J.P. Morgan Exchange-Traded Fund Trust - JPEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | History | No change | 1,924,120 | 154,564 | 3.85% | 3.85% | 1 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,823,280 | 146,464 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,432,378 | 115,063 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 1,343,883 | 107,954 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 617,646 | 49,615 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 600,496 | 48,237 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 563,226 | 45,244 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 552,306 | 43,478 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 438,377 | 35,217 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 360,268 | 28,940 | 0.29% | 0.29% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leverty Financial Group, LLC | History | No change | 345,623 | 27,763 | 5.4% | 5.4% | 11 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 298,799 | 24,002 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 285,193 | 22,909 | 1.46% | 1.46% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balance Wealth Partners LLC | History | No change | 274,373 | 22,040 | 5.86% | 5.86% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 236,466 | 18,995 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 226,959 | 18,086 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 190,357 | 15,291 | 0.93% | 0.93% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 140,979 | 11,324 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 133,507 | 10,724 | 0.69% | 0.69% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 128,961 | 10,359 | 1.05% | 1.05% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | No change | 124,528 | 10,003 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 121,565 | 9,765 | 1.68% | 1.68% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 119,383 | 9,589 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 100,760 | 8,094 | 0.23% | 0.23% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 98,693 | 7,928 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 91,930 | 7,384 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Private Advisor Group, LLC | History | No change | 85,107 | 6,836 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 81,434 | 6,541 | 3.92% | 3.92% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MBL Wealth, LLC | History | No change | 75,077 | 6,030 | 0.41% | 0.41% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 71,941 | 5,779 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 68,720 | 5,520 | 1.64% | 1.64% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 65,993 | 5,301 | 1.23% | 1.23% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 63,846 | 5,129 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 63,776 | 5,123 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 55,314 | 4,443 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 40,647 | 3,265 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 37,569 | 3,017 | 0.68% | 0.68% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 37,260 | 2,993 | 0.48% | 0.48% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 35,361 | 2,840 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 33,600 | 2,699 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,802 | 2,474 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Herold Advisors, Inc. | History | No change | 27,188 | 2,183 | 0.43% | 0.43% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 23,247 | 1,867 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| First Citizens Financial Corp | History | Added to | 22,284 | 1,811 | 0.76% | 0.64% | 44 | +3,231 | 16.96% | Q3 2026 | Oct 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,890 | 1,758 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 21,779 | 1,749 | 0.24% | 0.24% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 21,429 | 1,721 | 0.48% | 0.48% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 19,297 | 1,550 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 18,499 | 1,486 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 20,704 | 1,475 | 0.46% | 0.46% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 17,548 | 1,409 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BESSEMER GROUP INC | History | No change | 17,269 | 1,387 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFG Wealth Management, LLC. | History | No change | 15,866 | 1,274 | 0.46% | 0.46% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Southland Equity Partners LLC | History | No change | 15,420 | 1,238 | 0.22% | 0.22% | 54 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15,090 | 1,212 | 0.12% | 0.12% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Morangie Management LLC | History | No change | 14,775 | 1,186 | 0.98% | 0.98% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 12,702 | 1,020 | 0.32% | 0.32% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 12,446 | 999 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 12,162 | 976 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 5T Wealth, LLC | History | No change | 12,092 | 971 | 0.36% | 0.36% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| World Investment Advisors | History | No change | 13,217 | 949 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,096 | 891 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,134 | 813 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 9,875 | 793 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 9,450 | 759 | 0.28% | 0.28% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 9,000 | 722 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Friday Financial | History | No change | 8,322 | 668 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,281 | 665 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 7,982 | 641 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,963 | 639 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Csenge Advisory Group | History | No change | 7,144 | 573 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlas Private Wealth Advisors | History | No change | 7,100 | 570 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,779 | 544 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,700 | 538 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 6,302 | 506 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 6,106 | 490 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,768 | 463 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,314 | 426 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,973 | 399 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 4,601 | 369 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 4,533 | 364 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 4,357 | 349 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,264 | 342 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 4,248 | 341 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,854 | 309 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,855 | 309 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,570 | 286 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WNY Asset Management, LLC | History | No change | 3,443 | 276 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 3,282 | 263 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,283 | 263 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,253 | 261 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,137 | 251 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 2,999 | 247 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 3,048 | 244 | 0.14% | 0.14% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | No change | 2,699 | 216 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GoalVest Advisory LLC | History | No change | 2,658 | 216 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 2,668 | 214 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 2,658 | 213 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,604 | 209 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 2,600 | 208 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 1,838 | 147 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,797 | 143 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,511 | 121 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,444 | 115 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,168 | 93 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1015 Capital Partners, LLC | History | No change | 1,150 | 92 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 865 | 69 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 752 | 60 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GODSEY & GIBB, INC | History | No change | 573 | 46 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 502 | 40 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 350 | 28 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 278 | 22 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 266 | 21 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Realta Investment Advisors | History | No change | 231 | 18 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Regatta Research & Money Management | History | No change | 181 | 14 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 167 | 13 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 116 | 9 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | No change | 117 | 9 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 80 | 6 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 82 | 6 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Johnson Financial Group, Inc. | History | No change | 56 | 4 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |