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 | 2,013,213 | 1.13% | 1.23% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,011,477 | 51,034 | 0.0% | 0.0% | 2 | +159,824 | 18.77% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 569,345 | 28,728 | 0.26% | 0.28% | 3 | +8,229 | 1.47% | Q2 2026 | Jul 24, 2026 |
| CMH Wealth Management LLC | History | Added to | 537,374 | 27,116 | 4.14% | 4.36% | 4 | +31,384 | 6.2% | Q2 2026 | Jul 09, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 500,000 | 25,230 | 0.09% | — | 5 | +500,000 | New | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | New | 422,662 | 21,328 | 0.02% | — | 6 | +422,662 | New | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 295,226 | 14,897 | 0.03% | 0.03% | 7 | +5,724 | 1.98% | Q2 2026 | Jul 30, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 136,535 | 6,889 | 1.03% | 1.16% | 8 | -1,271 | -0.92% | Q2 2026 | Jul 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 50,894 | 2,568 | 0.44% | 0.46% | 9 | +4,515 | 9.74% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 50,809 | 2,563 | 0.05% | — | 10 | +50,809 | New | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 37,084 | 1,871 | 0.0% | — | 11 | +37,084 | New | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 36,840 | 1,859 | 0.02% | — | 12 | +36,840 | New | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,177 | 1,270 | 0.01% | 0.01% | 13 | +2,395 | 10.51% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,729 | 541 | 0.0% | 0.02% | 14 | -40,065 | -78.88% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | New | 8,282 | 417 | 0.0% | — | 15 | +8,282 | New | Q2 2026 | Aug 07, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 8,173 | 412 | 0.08% | 0.1% | 16 | +371 | 4.76% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,861 | 93 | 0.0% | — | 17 | +1,861 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | New | 900 | 45 | 0.0% | — | 18 | +900 | New | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 315 | 15 | 0.0% | — | 19 | +315 | New | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | Added to | 150 | 7 | 0.0% | 0.0% | 20 | +60 | 66.67% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 104 | 5 | 0.0% | — | 23 | +104 | New | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 115 | 5 | 0.0% | 0.0% | 22 | +2 | 1.77% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 64 | 3 | 0.0% | — | 24 | +64 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,117 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Aug 05, 2026 |