Stammdaten
Unternehmen & Branche
| Name | J.P. Morgan Exchange-Traded Fund Trust |
|---|---|
| Ticker | – |
| CIK | 0001485894 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 390 MADISON AVENUE, 10017 NEW YORK, NY |
| Telefon | (800) 480-4111 |
| EIN (IRS) | 00-0000000 |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 9.894.572 | 0 | 9.894.572 | 527.029.077 | Neu | +100,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.472.195 | 0 | 5.472.195 | 276.911.594 | Neu | +100,0% | |
| Cetera Investment Advisers | 5.073.681 | 0 | 5.073.681 | 263.412.610 | Neu | +100,0% | |
| Meeder Advisory Services, Inc. | 4.262.379 | 0 | 4.262.379 | 213.076.329 | Neu | +100,0% | |
| Avantax Planning Partners, Inc. | 3.854.174 | 3.674.700 | 179.474 | 189.427.552 | Aufgestockt | +4,9% | |
| BANK OF AMERICA CORP /DE/ | 3.821.501 | 0 | 3.821.501 | 188.819.111 | Neu | +100,0% | |
| FMR LLC | 2.410.238 | 0 | 2.410.238 | 160.854.377 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 2.915.446 | 0 | 2.915.446 | 146.436.820 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 2.750.741 | 0 | 2.750.741 | 142.885.724 | Neu | +100,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.682.842 | 2.311.081 | 371.761 | 135.978.310 | Aufgestockt | +16,1% | |
| ENVESTNET ASSET MANAGEMENT INC | 2.421.113 | 0 | 2.421.113 | 122.572.781 | Neu | +100,0% | |
| CWM, LLC | 1.686.947 | 0 | 1.686.947 | 102.010.771 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 1.879.188 | 0 | 1.879.188 | 100.892.494 | Neu | +100,0% | |
| HighTower Advisors, LLC | 1.813.507 | 0 | 1.813.507 | 88.630.035 | Neu | +100,0% | |
| Rice Partnership, LLC | 1.755.470 | 1.522.935 | 232.535 | 85.176.325 | Aufgestockt | +15,3% | |
| MORGAN STANLEY | 1.657.919 | 0 | 1.657.919 | 81.865.434 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 1.496.205 | 0 | 1.496.205 | 81.559.151 | Neu | +100,0% | |
| CAPTRUST FINANCIAL ADVISORS | 1.491.283 | 0 | 1.491.283 | 74.093.938 | Neu | +100,0% | |
| Syntegra Private Wealth Group, LLC | 1.118.056 | 834.631 | 283.425 | 73.965.995 | Aufgestockt | +34,0% | |
| 1900 WEALTH MANAGEMENT LLC | 1.405.829 | 0 | 1.405.829 | 70.277.368 | Neu | +100,0% | |
| Crestwood Advisors Group, LLC | 1.003.350 | 0 | 1.003.350 | 66.993.666 | Neu | +100,0% | |
| FSM Wealth Advisors, LLC | 1.379.133 | 1.164.888 | 214.245 | 66.681.078 | Aufgestockt | +18,4% | |
| Forvis Mazars Wealth Advisors, LLC | 1.268.632 | 0 | 1.268.632 | 63.418.937 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.068.831 | 970.902 | 97.929 | 58.646.781 | Aufgestockt | +10,1% | |
| Integrated Wealth Concepts LLC | 1.004.237 | 0 | 1.004.237 | 50.201.835 | Neu | +100,0% | |
| Prime Capital Investment Advisors, LLC | 1.030.205 | 0 | 1.030.205 | 49.488.290 | Neu | +100,0% | |
| Asio Capital, LLC | 965.274 | 918.139 | 47.135 | 48.895.957 | Aufgestockt | +5,1% | |
| Rockefeller Capital Management L.P. | 928.675 | 0 | 928.675 | 46.315.033 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 922.677 | 0 | 922.677 | 46.173.670 | Neu | +100,0% | |
| GREAT VALLEY ADVISOR GROUP, INC. | 736.753 | 0 | 736.753 | 46.143.933 | Neu | +100,0% | |
| Orion Porfolio Solutions, LLC | 876.735 | 0 | 876.735 | 43.827.983 | Neu | +100,0% | |
| MAI Capital Management | 867.139 | 0 | 867.139 | 42.962.566 | Neu | +100,0% | |
| Parallel Advisors, LLC | 895.628 | 0 | 895.628 | 42.856.343 | Neu | +100,0% | |
| G2 CAPITAL MANAGEMENT, LLC / OH | 797.923 | 0 | 797.923 | 39.888.186 | Neu | +100,0% | |
| Dynasty Wealth Management, LLC | 797.261 | 0 | 797.261 | 39.855.086 | Neu | +100,0% | |
| Equitable Holdings, Inc. | 777.995 | 0 | 777.995 | 39.193.849 | Neu | +100,0% | |
| CENTRAL TRUST Co | 775.337 | 0 | 775.337 | 38.759.081 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 716.014 | 0 | 716.014 | 38.185.000 | Neu | +100,0% | |
| COLLECTIVE FAMILY OFFICE LLC | 728.056 | 722.425 | 5.631 | 36.879.677 | Aufgestockt | +0,8% | |
| MML INVESTORS SERVICES, LLC | 663.189 | 0 | 663.189 | 34.674.578 | Neu | +100,0% | |
| Wagner Wealth Management, LLC | 440.073 | 431.428 | 8.645 | 34.338.871 | Aufgestockt | +2,0% | |
| BAILARD, INC. | 680.094 | 0 | 680.094 | 33.997.899 | Neu | +100,0% | |
| Corient Private Wealth LLC | 676.289 | 0 | 676.289 | 33.756.006 | Neu | +100,0% | |
| AllGen Financial Advisors, Inc. | 664.690 | 388.782 | 275.908 | 33.669.879 | Aufgestockt | +71,0% | |
| Kestra Investment Management, LLC | 663.626 | 0 | 663.626 | 31.734.596 | Neu | +100,0% | |
| ASSETMARK, INC | 624.721 | 0 | 624.721 | 31.323.824 | Neu | +100,0% | |
| TIAA Wealth Investment Management LLC | 625.027 | 0 | 625.027 | 31.245.099 | Neu | +100,0% | |
| Tortoise Investment Management, LLC | 591.139 | 0 | 591.139 | 29.551.043 | Neu | +100,0% | |
| ABLE Financial Group, LLC | 582.550 | 491.448 | 91.102 | 29.509.071 | Aufgestockt | +18,5% | |
| Bridgewater Advisors Inc. | 580.164 | 0 | 580.164 | 29.135.858 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 3.854.174 | 3.674.700 | +4,9% | 189.427.552 | 9,03 | 0 % | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.682.842 | 2.311.081 | +16,1% | 135.978.310 | 6,48 | 4 % | 13 Q |
| Rice Partnership, LLC | 1.755.470 | 1.522.935 | +15,3% | 85.176.325 | 4,06 | 0 % | 4 Q |
| Syntegra Private Wealth Group, LLC | 1.118.056 | 834.631 | +34,0% | 73.965.995 | 3,53 | 0 % | 10 Q |
| FSM Wealth Advisors, LLC | 1.379.133 | 1.164.888 | +18,4% | 66.681.078 | 3,18 | 2 % | 17 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.068.831 | 970.902 | +10,1% | 58.646.781 | 2,80 | – | 17 Q |
| Asio Capital, LLC | 965.274 | 918.139 | +5,1% | 48.895.957 | 2,33 | 100 % | 14 Q |
| COLLECTIVE FAMILY OFFICE LLC | 728.056 | 722.425 | +0,8% | 36.879.677 | 1,76 | 2 % | 15 Q |
| Wagner Wealth Management, LLC | 440.073 | 431.428 | +2,0% | 34.338.871 | 1,64 | 0 % | 16 Q |
| AllGen Financial Advisors, Inc. | 664.690 | 388.782 | +71,0% | 33.669.879 | 1,61 | 1 % | 16 Q |
| ABLE Financial Group, LLC | 582.550 | 491.448 | +18,5% | 29.509.071 | 1,41 | 0 % | 5 Q |
| Hughes Financial Services, LLC | 592.617 | 540.910 | +9,6% | 28.877.972 | 1,38 | 100 % | 7 Q |
| CGN Advisors LLC | 577.502 | 571.562 | +1,0% | 28.717.825 | 1,37 | 0 % | 17 Q |
| ARQ WEALTH ADVISORS, LLC | 543.594 | 0 | +100,0% | 26.714.182 | 1,27 | 0 % | 1 Q |
| Meridian Financial Partners LLC | 347.624 | 337.943 | +2,9% | 26.600.188 | 1,27 | 0 % | 6 Q |
| MATHER GROUP, LLC. | 516.975 | 475.253 | +8,8% | 26.187.371 | 1,25 | 0 % | 8 Q |
| Avidian Wealth Enterprises, LLC | 504.030 | 476.674 | +5,7% | 25.531.641 | 1,22 | 0 % | 6 Q |
| CGC Financial Services, LLC | 324.194 | 339.541 | -4,5% | 25.296.858 | 1,21 | 0 % | 9 Q |
| TRUIST FINANCIAL CORP | 479.877 | 444.624 | +7,9% | 24.297.836 | 1,16 | 4 % | 17 Q |
| Amplius Wealth Advisors, LLC | 470.566 | 384.602 | +22,4% | 23.836.529 | 1,14 | 0 % | 6 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 324 | 39,8 | 2.106 |
| 31.03.2026 | ✓ | 676 | 159,0 | 8.224 |
| 31.12.2025 | ✓ | 643 | 139,5 | 7.187 |
| 30.09.2025 | ✓ | 561 | 117,3 | 6.137 |
| 30.06.2025 | ✓ | 502 | 91,4 | 49.693 |
| 31.03.2025 | ✓ | 458 | 75,5 | 3.988 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Kestra Investment Management, LLC | 663.626 | 31.734.596 |
| TIAA Wealth Investment Management LLC | 625.027 | 31.245.099 |
| Independent Advisor Alliance | 368.593 | 23.139.890 |
| ADE, LLC | 298.475 | 14.273.092 |
| Clear Trail Advisors, LLC | 285.209 | 14.257.574 |
| Perigon Wealth Management, LLC | 153.858 | 7.691.361 |
| Refined Wealth Management | 116.594 | 5.575.525 |
| Uniting Wealth Partners, LLC | 107.162 | 5.357.048 |
| LexAurum Advisors, LLC | 103.731 | 4.960.401 |
| Avior Wealth Management, LLC | 89.018 | 4.256.842 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| FMR LLC | 2.410.238 | 2.408.839 | +172182.9 % | 160.854.377 |
| BANK OF AMERICA CORP /DE/ | 3.821.501 | 1.297.135 | +51.4 % | 188.819.111 |
| Meeder Advisory Services, Inc. | 4.262.379 | 1.044.894 | +32.5 % | 213.076.329 |
| LPL Financial LLC | 9.894.572 | 986.786 | +11.1 % | 527.029.077 |
| Cetera Investment Advisers | 5.073.681 | 952.581 | +23.1 % | 263.412.610 |
| Parallel Advisors, LLC | 895.628 | 890.905 | +18863.1 % | 42.856.343 |
| Prime Capital Investment Advisors, LLC | 1.030.205 | 855.011 | +488.0 % | 49.488.290 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.472.195 | 755.228 | +16.0 % | 276.911.594 |
| JONES FINANCIAL COMPANIES LLLP | 1.879.188 | 717.497 | +61.8 % | 100.892.494 |
| JANE STREET GROUP, LLC | 922.677 | 640.873 | +227.4 % | 46.173.670 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | 11.312 | -566.505 | -98.0 % | 565.487 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.311.081 | -438.421 | -15.9 % | 116.273.101 |
| TBH Global Asset Management, LLC | 27.527 | -325.149 | -92.2 % | 1.376.062 |
| Capital Advisors Wealth Management, LLC | 92.563 | -171.370 | -64.9 % | 4.967.534 |
| CITADEL ADVISORS LLC | 206.300 | -142.684 | -40.9 % | 10.167.672 |
| AXXCESS WEALTH MANAGEMENT, LLC | 22.020 | -132.315 | -85.7 % | 1.053.014 |
| Aspen Wealth Management LLC | 232.191 | -123.727 | -34.8 % | 11.607.233 |
| Choice Wealth Advisors LLC | 45.314 | -121.406 | -72.8 % | 2.872.402 |
| Lido Advisors, LLC | 236.628 | -120.775 | -33.8 % | 11.814.406 |
| BAILARD, INC. | 680.094 | -114.451 | -14.4 % | 33.997.899 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 10.07.2026 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 0,20 % | 345 | -5,80 pp | |
| 06.05.2026 | Abigail P. Johnson (+1) | Passiv (13G) | 6,70 % | 2.405.635 | +4,20 pp | |
| 20.04.2026 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 6,00 % | 7.229 | -2,70 pp | |
| 05.12.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 9,93 % | 148.925 | +5,49 pp | |
| 31.10.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 4,44 % | 1.087.007 | -13,26 pp | |
| 17.10.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 17,70 % | 212.437 | -1,43 pp | |
| 10.10.2025 | TRUIST FINANCIAL CORP | Passiv (13G/A) | 8,70 % | 10.381 | +1,40 pp | |
| 28.07.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 19,13 % | 229.618 | -2,62 pp | |
| 14.07.2025 | TRUIST FINANCIAL CORP | Passiv (13G) | 7,30 % | 10.162 | Neu | |
| 07.05.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G/A) | 21,75 % | 282.774 | +15,33 pp | |
| 28.04.2025 | First Trust Portfolios L.P. (+2) | Passiv (13G) | 6,42 % | 276.266 | Neu | |
| 07.02.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 2,50 % | 2.775.059 | -7,10 pp | |
| 07.02.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 9,60 % | 11.158.235 | Neu | |
| 25.10.2024 | The Charger Corporation: 36-3772451 | Passiv (13G) | 6,10 % | 622.136 | Neu |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 15.05.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 08.05.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 20.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 17.04.2026 | HV-Einladung | 04.06.2026 a.o. HV | 26.03.2026 | DEF 14A | SEC » |
| 20.03.2026 | Vorläufig | — | — | PRE 14A | SEC » |
| 17.09.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 13.09.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 08.09.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 01.09.2021 | HV-Einladung | — | — | DEFR14A | SEC » |
| 30.08.2021 | HV-Einladung | 27.10.2021 a.o. HV | 20.08.2021 | DEF 14A | SEC » |
| 11.08.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 11.08.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Übernahmen & Fusionen (M&A)
M&A-relevante SEC-Filings der letzten sechs Jahre: Übernahmeangebote (Tender Offers), Fusionen (425/S-4), Aktienrückkauf-Angebote (Self-Tender) und Going-Private-Transaktionen. Geführt nach dem einreichenden Emittenten.
| Datum (US) | Kategorie | Form | Deal-Konditionen | SEC |
|---|---|---|---|---|
| 17.02.2026 | Fusion | 425 | – | SEC » |
| 17.02.2026 | Fusion | 425 | – | SEC » |
| 09.12.2025 | Fusion | 425 | – | SEC » |
| 09.12.2025 | Fusion | 425 | – | SEC » |
| 12.05.2025 | Fusion | 425 | – | SEC » |
| 02.05.2025 | Fusion | 425 | – | SEC » |
| 18.02.2025 | Fusion | 425 | – | SEC » |
| 18.02.2025 | Fusion | 425 | – | SEC » |
| 18.02.2025 | Fusion | 425 | – | SEC » |
| 18.02.2025 | Fusion | 425 | – | SEC » |
| 03.12.2024 | Fusion | 425 | – | SEC » |
| 03.12.2024 | Fusion | 425 | – | SEC » |
| 03.12.2024 | Fusion | 425 | – | SEC » |
| 19.05.2023 | Fusion | 425 | – | SEC » |
| 19.05.2023 | Fusion | 425 | – | SEC » |
| 13.02.2023 | Fusion | 425 | – | SEC » |
| 13.02.2023 | Fusion | 425 | – | SEC » |
| 15.12.2022 | Fusion | 425 | – | SEC » |
| 15.12.2022 | Fusion | 425 | – | SEC » |
| 17.05.2022 | Fusion | 425 | – | SEC » |
| 11.03.2022 | Fusion | 425 | – | SEC » |
| 11.03.2022 | Fusion | 425 | – | SEC » |
| 11.03.2022 | Fusion | 425 | – | SEC » |
| 18.01.2022 | Fusion | 425 | – | SEC » |
| 18.01.2022 | Fusion | 425 | – | SEC » |
| 18.01.2022 | Fusion | 425 | – | SEC » |
| 07.12.2021 | Fusion | 425 | – | SEC » |
| 07.12.2021 | Fusion | 425 | – | SEC » |
| 07.12.2021 | Fusion | 425 | – | SEC » |
| 11.08.2021 | Fusion | 425 | – | SEC » |
| 11.08.2021 | Fusion | 425 | – | SEC » |
| 11.08.2021 | Fusion | 425 | – | SEC » |
| 11.08.2021 | Fusion | 425 | – | SEC » |
| 11.08.2021 | Fusion | 425 | – | SEC » |
| 11.08.2021 | Fusion | 425 | – | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Deal-Konditionen aus dem Dokument extrahiert (Tender: SC TO-T/-I/SC 14D9; Fusion: 425/S-4 — Gegenpartei + Umtauschverhältnis), ohne Gewähr — Original siehe SEC-Link.