J.P. Morgan Exchange-Traded Fund Trust - JPIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Reduced | 457,583 | 33,087 | 0.0% | 0.01% | 1 | -23,661 | -4.92% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 313,726 | 22,685 | 0.0% | 0.0% | 2 | +1,544 | 0.49% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 280,697 | 20,591 | 0.03% | 0.04% | 3 | -5,653 | -1.97% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | Reduced | 204,172 | 14,763 | 0.02% | 0.02% | 4 | -3,730 | -1.79% | Q2 2026 | Aug 14, 2026 |
| Sterneck Capital Management, LLC | History | Reduced | 169,134 | 12,230 | 5.24% | 5.51% | 5 | -3,070 | -1.78% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 168,438 | 12,179 | 0.02% | 0.02% | 6 | +5,503 | 3.38% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 126,310 | 9,133 | 0.01% | 0.01% | 7 | +4,103 | 3.36% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 117,809 | 8,518 | 0.0% | 0.0% | 8 | -5,546 | -4.5% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | New | 115,977 | 8,386 | 0.1% | — | 9 | +115,977 | New | Q2 2026 | Aug 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 114,178 | 8,256 | 0.0% | 0.0% | 10 | -7,673 | -6.3% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 102,273 | 7,396 | 0.01% | 0.01% | 11 | +15,661 | 18.08% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 92,614 | 6,697 | 0.0% | 0.0% | 12 | -10,815 | -10.46% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 91,976 | 6,650 | 0.0% | 0.0% | 13 | -45,110 | -32.91% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | New | 87,159 | 6,302 | 0.03% | — | 14 | +87,159 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 82,184 | 5,957 | 0.0% | 0.0% | 15 | -6,795 | -7.64% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 61,793 | 4,468 | 0.0% | 0.0% | 16 | -85,186 | -57.96% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 49,506 | 3,579 | 0.02% | 0.01% | 17 | -323 | -0.65% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 48,109 | 3,478 | 0.0% | 0.0% | 18 | -383 | -0.79% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,495 | 3,357 | 0.0% | 0.0% | 19 | +13,365 | 40.34% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | New | 40,655 | 2,939 | 0.11% | — | 20 | +40,655 | New | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 29,596 | 2,140 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 27,770 | 2,008 | 0.75% | 0.9% | 22 | -4,238 | -13.24% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,579 | 1,849 | 0.01% | 0.01% | 23 | -877 | -3.31% | Q2 2026 | Aug 13, 2026 |
| Mendel Money Management | History | Added to | 23,956 | 1,732 | 0.63% | 0.53% | 24 | +6,298 | 35.67% | Q2 2026 | Jul 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 21,505 | 1,555 | 0.53% | 0.66% | 25 | -3,876 | -15.27% | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | No change | 21,257 | 1,537 | 0.03% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,212 | 1,462 | 0.0% | 0.0% | 27 | +345 | 1.74% | Q2 2026 | Jul 27, 2026 |
| Sherman Wealth Management LLC | History | Added to | 19,387 | 1,401 | 1.05% | 1.09% | 28 | +1,581 | 8.88% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 17,803 | 1,287 | 0.01% | — | 29 | +17,803 | New | Q2 2026 | Aug 18, 2026 |
| Apella Capital, LLC | History | Reduced | 17,544 | 1,284 | 0.02% | 0.02% | 30 | -119 | -0.67% | Q2 2026 | Jul 08, 2026 |
| Financially in Tune, LLC | History | No change | 18,018 | 1,283 | 1.1% | 1.1% | 31 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RHS Financial, LLC | History | Added to | 16,765 | 1,212 | 0.49% | 0.32% | 32 | +7,375 | 78.54% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,447 | 1,189 | 0.01% | 0.01% | 33 | +7,202 | 77.9% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 16,203 | 1,171 | 0.0% | 0.0% | 34 | -1,147 | -6.61% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 15,651 | 1,131 | 0.13% | 0.16% | 35 | -1,177 | -6.99% | Q2 2026 | Jul 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,610 | 1,128 | 0.02% | 0.03% | 36 | -3,145 | -16.77% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 14,478 | 1,046 | 0.0% | 0.0% | 37 | +3,919 | 37.12% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | Added to | 13,864 | 1,002 | 0.07% | 0.08% | 38 | +7 | 0.05% | Q2 2026 | Jul 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,811 | 998 | 0.0% | 0.0% | 39 | -245 | -1.74% | Q2 2026 | Aug 14, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 13,767 | 995 | 0.34% | 0.41% | 40 | -747 | -5.15% | Q2 2026 | Jul 07, 2026 |
| Kathmere Capital Management, LLC | History | No change | 13,698 | 990 | 0.05% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,576 | 909 | 0.0% | 0.0% | 42 | -1,164 | -8.47% | Q2 2026 | Aug 19, 2026 |
| Independent Wealth Network Inc. | History | Added to | 12,397 | 896 | 0.23% | 0.25% | 43 | +618 | 5.25% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,327 | 891 | 0.0% | 0.0% | 44 | -243 | -1.93% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,308 | 889 | 0.0% | 0.0% | 45 | -21,837 | -63.95% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 12,149 | 878 | 0.03% | 0.03% | 46 | -871 | -6.69% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | Added to | 11,931 | 862 | 0.0% | 0.0% | 47 | +2,204 | 22.66% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Reduced | 11,867 | 858 | 0.01% | 0.02% | 48 | -2,099 | -15.03% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Reduced | 10,664 | 771 | 0.01% | 0.01% | 49 | -180 | -1.66% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 10,071 | 728 | 0.0% | 0.0% | 50 | +106 | 1.06% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 9,556 | 690 | 0.01% | 0.01% | 51 | -19 | -0.2% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,306 | 673 | 0.01% | 0.0% | 52 | +5,945 | 176.88% | Q2 2026 | Jul 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 9,383 | 668 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,079 | 656 | 0.0% | 0.0% | 54 | +650 | 7.71% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 9,066 | 655 | 0.0% | 0.01% | 55 | -140 | -1.52% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 8,758 | 633 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,999 | 578 | 0.0% | 0.0% | 57 | +30 | 0.38% | Q2 2026 | Jul 28, 2026 |
| Gimbal Financial | History | New | 7,946 | 574 | 0.35% | — | 58 | +7,946 | New | Q2 2026 | Aug 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,585 | 548 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vawter Financial, Ltd. | History | No change | 7,311 | 528 | 0.2% | 0.22% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 7,201 | 520 | 0.07% | 0.08% | 61 | -86 | -1.18% | Q2 2026 | Aug 12, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 7,099 | 513 | 0.21% | — | 62 | +7,099 | New | Q2 2026 | Jul 30, 2026 |
| Schiavi & Co LLC | History | No change | 7,076 | 511 | 0.14% | 0.15% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 6,991 | 505 | 0.04% | 0.05% | 64 | -378 | -5.13% | Q2 2026 | Jul 27, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 6,755 | 488 | 0.19% | 0.11% | 65 | -275 | -3.91% | Q2 2026 | Aug 14, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 6,546 | 473 | 0.2% | 0.23% | 66 | -104 | -1.56% | Q2 2026 | Jul 23, 2026 |
| Vident Advisory, LLC | History | New | 6,526 | 471 | 0.0% | — | 67 | +6,526 | New | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,052 | 437 | 0.0% | 0.0% | 68 | +445 | 7.94% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,912 | 427 | 0.0% | 0.0% | 69 | +208 | 3.65% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,808 | 420 | 0.0% | 0.01% | 70 | +70 | 1.22% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,542 | 400 | 0.0% | 0.0% | 71 | -132 | -2.33% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,500 | 397 | 0.0% | 0.01% | 72 | -110 | -1.96% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,306 | 383 | 0.01% | 0.01% | 73 | -110 | -2.03% | Q2 2026 | Jul 31, 2026 |
| NorthRock Partners, LLC | History | No change | 4,306 | 311 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 4,082 | 295 | 0.03% | 0.03% | 75 | -116 | -2.76% | Q2 2026 | Sep 02, 2026 |
| Facet Wealth, Inc. | History | No change | 3,564 | 257 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trilogy Capital Inc. | History | Added to | 3,501 | 253 | 0.01% | 0.01% | 77 | +5 | 0.14% | Q2 2026 | Jul 02, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 3,325 | 240 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 3,159 | 228 | 0.03% | 0.04% | 80 | -57 | -1.77% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,155 | 228 | 0.0% | 0.0% | 79 | +34 | 1.09% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,052 | 220 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 2,916 | 210 | 0.1% | 0.1% | 82 | +14 | 0.48% | Q2 2026 | Aug 04, 2026 |
| Virtu Financial LLC | History | Reduced | 2,764 | 200 | 0.01% | 0.01% | 83 | -43 | -1.53% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 2,705 | 195 | 0.0% | — | 84 | +2,705 | New | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | New | 2,660 | 192 | 0.02% | — | 85 | +2,660 | New | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | Added to | 1,476 | 107 | 0.0% | 0.0% | 86 | +19 | 1.3% | Q2 2026 | Aug 05, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,356 | 98 | 0.03% | 0.04% | 87 | +15 | 1.12% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Added to | 1,331 | 96 | 0.0% | 0.0% | 88 | +100 | 8.12% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 732 | 52 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smithfield Trust Co | History | No change | 681 | 49 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horizon Investments, LLC | History | Reduced | 487 | 35 | 0.0% | 0.0% | 91 | -487 | -50.0% | Q2 2026 | Aug 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 466 | 33 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 475 | 33 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 455 | 32 | 0.0% | 0.0% | 94 | +104 | 29.63% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 431 | 31 | 0.0% | 0.0% | 95 | +6 | 1.41% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 28 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 350 | 25 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 335 | 24 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 319 | 23 | 0.0% | 0.0% | 100 | -9 | -2.74% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 323 | 23 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 240 | 17 | 0.0% | 0.0% | 101 | -307 | -56.12% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 139 | 10 | 0.0% | — | 102 | +130 | 1444.44% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 120 | 8 | 0.0% | 0.0% | 103 | -3,446 | -96.63% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 107 | 7 | 0.0% | 0.0% | 104 | +28 | 35.44% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 80 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingdom Financial Group LLC. | History | No change | 79 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 52 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Triumph Capital Management | History | No change | 35 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leo H. Evart, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KKM Financial LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -60,634 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -39,390 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,824 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -5,945 | -100.0% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,012 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,347 | -100.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,529 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -900 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -651 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q2 2026 | Aug 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |