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 | 268,669 | 10,831 | 0.0% | 0.0% | 1 | +9,491 | 3.66% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 195,253 | 7,871 | 0.0% | 0.0% | 2 | -9,588 | -4.68% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 150,900 | 6,054 | 0.3% | 0.32% | 3 | +4,331 | 2.95% | Q2 2026 | Aug 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 141,857 | 5,718 | 0.08% | 0.09% | 4 | +1,668 | 1.19% | Q2 2026 | Jul 29, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 123,765 | 4,907 | 0.61% | 0.61% | 5 | +37,958 | 44.24% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 61,557 | 2,485 | 0.0% | 0.0% | 6 | +3,486 | 6.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 55,748 | 2,247 | 0.0% | 0.0% | 7 | +18,493 | 49.64% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 52,380 | 2,111 | 0.0% | 0.0% | 8 | -37,770 | -41.9% | Q2 2026 | Aug 07, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 28,270 | 1,139 | 0.64% | — | 9 | +28,270 | New | Q2 2026 | Jul 16, 2026 |
| Convergence Financial, LLC | History | Added to | 18,118 | 730 | 0.06% | 0.04% | 10 | +9,251 | 104.33% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,031 | 646 | 0.02% | 0.02% | 11 | -581 | -3.5% | Q2 2026 | Jul 09, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 15,570 | 627 | 0.01% | 0.01% | 12 | -778 | -4.76% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,839 | 598 | 0.0% | 0.0% | 13 | +85 | 0.58% | Q2 2026 | Aug 13, 2026 |
| 5T Wealth, LLC | History | Added to | 14,297 | 576 | 0.21% | 0.22% | 14 | +378 | 2.72% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,333 | 537 | 0.0% | 0.0% | 15 | -119,589 | -89.97% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | New | 11,587 | 467 | 0.01% | — | 16 | +11,587 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,090 | 447 | 0.0% | 0.0% | 17 | +5,951 | 115.8% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,688 | 430 | 0.0% | 0.0% | 18 | +10,588 | 10588.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,093 | 366 | 0.0% | 0.0% | 19 | +2,531 | 38.57% | Q2 2026 | Sep 08, 2026 |
| UBS Group AG | History | Added to | 6,407 | 258 | 0.0% | 0.0% | 20 | +83 | 1.31% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,000 | 201 | 0.01% | — | 21 | +5,000 | New | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,305 | 133 | 0.0% | 0.0% | 22 | +120 | 3.77% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 983 | 39 | 0.0% | 0.0% | 23 | +570 | 138.01% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 799 | 32 | 0.0% | 0.0% | 24 | -1,751 | -68.67% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 699 | 28 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 628 | 24 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 370 | 14 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LGT Financial Advisors LLC | History | No change | 227 | 9 | 0.05% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 107 | 4 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 87 | 3 | 0.0% | 0.0% | 31 | -61 | -41.22% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 82 | 3 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 41 | 1 | 0.0% | — | 36 | +41 | New | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 33 | 1 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,502 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,982 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -11,579 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Lummis Asset Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Virtus Fixed Income Advisers, LLC | History | Reduced | 13 | 0 | — | — | — | -6 | -31.58% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |