Vault-13

J P MORGAN EXCHANGE TRADED F BBAX

BETABUILDERS DEV · ETP · CUSIP 46641Q233

141 institutional holders -11 vs Q1 2026
98,413,66398.4m shares reported held*
$5.9bnreported value*
23 new 39 added 32 reduced 33 sold out net bought ≈ $35.0m (+583.0k 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 ($60.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.99.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 74Q4 22: 84Q1 23: 90Q2 23: 79Q3 23: 87Q4 23: 103Q1 24: 97Q2 24: 92Q3 24: 100Q4 24: 104Q1 25: 98Q2 25: 117Q3 25: 112Q4 25: 139Q1 26: 152Q2 26: 141141Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202274
Q4 202284
Q1 202390
Q2 202379
Q3 202387
Q4 2023103
Q1 202497
Q2 202492
Q3 2024100
Q4 2024104
Q1 202598
Q2 2025117
Q3 2025112
Q4 2025139
Q1 2026152
Q2 2026141

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 46 bought or addedQ3 24: 42 cut or sold outQ4 24: 40 bought or addedQ4 24: 41 cut or sold outQ4 24Q1 25: 45 bought or addedQ1 25: 43 cut or sold outQ2 25: 60 bought or addedQ2 25: 44 cut or sold outQ2 25Q3 25: 57 bought or addedQ3 25: 44 cut or sold outQ4 25: 73 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 82 bought or addedQ1 26: 52 cut or sold outQ2 26: 62 bought or addedQ2 26: 65 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244642
Q4 20244041
Q1 20254543
Q2 20256044
Q3 20255744
Q4 20257339
Q1 20268252
Q2 20266265

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +490,651+490.7k
JPMORGAN CHASE & CO Added +434,109+434.1k
JANE STREET GROUP, LLC Added +174,443+174.4k
Financial Management Professionals, Inc. New +155,296+155.3k
NORTHERN TRUST CORP Added +40,000+40.0k
LPL Financial LLC Added +24,055+24.1k
BROWN ADVISORY INC New +16,473+16.5k
ATLAS CAPITAL ADVISORS INC. Added +14,896+14.9k
SUMMITRY LLC New +11,518+11.5k
MML INVESTORS SERVICES, LLC Added +9,082+9.1k

Biggest sellers

AIA Group Ltd Sold out -365,914-365.9k
Municipal Employees' Retirement System of Michigan Reduced -290,000-290.0k
CITADEL ADVISORS LLC Sold out -45,782-45.8k
OLD NATIONAL BANCORP /IN/ Sold out -24,851-24.9k
Beacon Pointe Advisors, LLC Sold out -19,683-19.7k
Badgley Phelps Wealth Managers, LLC Reduced -18,425-18.4k
OneDigital Investment Advisors LLC Reduced -14,266-14.3k
MORGAN STANLEY Reduced -9,428-9.4k
Cresset Asset Management, LLC Sold out -8,844-8.8k
Creative Planning Reduced -8,280-8.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.30% of their portfolio NEW YORK, NY 85,864,36185.9m $5.2bn $5.2bn 0.30% Added +434.1k +434,109
2 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 9,927,8549.9m $594.4m $594.4m 0.04% Added +490.7k +490,651
3 Jupiter Topco LLC 0.01% of their portfolio NEW YORK, NY 486,705486.7k $29.1m $29.1m 0.01% First filing
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 355,019355.0k $21.3m $21.3m 0.00% Reduced -9.4k -9,428
5 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 240,535240.5k $14.4m $14.4m 0.01% Added +174.4k +174,443
6 ATLAS CAPITAL ADVISORS INC. 1.31% of their portfolio JACKSON, WY 200,365200.4k $12.0m $12.0m 1.31% Added +14.9k +14,896
7 SIMON QUICK ADVISORS, LLC 0.42% of their portfolio MORRISTOWN, NJ 172,441172.4k $10.3m $10.3m 0.42% Added +194 +194
8 Financial Management Professionals, Inc. 0.88% of their portfolio AUSTIN, TX 155,296155.3k $9.3m $9.3m 0.88% New
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 120,002120.0k $7.2m $7.2m 0.00% Added +24.1k +24,055
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 98,87998.9k $5.9m $5.9m 0.00% Added +7.3k +7,263
11 PGIM Custom Harvest LLC 0.06% of their portfolio NEWARK, NJ 75,62075.6k $4.5m $4.5m 0.06% Added +5.4k +5,424
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 72,37472.4k $4.3m $4.3m 0.00% Reduced -170 -170
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 66,63466.6k $4.0m $4.0m 0.00% Added +40.0k +40,000
14 SYON CAPITAL LLC 0.12% of their portfolio SAN FRANCISCO, CA 45,52745.5k $2.7m $2.7m 0.12% Reduced -1.9k -1,864
15 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 39,85339.9k $2.4m $2.4m 0.00% Added +6.0k +5,972
16 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 36,53136.5k $2.2m $2.2m 0.02% Reduced -16 -16
17 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 31,60931.6k $1.9m $1.9m 0.00% Reduced -4.1k -4,090
18 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,22630.2k $1.8m $1.8m 0.00% Added +9.1k +9,082
19 Badgley Phelps Wealth Managers, LLC 0.02% of their portfolio SEATTLE, WA 20,65320.7k $1.2m $1.2m 0.02% Reduced -18.4k -18,425
20 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 19,10819.1k $1.1m $1.1m 0.03% Added +3 +3
21 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 16,47316.5k $986.2k $986.2k 0.00% New
22 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 16,15816.2k $967.4k $967.4k 0.00% Reduced -331 -331
23 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 15,68015.7k $938.8k $938.8k 0.00% Reduced -1.2k -1,156
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,65615.7k $937.3k $937.3k 0.00% Added +7.8k +7,776
25 CERTUITY, LLC 0.04% of their portfolio NORTH PALM BEACH, FL 13,83213.8k $828.1k $828.1k 0.04% Reduced -933 -933
26 FMR LLC 0.00% of their portfolio BOSTON, MA 13,60113.6k $814.3k $814.3k 0.00% Added +2.7k +2,722
27 Circle Wealth Management, LLC 0.01% of their portfolio SUMMIT, NJ 13,18913.2k $789.6k $789.6k 0.01% Added +307 +307
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,68211.7k $699.4k $699.4k 0.00% Added +1.4k +1,446
29 SUMMITRY LLC 0.02% of their portfolio Foster City, CA 11,51811.5k $689.6k $689.6k 0.02% New
30 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,37411.4k $681.0k $681.0k 0.00% Reduced -8.3k -8,280
31 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 10,82710.8k $648.2k $648.2k 0.00% Added +51 +51
32 Nolet Wealth Management, LLC 0.35% of their portfolio FORT WORTH, TX 10,63810.6k $636.9k $636.9k 0.35% Unchanged
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,0569.1k $542.2k $542.2k 0.00% Added +2.5k +2,457
34 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 8,9999.0k $538.7k $538.7k 0.00% Reduced -14.3k -14,266
35 Municipal Employees' Retirement System of Michigan 0.01% of their portfolio LANSING, MI 8,7858.8k $526.0k $526.0k 0.01% Reduced -290.0k -290,000
36 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 8,4358.4k $505.0k $505.0k 0.01% Added +2.0k +2,001
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,3898.4k $502.2k $502.2k 0.00% Added +2.0k +1,999
38 GREENWOOD GEARHART LLC 0.02% of their portfolio FAYETTEVILLE, AR 8,3758.4k $501.4k $501.4k 0.02% New
39 Dorsey & Whitney Trust CO LLC 0.02% of their portfolio SIOUX FALLS, SD 8,1938.2k $490.5k $490.5k 0.02% Unchanged
40 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 7,7767.8k $465.5k $465.5k 0.01% Unchanged
41 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 7,3657.4k $440.9k $440.9k 0.03% Added +2 +2
42 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 6,5486.5k $392.0k $392.0k 0.00% Unchanged
43 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,4026.4k $383.3k $383.3k 0.00% Reduced -137 -137
44 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 6,0346.0k $361.3k $361.3k 0.00% Reduced -14 -14
45 Legacy Wealth Advisors, LLC 0.14% of their portfolio NORTH MIAMI BEACH, FL 5,2405.2k $313.7k $313.7k 0.14% Unchanged
46 Cloud Capital Management, LLC 0.11% of their portfolio SEATTLE, WA 5,1095.1k $305.0k $305.0k 0.11% Unchanged
47 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 4,8364.8k $289.5k $289.5k 0.00% Added +2 +2
48 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 4,6134.6k $276.2k $276.2k 0.00% Reduced -276 -276
49 FSM Wealth Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 4,5884.6k $274.7k $274.7k 0.03% Unchanged
50 Morton Capital Management LLC/CA 0.03% of their portfolio CALABASAS, CA 4,0234.0k $240.9k $240.9k 0.03% Added +103 +103
51 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 3,9413.9k $235.9k $235.9k 0.00% Added +3.8k +3,789
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,9373.9k $235.7k $235.7k 0.00% Added +87 +87
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,9093.9k $234.2k $234.2k 0.00% Added +1.0k +1,005
54 BAYBAN 0.17% of their portfolio Bayport, MN 3,7223.7k $222.8k $222.8k 0.17% Unchanged
55 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 3,6043.6k $215.8k $215.8k 0.00% Added +130 +130
56 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 3,5783.6k $214.2k $214.2k 0.00% Reduced -160 -160
57 waypoint wealth counsel 0.13% of their portfolio ATLANTA, GA 3,5113.5k $210.2k $210.2k 0.13% Reduced -60 -60
58 Inscription Capital, LLC 0.02% of their portfolio HOUSTON, TX 3,3983.4k $203.4k $203.4k 0.02% Unchanged
59 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 2,9252.9k $175.1k $175.1k 0.00% New
60 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,8002.8k $167.6k $167.6k 0.00% Reduced -1.7k -1,746
61 Arlington Trust Co LLC 0.01% of their portfolio BIRMINGHAM, AL 2,7452.7k $164.3k $164.3k 0.01% Added +1.9k +1,912
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,6912.7k $161.1k $161.1k 0.00% Reduced -13 -13
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,4142.4k $145.0k $145.0k 0.00% Reduced -235 -235
64 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 2,1162.1k $126.7k $126.7k 0.00% New
65 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,8381.8k $110.0k $110.0k 0.00% Added +1.2k +1,167
66 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 1,7381.7k $105.3k $105.3k 0.00% New
67 Crewe Advisors LLC 0.01% of their portfolio SALT LAKE CITY, UT 1,6531.7k $99.0k $99.0k 0.01% Unchanged
68 ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio NEEDHAM, MA 1,3661.4k $81.8k $81.8k 0.00% Unchanged
69 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 1,0591.1k $63.0k $63.0k 0.00% New
70 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,0591.1k $63.4k $63.4k 0.01% Unchanged
71 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,0041.0k $60.1k $60.1k 0.00% Reduced -2.8k -2,785
72 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% of their portfolio MORRISTOWN, NJ 885885 $53.0k $53.0k 0.00% Unchanged
73 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 858858 $51.4k $51.4k 0.00% Reduced -264 -264
74 TRUST CO OF TOLEDO NA /OH/ 0.00% of their portfolio HOLLAND, OH 856856 $51.2k $51.2k 0.00% Unchanged
75 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 803803 $48.1k $48.1k 0.00% Added +802 +802
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 747747 $44.7k $44.7k 0.00% Added +77 +77
77 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 664664 $39.8k $39.8k 0.00% New
78 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 657657 $39.0k $39.0k 0.00% Reduced -22 -22
79 Farmers & Merchants Trust Co of Chambersburg PA 0.01% of their portfolio CHAMBERSBURG, PA 592592 $35.0k $35.0k 0.01% Unchanged
80 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 582582 $34.8k $34.8k 0.00% Added +260 +260
81 BOKF, NA 0.00% of their portfolio TULSA, OK 551551 $33.0k $33.0k 0.00% New
82 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 531531 $31.8k $31.8k 0.00% New
83 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 530530 $31.7k $31.7k 0.00% Added +40 +40
84 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 499499 $29.9k $29.9k 0.00% Added +267 +267
85 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 498498 $29.8k $29.8k 0.00% Reduced -89 -89
86 ESL Trust Services, LLC 0.00% of their portfolio ROCHESTER, NY 487487 $29.2k $29.2k 0.00% New
87 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 463463 $27.7k $27.7k 0.00% Reduced -20 -20
88 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 376376 $22.5k $22.5k 0.00% First filing
89 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 363363 $21.7k $21.7k 0.00% Unchanged
90 Avalon Trust Co 0.00% of their portfolio SANTA FE, NM 345345 $20.7k $20.7k 0.00% Unchanged
91 Ares Financial Consulting, LLC 0.01% of their portfolio CALABASAS, CA 313313 $18.7k $18.7k 0.01% New
92 Private Wealth Management Group, LLC 0.00% of their portfolio PRINCETON, NJ 307307 $18.4k $18.4k 0.00% New
93 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio INDIANAPOLIS, IN 295295 $17.7k $17.7k 0.01% Unchanged
94 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 272272 $16.3k $16.3k 0.00% Reduced -254 -254
95 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 265265 $16.0k $16.0k 0.00% Added +161 +161
96 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 262262 $15.7k $15.7k 0.00% Added +125 +125
97 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 252252 $15.1k $15.1k 0.00% Added +78 +78
98 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 251251 $15.0k $15.0k 0.00% Unchanged
99 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 241241 $14.4k $14.4k 0.00% New
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 226226 $13.5k $13.5k 0.00% New