J.P. Morgan Exchange-Traded Fund Trust - JPRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 5,697,561 | 270,303 | 0.02% | 0.02% | 1 | +486,172 | 9.33% | Q1 2026 | May 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 295,377 | 14,198 | 0.57% | 0.72% | 2 | -114,016 | -27.85% | Q1 2026 | May 04, 2026 |
| National Philanthropic Trust | History | Added to | 275,191 | 13,228 | 0.14% | 0.12% | 3 | +11,345 | 4.3% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 193,613 | 9,306 | 0.0% | 0.0% | 4 | +17,840 | 10.15% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 172,966 | 8,313 | 1.1% | 0.96% | 5 | +41,145 | 31.21% | Q1 2026 | Apr 08, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 158,241 | 8,152 | 4.48% | 4.23% | 6 | +2,197 | 1.41% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 120,973 | 5,815 | 2.41% | 2.19% | 7 | +4,326 | 3.71% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 98,767 | 4,747 | 0.0% | 0.0% | 8 | -23,940 | -19.51% | Q1 2026 | May 06, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 92,339 | 4,438 | 0.55% | 0.55% | 9 | +1,970 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 89,546 | 4,304 | 1.71% | 1.79% | 10 | -9,305 | -9.41% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 77,100 | 3,706 | 0.0% | 0.0% | 11 | +41,300 | 115.36% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 55,979 | 2,690 | 0.0% | 0.0% | 12 | +3,379 | 6.42% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 41,496 | 1,994 | 0.0% | 0.0% | 13 | +34,000 | 453.58% | Q1 2026 | May 15, 2026 |
| 21 West Wealth Management LLC | History | Added to | 30,502 | 1,466 | 1.36% | 1.27% | 14 | +674 | 2.26% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 29,080 | 1,397 | 0.03% | 0.02% | 15 | +5,992 | 25.95% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,242 | 1,213 | 0.0% | 0.0% | 16 | +2,105 | 9.1% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 25,122 | 1,207 | 0.0% | 0.0% | 17 | +1,534 | 6.5% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Added to | 24,426 | 1,174 | 0.03% | 0.03% | 18 | +1,031 | 4.41% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 22,033 | 1,059 | 0.0% | — | 19 | +22,033 | New | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 19,597 | 942 | 0.01% | 0.0% | 20 | +5,989 | 44.01% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 18,473 | 888 | 0.06% | 0.06% | 21 | +280 | 1.54% | Q1 2026 | Apr 20, 2026 |
| Bill Few Associates, Inc. | History | Added to | 16,973 | 815 | 0.2% | 0.19% | 22 | +712 | 4.38% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,261 | 781 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 14,527 | 698 | 0.25% | 0.37% | 24 | +44 | 0.3% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,460 | 647 | 0.01% | 0.01% | 25 | +83 | 0.62% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,164 | 632 | 0.02% | 0.01% | 26 | +5,113 | 63.51% | Q1 2026 | May 15, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 11,783 | 566 | 0.62% | 0.58% | 27 | +664 | 5.97% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,637 | 559 | 0.0% | 0.0% | 28 | -15 | -0.13% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,497 | 552 | 0.0% | 0.0% | 29 | +4,500 | 64.31% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,318 | 544 | 0.0% | 0.0% | 30 | +2,498 | 28.32% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,749 | 516 | 0.0% | 0.0% | 31 | -11,204 | -51.04% | Q1 2026 | May 11, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 10,564 | 507 | 0.26% | 0.32% | 32 | -110 | -1.03% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,713 | 466 | 0.0% | 0.0% | 33 | -110 | -1.12% | Q1 2026 | May 04, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 9,379 | 450 | 0.26% | 0.25% | 34 | +9 | 0.1% | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Added to | 9,239 | 444 | 0.04% | 0.04% | 35 | +29 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 8,288 | 398 | 0.22% | 0.2% | 36 | +560 | 7.25% | Q1 2026 | Apr 16, 2026 |
| MORGAN STANLEY | History | Added to | 6,528 | 313 | 0.0% | 0.0% | 37 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 5,947 | 286 | 0.01% | 0.0% | 38 | +5,657 | 1950.69% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,817 | 279 | 0.0% | 0.0% | 39 | +6 | 0.1% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,342 | 256 | 0.0% | 0.0% | 40 | +7 | 0.13% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,453 | 214 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 4,437 | 213 | 0.01% | 0.0% | 42 | +107 | 2.47% | Q1 2026 | Apr 29, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 4,428 | 212 | 0.01% | 0.02% | 43 | -2,737 | -38.2% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,262 | 204 | 0.0% | 0.0% | 44 | -3,387 | -44.28% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,832 | 88 | 0.0% | 0.0% | 45 | +170 | 10.23% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | No change | 1,811 | 87 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 981 | 47 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 874 | 42 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | No change | 600 | 28 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 593 | 27 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 561 | 26 | 0.0% | 0.0% | 51 | +155 | 38.18% | Q1 2026 | Apr 17, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 550 | 26 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 507 | 24 | 0.0% | 0.0% | 53 | +223 | 78.52% | Q1 2026 | May 13, 2026 |
| WFA of San Diego, LLC | History | No change | 443 | 21 | 0.02% | 0.01% | 54 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 426 | 20 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 371 | 17 | 0.0% | — | 56 | +371 | New | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 339 | 16 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 268 | 12 | 0.0% | 0.0% | 58 | -15 | -5.3% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | New | 132 | 6 | 0.0% | — | 59 | +132 | New | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vision Retirement, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 44 | 2 | 0.0% | — | 62 | +44 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -18,185 | -100.0% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,451 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -962 | -100.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -655 | -100.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -381 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |