iSHARES TRUST - JPXN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 121,082 | 11,069 | 0.0% | 0.0% | 1 | +50,585 | 71.75% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 96,985 | 8,866 | 0.0% | 0.0% | 2 | +91,609 | 1704.04% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 79,452 | 7,263 | 0.0% | — | 3 | +79,452 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 22,732 | 2,078 | 0.0% | — | 4 | +22,732 | New | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 20,000 | 1,828 | 0.45% | 0.36% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,852 | 1,664 | 0.0% | 0.0% | 6 | +8,075 | 74.93% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,141 | 1,658 | 0.0% | 0.0% | 7 | +4,803 | 36.01% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,046 | 1,558 | 0.0% | 0.0% | 8 | +3,789 | 28.58% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | New | 13,553 | 1,239 | 0.0% | — | 9 | +13,553 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,300 | 1,033 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 9,315 | 851 | 0.0% | 0.0% | 11 | +2,374 | 34.2% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 8,964 | 819 | 0.0% | 0.0% | 12 | +4,004 | 80.73% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,412 | 586 | 0.0% | 0.0% | 13 | -12 | -0.19% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 4,968 | 454 | 0.0% | — | 14 | +4,968 | New | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 4,358 | 398 | 0.0% | — | 15 | +4,358 | New | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | Reduced | 4,225 | 386 | 0.27% | 0.31% | 16 | -844 | -16.65% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 3,262 | 298 | 0.01% | 0.32% | 17 | -109,851 | -97.12% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 2,773 | 253 | 0.0% | — | 18 | +2,773 | New | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,452 | 224 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ifrah Financial Services, Inc. | History | New | 2,226 | 203 | 0.05% | — | 20 | +2,226 | New | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 993 | 90 | 0.0% | 0.0% | 21 | -6 | -0.6% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 877 | 80 | 0.0% | 0.0% | 22 | +150 | 20.63% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 608 | 55 | 0.0% | 0.0% | 23 | +409 | 205.53% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 400 | 36 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 245 | 22 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 200 | 18 | 0.0% | — | 26 | +200 | New | Q1 2026 | Apr 29, 2026 |
| Breakwater Investment Management | History | No change | 146 | 13 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 140 | 12 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 73 | 6 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -51,097 | -100.0% | Q1 2026 | May 14, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,615 | -100.0% | Q1 2026 | Apr 16, 2026 |