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 | Reduced | 5,211,389 | 243,423 | 0.02% | 0.02% | 1 | -1,008,935 | -16.22% | Q4 2025 | Feb 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 409,393 | 19,122 | 0.72% | 0.78% | 2 | -29,790 | -6.78% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 175,773 | 8,210 | 0.0% | 0.0% | 3 | +15,705 | 9.81% | Q4 2025 | Feb 18, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 156,044 | 7,288 | 4.23% | 4.29% | 4 | +4,772 | 3.15% | Q4 2025 | Feb 24, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 131,821 | 6,157 | 0.96% | 0.93% | 5 | +26,596 | 25.28% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Reduced | 122,707 | 5,731 | 0.0% | 0.0% | 6 | -2,382 | -1.9% | Q4 2025 | Feb 11, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 116,647 | 5,448 | 2.19% | 2.2% | 7 | +140 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Ducere Wealth Management LLC | History | New | 98,851 | 4,617 | 1.82% | — | 8 | +98,851 | New | Q4 2025 | Feb 17, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 90,369 | 4,221 | 0.55% | 0.53% | 9 | +12,028 | 15.35% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 52,600 | 2,456 | 0.0% | 0.0% | 10 | -24,261 | -31.56% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 35,800 | 1,672 | 0.0% | — | 11 | +35,800 | New | Q4 2025 | Feb 17, 2026 |
| 21 West Wealth Management LLC | History | Added to | 29,828 | 1,393 | 1.27% | 1.32% | 12 | +736 | 2.53% | Q4 2025 | Jan 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,588 | 1,101 | 0.0% | 0.0% | 13 | +752 | 3.29% | Q4 2025 | Feb 10, 2026 |
| One Capital Management, LLC | History | New | 23,395 | 1,092 | 0.03% | — | 14 | +23,395 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,137 | 1,081 | 0.0% | 0.0% | 15 | +664 | 2.95% | Q4 2025 | Feb 05, 2026 |
| CENTRAL TRUST Co | History | Added to | 23,088 | 1,078 | 0.02% | 0.01% | 16 | +8,719 | 60.68% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 21,953 | 1,025 | 0.0% | 0.0% | 17 | +20,809 | 1818.97% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 18,193 | 857 | 0.06% | 0.07% | 18 | -1,051 | -5.46% | Q4 2025 | Jan 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,185 | 849 | 0.0% | 0.0% | 19 | +18,070 | 15713.04% | Q4 2025 | Feb 17, 2026 |
| Bill Few Associates, Inc. | History | Added to | 16,261 | 759 | 0.19% | 0.19% | 21 | +1,151 | 7.62% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,261 | 759 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 14,483 | 676 | 0.37% | 0.24% | 22 | +2,749 | 23.43% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 13,608 | 635 | 0.0% | 0.0% | 23 | +6,416 | 89.21% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 13,377 | 624 | 0.01% | 0.01% | 24 | -1,091 | -7.54% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,652 | 544 | 0.0% | 0.0% | 25 | +1,480 | 14.55% | Q4 2025 | Feb 12, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 11,119 | 519 | 0.58% | — | 26 | +11,119 | New | Q4 2025 | Feb 05, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 10,674 | 498 | 0.32% | 0.26% | 27 | +2,553 | 31.44% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,823 | 458 | 0.0% | 0.0% | 28 | +1,779 | 22.12% | Q4 2025 | Feb 13, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 9,370 | 437 | 0.25% | 0.29% | 29 | -263 | -2.73% | Q4 2025 | Feb 03, 2026 |
| Certified Advisory Corp | History | Added to | 9,210 | 430 | 0.04% | 0.04% | 30 | +87 | 0.95% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,820 | 411 | 0.0% | 0.0% | 31 | +3,894 | 79.05% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,051 | 376 | 0.01% | 0.0% | 32 | +5,912 | 276.39% | Q4 2025 | Feb 17, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 7,728 | 360 | 0.2% | 0.22% | 33 | +14 | 0.18% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,649 | 357 | 0.0% | — | 34 | +7,649 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,496 | 350 | 0.0% | — | 35 | +7,496 | New | Q4 2025 | Feb 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 7,165 | 334 | 0.02% | 0.37% | 36 | -97,958 | -93.18% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,997 | 326 | 0.0% | 0.0% | 37 | +926 | 15.25% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 6,527 | 304 | 0.0% | 0.0% | 38 | +5,633 | 630.09% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 5,811 | 271 | 0.0% | — | 39 | +5,811 | New | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,335 | 249 | 0.0% | 0.0% | 40 | -393 | -6.86% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,453 | 208 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 4,451 | 207 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,330 | 202 | 0.0% | — | 43 | +4,330 | New | Q4 2025 | Feb 19, 2026 |
| ASSETMARK, INC | History | Reduced | 1,811 | 84 | 0.0% | 0.0% | 44 | -23 | -1.25% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,662 | 77 | 0.0% | 0.0% | 45 | +6 | 0.36% | Q4 2025 | Feb 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 981 | 45 | 0.0% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 962 | 44 | 0.0% | — | 47 | +962 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 874 | 40 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 655 | 30 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 600 | 28 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 593 | 27 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 443 | 20 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 426 | 20 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 406 | 18 | 0.0% | 0.0% | 54 | +8 | 2.01% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 386 | 18 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 381 | 17 | 0.0% | 0.0% | 56 | +8 | 2.14% | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 339 | 15 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | New | 290 | 14 | 0.0% | — | 58 | +290 | New | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | New | 284 | 13 | 0.0% | — | 59 | +284 | New | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | No change | 283 | 13 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 215 | 10 | 0.0% | — | 61 | +215 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | New | 105 | 4 | 0.0% | — | 62 | +105 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | New | 64 | 2 | 0.0% | — | 63 | +64 | New | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,702 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ROYAL BANK OF CANADA | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |