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 | No change | 5,537,229 | 294,359 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| National Philanthropic Trust | History | No change | 255,407 | 13,327 | 0.19% | 0.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 219,739 | 11,465 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 222,651 | 11,001 | 1.23% | 1.18% | 4 | +23,702 | 11.91% | Q3 2026 | Oct 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 197,518 | 10,306 | 0.37% | 0.37% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 158,021 | 8,422 | 4.38% | 4.38% | 6 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Beta Wealth Group, Inc. | History | No change | 120,874 | 6,307 | 2.37% | 2.37% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 107,800 | 5,624 | 0.6% | 0.6% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 97,193 | 5,071 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 70,245 | 3,665 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 55,677 | 2,905 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 8,147 | 2,612 | 0.82% | 0.82% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 34,244 | 1,786 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 21 West Wealth Management LLC | History | No change | 30,473 | 1,590 | 1.36% | 1.36% | 14 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,110 | 1,205 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| One Capital Management, LLC | History | No change | 24,426 | 1,174 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,345 | 1,165 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 21,772 | 1,136 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,416 | 1,117 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,094 | 1,100 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 20,121 | 1,049 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bill Few Associates, Inc. | History | No change | 16,851 | 879 | 0.19% | 0.19% | 22 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,261 | 848 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Asset Advisors, LLC | History | No change | 14,605 | 762 | 0.2% | 0.2% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 13,847 | 722 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 12,137 | 633 | 0.6% | 0.6% | 26 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,111 | 631 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,822 | 616 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,346 | 539 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 9,823 | 512 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 9,397 | 490 | 0.25% | 0.25% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Certified Advisory Corp | History | No change | 9,292 | 484 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,936 | 466 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whipplewood Advisors, LLC | History | No change | 8,870 | 462 | 0.31% | 0.31% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 6,531 | 340 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 6,429 | 335 | 0.21% | 0.21% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,780 | 301 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 4,550 | 237 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 4,510 | 235 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,453 | 232 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 4,307 | 224 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MOR Wealth Management, LLC | History | No change | 3,990 | 208 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,824 | 95 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 1,788 | 93 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,398 | 72 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 995 | 51 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Center for Financial Planning, Inc. | History | No change | 981 | 51 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 874 | 45 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 673 | 35 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 666 | 34 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 642 | 33 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 600 | 31 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 457 | 23 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 426 | 22 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 371 | 19 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 336 | 16 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 150 | 8 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 154 | 8 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vision Retirement, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 34 | 1 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |