J.P. Morgan Exchange-Traded Fund Trust - JPMB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 259,178 | 10,173 | 0.0% | 0.0% | 1 | +82,276 | 46.51% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 204,841 | 8,040 | 0.0% | 0.0% | 2 | +14,448 | 7.59% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 146,569 | 5,724 | 0.32% | 0.3% | 3 | +17,761 | 13.79% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 140,189 | 5,502 | 0.09% | 0.09% | 4 | +11,705 | 9.11% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 132,922 | 5,217 | 0.0% | 0.0% | 5 | +127,193 | 2220.16% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 90,150 | 3,538 | 0.0% | 0.0% | 6 | +21,505 | 31.33% | Q1 2026 | May 06, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 85,807 | 3,368 | 0.61% | 0.85% | 7 | +7,351 | 9.37% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 58,071 | 2,256 | 0.0% | 0.0% | 8 | +30,874 | 113.52% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 40,502 | 1,589 | 0.03% | — | 9 | +40,502 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 37,255 | 1,462 | 0.0% | 0.0% | 10 | +9,630 | 34.86% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,612 | 652 | 0.02% | 0.03% | 11 | -2,032 | -10.9% | Q1 2026 | Apr 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 16,348 | 641 | 0.01% | 0.01% | 12 | +1,004 | 6.54% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,982 | 588 | 0.0% | — | 13 | +14,982 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,754 | 579 | 0.0% | 0.0% | 14 | -333 | -2.21% | Q1 2026 | May 08, 2026 |
| 5T Wealth, LLC | History | Added to | 13,919 | 546 | 0.22% | 0.11% | 15 | +6,799 | 95.49% | Q1 2026 | Apr 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 11,579 | 454 | 0.06% | — | 16 | +11,579 | New | Q1 2026 | May 05, 2026 |
| Convergence Financial, LLC | History | Added to | 8,867 | 348 | 0.04% | 0.05% | 17 | +265 | 3.08% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,562 | 257 | 0.0% | — | 18 | +6,562 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 6,324 | 248 | 0.0% | — | 19 | +6,324 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,139 | 201 | 0.0% | — | 20 | +5,139 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,185 | 124 | 0.0% | 0.0% | 21 | -717 | -18.38% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,550 | 100 | 0.0% | 0.0% | 22 | +2,250 | 750.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 699 | 27 | 0.0% | — | 23 | +699 | New | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Added to | 628 | 24 | 0.0% | 0.0% | 24 | +2 | 0.32% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 413 | 16 | 0.0% | 0.0% | 25 | -555 | -57.33% | Q1 2026 | Apr 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 370 | 14 | 0.0% | 0.0% | 26 | -4,792 | -92.83% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 218 | 8 | 0.0% | — | 28 | +218 | New | Q1 2026 | May 15, 2026 |
| LGT Financial Advisors LLC | History | Added to | 227 | 8 | 0.04% | 0.03% | 27 | +88 | 63.31% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | No change | 148 | 5 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 107 | 4 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lummis Asset Management, LP | History | No change | 110 | 4 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 100 | 3 | 0.0% | 0.0% | 32 | -94 | -48.45% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 82 | 3 | 0.0% | — | 33 | +82 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 54 | 2 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 50 | 1 | 0.0% | — | 37 | +50 | New | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 45 | 1 | 0.0% | — | 38 | +45 | New | Q1 2026 | Apr 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 33 | 1 | 0.0% | 0.0% | 36 | -27 | -45.0% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 35 | -9 | -17.65% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -55,462 | -100.0% | Q1 2026 | May 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 1.07% | — | -35,915 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -28,906 | -100.0% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,500 | -100.0% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 06, 2026 |
| Virtus Fixed Income Advisers, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |