J.P. Morgan Exchange-Traded Fund Trust - JPEF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$981M

QoQ value delta ($000)

+$132.1M (+15.56%)

Implied price effect (QoQ)

-3.93%

Total shares

13,672,609

QoQ shares delta

+2,305,126 (+20.28%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 122 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
RAYMOND JAMES FINANCIAL INC	138,295	1,925,866	0.04%
Avantax Planning Partners, Inc.	128,383	1,787,833	3.52%
LPL Financial LLC	94,454	1,315,349	0.03%
Cetera Investment Advisers	77,212	1,075,233	0.08%
MML INVESTORS SERVICES, LLC	48,337	673,133	0.13%
MORGAN STANLEY	43,110	600,341	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	39,947	556,296	0.06%
JONES FINANCIAL COMPANIES LLLP	36,179	517,225	0.02%
OSAIC HOLDINGS, INC.	32,386	450,969	0.05%
Beaumont Financial Advisors, LLC	28,219	392,979	1.94%
Stratos Wealth Partners, LTD.	25,132	349,984	0.29%
Leverty Financial Group, LLC	24,358	339,216	5.39%
Balance Wealth, LLC	19,277	268,448	5.99%
ROYAL BANK OF CANADA	18,636	259,526	0.0%
WELLS FARGO & COMPANY/MN	17,855	248,655	0.0%
MONECO ADVISORS, LLC	15,742	219,224	1.22%
JPMORGAN CHASE & CO	14,950	213,765	0.0%
NOVEM GROUP	11,651	162,249	1.33%
COZAD ASSET MANAGEMENT INC	10,511	140,740	0.81%
AlphaCore Capital LLC	9,382	130,662	0.22%
ENVESTNET ASSET MANAGEMENT INC	8,813	122,738	0.0%
Kestra Advisory Services, LLC	7,924	110,349	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	7,185	100,069	0.24%
Crestwood Advisors Group, LLC	7,111	99,027	0.12%
DAVENPORT & Co LLC	6,440	89,691	0.04%