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 | Reduced | 1,028,198 | 53,908 | 4.52% | 4.79% | 1 | -205,289 | -16.64% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 907,121 | 47,560 | 0.01% | 0.01% | 2 | +7,024 | 0.78% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 738,588 | 38,724 | 0.01% | 0.01% | 3 | -9,442 | -1.26% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 610,879 | 32,028 | 0.0% | 0.0% | 4 | +25,608 | 4.38% | Q1 2026 | May 15, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 329,105 | 17,254 | 4.4% | 4.34% | 5 | -4,283 | -1.28% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 316,608 | 16,599 | 0.91% | 0.89% | 6 | +6,270 | 2.02% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 299,535 | 15,705 | 0.0% | 0.0% | 7 | -8,674 | -2.81% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 272,566 | 14,290 | 0.0% | 0.0% | 8 | -18,222 | -6.27% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Added to | 230,661 | 12,093 | 1.34% | 1.3% | 9 | +2,202 | 0.96% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 213,561 | 11,197 | 0.01% | 0.01% | 10 | +5,925 | 2.85% | Q1 2026 | May 07, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 190,724 | 10,000 | 0.7% | 0.63% | 11 | +712 | 0.37% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 190,331 | 9,979 | 0.32% | 0.34% | 12 | -5,528 | -2.82% | Q1 2026 | May 06, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 174,823 | 9,165 | 4.23% | 3.81% | 13 | +24,956 | 16.65% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Services, LLC | History | Added to | 161,304 | 8,457 | 5.69% | 5.34% | 14 | +4,731 | 3.02% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 155,462 | 7,981 | 0.0% | 0.0% | 15 | +129,361 | 495.62% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 140,307 | 7,356 | 0.11% | 0.1% | 16 | +189 | 0.13% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 139,921 | 7,336 | 1.44% | — | 17 | +139,921 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 134,828 | 7,069 | 0.01% | 0.01% | 18 | +10,302 | 8.27% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 135,129 | 6,996 | 0.0% | 0.0% | 19 | +25,654 | 23.43% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 128,660 | 6,745 | 0.0% | 0.0% | 20 | -66,194 | -33.97% | Q1 2026 | May 04, 2026 |
| Ipsen Advisor Group LLC | History | No change | 113,028 | 5,659 | 4.02% | 4.02% | 21 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 107,752 | 5,649 | 0.03% | 0.03% | 22 | +208 | 0.19% | Q1 2026 | Apr 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 90,927 | 4,767 | 0.64% | 0.65% | 23 | -4,360 | -4.58% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 72,837 | 3,818 | 0.05% | 0.05% | 24 | +3,234 | 4.65% | Q1 2026 | May 12, 2026 |
| First Pacific Financial | History | Added to | 71,943 | 3,771 | 0.49% | 0.47% | 25 | +286 | 0.4% | Q1 2026 | Apr 23, 2026 |
| Family Capital Management, Inc. | History | Added to | 65,987 | 3,459 | 1.54% | 1.19% | 26 | +12,520 | 23.42% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 53,993 | 2,830 | 0.02% | 0.03% | 27 | -3,017 | -5.29% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 53,556 | 2,807 | 0.0% | 0.0% | 28 | +1,186 | 2.26% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | New | 52,555 | 2,755 | 0.02% | — | 29 | +52,555 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,367 | 2,431 | 0.01% | 0.01% | 30 | -573 | -1.22% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,088 | 2,206 | 0.0% | 0.0% | 31 | -630 | -1.47% | Q1 2026 | Apr 27, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 41,032 | 2,151 | 1.9% | 1.83% | 32 | +364 | 0.9% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 37,783 | 1,980 | 0.26% | — | 33 | +37,783 | New | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 36,400 | 1,908 | 0.0% | — | 34 | +36,400 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 33,816 | 1,772 | 0.11% | 0.11% | 35 | +199 | 0.59% | Q1 2026 | Apr 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 32,723 | 1,715 | 0.15% | 0.16% | 36 | +5,845 | 21.75% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 31,736 | 1,663 | 0.06% | 0.04% | 37 | +51 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 26,921 | 1,411 | 0.07% | 0.07% | 38 | -53 | -0.2% | Q1 2026 | Apr 23, 2026 |
| KWB Wealth | History | No change | 27,329 | 1,368 | 0.14% | 0.13% | 39 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vantus Wealth LLC | History | No change | 26,935 | 1,348 | 0.99% | 0.99% | 40 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 23,210 | 1,216 | 0.0% | 0.0% | 41 | -1,133 | -4.65% | Q1 2026 | May 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 20,907 | 1,096 | 0.18% | 0.18% | 42 | -1,771 | -7.81% | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | New | 20,764 | 1,093 | 0.02% | — | 43 | +20,764 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 19,218 | 1,007 | 0.01% | 0.01% | 44 | -5,251 | -21.46% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | Reduced | 19,041 | 998 | 0.04% | 0.03% | 45 | -231 | -1.2% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,318 | 750 | 0.0% | 0.0% | 46 | -486 | -3.28% | Q1 2026 | May 15, 2026 |
| Capital Developers, LLC | History | Reduced | 13,573 | 711 | 0.64% | 0.63% | 47 | -374 | -2.68% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 13,551 | 710 | 0.0% | 0.0% | 48 | +5,825 | 75.39% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 13,516 | 708 | 0.17% | 0.16% | 49 | -218 | -1.59% | Q1 2026 | May 07, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 13,457 | 705 | 0.27% | 0.31% | 50 | -2,607 | -16.23% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 12,928 | 677 | 0.02% | 0.01% | 51 | -120 | -0.92% | Q1 2026 | May 15, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 12,170 | 638 | 0.04% | 0.03% | 52 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 11,859 | 621 | 0.59% | 0.55% | 53 | -331 | -2.72% | Q1 2026 | Apr 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 11,034 | 578 | 0.07% | 0.08% | 54 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,985 | 575 | 0.02% | 0.08% | 55 | -23,311 | -67.97% | Q1 2026 | May 19, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 10,295 | 539 | 0.58% | 0.69% | 56 | -13,193 | -56.17% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,186 | 481 | 0.0% | 0.0% | 57 | -3,256 | -26.17% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,123 | 478 | 0.0% | 0.0% | 58 | -463 | -4.83% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,075 | 475 | 0.0% | 0.0% | 59 | -3,409 | -27.31% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,965 | 470 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 8,965 | 470 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | No change | 8,926 | 467 | 0.07% | 0.06% | 62 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Miller Global Investments, LLC | History | Reduced | 8,655 | 453 | 0.42% | 0.4% | 63 | -281 | -3.14% | Q1 2026 | Apr 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,532 | 447 | 0.0% | 0.0% | 64 | -50,520 | -85.55% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | No change | 8,033 | 421 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,024 | 420 | 0.0% | 0.0% | 66 | -11,901 | -59.73% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | New | 7,468 | 391 | 0.0% | — | 68 | +7,468 | New | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 7,471 | 391 | 0.03% | 0.03% | 67 | +350 | 4.92% | Q1 2026 | Apr 30, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,113 | 372 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,396 | 335 | 0.0% | 0.0% | 70 | +362 | 6.0% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,387 | 334 | 0.0% | 0.0% | 71 | +1,114 | 21.13% | Q1 2026 | May 12, 2026 |
| Redwood Financial Network Corp | History | Reduced | 6,301 | 330 | 0.22% | 0.26% | 72 | -1,760 | -21.83% | Q1 2026 | May 14, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 6,287 | 329 | 0.22% | 0.2% | 73 | +15 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Reduced | 5,736 | 300 | 0.0% | 0.0% | 74 | -82 | -1.41% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,638 | 295 | 0.0% | 0.0% | 75 | +9 | 0.16% | Q1 2026 | Apr 28, 2026 |
| Intrua Financial, LLC | History | No change | 5,498 | 288 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,324 | 282 | 0.0% | 0.0% | 77 | -719 | -11.9% | Q1 2026 | Apr 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,260 | 275 | 0.02% | 0.02% | 78 | +2 | 0.04% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | New | 4,983 | 261 | 0.01% | — | 79 | +4,983 | New | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | New | 4,496 | 235 | 0.0% | — | 80 | +4,496 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 4,452 | 233 | 0.0% | — | 81 | +4,452 | New | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 4,303 | 225 | 0.01% | 0.01% | 82 | -462 | -9.7% | Q1 2026 | Apr 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 4,260 | 223 | 0.01% | — | 83 | +4,260 | New | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,088 | 214 | 0.0% | 0.0% | 84 | +90 | 2.25% | Q1 2026 | Apr 30, 2026 |
| Trademark Financial Management, LLC | History | New | 3,853 | 202 | 0.1% | — | 85 | +3,853 | New | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 2,544 | 133 | 0.0% | 0.0% | 86 | +1,254 | 97.21% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,993 | 104 | 0.0% | 0.0% | 87 | +765 | 62.3% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,573 | 82 | 0.01% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | No change | 1,301 | 68 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,253 | 65 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,169 | 61 | 0.0% | 0.01% | 92 | -1,683 | -59.01% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,172 | 61 | 0.01% | 0.0% | 91 | +487 | 71.09% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 728 | 36 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 659 | 34 | 0.01% | 0.01% | 94 | +1 | 0.15% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 595 | 31 | 0.0% | 0.0% | 95 | +70 | 13.33% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 588 | 30 | 0.0% | 0.0% | 96 | -405 | -40.79% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 414 | 21 | 0.0% | 0.0% | 99 | -47 | -10.2% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 406 | 21 | 0.0% | 0.0% | 98 | -7 | -1.69% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 418 | 21 | 0.0% | 0.0% | 97 | +1 | 0.24% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 393 | 20 | 0.0% | 0.0% | 100 | +96 | 32.32% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 188 | 9 | 0.0% | 0.0% | 101 | -29 | -13.36% | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 154 | 8 | 0.0% | 0.0% | 102 | -34 | -18.09% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 133 | 7 | 0.0% | 0.0% | 103 | +8 | 6.4% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 82 | 4 | 0.0% | — | 106 | +82 | New | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 72 | 3 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 60 | 3 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 26 | 1 | 0.0% | — | 110 | +25 | 2500.0% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,689 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,890 | -100.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,371 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -5,520 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Beck Bode, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,344 | -100.0% | Q1 2026 | May 07, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,069 | -100.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q1 2026 | May 05, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |