J.P. Morgan Exchange-Traded Fund Trust - JPMB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 190,393 | 7,685 | 0.0% | 0.0% | 1 | +104,737 | 122.28% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 176,902 | 7,140 | 0.0% | 0.0% | 2 | +155,399 | 722.69% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 128,808 | 5,199 | 0.3% | 0.31% | 3 | +1,736 | 1.37% | Q4 2025 | Feb 17, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 128,484 | 5,186 | 0.09% | 0.08% | 4 | +16,642 | 14.88% | Q4 2025 | Feb 05, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 78,456 | 3,166 | 0.85% | 0.91% | 5 | +2,218 | 2.91% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 68,645 | 2,770 | 0.0% | 0.0% | 6 | +30,626 | 80.55% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 55,462 | 2,238 | 0.02% | 0.02% | 7 | -415 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 35,915 | 1,449 | 1.07% | 1.13% | 8 | +152 | 0.43% | Q4 2025 | Feb 05, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 28,906 | 1,166 | 0.73% | 0.67% | 9 | +1,973 | 7.33% | Q4 2025 | Feb 23, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 27,625 | 1,115 | 0.0% | 0.0% | 10 | +4,975 | 21.96% | Q4 2025 | Mar 20, 2026 |
| JPMORGAN CHASE & CO | History | New | 27,197 | 1,097 | 0.0% | — | 11 | +27,197 | New | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 18,644 | 756 | 0.03% | 0.03% | 12 | -231 | -1.22% | Q4 2025 | Jan 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 15,344 | 619 | 0.11% | 0.01% | 13 | -484 | -3.06% | Q4 2025 | Mar 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,087 | 608 | 0.0% | 0.0% | 14 | +75 | 0.5% | Q4 2025 | Feb 12, 2026 |
| Convergence Financial, LLC | History | Added to | 8,602 | 347 | 0.05% | 0.05% | 15 | +82 | 0.96% | Q4 2025 | Feb 11, 2026 |
| 5T Wealth, LLC | History | New | 7,120 | 287 | 0.11% | — | 16 | +7,120 | New | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,500 | 262 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,729 | 231 | 0.0% | 0.0% | 18 | -22,991 | -80.05% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,162 | 208 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,902 | 157 | 0.0% | 0.0% | 20 | -680 | -14.84% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 968 | 39 | 0.0% | 0.0% | 21 | +137 | 16.49% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Added to | 626 | 25 | 0.0% | 0.0% | 22 | +2 | 0.32% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 504 | 20 | 0.0% | — | 23 | +504 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 300 | 12 | 0.0% | — | 24 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 194 | 7 | 0.0% | — | 25 | +194 | New | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | No change | 148 | 6 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LGT Financial Advisors LLC | History | New | 139 | 5 | 0.03% | — | 27 | +139 | New | Q4 2025 | Feb 13, 2026 |
| Lummis Asset Management, LP | History | New | 110 | 4 | 0.0% | — | 29 | +110 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 107 | 4 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | New | 54 | 2 | 0.0% | — | 30 | +54 | New | Q4 2025 | Jan 29, 2026 |
| Elevated Capital Advisors, LLC | History | New | 51 | 2 | 0.0% | — | 31 | +51 | New | Q4 2025 | Jan 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 60 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.03% | — | -6,383 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,199 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Virtus Fixed Income Advisers, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |