J.P. Morgan Exchange-Traded Fund Trust - JPHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 39,896,037 | 2,000,786 | 1.23% | 1.15% | 1 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 851,653 | 42,376 | 0.0% | 0.0% | 2 | +48,809 | 6.08% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | New | 561,116 | 28,138 | 0.28% | — | 3 | +561,116 | New | Q1 2026 | May 12, 2026 |
| CMH Wealth Management LLC | History | Added to | 505,990 | 25,375 | 4.36% | 5.47% | 4 | +4,260 | 0.85% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 289,502 | 14,518 | 0.03% | 0.03% | 5 | +128 | 0.04% | Q1 2026 | May 06, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 137,806 | 6,910 | 1.16% | 0.45% | 6 | +87,764 | 175.38% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 50,794 | 2,539 | 0.02% | 0.14% | 7 | -214,502 | -80.85% | Q1 2026 | Apr 07, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 46,379 | 2,325 | 0.46% | — | 8 | +46,379 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 22,782 | 1,142 | 0.01% | — | 9 | +22,782 | New | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,117 | 908 | 0.0% | 0.0% | 10 | -4,190 | -18.78% | Q1 2026 | May 12, 2026 |
| New Millennium Group LLC | History | No change | 7,984 | 403 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 7,802 | 391 | 0.1% | 0.1% | 12 | +249 | 3.3% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | New | 900 | 45 | 0.0% | — | 13 | +900 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 107 | 5 | 0.0% | 0.0% | 14 | +26 | 32.1% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 113 | 5 | 0.0% | 0.0% | 16 | +2 | 1.8% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 90 | 4 | 0.0% | 0.0% | 17 | +19 | 26.76% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | New | 47 | 2 | 0.0% | — | 18 | +47 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 21 | 1 | 0.0% | — | 19 | +21 | New | Q1 2026 | May 07, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,670 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -4,978 | -100.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,957 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 07, 2026 |