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 | 2,018,340 | 1.15% | 1.22% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | New | 802,844 | 40,615 | 0.0% | — | 2 | +802,844 | New | Q4 2025 | Feb 11, 2026 |
| CMH Wealth Management LLC | History | Added to | 501,730 | 25,514 | 5.47% | 5.22% | 3 | +21,980 | 4.58% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | New | 289,374 | 14,639 | 0.03% | — | 4 | +289,374 | New | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 265,296 | 13,421 | 0.14% | 0.24% | 5 | -46,159 | -14.82% | Q4 2025 | Jan 23, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 50,042 | 2,531 | 0.45% | — | 6 | +50,042 | New | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,307 | 1,128 | 0.0% | 0.0% | 7 | +9,355 | 72.23% | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | New | 7,984 | 403 | 0.17% | — | 8 | +7,984 | New | Q4 2025 | Feb 06, 2026 |
| Cadent Capital Advisors, LLC | History | New | 7,553 | 382 | 0.1% | — | 9 | +7,553 | New | Q4 2025 | Jan 13, 2026 |
| TFB Advisors LLC | History | New | 5,670 | 286 | 0.08% | — | 10 | +5,670 | New | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 4,978 | 251 | 0.03% | — | 11 | +4,978 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,957 | 200 | 0.0% | — | 12 | +3,957 | New | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 111 | 5 | 0.0% | 0.0% | 14 | +1 | 0.91% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 81 | 4 | 0.0% | — | 15 | +81 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | New | 71 | 3 | 0.0% | — | 16 | +71 | New | Q4 2025 | Feb 12, 2026 |