J.P. Morgan Exchange-Traded Fund Trust - JPSE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | History | No change | 1,075,753 | 64,722 | 4.98% | 4.98% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 866,298 | 52,120 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 475,290 | 28,595 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 415,702 | 25,010 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 322,294 | 19,390 | 4.33% | 4.33% | 5 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 309,893 | 18,644 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 294,425 | 17,714 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 257,360 | 15,484 | 0.76% | 0.76% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Goldstein Advisors, LLC | History | No change | 230,728 | 13,881 | 1.27% | 1.27% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 219,139 | 13,184 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 194,646 | 11,669 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 189,522 | 11,402 | 0.3% | 0.3% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 182,399 | 10,974 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 179,745 | 10,814 | 4.24% | 4.24% | 14 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 177,474 | 10,677 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 165,572 | 9,961 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Keystone Financial Services, LLC | History | No change | 161,413 | 9,711 | 5.83% | 5.83% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 161,891 | 9,710 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 149,258 | 8,980 | 1.54% | 1.54% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 145,788 | 8,670 | 1.1% | 1.1% | 20 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 141,751 | 8,528 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ipsen Advisor Group LLC | History | No change | 116,107 | 6,985 | 4.49% | 4.49% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAVENPORT & Co LLC | History | No change | 94,588 | 5,690 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 92,253 | 5,550 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 91,151 | 5,484 | 0.64% | 0.64% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 73,986 | 4,451 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| First Pacific Financial | History | No change | 70,723 | 4,255 | 0.51% | 0.51% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Family Capital Management, Inc. | History | No change | 65,362 | 3,932 | 1.52% | 1.52% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 56,119 | 3,376 | 1.73% | 1.73% | 29 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 53,531 | 3,220 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 44,845 | 2,698 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 43,455 | 2,614 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 42,802 | 2,575 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 41,525 | 2,498 | 2.0% | 2.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LexAurum Advisors, LLC | History | No change | 35,118 | 2,112 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 35,055 | 2,109 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vantus Wealth LLC | History | No change | 34,408 | 2,070 | 1.11% | 1.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advyzon Investment Management, LLC | History | No change | 33,839 | 2,035 | 0.15% | 0.15% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 31,825 | 1,914 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 30,136 | 1,813 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KWB Wealth | History | No change | 27,808 | 1,673 | 0.14% | 0.14% | 41 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 25,823 | 1,553 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 23,531 | 1,415 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 18,980 | 1,141 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS SECURITIES LLC | History | No change | 18,972 | 1,141 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallacher Capital Management LLC | History | No change | 15,047 | 905 | 0.51% | 0.51% | 46 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,285 | 859 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 13,478 | 810 | 0.3% | 0.3% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 13,336 | 802 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,267 | 798 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 11,300 | 679 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,157 | 671 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 11,034 | 655 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,634 | 639 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 10,554 | 634 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Go Invest LLC | History | No change | 10,462 | 629 | 0.15% | 0.15% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,454 | 628 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 10,434 | 627 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 9,681 | 582 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 9,225 | 555 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KPP Advisory Services LLC | History | No change | 8,926 | 537 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 8,573 | 515 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,546 | 514 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 7,975 | 479 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 7,975 | 479 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Miller Global Investments, LLC | History | Reduced | 8,279 | 466 | 0.38% | 0.42% | 66 | -86 | -1.03% | Q3 2026 | Oct 02, 2026 |
| Focus Partners Wealth | History | No change | 7,440 | 447 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 7,391 | 444 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 7,359 | 442 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,113 | 427 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LWM Advisory Services, LLC | History | No change | 7,091 | 426 | 0.76% | 0.76% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,393 | 384 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 6,056 | 361 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Redwood Financial Network Corp | History | No change | 5,816 | 349 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,654 | 340 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intrua Financial, LLC | History | No change | 5,498 | 330 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,263 | 316 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,318 | 316 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trademark Financial Management, LLC | History | No change | 5,060 | 304 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,807 | 289 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 4,498 | 270 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,452 | 267 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,383 | 263 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 4,159 | 250 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,705 | 222 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,530 | 212 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,432 | 206 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Centerpoint Advisory Group | History | No change | 3,384 | 203 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,370 | 202 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,048 | 149 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,120 | 127 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,600 | 96 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,573 | 94 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Horizon Investments, LLC | History | No change | 1,272 | 76 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,253 | 75 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,170 | 70 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 837 | 50 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 795 | 47 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lodestone Wealth Management LLC | History | No change | 661 | 39 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 620 | 37 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 407 | 24 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 369 | 22 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 352 | 21 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 174 | 10 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 155 | 9 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 152 | 9 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 130 | 7 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 110 | 6 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 72 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 60 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 17 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |