Vault-13

J P MORGAN EXCHANGE TRADED F BBCA

BETABUILDERS CDA · ETP · CUSIP 46641Q225

242 institutional holders +2 vs Q4 2025
81,944,40781.9m shares reported held*
$7.5bnreported value*
36 new 74 added 68 reduced 30 sold out net bought ≈ $20.4m (+216.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.89.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 129Q4 22: 137Q1 23: 141Q2 23: 143Q3 23: 151Q4 23: 162Q1 24: 170Q2 24: 175Q3 24: 195Q4 24: 204Q1 25: 183Q2 25: 212Q3 25: 208Q4 25: 240Q1 26: 242242Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022129
Q4 2022137
Q1 2023141
Q2 2023143
Q3 2023151
Q4 2023162
Q1 2024170
Q2 2024175
Q3 2024195
Q4 2024204
Q1 2025183
Q2 2025212
Q3 2025208
Q4 2025240
Q1 2026242

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 73 bought or addedQ2 24: 78 cut or sold outQ3 24: 95 bought or addedQ3 24: 78 cut or sold outQ3 24Q4 24: 80 bought or addedQ4 24: 77 cut or sold outQ1 25: 63 bought or addedQ1 25: 101 cut or sold outQ1 25Q2 25: 88 bought or addedQ2 25: 83 cut or sold outQ3 25: 91 bought or addedQ3 25: 78 cut or sold outQ3 25Q4 25: 110 bought or addedQ4 25: 87 cut or sold outQ1 26: 110 bought or addedQ1 26: 98 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247378
Q3 20249578
Q4 20248077
Q1 202563101
Q2 20258883
Q3 20259178
Q4 202511087
Q1 202611098

Biggest buyers

JPMORGAN CHASE & CO Added +542,359+542.4k
FLOW TRADERS U.S. LLC New +176,677+176.7k
BOCHK Asset Management Ltd New +110,670+110.7k
UBS Group AG Added +73,225+73.2k
RiverFront Investment Group, LLC Added +35,124+35.1k
MORGAN STANLEY Added +33,346+33.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +28,213+28.2k
Elm Partners Management LLC Added +25,557+25.6k
ENVESTNET ASSET MANAGEMENT INC Added +24,551+24.6k
HRT FINANCIAL LP New +22,928+22.9k

Biggest sellers

Municipal Employees' Retirement System of Michigan Reduced -269,832-269.8k
Corient Private Wealth LP Reduced -164,130-164.1k
VICTORY CAPITAL MANAGEMENT INC Reduced -158,774-158.8k
AMERIPRISE FINANCIAL INC Reduced -89,059-89.1k
CITADEL ADVISORS LLC Sold out -87,474-87.5k
SEGALL BRYANT & HAMILL, LLC Sold out -72,274-72.3k
Keel Point, LLC Sold out -60,103-60.1k
JANE STREET GROUP, LLC Sold out -47,281-47.3k
Mirae Asset Global Investments Co., Ltd. Reduced -30,820-30.8k
STRATEGIC INVESTMENT MANAGEMENT, LLC Reduced -23,230-23.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.47% of their portfolio NEW YORK, NY 74,812,39874.8m $6.9bn $6.9bn 0.47% Added +542.4k +542,359
2 Municipal Employees' Retirement System of Michigan 0.68% of their portfolio LANSING, MI 639,622639.6k $60.2m $60.2m 0.68% Reduced -269.8k -269,832
3 ASSETMARK, INC 0.09% of their portfolio CONCORD, CA 467,906467.9k $44.0m $44.0m 0.09% Reduced -5.3k -5,260
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 466,947466.9k $43.9m $43.9m 0.01% Added +24.6k +24,551
5 RiverFront Investment Group, LLC 0.65% of their portfolio RICHMOND, VA 449,734449.7k $42.3m $42.3m 0.65% Added +35.1k +35,124
6 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 410,274410.3k $38.6m $38.6m 0.04% Reduced -9.5k -9,515
7 Mirae Asset Global Investments Co., Ltd. 0.11% of their portfolio SEOUL, M5 406,137406.1k $38.2m $38.2m 0.11% Reduced -30.8k -30,820
8 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 348,718348.7k $32.8m $32.8m 0.02% Reduced -158.8k -158,774
9 STRATEGIC INVESTMENT MANAGEMENT, LLC 13.09% of their portfolio ARLINGTON, VA 333,320333.3k $31.4m $31.4m 13.09% Reduced -23.2k -23,230
10 Elm Partners Management LLC 1.27% of their portfolio Philadelphia, PA 320,704320.7k $29.4m $29.4m 1.27% Added +25.6k +25,557
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 180,520180.5k $17.0m $17.0m 0.00% Added +73.2k +73,225
12 FLOW TRADERS U.S. LLC 0.53% of their portfolio NEW YORK, NY 176,677176.7k $16.6m $16.6m 0.53% New
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 171,995172.0k $16.2m $16.2m 0.00% Added +5.3k +5,324
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 159,290159.3k $15.0m $15.0m 0.00% Added +5.7k +5,709
15 Willis Johnson & Associates, Inc. 0.86% of their portfolio Houston, TX 156,777156.8k $14.7m $14.7m 0.86% Added +8.1k +8,102
16 SPINNAKER TRUST 0.68% of their portfolio PORTLAND, ME 130,077130.1k $12.2m $12.2m 0.68% Added +1.6k +1,613
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 121,138121.1k $11.4m $11.4m 0.00% Added +33.3k +33,346
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 118,420118.4k $11.1m $11.1m 0.00% Reduced -89.1k -89,059
19 ATLAS CAPITAL ADVISORS INC. 1.19% of their portfolio JACKSON, WY 110,848110.8k $10.4m $10.4m 1.19% Reduced -2.0k -2,041
20 BOCHK Asset Management Ltd 2.15% of their portfolio Hong Kong, K3 110,670110.7k $10.4m $10.4m 2.15% New
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 109,564109.6k $10.3m $10.3m 0.00% Reduced -18.6k -18,638
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 103,697103.7k $9.8m $9.8m 0.00% Added +361 +361
23 PGIM Custom Harvest LLC 0.13% of their portfolio NEWARK, NJ 90,35490.4k $8.5m $8.5m 0.13% Added +6.0k +5,992
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 89,06189.1k $8.4m $8.4m 0.00% Reduced -6.3k -6,252
25 Rice Partnership, LLC 1.06% of their portfolio HONOLULU, HI 82,19682.2k $7.7m $7.7m 1.06% Added +8.3k +8,269
26 GREENWOOD CAPITAL ASSOCIATES LLC 0.61% of their portfolio GREENWOOD, SC 58,46558.5k $5.5m $5.5m 0.61% Added +5.0k +5,027
27 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 58,17958.2k $5.5m $5.5m 0.01% Added +584 +584
28 Silphium Asset Management Ltd 2.07% of their portfolio London, X0 58,00058.0k $5.5m $5.5m 2.07% Added +15.1k +15,100
29 Marex Group Ltd 0.06% of their portfolio London, X0 57,70057.7k $5.4m $5.4m 0.06% Added +14.8k +14,800
30 Dorsey & Whitney Trust CO LLC 0.23% of their portfolio SIOUX FALLS, SD 44,70644.7k $4.2m $4.2m 0.23% Reduced -308 -308
31 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 42,63542.6k $4.0m $4.0m 0.01% Added +299 +299
32 CHOREO, LLC 0.04% of their portfolio ROCKFORD, IL 38,91538.9k $3.7m $3.7m 0.04% Reduced -132 -132
33 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,21229.2k $2.7m $2.7m 0.00% Reduced -9.0k -9,017
34 CWM, LLC 0.01% of their portfolio OMAHA, NE 28,66028.7k $2.7m $2.7m 0.01% Added +19.0k +18,986
35 FMR LLC 0.00% of their portfolio BOSTON, MA 28,46728.5k $2.7m $2.7m 0.00% Added +5.2k +5,231
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,21328.2k $2.7m $2.7m 0.00% New
37 ACIMA PRIVATE WEALTH, LLC 0.83% of their portfolio RICHMOND, VA 28,05528.1k $2.6m $2.6m 0.83% Reduced -10 -10
38 Evansbrook LLC 1.73% of their portfolio BOLINGBROOK, IL 27,56927.6k $2.6m $2.6m 1.73% Unchanged
39 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 26,99427.0k $2.5m $2.5m 0.00% Reduced -4.1k -4,136
40 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,60625.6k $2.4m $2.4m 0.00% Added +9.1k +9,109
41 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 23,55123.6k $2.2m $2.2m 0.00% Added +2.5k +2,543
42 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 22,92822.9k $2.2m $2.2m 0.01% New
43 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,03220.0k $1.9m $1.9m 0.00% Reduced -2.2k -2,188
44 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 19,85519.9k $1.9m $1.9m 0.00% Reduced -557 -557
45 Hudson Portfolio Management LLC 1.56% of their portfolio Garrison, NY 19,66219.7k $1.8m $1.8m 1.56% Added +802 +802
46 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 19,26619.3k $1.8m $1.8m 0.02% Added +12.7k +12,733
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 18,86218.9k $1.8m $1.8m 0.00% Added +10.9k +10,856
48 Alaska Permanent Capital Management, LLC 0.12% of their portfolio ANCHORAGE, AK 18,39618.4k $1.7m $1.7m 0.12% Added +112 +112
49 Sunpointe, LLC 0.56% of their portfolio ST. LOUIS, MO 18,30718.3k $1.7m $1.7m 0.56% Added +368 +368
50 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 18,23618.2k $1.6m $1.6m 0.00% Reduced -164.1k -164,130
51 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 17,63917.6k $1.7m $1.7m 0.00% Added +1.7k +1,709
52 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 17,62317.6k $1.7m $1.7m 0.00% Added +17.5k +17,525
53 Caprock Group, LLC 0.04% of their portfolio BOISE, ID 15,33315.3k $1.4m $1.4m 0.04% Unchanged
54 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 14,88914.9k $1.4m $1.4m 0.00% Added +1.3k +1,313
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,71914.7k $1.4m $1.4m 0.00% Reduced -11 -11
56 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,81712.8k $1.2m $1.2m 0.00% Reduced -1.3k -1,318
57 SYON CAPITAL LLC 0.06% of their portfolio SAN FRANCISCO, CA 12,41912.4k $1.2m $1.2m 0.06% Added +926 +926
58 BlackRock, Inc. 0.00% of their portfolio New York, NY 11,84111.8k $1.1m $1.1m 0.00% Added +9.1k +9,108
59 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 11,17011.2k $1.1m $1.1m 0.01% New
60 Nolet Wealth Management, LLC 0.60% of their portfolio FORT WORTH, TX 11,12711.1k $1.0m $1.0m 0.60% Unchanged
61 CERTUITY, LLC 0.07% of their portfolio NORTH PALM BEACH, FL 10,86910.9k $1.0m $1.0m 0.07% New
62 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,76310.8k $1.0m $1.0m 0.00% Added +6.4k +6,393
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,59910.6k $996.9k $996.9k 0.00% Reduced -15 -15
64 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 10,55710.6k $998.9k $998.9k 0.00% Added +236 +236
65 Yoffe Investment Management, LLC 1.27% of their portfolio LEMOYNE, PA 10,54010.5k $991.4k $991.4k 1.27% Reduced -136 -136
66 QUADRANT CAPITAL GROUP LLC 0.03% of their portfolio CINCINNATI, OH 10,21510.2k $960.8k $960.8k 0.03% Unchanged
67 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 9,2869.3k $873.5k $873.5k 0.00% Reduced -170 -170
68 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 8,8758.9k $834.8k $834.8k 0.03% Added +100 +100
69 Lumbard & Kellner, LLC 0.27% of their portfolio HOLLIS, NH 8,4098.4k $791.0k $791.0k 0.27% Added +84 +84
70 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 8,2708.3k $777.9k $777.9k 0.00% Reduced -190 -190
71 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 8,0858.1k $760.5k $760.5k 0.01% Unchanged
72 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 8,0658.1k $758.6k $758.6k 0.02% Reduced -206 -206
73 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,7397.7k $727.9k $727.9k 0.00% Reduced -86 -86
74 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 7,0437.0k $662.5k $662.5k 0.01% New
75 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 7,0087.0k $659.1k $659.1k 0.04% Reduced -15 -15
76 L.K. Benson & Company, P.C. 0.22% of their portfolio TIMONIUM, MD 7,0007.0k $658.4k $658.4k 0.22% Unchanged
77 Inscription Capital, LLC 0.07% of their portfolio HOUSTON, TX 6,9597.0k $654.6k $654.6k 0.07% Unchanged
78 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 6,8186.8k $641.3k $641.3k 0.00% Reduced -16.8k -16,806
79 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,6486.6k $2.8m $2.8m 0.00% Added +404 +404
80 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,5676.6k $617.7k $617.7k 0.01% Added +4.2k +4,160
81 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 6,4006.4k $602.0k $602.0k 0.00% New
82 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 6,3056.3k $593.0k $593.0k 0.00% New
83 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 6,2496.2k $587.8k $587.8k 0.00% New
84 INNEALTA CAPITAL, LLC 0.37% of their portfolio AUSTIN, TX 6,2496.2k $587.8k $587.8k 0.37% Reduced -2.7k -2,654
85 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 6,0566.1k $569.6k $569.6k 0.00% New
86 Ocean Park Asset Management, LLC 0.03% of their portfolio SANTA MONICA, CA 6,0356.0k $567.7k $567.7k 0.03% Added +1.1k +1,137
87 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 5,8725.9k $552.3k $552.3k 0.00% Unchanged
88 PRIVATE TRUST CO NA 0.05% of their portfolio CLEVELAND, OH 5,8465.8k $549.9k $549.9k 0.05% Added +203 +203
89 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 5,8125.8k $546.7k $546.7k 0.00% Added +740 +740
90 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,7835.8k $544.6k $544.6k 0.00% Reduced -147 -147
91 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 5,3235.3k $519.9k $519.9k 0.03% Reduced -795 -795
92 CVA Family Office, LLC 0.05% of their portfolio DENVER, CO 5,2945.3k $498.0k $498.0k 0.05% Added +97 +97
93 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 5,2825.3k $496.8k $496.8k 0.00% Added +136 +136
94 RICHARDSON FINANCIAL SERVICES INC. 0.31% of their portfolio MEDWAY, MA 5,2185.2k $490.8k $490.8k 0.31% Reduced -144 -144
95 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,1045.1k $480.1k $480.1k 0.00% Added +628 +628
96 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,0555.1k $475.5k $475.5k 0.00% Added +857 +857
97 Cloud Capital Management, LLC 0.20% of their portfolio SEATTLE, WA 4,9905.0k $469.0k $469.0k 0.20% Unchanged
98 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 4,9855.0k $468.9k $468.9k 0.01% New
99 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 4,9725.0k $467.6k $467.6k 0.00% Reduced -259 -259
100 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,7194.7k $447.9k $447.9k 0.00% Reduced -2.9k -2,901