J.P. Morgan Exchange-Traded Fund Trust - LVDS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 176,940 | 8,933 | 0.0% | 0.0% | 1 | +3,266 | 1.88% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 98,107 | 4,953 | 0.0% | 0.0% | 2 | +33,558 | 51.99% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 96,637 | 4,879 | 0.01% | 0.01% | 3 | -204 | -0.21% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 38,264 | 1,931 | 0.0% | 0.0% | 4 | -4,929 | -11.41% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 25,493 | 1,287 | 0.0% | 0.0% | 5 | +2,895 | 12.81% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 12,349 | 623 | 0.02% | — | 6 | +12,349 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,844 | 396 | 0.0% | 0.0% | 7 | -1,119 | -12.48% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,994 | 353 | 0.0% | 0.0% | 8 | -3,132 | -30.93% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,825 | 294 | 0.0% | 0.0% | 9 | -618 | -9.59% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,197 | 262 | 0.0% | 0.0% | 10 | -610 | -10.5% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,138 | 259 | 0.0% | 0.0% | 11 | +88 | 1.74% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,349 | 169 | 0.0% | 0.0% | 12 | -5,042 | -60.09% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,955 | 97 | 0.0% | 0.0% | 13 | -87 | -4.26% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,643 | 82 | 0.0% | — | 14 | +1,643 | New | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,322 | 66 | 0.01% | — | 15 | +1,322 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 941 | 47 | 0.0% | — | 16 | +941 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 635 | 32 | 0.0% | 0.0% | 17 | +1 | 0.16% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | No change | 642 | 32 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 365 | 18 | 0.0% | 0.0% | 19 | +50 | 15.87% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 222 | 11 | 0.0% | 0.0% | 20 | +1 | 0.45% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 216 | 10 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | No change | 124 | 6 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 114 | 5 | 0.0% | — | 23 | +114 | New | Q1 2026 | May 19, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 05, 2026 |