J.P. Morgan Exchange-Traded Fund Trust - JPSE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 1,233,487 | 61,766 | 4.79% | 4.66% | 1 | -6,709 | -0.54% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 900,097 | 45,071 | 0.01% | 0.01% | 2 | +38,838 | 4.51% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 748,030 | 37,456 | 0.01% | 0.01% | 3 | -20,069 | -2.61% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 585,271 | 29,306 | 0.0% | 0.0% | 4 | +7,637 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Hartford Financial Management Inc. | History | Added to | 333,388 | 16,694 | 4.34% | 4.23% | 5 | +12,394 | 3.86% | Q4 2025 | Jan 21, 2026 |
| Aprio Wealth Management, LLC | History | New | 310,338 | 15,539 | 0.89% | — | 6 | +310,338 | New | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 308,209 | 15,434 | 0.0% | — | 7 | +308,209 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 290,788 | 14,560 | 0.0% | 0.0% | 8 | +27,580 | 10.48% | Q4 2025 | Feb 13, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 228,459 | 11,439 | 1.3% | 1.43% | 9 | -7,860 | -3.33% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 207,636 | 10,397 | 0.01% | 0.01% | 10 | +14,994 | 7.78% | Q4 2025 | Feb 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 195,859 | 9,807 | 0.34% | 0.33% | 11 | +2,784 | 1.44% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 194,854 | 9,757 | 0.0% | 0.0% | 12 | -1,583 | -0.81% | Q4 2025 | Feb 10, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 190,012 | 9,515 | 0.63% | 0.62% | 13 | +4,756 | 2.57% | Q4 2025 | Jan 09, 2026 |
| Keystone Financial Services, LLC | History | Added to | 156,573 | 7,840 | 5.34% | 5.36% | 14 | +2,698 | 1.75% | Q4 2025 | Jan 27, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 149,867 | 7,504 | 3.81% | 3.71% | 15 | +16,321 | 12.22% | Q4 2025 | Jan 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 140,118 | 7,016 | 0.1% | 0.11% | 16 | -16,801 | -10.71% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 124,526 | 6,235 | 0.01% | 0.01% | 17 | +16,438 | 15.21% | Q4 2025 | Feb 02, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 113,028 | 5,659 | 4.02% | 4.02% | 18 | +725 | 0.65% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 109,475 | 5,481 | 0.0% | 0.0% | 19 | +18,244 | 20.0% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 107,544 | 5,385 | 0.03% | 0.03% | 20 | -513 | -0.47% | Q4 2025 | Jan 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 95,287 | 4,771 | 0.65% | 0.68% | 21 | -80 | -0.08% | Q4 2025 | Jan 21, 2026 |
| First Pacific Financial | History | Added to | 71,657 | 3,588 | 0.47% | 0.49% | 22 | +161 | 0.23% | Q4 2025 | Jan 16, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 69,603 | 3,485 | 0.05% | 0.06% | 23 | -13,752 | -16.5% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 59,052 | 2,956 | 0.0% | 0.0% | 24 | +1,544 | 2.68% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 57,010 | 2,854 | 0.03% | 0.03% | 25 | -2,271 | -3.83% | Q4 2025 | Feb 13, 2026 |
| Family Capital Management, Inc. | History | Added to | 53,467 | 2,677 | 1.19% | 1.22% | 26 | +2,106 | 4.1% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 52,370 | 2,622 | 0.0% | 0.0% | 27 | +771 | 1.49% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 46,940 | 2,350 | 0.01% | 0.01% | 28 | +5,744 | 13.94% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 42,718 | 2,139 | 0.0% | 0.0% | 29 | +696 | 1.66% | Q4 2025 | Feb 12, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 40,668 | 2,036 | 1.83% | 1.88% | 30 | -180 | -0.44% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Reduced | 34,296 | 1,717 | 0.08% | 0.09% | 31 | -335 | -0.97% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 33,617 | 1,683 | 0.11% | 0.11% | 32 | +1,316 | 4.07% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 31,685 | 1,586 | 0.04% | 0.03% | 33 | +125 | 0.4% | Q4 2025 | Feb 11, 2026 |
| KWB Wealth | History | Added to | 27,329 | 1,368 | 0.13% | 0.13% | 34 | +647 | 2.42% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 26,974 | 1,350 | 0.07% | 0.08% | 35 | -472 | -1.72% | Q4 2025 | Feb 05, 2026 |
| Vantus Wealth LLC | History | New | 26,935 | 1,348 | 0.99% | — | 36 | +26,935 | New | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | New | 26,878 | 1,345 | 0.16% | — | 37 | +26,878 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 26,101 | 1,306 | 0.0% | 0.0% | 38 | +87 | 0.33% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | New | 24,469 | 1,225 | 0.01% | — | 39 | +24,469 | New | Q4 2025 | Jan 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 24,343 | 1,218 | 0.0% | 0.0% | 40 | -343 | -1.39% | Q4 2025 | Feb 12, 2026 |
| LWM Advisory Services, LLC | History | Added to | 23,488 | 1,176 | 0.69% | 0.66% | 41 | +882 | 3.9% | Q4 2025 | Feb 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 22,678 | 1,135 | 0.18% | 0.19% | 42 | -373 | -1.62% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 20,689 | 1,035 | 0.0% | 0.01% | 43 | -2,066 | -9.08% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 19,925 | 997 | 0.0% | 0.0% | 44 | +1,190 | 6.35% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | Added to | 19,272 | 965 | 0.03% | 0.04% | 45 | +150 | 0.78% | Q4 2025 | Feb 13, 2026 |
| Gallacher Capital Management LLC | History | Added to | 16,064 | 804 | 0.31% | 0.27% | 46 | +2,402 | 17.58% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,804 | 741 | 0.0% | 0.0% | 47 | -1,450 | -8.92% | Q4 2025 | Feb 18, 2026 |
| Capital Developers, LLC | History | New | 13,947 | 698 | 0.63% | — | 48 | +13,947 | New | Q4 2025 | Jan 30, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 13,734 | 687 | 0.16% | 0.24% | 49 | -5,642 | -29.12% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,484 | 625 | 0.0% | 0.0% | 50 | -1,776 | -12.45% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,442 | 623 | 0.0% | 0.0% | 51 | -40,726 | -76.6% | Q4 2025 | Feb 17, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 12,190 | 610 | 0.55% | — | 52 | +12,190 | New | Q4 2025 | Feb 20, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 12,170 | 609 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,890 | 595 | 0.0% | — | 54 | +11,890 | New | Q4 2025 | Mar 25, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 11,034 | 552 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 10,371 | 519 | 0.01% | — | 56 | +10,371 | New | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,586 | 480 | 0.0% | 0.0% | 57 | -26 | -0.27% | Q4 2025 | Feb 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 8,965 | 448 | 0.01% | 0.01% | 58 | +106 | 1.2% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 8,965 | 448 | 0.03% | 0.03% | 59 | +106 | 1.2% | Q4 2025 | Feb 02, 2026 |
| Miller Global Investments, LLC | History | New | 8,936 | 447 | 0.4% | — | 60 | +8,936 | New | Q4 2025 | Jan 05, 2026 |
| KPP Advisory Services LLC | History | Reduced | 8,926 | 446 | 0.06% | 0.07% | 61 | -35 | -0.39% | Q4 2025 | Feb 02, 2026 |
| Redwood Financial Network Corp | History | Reduced | 8,061 | 403 | 0.26% | 0.38% | 62 | -4,075 | -33.58% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 8,033 | 402 | 0.0% | 0.0% | 63 | +518 | 6.89% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,726 | 386 | 0.0% | 0.0% | 64 | -20,413 | -72.54% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 7,121 | 356 | 0.03% | — | 66 | +7,121 | New | Q4 2025 | Feb 12, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,113 | 356 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 6,272 | 314 | 0.2% | 0.37% | 67 | -7,327 | -53.88% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,043 | 312 | 0.0% | 0.0% | 68 | -37 | -0.61% | Q4 2025 | Jan 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,034 | 302 | 0.0% | 0.0% | 69 | -665 | -9.93% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 5,818 | 291 | 0.0% | 0.0% | 70 | +140 | 2.47% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,629 | 281 | 0.0% | 0.01% | 71 | -2,518 | -30.91% | Q4 2025 | Feb 05, 2026 |
| ProCore Advisors, LLC | History | New | 5,520 | 276 | 0.28% | — | 72 | +5,520 | New | Q4 2025 | Jan 21, 2026 |
| Intrua Financial, LLC | History | No change | 5,498 | 275 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,273 | 264 | 0.0% | 0.0% | 74 | -29,364 | -84.78% | Q4 2025 | Feb 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,258 | 263 | 0.02% | 0.02% | 75 | +6 | 0.11% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 4,765 | 238 | 0.01% | 0.02% | 76 | -613 | -11.4% | Q4 2025 | Jan 26, 2026 |
| HBK Sorce Advisory LLC | History | No change | 4,069 | 223 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Beck Bode, LLC | History | Reduced | 4,344 | 217 | 0.04% | 0.03% | 78 | -8 | -0.18% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,998 | 200 | 0.0% | 0.0% | 79 | -1,100 | -21.58% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,852 | 142 | 0.01% | 0.0% | 80 | +2,502 | 714.86% | Q4 2025 | Jan 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,573 | 78 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Caldwell Trust Co | History | New | 1,301 | 65 | 0.01% | — | 82 | +1,301 | New | Q4 2025 | Jan 30, 2026 |
| Horizon Investments, LLC | History | Added to | 1,290 | 64 | 0.0% | 0.0% | 83 | +804 | 165.43% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Management Group, LLC | History | New | 1,253 | 62 | 0.02% | — | 84 | +1,253 | New | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Added to | 1,228 | 61 | 0.0% | 0.0% | 85 | +13 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 993 | 49 | 0.0% | 0.0% | 86 | -1,922 | -65.93% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | New | 728 | 36 | 0.0% | — | 87 | +728 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 685 | 34 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lodestone Wealth Management LLC | History | New | 658 | 32 | 0.01% | — | 89 | +658 | New | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Reduced | 525 | 26 | 0.0% | 0.0% | 90 | -232 | -30.65% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 461 | 23 | 0.0% | 0.0% | 91 | -166 | -26.48% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | No change | 436 | 21 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 413 | 20 | 0.0% | 0.0% | 94 | -6 | -1.43% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 417 | 20 | 0.0% | 0.0% | 93 | +3 | 0.72% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 297 | 14 | 0.0% | 0.0% | 95 | -15 | -4.81% | Q4 2025 | Jan 26, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 217 | 10 | 0.0% | 0.0% | 96 | -19 | -8.05% | Q4 2025 | Feb 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 188 | 9 | 0.0% | 0.0% | 97 | +117 | 164.79% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 125 | 6 | 0.0% | 0.0% | 99 | +14 | 12.61% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 110 | 5 | 0.0% | — | 100 | +97 | 746.15% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 93 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 72 | 3 | 0.0% | 0.0% | 102 | -1,103 | -93.87% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 60 | 3 | 0.0% | 0.0% | 103 | -5 | -7.69% | Q4 2025 | Jan 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthShield Partners, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -7,519 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,911 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,467 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -276 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |