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 | 1,984,457 | 100,096 | 0.17% | 0.16% | 1 | +286,873 | 16.9% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,020,016 | 51,470 | 0.0% | 0.0% | 2 | +87,580 | 9.39% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 448,963 | 22,645 | 0.09% | 0.1% | 3 | +44,648 | 11.04% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 222,569 | 11,226 | 0.01% | 0.01% | 4 | -6,043 | -2.64% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 184,958 | 9,329 | 0.0% | 0.0% | 5 | -12,314 | -6.24% | Q2 2026 | Sep 23, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 177,353 | 8,945 | 0.92% | 1.16% | 6 | +8,290 | 4.9% | Q2 2026 | Aug 12, 2026 |
| Ellevest, Inc. | History | Added to | 168,729 | 8,505 | 1.0% | 1.02% | 7 | +20,745 | 14.02% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 156,354 | 7,886 | 0.0% | 0.0% | 8 | +69,947 | 80.95% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 151,444 | 7,638 | 0.0% | 0.0% | 9 | -3,680 | -2.37% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 109,115 | 5,503 | 0.07% | 0.11% | 10 | +1,670 | 1.55% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 105,134 | 5,302 | 0.03% | 0.03% | 11 | +17,520 | 20.0% | Q2 2026 | Sep 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 94,481 | 4,765 | 0.0% | 0.0% | 12 | +9,070 | 10.62% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 75,010 | 3,753 | 0.01% | 0.0% | 13 | +36,941 | 97.04% | Q2 2026 | Jul 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 61,882 | 3,121 | 0.03% | 0.04% | 14 | +887 | 1.45% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 50,080 | 2,526 | 0.0% | 0.0% | 16 | +16,294 | 48.23% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,140 | 2,526 | 0.0% | 0.0% | 15 | +5,783 | 13.04% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 48,293 | 2,435 | 0.03% | 0.03% | 17 | +3,199 | 7.09% | Q2 2026 | Aug 13, 2026 |
| 5T Wealth, LLC | History | Added to | 41,471 | 2,091 | 0.78% | 0.13% | 18 | +34,708 | 513.2% | Q2 2026 | Jul 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 39,875 | 2,011 | 0.06% | 0.09% | 19 | -7,803 | -16.37% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 37,662 | 1,899 | 0.0% | — | 20 | +37,662 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 37,186 | 1,875 | 0.0% | 0.0% | 21 | -2,924 | -7.29% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,494 | 1,538 | 0.01% | — | 22 | +30,488 | 508133.33% | Q2 2026 | Jul 17, 2026 |
| CPC Advisors, LLC | History | Reduced | 29,973 | 1,511 | 0.2% | 0.26% | 23 | -2,438 | -7.52% | Q2 2026 | Jul 24, 2026 |
| Elequin Capital, LP | History | New | 28,342 | 1,429 | 0.04% | — | 24 | +28,342 | New | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | Added to | 28,103 | 1,417 | 0.32% | 0.32% | 25 | +3,683 | 15.08% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 25,316 | 1,276 | 0.02% | 0.01% | 26 | +11,502 | 83.26% | Q2 2026 | Aug 07, 2026 |
| Wealth Architects, LLC | History | Added to | 22,203 | 1,119 | 0.09% | 0.1% | 27 | +478 | 2.2% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,412 | 979 | 0.0% | 0.0% | 28 | +15 | 0.08% | Q2 2026 | Aug 19, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 19,177 | 967 | 0.0% | 0.0% | 29 | -110 | -0.57% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,638 | 788 | 0.0% | 0.0% | 30 | +769 | 5.17% | Q2 2026 | Aug 07, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 14,207 | 716 | 0.11% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Investments, LLC | History | Added to | 10,758 | 542 | 0.02% | 0.02% | 32 | +98 | 0.92% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,848 | 496 | 0.0% | — | 33 | +9,848 | New | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,744 | 491 | 0.0% | 0.0% | 34 | -1,268 | -11.51% | Q2 2026 | Jul 29, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 9,081 | 458 | 0.08% | 0.08% | 35 | +1,019 | 12.64% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,620 | 434 | 0.02% | 0.02% | 36 | +475 | 5.83% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | Added to | 8,302 | 418 | 0.0% | 0.0% | 37 | +502 | 6.44% | Q2 2026 | Aug 11, 2026 |
| First Affirmative Financial Network | History | No change | 8,210 | 408 | 0.16% | 0.16% | 38 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,061 | 406 | 0.0% | 0.0% | 39 | -39,607 | -83.09% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 6,184 | 311 | 0.02% | 0.02% | 40 | +459 | 8.02% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 6,158 | 310 | 0.0% | — | 41 | +6,158 | New | Q2 2026 | Aug 05, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 6,015 | 303 | 0.29% | 0.43% | 42 | -1,578 | -20.78% | Q2 2026 | Jul 21, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,733 | 289 | 0.01% | 0.03% | 43 | -3,469 | -37.7% | Q2 2026 | Jul 28, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 5,250 | 264 | 0.14% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TBH Global Asset Management, LLC | History | New | 5,220 | 263 | 0.05% | — | 45 | +5,220 | New | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,930 | 248 | 0.0% | 0.0% | 46 | +176 | 3.7% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,807 | 242 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GGM Financial LLC | History | Added to | 4,592 | 231 | 0.09% | 0.04% | 48 | +2,794 | 155.39% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Added to | 4,086 | 206 | 0.0% | 0.0% | 49 | +782 | 23.67% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | New | 4,036 | 203 | 0.0% | — | 50 | +4,036 | New | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 3,709 | 187 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,680 | 185 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,776 | 89 | 0.0% | 0.0% | 53 | -35 | -1.93% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 1,265 | 63 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | Added to | 1,184 | 59 | 0.01% | 0.01% | 55 | +87 | 7.93% | Q2 2026 | Aug 04, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,087 | 54 | 0.05% | 0.05% | 56 | +10 | 0.93% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 650 | 32 | 0.0% | — | 57 | +650 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 559 | 28 | 0.0% | 0.0% | 58 | +11 | 2.01% | Q2 2026 | Aug 14, 2026 |
| MASECO LLP | History | No change | 519 | 26 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 156 | 7 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 101 | 5 | 0.0% | 0.0% | 61 | -22 | -17.89% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 80 | 4 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 79 | 3 | 0.0% | 0.0% | 63 | +12 | 17.91% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | New | 43 | 2 | 0.0% | — | 66 | +43 | New | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 41 | 2 | 0.0% | — | 65 | +41 | New | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 52 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.18% | — | -48,969 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,719 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.17% | — | -27,484 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,074 | -100.0% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,727 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,266 | -100.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,900 | -100.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,407 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,808 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,144 | -100.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |