Vault-13

J P MORGAN EXCHANGE TRADED F BBCA

BETABUILDERS CDA · ETP · CUSIP 46641Q225

259 institutional holders +17 vs Q1 2026
79,558,83279.6m shares reported held*
$7.9bnreported value*
44 new 67 added 77 reduced 27 sold out net sold ≈ $235.7m (-2.4m 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 ($481.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $99.26.

Trends to Q2 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: 242Q2 26: 259259Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026259

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 95 bought or addedQ3 24: 78 cut or sold outQ4 24: 80 bought or addedQ4 24: 77 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 101 cut or sold outQ2 25: 88 bought or addedQ2 25: 83 cut or sold outQ2 25Q3 25: 91 bought or addedQ3 25: 78 cut or sold outQ4 25: 110 bought or addedQ4 25: 87 cut or sold outQ4 25Q1 26: 110 bought or addedQ1 26: 98 cut or sold outQ2 26: 111 bought or addedQ2 26: 104 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249578
Q4 20248077
Q1 202563101
Q2 20258883
Q3 20259178
Q4 202511087
Q1 202611098
Q2 2026111104

Biggest buyers

Tradewinds Capital Management, LLC New +387,374+387.4k
TWO SIGMA INVESTMENTS, LP New +225,500+225.5k
AMERIPRISE FINANCIAL INC Added +180,093+180.1k
Willis Johnson & Associates, Inc. Added +92,673+92.7k
VICTORY CAPITAL MANAGEMENT INC Added +87,981+88.0k
Thrivent Financial for Lutherans Added +73,386+73.4k
Rice Partnership, LLC Added +64,134+64.1k
JANE STREET GROUP, LLC New +40,217+40.2k
CITADEL ADVISORS LLC New +32,467+32.5k
ENVESTNET ASSET MANAGEMENT INC Added +28,340+28.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -3,159,882-3.2m
FLOW TRADERS U.S. LLC Reduced -164,845-164.8k
Municipal Employees' Retirement System of Michigan Reduced -160,949-160.9k
Mirae Asset Global Investments Co., Ltd. Reduced -60,457-60.5k
HighTower Advisors, LLC Reduced -36,210-36.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -28,213-28.2k
HRT FINANCIAL LP Sold out -22,928-22.9k
SPINNAKER TRUST Reduced -19,345-19.3k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced -14,014-14.0k
Sunpointe, LLC Reduced -12,406-12.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.42% of their portfolio NEW YORK, NY 71,652,51671.7m $7.1bn $7.1bn 0.42% Reduced -3.2m -3,159,882
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 495,287495.3k $49.2m $49.2m 0.01% Added +28.3k +28,340
3 Municipal Employees' Retirement System of Michigan 0.53% of their portfolio LANSING, MI 478,673478.7k $47.6m $47.6m 0.53% Reduced -160.9k -160,949
4 RiverFront Investment Group, LLC 0.62% of their portfolio RICHMOND, VA 472,724472.7k $47.0m $47.0m 0.62% Added +23.0k +22,990
5 ASSETMARK, INC 0.08% of their portfolio CONCORD, CA 455,811455.8k $45.3m $45.3m 0.08% Reduced -12.1k -12,095
6 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 436,699436.7k $43.4m $43.4m 0.02% Added +88.0k +87,981
7 Tradewinds Capital Management, LLC 6.84% of their portfolio BELLINGHAM, WA 387,374387.4k $38.5m $38.5m 6.84% New
8 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 374,064374.1k $37.2m $37.2m 0.04% Reduced -36.2k -36,210
9 Mirae Asset Global Investments Co., Ltd. 0.07% of their portfolio SEOUL, M5 345,680345.7k $34.4m $34.4m 0.07% Reduced -60.5k -60,457
10 STRATEGIC INVESTMENT MANAGEMENT, LLC 11.40% of their portfolio ARLINGTON, VA 333,320333.3k $33.1m $33.1m 11.40% Unchanged
11 Elm Partners Management LLC 1.13% of their portfolio Philadelphia, PA 317,028317.0k $31.5m $31.5m 1.13% Reduced -3.7k -3,676
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 298,513298.5k $29.7m $29.7m 0.01% Added +180.1k +180,093
13 Willis Johnson & Associates, Inc. 1.38% of their portfolio Houston, TX 249,450249.4k $24.8m $24.8m 1.38% Added +92.7k +92,673
14 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 225,500225.5k $22.4m $22.4m 0.02% New
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 189,191189.2k $18.8m $18.8m 0.00% Added +8.7k +8,671
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 176,688176.7k $17.6m $17.6m 0.00% Added +4.7k +4,693
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 166,501166.5k $16.6m $16.6m 0.00% Added +7.2k +7,211
18 Rice Partnership, LLC 1.77% of their portfolio HONOLULU, HI 146,330146.3k $14.5m $14.5m 1.77% Added +64.1k +64,134
19 ATLAS CAPITAL ADVISORS INC. 1.22% of their portfolio JACKSON, WY 112,493112.5k $11.2m $11.2m 1.22% Added +1.6k +1,645
20 SPINNAKER TRUST 0.53% of their portfolio PORTLAND, ME 110,732110.7k $11.0m $11.0m 0.53% Reduced -19.3k -19,345
21 BOCHK Asset Management Ltd 1.73% of their portfolio Hong Kong, K3 110,670110.7k $11.0m $11.0m 1.73% Unchanged
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 109,604109.6k $10.9m $10.9m 0.00% Reduced -11.5k -11,534
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,884107.9k $10.7m $10.7m 0.00% Reduced -1.7k -1,680
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 107,632107.6k $10.7m $10.7m 0.00% Added +3.9k +3,935
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 93,08193.1k $9.3m $9.3m 0.00% Added +4.0k +4,020
26 PGIM Custom Harvest LLC 0.11% of their portfolio NEWARK, NJ 91,19391.2k $9.1m $9.1m 0.11% Added +839 +839
27 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 88,27588.3k $8.8m $8.8m 0.01% Added +73.4k +73,386
28 GREENWOOD CAPITAL ASSOCIATES LLC 0.60% of their portfolio GREENWOOD, SC 61,78461.8k $6.1m $6.1m 0.60% Added +3.3k +3,319
29 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 61,01661.0k $6.1m $6.1m 0.01% Added +2.8k +2,837
30 Silphium Asset Management Ltd 1.94% of their portfolio London, X0 58,00058.0k $5.8m $5.8m 1.94% Unchanged
31 Marex Group Ltd 0.04% of their portfolio London, X0 57,70057.7k $5.7m $5.7m 0.04% Unchanged
32 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 44,43644.4k $4.4m $4.4m 0.01% Added +1.8k +1,801
33 Dorsey & Whitney Trust CO LLC 0.21% of their portfolio SIOUX FALLS, SD 44,33844.3k $4.4m $4.4m 0.21% Reduced -368 -368
34 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,21740.2k $4.0m $4.0m 0.00% New
35 CHOREO, LLC 0.04% of their portfolio ROCKFORD, IL 37,80337.8k $3.8m $3.8m 0.04% Reduced -1.1k -1,112
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 32,46732.5k $3.2m $3.2m 0.00% New
37 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 31,77131.8k $3.2m $3.2m 0.00% Added +2.6k +2,559
38 FMR LLC 0.00% of their portfolio BOSTON, MA 31,08331.1k $3.1m $3.1m 0.00% Added +2.6k +2,616
39 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 27,96728.0k $2.8m $2.8m 0.00% Added +973 +973
40 Evansbrook LLC 1.63% of their portfolio BOLINGBROOK, IL 27,56927.6k $2.7m $2.7m 1.63% Unchanged
41 ACIMA PRIVATE WEALTH, LLC 0.79% of their portfolio RICHMOND, VA 27,39227.4k $2.7m $2.7m 0.79% Reduced -663 -663
42 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 23,90223.9k $2.4m $2.4m 0.00% Added +351 +351
43 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,00521.0k $2.1m $2.1m 0.00% Added +2.8k +2,769
44 Hudson Portfolio Management LLC 1.53% of their portfolio Garrison, NY 20,32220.3k $2.0m $2.0m 1.53% Added +660 +660
45 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 20,12820.1k $2.0m $2.0m 0.00% Reduced -5.5k -5,478
46 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 19,86319.9k $2.0m $2.0m 0.00% Added +8 +8
47 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 19,09319.1k $1.9m $1.9m 0.00% Added +12.3k +12,275
48 Alaska Permanent Capital Management, LLC 0.12% of their portfolio ANCHORAGE, AK 18,12618.1k $1.8m $1.8m 0.12% Reduced -270 -270
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,87017.9k $1.8m $1.8m 0.00% Reduced -2.2k -2,162
50 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 17,46917.5k $1.7m $1.7m 0.00% Reduced -170 -170
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,96417.0k $1.7m $1.7m 0.00% Added +4.1k +4,147
52 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 16,39216.4k $1.6m $1.6m 0.00% Reduced -1.2k -1,231
53 Caprock Group, LLC 0.03% of their portfolio BOISE, ID 15,66915.7k $1.6m $1.6m 0.03% Added +336 +336
54 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 14,63414.6k $1.5m $1.5m 0.00% Added +4.1k +4,077
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,55814.6k $1.4m $1.4m 0.00% Reduced -161 -161
56 SYON CAPITAL LLC 0.05% of their portfolio SAN FRANCISCO, CA 12,38512.4k $1.2m $1.2m 0.05% Reduced -34 -34
57 BlackRock, Inc. 0.00% of their portfolio New York, NY 12,13812.1k $1.2m $1.2m 0.00% Added +297 +297
58 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 11,83211.8k $1.2m $1.2m 0.05% Reduced -164.8k -164,845
59 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 11,30511.3k $1.1m $1.1m 0.00% Added +7.9k +7,889
60 Nolet Wealth Management, LLC 0.61% of their portfolio FORT WORTH, TX 11,11611.1k $1.1m $1.1m 0.61% Reduced -11 -11
61 Yoffe Investment Management, LLC 1.20% of their portfolio LEMOYNE, PA 10,54010.5k $1.0m $1.0m 1.20% Unchanged
62 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,50310.5k $1.0m $1.0m 0.00% Reduced -96 -96
63 CERTUITY, LLC 0.05% of their portfolio NORTH PALM BEACH, FL 10,30810.3k $1.0m $1.0m 0.05% Reduced -561 -561
64 QUADRANT CAPITAL GROUP LLC 0.03% of their portfolio CINCINNATI, OH 10,21510.2k $1.0m $1.0m 0.03% Unchanged
65 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 9,7999.8k $974.0k $974.0k 0.01% Added +1.7k +1,714
66 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 9,7679.8k $970.8k $970.8k 0.00% Reduced -996 -996
67 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,9098.9k $885.6k $885.6k 0.00% New
68 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 8,6908.7k $863.7k $863.7k 0.00% New
69 Lumbard & Kellner, LLC 0.26% of their portfolio HOLLIS, NH 8,5088.5k $845.7k $845.7k 0.26% Added +99 +99
70 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 8,2568.3k $820.6k $820.6k 0.00% Reduced -14 -14
71 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 8,1018.1k $805.3k $805.3k 0.02% Added +36 +36
72 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,0678.1k $801.9k $801.9k 0.00% Reduced -1.2k -1,219
73 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,8767.9k $782.9k $782.9k 0.00% Added +137 +137
74 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 7,6797.7k $763.3k $763.3k 0.02% Reduced -1.2k -1,196
75 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 7,5717.6k $752.6k $752.6k 0.01% Reduced -11.7k -11,695
76 GREENWOOD GEARHART LLC 0.03% of their portfolio FAYETTEVILLE, AR 7,2347.2k $719.1k $719.1k 0.03% New
77 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,1377.1k $710.6k $710.6k 0.00% Added +1.4k +1,354
78 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 7,0087.0k $696.6k $696.6k 0.04% Unchanged
79 L.K. Benson & Company, P.C. 0.21% of their portfolio TIMONIUM, MD 7,0007.0k $695.8k $695.8k 0.21% Unchanged
80 Inscription Capital, LLC 0.06% of their portfolio HOUSTON, TX 6,9597.0k $691.7k $691.7k 0.06% Unchanged
81 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 6,8726.9k $683.1k $683.1k 0.00% Added +623 +623
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,5926.6k $655.2k $655.2k 0.00% Added +2.2k +2,236
83 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,3816.4k $634.3k $634.3k 0.00% Reduced -267 -267
84 MANNING & NAPIER ADVISORS LLC 0.01% of their portfolio Fairport, NY 6,3706.4k $632.1k $632.1k 0.01% New
85 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 6,3056.3k $626.7k $626.7k 0.00% Unchanged
86 INNEALTA CAPITAL, LLC 0.33% of their portfolio AUSTIN, TX 6,2496.2k $621.2k $621.2k 0.33% Unchanged
87 Ocean Park Asset Management, LLC 0.03% of their portfolio SANTA MONICA, CA 6,0356.0k $599.9k $599.9k 0.03% Unchanged
88 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 6,0196.0k $598.3k $598.3k 0.00% Reduced -37 -37
89 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 5,9345.9k $589.8k $589.8k 0.01% Reduced -633 -633
90 Sunpointe, LLC 0.17% of their portfolio ST. LOUIS, MO 5,9015.9k $586.6k $586.6k 0.17% Reduced -12.4k -12,406
91 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 5,8725.9k $583.7k $583.7k 0.00% Unchanged
92 PRIVATE TRUST CO NA 0.05% of their portfolio CLEVELAND, OH 5,8465.8k $581.1k $581.1k 0.05% Unchanged
93 CVA Family Office, LLC 0.05% of their portfolio DENVER, CO 5,1975.2k $516.6k $516.6k 0.05% Reduced -97 -97
94 RICHARDSON FINANCIAL SERVICES INC. 0.29% of their portfolio MEDWAY, MA 5,1795.2k $514.8k $514.8k 0.29% Reduced -39 -39
95 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,1025.1k $507.1k $507.1k 0.00% Added +130 +130
96 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,0595.1k $502.8k $502.8k 0.00% Added +4 +4
97 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 5,0295.0k $499.9k $499.9k 0.03% Reduced -294 -294
98 Cloud Capital Management, LLC 0.18% of their portfolio SEATTLE, WA 4,9905.0k $496.0k $496.0k 0.18% Unchanged
99 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 4,9795.0k $494.9k $494.9k 0.00% Added +3.5k +3,542
100 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,8894.9k $495.0k $495.0k 0.00% Added +170 +170