | History | Added to | 24,420 | 1,214 | 0.32% | 0.26% | 26 | +5,027 | 25.92% | Q1 2026 | Apr 23, 2026 |
| Wealth Architects, LLC | History | Added to | 21,725 | 1,080 | 0.1% | 0.09% | 27 | +1,199 | 5.84% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,397 | 965 | 0.0% | 0.0% | 28 | +24 | 0.12% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 14,869 | 739 | 0.0% | 0.0% | 29 | +41 | 0.28% | Q1 2026 | May 04, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 14,207 | 706 | 0.12% | 0.13% | 30 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | New | 13,814 | 687 | 0.01% | — | 31 | +13,814 | New | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,012 | 547 | 0.0% | 0.0% | 32 | +3,577 | 48.11% | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 10,660 | 530 | 0.02% | 0.03% | 33 | +94 | 0.89% | Q1 2026 | Apr 27, 2026 |
| WealthPlan Investment Management, LLC | History | New | 9,202 | 457 | 0.03% | — | 34 | +9,202 | New | Q1 2026 | Apr 29, 2026 |
| Skyline Advisors, Inc. | History | Added to | 9,074 | 451 | 0.16% | 0.15% | 35 | +79 | 0.88% | Q1 2026 | Apr 20, 2026 |
| First Affirmative Financial Network | History | New | 8,210 | 408 | 0.16% | — | 36 | +8,210 | New | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,145 | 405 | 0.02% | 0.02% | 37 | +115 | 1.43% | Q1 2026 | Apr 28, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 8,062 | 401 | 0.08% | 0.11% | 38 | -3,517 | -30.37% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 7,800 | 388 | 0.0% | 0.0% | 39 | +6,430 | 469.34% | Q1 2026 | May 14, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 7,593 | 377 | 0.43% | 0.45% | 40 | -106 | -1.38% | Q1 2026 | Apr 14, 2026 |
| 5T Wealth, LLC | History | New | 6,763 | 336 | 0.13% | — | 41 | +6,763 | New | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | New | 5,727 | 284 | 0.0% | — | 43 | +5,727 | New | Q1 2026 | May 14, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 5,725 | 284 | 0.02% | 0.02% | 42 | -59 | -1.02% | Q1 2026 | May 12, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 5,250 | 261 | 0.17% | 0.18% | 44 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| COMERICA BANK | History | No change | 4,807 | 242 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,807 | 239 | 0.0% | — | 46 | +4,807 | New | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,754 | 236 | 0.0% | 0.0% | 47 | +729 | 18.11% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,266 | 212 | 0.0% | — | 48 | +4,266 | New | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 3,709 | 184 | 0.0% | 0.0% | 49 | -127 | -3.31% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,680 | 183 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 3,304 | 164 | 0.0% | 0.0% | 51 | +762 | 29.98% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,900 | 144 | 0.01% | 0.02% | 52 | -3,000 | -50.85% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,407 | 120 | 0.0% | 0.0% | 53 | +1,931 | 405.67% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,811 | 90 | 0.0% | 0.0% | 54 | +5 | 0.28% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 1,808 | 89 | 0.0% | — | 56 | +1,808 | New | Q1 2026 | May 15, 2026 |
| GGM Financial LLC | History | Added to | 1,798 | 89 | 0.04% | 0.04% | 55 | +319 | 21.57% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 1,265 | 62 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,144 | 56 | 0.03% | 0.03% | 58 | +10 | 0.88% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 1,097 | 54 | 0.01% | 0.01% | 59 | +285 | 35.1% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 1,077 | 53 | 0.05% | 0.08% | 60 | -489 | -31.23% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 639 | 32 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 548 | 27 | 0.0% | 0.0% | 62 | -340 | -38.29% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | No change | 519 | 25 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 500 | 24 | 0.0% | — | 64 | +500 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 156 | 7 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 123 | 6 | 0.0% | 0.0% | 66 | -20 | -13.99% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 75 | 3 | 0.0% | — | 69 | +75 | New | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 67 | 3 | 0.0% | 0.0% | 68 | +1 | 1.52% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | No change | 80 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 52 | 2 | 0.0% | 0.0% | 70 | -1 | -1.89% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | New | 28 | 1 | 0.0% | — | 72 | +28 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 22 | 1 | 0.0% | — | 71 | +22 | New | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.17% | — | -46,481 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,147 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,477 | -100.0% | Q1 2026 | May 15, 2026 |
| Vested Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,173 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,067 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,991 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2 | 0 | — | 0.0% | — | -2,080 | -99.9% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 13 | 0 | — | — | — | +12 | 1200.0% | Q1 2026 | Apr 24, 2026 |
| Financial Life Planners | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |