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 | Added to | 481,244 | 34,283 | 0.01% | 0.01% | 1 | +4,491 | 0.94% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 312,182 | 22,239 | 0.0% | 0.0% | 2 | +10,983 | 3.65% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 286,350 | 20,499 | 0.04% | 0.04% | 3 | -183,816 | -39.1% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Added to | 207,902 | 14,810 | 0.02% | 0.02% | 4 | +1,857 | 0.9% | Q1 2026 | May 15, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 172,204 | 12,267 | 5.51% | 5.19% | 5 | +3,148 | 1.86% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 162,935 | 11,607 | 0.02% | 0.02% | 6 | -119 | -0.07% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 146,979 | 10,470 | 0.0% | 0.0% | 7 | -63,632 | -30.21% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 137,086 | 9,765 | 0.0% | 0.0% | 8 | -8,538 | -5.86% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 123,355 | 8,787 | 0.0% | 0.0% | 9 | +57,559 | 87.48% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 122,207 | 8,706 | 0.01% | 0.01% | 10 | +534 | 0.44% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 121,851 | 8,680 | 0.0% | 0.0% | 11 | -5,162 | -4.06% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 103,429 | 7,369 | 0.0% | 0.0% | 12 | -74,706 | -41.94% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 86,612 | 6,170 | 0.01% | 0.01% | 13 | -4,832 | -5.28% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 88,979 | 6,133 | 0.0% | 0.0% | 14 | -14,582 | -14.08% | Q1 2026 | May 13, 2026 |
| KKM Financial LLC | History | No change | 60,634 | 4,131 | 0.73% | 0.73% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 49,829 | 3,549 | 0.01% | 0.01% | 16 | +300 | 0.61% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 48,492 | 3,454 | 0.0% | 0.0% | 17 | +3,387 | 7.51% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 39,390 | 2,806 | 0.09% | 0.16% | 18 | -30,635 | -43.75% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 34,145 | 2,432 | 0.0% | 0.0% | 19 | +11,842 | 53.1% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 33,130 | 2,288 | 0.0% | 0.0% | 20 | +7,067 | 27.12% | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 32,008 | 2,280 | 0.9% | 0.94% | 21 | -2,481 | -7.19% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 29,596 | 2,108 | 0.0% | 0.0% | 22 | -21 | -0.07% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,456 | 1,884 | 0.01% | 0.01% | 23 | +285 | 1.09% | Q1 2026 | May 08, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 25,381 | 1,808 | 0.66% | 0.69% | 24 | -1,941 | -7.1% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 21,257 | 1,514 | 0.04% | 0.03% | 25 | -500 | -2.3% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,867 | 1,415 | 0.0% | 0.0% | 26 | -797 | -3.86% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,755 | 1,336 | 0.03% | 0.03% | 27 | +1,578 | 9.19% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 17,663 | 1,329 | 0.02% | 0.02% | 28 | -545 | -2.99% | Q1 2026 | Apr 20, 2026 |
| Financially in Tune, LLC | History | Reduced | 18,018 | 1,283 | 1.1% | 1.17% | 29 | -383 | -2.08% | Q1 2026 | Apr 22, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 17,806 | 1,268 | 1.09% | 1.1% | 30 | -709 | -3.83% | Q1 2026 | Apr 13, 2026 |
| Mendel Money Management | History | Added to | 17,658 | 1,257 | 0.53% | 0.36% | 31 | +5,176 | 41.47% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,350 | 1,236 | 0.0% | 0.0% | 32 | +5,427 | 45.52% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 16,828 | 1,198 | 0.16% | — | 33 | +16,828 | New | Q1 2026 | Apr 13, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 14,514 | 1,033 | 0.41% | 0.41% | 34 | -1,699 | -10.48% | Q1 2026 | Apr 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,056 | 1,001 | 0.0% | 0.0% | 35 | +3,234 | 29.88% | Q1 2026 | May 15, 2026 |
| RVW Wealth, LLC | History | Added to | 13,857 | 987 | 0.08% | 0.07% | 36 | +15 | 0.11% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,740 | 978 | 0.0% | 0.0% | 37 | -2,183 | -13.71% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | No change | 13,698 | 975 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 13,966 | 951 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Added to | 13,020 | 927 | 0.03% | 0.03% | 40 | +595 | 4.79% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,570 | 895 | 0.0% | 0.0% | 41 | +2,091 | 19.95% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,779 | 839 | 0.25% | 0.24% | 42 | +12 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | New | 10,844 | 772 | 0.01% | — | 43 | +10,844 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 9,965 | 709 | 0.0% | 0.0% | 44 | +74 | 0.75% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 9,727 | 692 | 0.0% | 0.0% | 45 | -533 | -5.19% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 9,575 | 682 | 0.01% | 0.01% | 46 | -687 | -6.69% | Q1 2026 | Apr 08, 2026 |
| Edge Financial Advisors LLC | History | No change | 9,845 | 670 | 0.28% | 0.28% | 47 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,383 | 668 | 0.07% | 0.07% | 48 | -146 | -1.53% | Q1 2026 | May 05, 2026 |
| RHS Financial, LLC | History | Reduced | 9,390 | 668 | 0.32% | 0.31% | 49 | -13 | -0.14% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 9,245 | 658 | 0.01% | — | 50 | +9,245 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 9,206 | 656 | 0.01% | 0.01% | 51 | -540 | -5.54% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | No change | 8,758 | 623 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,429 | 600 | 0.0% | 0.0% | 53 | +11 | 0.13% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,969 | 567 | 0.0% | 0.0% | 54 | -125 | -1.54% | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | New | 7,824 | 557 | 0.02% | — | 55 | +7,824 | New | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,585 | 540 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 7,369 | 524 | 0.05% | 0.05% | 57 | -158 | -2.1% | Q1 2026 | Apr 27, 2026 |
| Vawter Financial, Ltd. | History | No change | 7,311 | 520 | 0.22% | 0.21% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 7,287 | 519 | 0.08% | 0.08% | 59 | -224 | -2.98% | Q1 2026 | May 14, 2026 |
| Schiavi & Co LLC | History | No change | 7,076 | 504 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empire Financial Management Company, LLC | History | No change | 7,030 | 500 | 0.11% | 0.1% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 6,650 | 473 | 0.23% | 0.27% | 62 | -1,217 | -15.47% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,945 | 423 | 0.05% | 0.07% | 63 | -2,273 | -27.66% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,738 | 408 | 0.01% | 0.0% | 64 | +108 | 1.92% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,704 | 406 | 0.0% | 0.0% | 65 | -470 | -7.61% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,610 | 405 | 0.01% | 0.01% | 66 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,674 | 404 | 0.0% | 0.0% | 67 | +24 | 0.42% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,607 | 399 | 0.0% | — | 68 | +5,607 | New | Q1 2026 | May 01, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,416 | 385 | 0.01% | 0.01% | 69 | -840 | -13.43% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 5,607 | 382 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,306 | 306 | 0.0% | 0.0% | 71 | +108 | 2.57% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,012 | 285 | 0.0% | 0.0% | 72 | -18,718 | -82.35% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 3,566 | 254 | 0.0% | 0.0% | 73 | -270 | -7.04% | Q1 2026 | May 11, 2026 |
| Facet Wealth, Inc. | History | No change | 3,564 | 253 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trilogy Capital Inc. | History | Reduced | 3,496 | 249 | 0.01% | 0.01% | 75 | -959 | -21.53% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,361 | 242 | 0.0% | 0.0% | 76 | -230 | -6.4% | Q1 2026 | Apr 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,347 | 238 | 0.0% | 0.0% | 77 | +3 | 0.09% | Q1 2026 | Apr 22, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 3,325 | 236 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 3,216 | 229 | 0.04% | 0.04% | 79 | -25 | -0.77% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,121 | 222 | 0.0% | 0.0% | 80 | +250 | 8.71% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,052 | 217 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 2,902 | 206 | 0.1% | 0.06% | 82 | +2 | 0.07% | Q1 2026 | Apr 24, 2026 |
| Virtu Financial LLC | History | New | 2,807 | 200 | 0.01% | — | 83 | +2,807 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 1,529 | 108 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 1,457 | 104 | 0.0% | 0.0% | 85 | +3 | 0.21% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,341 | 95 | 0.04% | 0.04% | 86 | +25 | 1.9% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 1,231 | 87 | 0.0% | 0.0% | 87 | +29 | 2.41% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 974 | 69 | 0.0% | 0.0% | 88 | +487 | 100.0% | Q1 2026 | May 14, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 900 | 64 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 732 | 52 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smithfield Trust Co | History | No change | 681 | 49 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 651 | 46 | 0.01% | — | 92 | +651 | New | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 547 | 39 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 475 | 33 | 0.0% | 0.0% | 95 | +245 | 106.52% | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 466 | 33 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 425 | 30 | 0.0% | 0.0% | 96 | -1 | -0.23% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 28 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 351 | 25 | 0.0% | 0.0% | 98 | -7 | -1.96% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 350 | 24 | 0.0% | 0.0% | 99 | -15 | -4.11% | Q1 2026 | May 04, 2026 |
| Founders Financial Alliance, LLC | History | New | 335 | 23 | 0.0% | — | 102 | +335 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 323 | 23 | 0.0% | — | 101 | +323 | New | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 328 | 23 | 0.0% | 0.0% | 100 | -3 | -0.91% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,559 | 10 | 0.0% | 0.0% | 103 | -22 | -0.21% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 79 | 5 | 0.0% | — | 107 | +79 | New | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 79 | 5 | 0.0% | 0.0% | 105 | -4 | -4.82% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 80 | 5 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 79 | 5 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 52 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Triumph Capital Management | History | No change | 35 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 27 | 1 | 0.0% | — | 111 | +27 | New | Q1 2026 | May 15, 2026 |
| Leo H. Evart, Inc. | History | New | 27 | 1 | 0.0% | — | 112 | +27 | New | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -98,804 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,866 | -100.0% | Q1 2026 | May 04, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -526 | -100.0% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 19, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |