Vault-13

J P MORGAN EXCHANGE TRADED F BBAG

BETABUILDERS US · ETP · CUSIP 46641Q241

107 institutional holders -5 vs Q1 2026
11,133,20311.1m shares reported held*
$512.3mreported value*
8 new 39 added 43 reduced 12 sold out net sold ≈ $106.4m (-2.3m 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.02.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 65Q4 22: 77Q1 23: 77Q2 23: 82Q3 23: 89Q4 23: 91Q1 24: 92Q2 24: 96Q3 24: 93Q4 24: 98Q1 25: 93Q2 25: 102Q3 25: 98Q4 25: 117Q1 26: 112Q2 26: 107107Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202265
Q4 202277
Q1 202377
Q2 202382
Q3 202389
Q4 202391
Q1 202492
Q2 202496
Q3 202493
Q4 202498
Q1 202593
Q2 2025102
Q3 202598
Q4 2025117
Q1 2026112
Q2 2026107

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 53 bought or addedQ3 24: 46 cut or sold outQ4 24: 43 bought or addedQ4 24: 49 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 46 cut or sold outQ2 25: 51 bought or addedQ2 25: 45 cut or sold outQ2 25Q3 25: 49 bought or addedQ3 25: 47 cut or sold outQ4 25: 47 bought or addedQ4 25: 58 cut or sold outQ4 25Q1 26: 50 bought or addedQ1 26: 61 cut or sold outQ2 26: 47 bought or addedQ2 26: 55 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245346
Q4 20244349
Q1 20254446
Q2 20255145
Q3 20254947
Q4 20254758
Q1 20265061
Q2 20264755

Biggest buyers

Clearwater Capital Advisors, LLC Added +89,298+89.3k
MORGAN STANLEY Added +83,101+83.1k
CITADEL ADVISORS LLC Added +74,159+74.2k
JPMORGAN CHASE & CO Added +58,527+58.5k
Tradition Wealth Management, LLC Added +44,614+44.6k
Janney Montgomery Scott LLC Added +44,339+44.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +28,702+28.7k
GOLDMAN SACHS GROUP INC New +22,633+22.6k
Heck Capital Advisors, LLC Added +18,258+18.3k
Prime Capital Investment Advisors, LLC Added +11,222+11.2k

Biggest sellers

LPL Financial LLC Reduced -1,459,382-1.5m
ENVESTNET ASSET MANAGEMENT INC Reduced -668,593-668.6k
Cambridge Investment Research Advisors, Inc. Reduced -223,696-223.7k
Cetera Investment Advisers Reduced -89,978-90.0k
PARK AVENUE SECURITIES LLC Reduced -88,442-88.4k
JANE STREET GROUP, LLC Reduced -64,594-64.6k
Ascentis Independent Advisors Sold out -29,824-29.8k
MML INVESTORS SERVICES, LLC Reduced -23,958-24.0k
Apella Capital, LLC Reduced -22,666-22.7k
Strategic Financial Concepts, LLC Reduced -21,302-21.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,869,1364.9m $224.6m $224.6m 0.01% Added +58.5k +58,527
2 Clearwater Capital Advisors, LLC 4.35% of their portfolio HOFFMAN ESTATES, IL 1,290,8391.3m $59.3m $59.3m 4.35% Added +89.3k +89,298
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 744,331744.3k $34.2m $34.2m 0.01% Reduced -1.5m -1,459,382
4 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 615,885615.9k $28.3m $28.3m 0.05% Added +44.3k +44,339
5 Tradition Wealth Management, LLC 1.27% of their portfolio EDINA, MN 450,990451.0k $20.7m $20.7m 1.27% Added +44.6k +44,614
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 332,333332.3k $15.3m $15.3m 0.00% Added +83.1k +83,101
7 Wealth Alliance Advisory Group, LLC 2.17% of their portfolio Wichita, KS 326,085326.1k $15.0m $15.0m 2.17% Added +3.8k +3,786
8 Apella Capital, LLC 0.21% of their portfolio WEST HARTFORD, CT 322,153322.2k $14.7m $14.7m 0.21% Reduced -22.7k -22,666
9 Heck Capital Advisors, LLC 0.65% of their portfolio Rhinelander, WI 236,638236.6k $10.9m $10.9m 0.65% Added +18.3k +18,258
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 229,355229.4k $10.5m $10.5m 0.00% Reduced -668.6k -668,593
11 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 164,897164.9k $7.6m $7.6m 0.01% Reduced -4.0k -4,050
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 131,345131.3k $6.0m $6.0m 0.01% Reduced -90.0k -89,978
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 110,943110.9k $5.1m $5.1m 0.00% Added +74.2k +74,159
14 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 87,57787.6k $4.0m $4.0m 0.01% Added +1.9k +1,926
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 78,49378.5k $3.6m $3.6m 0.00% Added +4.5k +4,540
16 EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2.44% of their portfolio SEATTLE, WA 67,76867.8k $3.1m $3.1m 2.44% Added +1.3k +1,268
17 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 67,39367.4k $3.1m $3.1m 0.00% Reduced -223.7k -223,696
18 KELLY FINANCIAL GROUP LLC 0.66% of their portfolio Wethersfield, CT 64,94464.9k $3.0m $3.0m 0.66% Reduced -2.6k -2,591
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 55,91655.9k $2.6m $2.6m 0.00% Added +378 +378
20 Ascent Group, LLC 0.07% of their portfolio VIRGINIA BEACH, VA 54,22854.2k $2.5m $2.5m 0.07% Reduced -8.8k -8,792
21 CGN Advisors LLC 0.18% of their portfolio MANHATTAN, KS 53,66253.7k $2.5m $2.5m 0.18% Reduced -6.8k -6,753
22 Legacy Private Trust Co. 0.13% of their portfolio NEENAH, WI 51,79651.8k $2.4m $2.4m 0.13% Added +10.6k +10,615
23 Triad Wealth Partners, LLC 0.13% of their portfolio LAWRENCE, KS 49,53149.5k $2.2m $2.2m 0.13% Reduced -8.0k -8,023
24 BAILARD, INC. 0.04% of their portfolio Foster City, CA 47,98548.0k $2.2m $2.2m 0.04% Added +318 +318
25 ACT Advisors, LLC. 0.72% of their portfolio ASHEVILLE, NC 46,84146.8k $2.2m $2.2m 0.72% Added +483 +483
26 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 45,16645.2k $2.1m $2.1m 0.03% Added +3.8k +3,804
27 Independent Wealth Network Inc. 0.48% of their portfolio URBANDALE, IA 40,73340.7k $1.9m $1.9m 0.48% Added +2.2k +2,167
28 Kovack Advisors, Inc. 0.08% of their portfolio FT. LAUDERDALE, FL 34,39134.4k $1.6m $1.6m 0.08% Reduced -1.0k -1,047
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,89233.9k $1.6m $1.6m 0.00% Added +28.7k +28,702
30 Arlington Financial Advisors, LLC 0.15% of their portfolio SANTA BARBARA, CA 25,46125.5k $1.2m $1.2m 0.15% Reduced -1.9k -1,864
31 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 24,65924.7k $1.1m $1.1m 0.01% Reduced -88.4k -88,442
32 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 23,10123.1k $1.1m $1.1m 0.01% Added +11.2k +11,222
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 22,63322.6k $1.0m $1.0m 0.00% New
34 Cobblestone Asset Management LLC 0.40% of their portfolio RICHMOND, VA 20,87920.9k $959.4k $959.4k 0.40% Added +2.1k +2,142
35 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,89519.9k $914.2k $914.2k 0.00% Reduced -4.8k -4,812
36 Sharkey, Howes & Javer 0.09% of their portfolio DENVER, CO 16,67816.7k $766.4k $766.4k 0.09% Reduced -6.1k -6,074
37 NORTHBRIDGE FINANCIAL GROUP, LLC 0.29% of their portfolio TAMPA, FL 16,28016.3k $748.1k $748.1k 0.29% Added +2.8k +2,795
38 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 14,81214.8k $680.6k $680.6k 0.03% Reduced -2.5k -2,522
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,20314.2k $652.6k $652.6k 0.00% Reduced -59 -59
40 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 14,16014.2k $650.7k $650.7k 0.00% Reduced -2.1k -2,089
41 MN Wealth Advisors, LLC 0.26% of their portfolio OVERLAND PARK, KS 13,18213.2k $605.7k $605.7k 0.26% Reduced -4.6k -4,556
42 Alpha Omega Wealth Management LLC 0.08% of their portfolio RICHMOND, VA 12,13312.1k $557.5k $557.5k 0.08% Reduced -32 -32
43 TWIN PEAKS WEALTH ADVISORS, LLC 0.12% of their portfolio SAN FRANCISCO, CA 11,77511.8k $541.1k $541.1k 0.12% Added +119 +119
44 Avestar Capital, LLC 0.03% of their portfolio New York, NY 10,87810.9k $499.8k $499.8k 0.03% Unchanged
45 Shelter Mutual Insurance Co 0.10% of their portfolio COLUMBIA, MO 10,40010.4k $477.9k $477.9k 0.10% Unchanged
46 Elevation Wealth Management LLC 0.34% of their portfolio EDEN PRAIRIE, MN 9,8759.9k $453.8k $453.8k 0.34% Reduced -222 -222
47 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 9,7139.7k $449.3k $449.3k 0.00% Reduced -7.4k -7,358
48 5T Wealth, LLC 0.16% of their portfolio Napa, CA 9,0679.1k $416.6k $416.6k 0.16% Reduced -279 -279
49 SUTTON PLACE INVESTORS LLC 0.19% of their portfolio ARMONK, NY 8,3638.4k $384.3k $384.3k 0.19% Reduced -714 -714
50 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,2868.3k $380.7k $380.7k 0.01% Unchanged
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,0278.0k $368.9k $368.9k 0.00% Reduced -24.0k -23,958
52 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.07% of their portfolio RICHMOND, VA 7,9908.0k $367.1k $367.1k 0.07% Reduced -271 -271
53 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 7,9578.0k $365.8k $365.8k 0.01% Added +2 +2
54 XY Planning Network, Inc. 0.04% of their portfolio BOZEMAN, MT 7,7327.7k $355.3k $355.3k 0.04% New
55 Plan Group Financial, LLC 0.07% of their portfolio OKLAHOMA CITY, OK 7,5687.6k $347.7k $347.7k 0.07% Added +241 +241
56 Ascension Capital Advisors, Inc. 0.10% of their portfolio Houston, TX 7,4017.4k $340.1k $340.1k 0.10% Reduced -1.1k -1,093
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,2717.3k $334.1k $334.1k 0.00% Reduced -64.6k -64,594
58 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 7,0357.0k $323.3k $323.3k 0.00% Unchanged
59 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 6,7536.8k $310.3k $310.3k 0.00% Reduced -845 -845
60 Perennial Investment Advisors, LLC 0.02% of their portfolio Los Angeles, CA 6,6646.7k $306.3k $306.3k 0.02% Added +46 +46
61 WBH ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 6,4006.4k $294.1k $294.1k 0.02% Reduced -6.0k -6,002
62 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 6,1366.1k $282.0k $282.0k 0.01% Added +5 +5
63 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,1316.1k $281.7k $281.7k 0.00% Added +435 +435
64 Strategic Financial Concepts, LLC 0.08% of their portfolio SAN ANTONIO, TX 5,9926.0k $275.3k $275.3k 0.08% Reduced -21.3k -21,302
65 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,9225.9k $272.0k $272.0k 0.00% New
66 Ignite Planners, LLC 0.04% of their portfolio SAN CLEMENTE, CA 5,7295.7k $263.2k $263.2k 0.04% Reduced -848 -848
67 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,3675.4k $246.6k $246.6k 0.00% Added +14 +14
68 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,2015.2k $239.0k $239.0k 0.00% Added +472 +472
69 LOCKERMAN FINANCIAL GROUP, INC. 0.35% of their portfolio NEWPORT BEACH, CA 5,0355.0k $231.4k $231.4k 0.35% Reduced -18.0k -17,988
70 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,0045.0k $229.9k $229.9k 0.00% Added +530 +530
71 Shared Vision Wealth Group LLC 0.07% of their portfolio CARLSBAD, X1 4,7314.7k $217.4k $217.4k 0.07% New
72 Bouchey Financial Group, Ltd. 0.01% of their portfolio TROY, NY 4,6874.7k $215.4k $215.4k 0.01% Reduced -33 -33
73 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,6024.6k $211.5k $211.5k 0.00% Unchanged
74 ASHTON THOMAS SECURITIES, LLC 0.02% of their portfolio ROCHESTER, NY 3,0703.1k $141.1k $141.1k 0.02% Added +210 +210
75 Rosenberg Matthew Hamilton 0.03% of their portfolio GRAND JUNCTION, CO 3,0653.1k $140.8k $140.8k 0.03% Added +79 +79
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,1852.2k $100.4k $100.4k 0.00% Unchanged
77 Tripletail Wealth Management, LLC 0.23% of their portfolio ORLANDO, FL 2,0832.1k $197.7k $197.7k 0.23% New
78 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3261.3k $61.0k $61.0k 0.00% Added +771 +771
79 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0911.1k $50.1k $50.1k 0.00% Reduced -985 -985
80 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 996996 $45.8k $45.8k 0.00% First filing
81 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 900900 $41.4k $41.4k 0.00% Reduced -2.8k -2,782
82 LGT Financial Advisors LLC 0.18% of their portfolio DALLAS, TX 750750 $34.4k $34.4k 0.18% Added +136 +136
83 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 732732 $33.1k $33.1k 0.00% Added +99 +99
84 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 537537 $24.7k $24.7k 0.00% Reduced -17.5k -17,457
85 FMR LLC 0.00% of their portfolio BOSTON, MA 442442 $20.3k $20.3k 0.00% Reduced -100 -100
86 UBS Group AG 0.00% of their portfolio ZURICH, V8 385385 $17.7k $17.7k 0.00% Unchanged
87 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 360360 $16.5k $16.5k 0.00% Unchanged
88 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 325325 $14.9k $14.9k 0.00% Reduced -11.8k -11,832
89 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 274274 $12.6k $12.6k 0.00% Unchanged
90 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 270270 $12.0k $12.0k 0.00% Unchanged
91 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 239239 $11.0k $11.0k 0.00% Reduced -17 -17
92 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 237237 $10.9k $10.9k 0.00% Unchanged
93 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 200200 $9.2k $9.2k 0.00% Reduced -64 -64
94 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 165165 $7.6k $7.6k 0.00% New
95 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 146146 $6.7k $6.7k 0.00% Unchanged
96 Lodestone Wealth Management LLC 0.00% of their portfolio SPOKANE, WA 138138 $6.3k $6.3k 0.00% Added +2 +2
97 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 136136 $6.2k $6.2k 0.00% Added +43 +43
98 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 8282 $3.8k $3.8k 0.00% Added +2 +2
99 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7474 $3.0k $3.0k 0.00% Reduced -2.1k -2,107
100 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6565 $3.0k $3.0k 0.00% Added +43 +43