Key facts
- · Holder: Forvis Mazars Wealth Advisors, LLC · Percent: 5.75% · SCHEDULE 13G
- · Holder: Fmr LLC · Percent: 8.3% · SCHEDULE 13G/A
- · Holder: First Trust Portfolios L.P. · Percent: 3.98% · SCHEDULE 13G/A
- · Holder: Truist Financial Corp · Percent: 0.2% · SCHEDULE 13G/A
- · Holder: Fmr LLC · Percent: 6.7% · SCHEDULE 13G
J.P. Morgan Exchange-Traded Fund Trust has 12 Schedule 13D or 13G filings on record since 2025-07-14. 2 holders' latest filing reports 5% or more of alternative investments. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fmr LLC | 8.3% | 3,088,420 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| Forvis Mazars Wealth Advisors, LLC | 5.75% | 3,339,092 | SCHEDULE 13G, 2026-08-11 | 2026-06-30 |
| First Trust Portfolios L.P. | 3.98% | 63,714 | SCHEDULE 13G/A, 2026-07-30 | 2026-06-30 |
| Truist Financial Corp | 0.2% | 345 | SCHEDULE 13G/A, 2026-07-10 | 2026-06-30 |
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Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-14 | Truist Financial Corp | 7.3% | SCHEDULE 13G |
| 2025-07-28 | First Trust Portfolios L.P. | 19.13% | SCHEDULE 13G/A |
| 2025-10-10 | Truist Financial Corp | 8.7% | SCHEDULE 13G/A |
| 2025-10-17 | First Trust Portfolios L.P. | 17.7% | SCHEDULE 13G/A |
| 2025-10-31 | First Trust Portfolios L.P. | 4.44% | SCHEDULE 13G/A |
| 2025-12-05 | First Trust Portfolios L.P. | 9.93% | SCHEDULE 13G/A |
| 2026-04-20 | Truist Financial Corp | 6% | SCHEDULE 13G/A |
| 2026-05-06 | Fmr LLC | 6.7% | SCHEDULE 13G |
| 2026-07-10 | Truist Financial Corp | 0.2% | SCHEDULE 13G/A |
| 2026-07-30 | First Trust Portfolios L.P. | 3.98% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 8.3% | SCHEDULE 13G/A |
| 2026-08-11 | Forvis Mazars Wealth Advisors, LLC | 5.75% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.