J.P. Morgan Exchange-Traded Fund Trust - JPEM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 417,623 | 25,362 | 0.01% | 0.01% | 1 | +20,768 | 5.23% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 327,933 | 19,915 | 0.0% | 0.0% | 2 | +4,844 | 1.5% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 254,970 | 15,484 | 0.0% | 0.0% | 3 | +2,937 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 236,262 | 14,348 | 0.02% | 0.02% | 4 | +3,865 | 1.66% | Q4 2025 | Feb 17, 2026 |
| SAM Advisors, LLC | History | Added to | 194,578 | 11,816 | 3.74% | 3.68% | 5 | +1,198 | 0.62% | Q4 2025 | Feb 12, 2026 |
| American Money Management, LLC | History | Added to | 186,472 | 11,324 | 1.78% | 1.8% | 6 | +3,131 | 1.71% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 179,244 | 10,885 | 0.13% | 0.13% | 7 | -67 | -0.04% | Q4 2025 | Jan 21, 2026 |
| KWB Wealth | History | Added to | 159,191 | 9,667 | 0.92% | 0.98% | 8 | +1,716 | 1.09% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Wealth | History | Added to | 156,273 | 9,490 | 0.01% | 0.01% | 9 | +8,681 | 5.88% | Q4 2025 | Feb 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 137,618 | 8,357 | 0.7% | 0.67% | 10 | +7,172 | 5.5% | Q4 2025 | Jan 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 136,572 | 8,294 | 0.35% | 0.35% | 11 | -1,524 | -1.1% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 132,839 | 8,067 | 0.01% | 0.01% | 12 | -11,963 | -8.26% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 131,841 | 8,012 | 0.01% | 0.01% | 13 | -6,821 | -4.92% | Q4 2025 | Mar 09, 2026 |
| Tactive Advisors, LLC | History | Added to | 131,424 | 7,981 | 2.34% | 1.64% | 14 | +33,291 | 33.92% | Q4 2025 | Jan 09, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 125,416 | 7,616 | 0.1% | 0.1% | 15 | -6,357 | -4.82% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 122,545 | 7,442 | 0.21% | 0.21% | 16 | -2,143 | -1.72% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 114,207 | 6,935 | 0.0% | 0.0% | 17 | +24,838 | 27.79% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 111,423 | 6,763 | 0.0% | 0.0% | 18 | +13,192 | 13.43% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 92,694 | 5,629 | 0.01% | 0.01% | 19 | +2,171 | 2.4% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 91,241 | 5,544 | 0.01% | 0.01% | 20 | -4,132 | -4.33% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | No change | 87,740 | 5,328 | 0.0% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 82,982 | 5,039 | 0.0% | 0.0% | 22 | +3,746 | 4.73% | Q4 2025 | Feb 11, 2026 |
| Berger Financial Group, Inc | History | Added to | 69,845 | 4,241 | 0.25% | 0.24% | 23 | +657 | 0.95% | Q4 2025 | Jan 27, 2026 |
| Avestar Capital, LLC | History | Added to | 66,150 | 4,017 | 0.26% | 0.25% | 24 | +529 | 0.81% | Q4 2025 | Feb 10, 2026 |
| RHS Financial, LLC | History | Added to | 59,748 | 3,628 | 1.77% | 1.74% | 25 | +2,877 | 5.06% | Q4 2025 | Jan 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 56,160 | 3,410 | 0.0% | 0.0% | 26 | +148 | 0.26% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Reduced | 51,524 | 3,129 | 0.0% | 0.0% | 27 | -7,097 | -12.11% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 48,257 | 2,930 | 0.17% | 0.17% | 28 | +1,812 | 3.9% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 47,428 | 2,880 | 0.04% | 0.04% | 29 | +2,777 | 6.22% | Q4 2025 | Feb 09, 2026 |
| Schiavi & Co LLC | History | Reduced | 46,252 | 2,808 | 0.9% | 1.05% | 30 | -7,795 | -14.42% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,797 | 2,720 | 0.0% | 0.0% | 31 | +9,161 | 25.71% | Q4 2025 | Feb 17, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 37,457 | 2,274 | 0.88% | 0.84% | 32 | +365 | 0.98% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,789 | 2,234 | 0.0% | — | 33 | +36,789 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 35,547 | 2,158 | 0.03% | 0.03% | 34 | -1,017 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | Reduced | 33,537 | 2,036 | 0.56% | 0.6% | 35 | -1,390 | -3.98% | Q4 2025 | Jan 20, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 32,480 | 1,972 | 1.26% | 1.13% | 36 | +3,134 | 10.68% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 31,898 | 1,937 | 0.02% | 0.02% | 37 | -141 | -0.44% | Q4 2025 | Jan 26, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 30,551 | 1,855 | 1.7% | 0.04% | 38 | +25,924 | 560.28% | Q4 2025 | Feb 09, 2026 |
| BKM Wealth Management, LLC | History | Added to | 30,306 | 1,840 | 0.67% | 0.44% | 39 | +10,039 | 49.53% | Q4 2025 | Jan 29, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 28,733 | 1,744 | 1.73% | — | 40 | +28,733 | New | Q4 2025 | Feb 19, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 25,202 | 1,530 | 0.05% | 0.05% | 41 | -154 | -0.61% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Reduced | 24,294 | 1,475 | 0.01% | 0.01% | 42 | -655 | -2.63% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 24,046 | 1,460 | 0.0% | — | 43 | +24,046 | New | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 18,881 | 1,146 | 0.13% | 0.12% | 44 | +1,771 | 10.35% | Q4 2025 | Jan 08, 2026 |
| Edge Financial Advisors LLC | History | Added to | 18,717 | 1,136 | 0.48% | 0.49% | 45 | +166 | 0.89% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,744 | 975 | 0.0% | 0.0% | 46 | +1,225 | 8.44% | Q4 2025 | Jan 08, 2026 |
| Argent Trust Co | History | Reduced | 14,489 | 879 | 0.03% | 0.03% | 47 | -407 | -2.73% | Q4 2025 | Feb 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 14,186 | 861 | 0.24% | 0.25% | 48 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 13,921 | 845 | 0.0% | — | 49 | +13,921 | New | Q4 2025 | Feb 05, 2026 |
| 5T Wealth, LLC | History | Added to | 13,021 | 790 | 0.32% | 0.31% | 50 | +766 | 6.25% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,587 | 703 | 0.0% | — | 51 | +11,587 | New | Q4 2025 | Mar 25, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,502 | 698 | 0.01% | 0.02% | 52 | -19,040 | -62.34% | Q4 2025 | Feb 13, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 11,243 | 682 | 0.25% | 0.27% | 53 | -640 | -5.39% | Q4 2025 | Feb 17, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 11,153 | 677 | 0.17% | 0.18% | 54 | -94 | -0.84% | Q4 2025 | Jan 23, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 10,991 | 667 | 0.05% | 0.04% | 55 | +2,149 | 24.3% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,708 | 650 | 0.0% | 0.0% | 56 | +1,918 | 21.82% | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Reduced | 10,280 | 649 | 0.06% | 0.33% | 57 | -52,142 | -83.53% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 10,595 | 643 | 0.02% | 0.02% | 58 | +868 | 8.92% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Added to | 10,395 | 631 | 0.0% | 0.0% | 59 | +1,327 | 14.63% | Q4 2025 | Jan 29, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 9,984 | 606 | 0.08% | 0.09% | 60 | -2,086 | -17.28% | Q4 2025 | Jan 13, 2026 |
| L & S Advisors Inc | History | Reduced | 9,300 | 564 | 0.05% | 0.05% | 61 | -74 | -0.79% | Q4 2025 | Feb 05, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 8,239 | 500 | 0.25% | 0.26% | 62 | +78 | 0.96% | Q4 2025 | Jan 30, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 8,145 | 494 | 0.41% | 0.7% | 63 | -6,400 | -44.0% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,686 | 466 | 0.0% | 0.0% | 64 | +81 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Asset One Wealth Management LLC | History | New | 7,004 | 451 | 0.06% | — | 65 | +7,004 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,986 | 424 | 0.0% | 0.0% | 66 | +79 | 1.14% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,803 | 413 | 0.0% | 0.0% | 67 | +446 | 7.02% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,791 | 412 | 0.0% | 0.0% | 68 | -881 | -11.48% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,571 | 399 | 0.01% | 0.01% | 69 | +78 | 1.2% | Q4 2025 | Jan 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 5,780 | 351 | 0.14% | 0.15% | 70 | +85 | 1.49% | Q4 2025 | Jan 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 5,528 | 335 | 0.07% | 0.07% | 71 | -215 | -3.74% | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,312 | 322 | 0.0% | 0.0% | 72 | -56 | -1.04% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 5,163 | 313 | 0.03% | 0.03% | 73 | +736 | 16.63% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 4,781 | 290 | 0.0% | 0.0% | 74 | +80 | 1.7% | Q4 2025 | Feb 18, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 4,341 | 263 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 4,147 | 251 | 0.06% | 0.06% | 76 | -88 | -2.08% | Q4 2025 | Feb 10, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 4,129 | 250 | 0.02% | 0.03% | 77 | -456 | -9.95% | Q4 2025 | Feb 04, 2026 |
| Cadence Bank | History | No change | 4,093 | 248 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 3,965 | 240 | 0.12% | 0.12% | 79 | +13 | 0.33% | Q4 2025 | Feb 02, 2026 |
| RVW Wealth, LLC | History | No change | 3,779 | 229 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Aprio Wealth Management, LLC | History | New | 3,500 | 212 | 0.01% | — | 81 | +3,500 | New | Q4 2025 | Jan 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 3,413 | 207 | 0.03% | — | 82 | +3,413 | New | Q4 2025 | Jan 21, 2026 |
| LOM Asset Management Ltd | History | Added to | 3,055 | 185 | 0.05% | 0.05% | 83 | +400 | 15.07% | Q4 2025 | Jan 23, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,428 | 147 | 0.13% | 0.13% | 84 | +37 | 1.55% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,345 | 142 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 2,193 | 133 | 0.01% | — | 86 | +2,193 | New | Q4 2025 | Feb 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,654 | 100 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,623 | 98 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,431 | 86 | 0.0% | — | 89 | +1,431 | New | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | New | 1,362 | 82 | 0.0% | — | 90 | +1,362 | New | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,248 | 75 | 0.0% | 0.0% | 91 | +696 | 126.09% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | New | 1,088 | 66 | 0.0% | — | 92 | +1,088 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | New | 966 | 59 | 0.0% | — | 93 | +966 | New | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 660 | 40 | 0.0% | 0.0% | 94 | +9 | 1.38% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 575 | 34 | 0.0% | 0.0% | 95 | +475 | 475.0% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 537 | 32 | 0.0% | 0.0% | 96 | +303 | 129.49% | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Reduced | 530 | 32 | 0.0% | 0.0% | 97 | -13 | -2.39% | Q4 2025 | Jan 16, 2026 |
| FMR LLC | History | Added to | 377 | 22 | 0.0% | 0.0% | 98 | +240 | 175.18% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | No change | 350 | 21 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 282 | 17 | 0.0% | 0.0% | 100 | +5 | 1.81% | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 278 | 16 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 250 | 15 | 0.0% | 0.0% | 102 | +4 | 1.63% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 200 | 12 | 0.0% | 0.0% | 103 | +100 | 100.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 186 | 11 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 168 | 10 | 0.0% | — | 105 | +168 | New | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 154 | 9 | 0.0% | — | 106 | +154 | New | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 155 | 9 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 120 | 7 | 0.0% | — | 108 | +120 | New | Q4 2025 | Jan 26, 2026 |
| HOEY INVESTMENTS, INC | History | New | 120 | 7 | 0.0% | — | 109 | +120 | New | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 106 | 6 | 0.0% | 0.0% | 110 | +1 | 0.95% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 46 | 2 | 0.0% | 0.0% | 112 | -94 | -67.14% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 22 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -63,762 | -100.0% | Q3 2025 | Nov 14, 2025 |
| POTENTIA WEALTH | History | Closed out | 0 | 0 | — | 0.23% | — | -10,174 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,029 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Slow Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,440 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,016 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Larson Financial Group LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |