Vault-13

J P MORGAN EXCHANGE TRADED F BBSC

BETABUILDERS US · ETP · CUSIP 46641Q290

28 institutional holders -1 vs Q1 2026
6,077,8316.1m shares reported held*
$554.5mreported value*
2 new 10 added 12 reduced 3 sold out net sold ≈ $96.6m (-1.1m 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 ($229.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.24.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 7Q4 22: 12Q1 23: 12Q2 23: 15Q3 23: 36Q4 23: 42Q1 24: 26Q2 24: 23Q3 24: 24Q4 24: 25Q1 25: 27Q2 25: 26Q3 25: 24Q4 25: 33Q1 26: 29Q2 26: 2828Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20227
Q4 202212
Q1 202312
Q2 202315
Q3 202336
Q4 202342
Q1 202426
Q2 202423
Q3 202424
Q4 202425
Q1 202527
Q2 202526
Q3 202524
Q4 202533
Q1 202629
Q2 202628

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 11 bought or addedQ3 24: 7 cut or sold outQ4 24: 9 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 8 cut or sold outQ2 25: 14 bought or addedQ2 25: 13 cut or sold outQ2 25Q3 25: 13 bought or addedQ3 25: 9 cut or sold outQ4 25: 16 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 17 bought or addedQ1 26: 14 cut or sold outQ2 26: 12 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024117
Q4 2024910
Q1 2025148
Q2 20251413
Q3 2025139
Q4 2025169
Q1 20261714
Q2 20261215

Biggest buyers

CITADEL ADVISORS LLC New +9,731+9.7k
MORGAN STANLEY Added +9,003+9.0k
Ascent Group, LLC New +2,501+2.5k
IAG Wealth Partners, LLC Added +1,097+1.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +763+763
OSAIC HOLDINGS, INC. Added +629+629
Legacy Edge Advisors, LLC Added +247+247
Financial Engines Advisors L.L.C. Added +203+203
FMR LLC Added +130+130
Perigon Wealth Management, LLC Added +97+97

Biggest sellers

JPMORGAN CHASE & CO Reduced -997,994-998.0k
FLOW TRADERS U.S. LLC Reduced -24,916-24.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -18,888-18.9k
JANE STREET GROUP, LLC Sold out -12,365-12.4k
GOLDMAN SACHS GROUP INC Sold out -11,100-11.1k
Janney Montgomery Scott LLC Reduced -9,335-9.3k
Geneos Wealth Management Inc. Reduced -1,101-1.1k
LPL Financial LLC Reduced -361-361
Elevation Wealth Management LLC Reduced -137-137
Triad Wealth Partners, LLC Reduced -119-119

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 5,715,6825.7m $521.3m $521.3m 0.03% Reduced -998.0k -997,994
2 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 118,259118.3k $10.9m $10.9m 0.02% Reduced -9.3k -9,335
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 75,86575.9k $7.0m $7.0m 0.00% Reduced -361 -361
4 IAG Wealth Partners, LLC 0.62% of their portfolio WAUKESHA, WI 68,55368.6k $6.3m $6.3m 0.62% Added +1.1k +1,097
5 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 21,53421.5k $2.0m $2.0m 0.00% Added +203 +203
6 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,56115.6k $1.4m $1.4m 0.00% Added +629 +629
7 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 13,25013.2k $1.2m $1.2m 0.05% Reduced -24.9k -24,916
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,7319.7k $893.8k $893.8k 0.00% New
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9,0049.0k $827.0k $827.0k 0.00% Added +9.0k +9,003
10 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,1836.2k $567.9k $567.9k 0.01% Added +97 +97
11 Triad Wealth Partners, LLC 0.02% of their portfolio LAWRENCE, KS 4,3294.3k $393.3k $393.3k 0.02% Reduced -119 -119
12 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 4,0674.1k $373.6k $373.6k 0.01% Reduced -20 -20
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,2783.3k $301.1k $301.1k 0.00% Reduced -18.9k -18,888
14 Legacy Edge Advisors, LLC 0.03% of their portfolio SYOSSET, NY 2,9793.0k $273.6k $273.6k 0.03% Added +247 +247
15 Elevation Wealth Management LLC 0.20% of their portfolio EDEN PRAIRIE, MN 2,8642.9k $263.1k $263.1k 0.20% Reduced -137 -137
16 SUTTON PLACE INVESTORS LLC 0.11% of their portfolio ARMONK, NY 2,5522.6k $234.4k $234.4k 0.11% Reduced -113 -113
17 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 2,5012.5k $229.7k $229.7k 0.01% New
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,2161.2k $111.7k $111.7k 0.00% Added +763 +763
19 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 892892 $81.9k $81.9k 0.00% Reduced -4 -4
20 Key Financial Inc 0.01% of their portfolio WEST CHESTER, PA 692692 $63.6k $63.6k 0.01% Unchanged
21 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 545545 $50.1k $50.1k 0.00% Reduced -1.1k -1,101
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 407407 $37.4k $37.4k 0.00% Added +44 +44
23 FMR LLC 0.00% of their portfolio BOSTON, MA 134134 $12.3k $12.3k 0.00% Added +130 +130
24 LGT Financial Advisors LLC 0.05% of their portfolio DALLAS, TX 9393 $8.5k $8.5k 0.05% Added +5 +5
25 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 9191 $8.4k $8.4k 0.00% Reduced -1 -1
26 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4040 $3.6k $3.6k 0.00% Unchanged
27 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2020 $1.8k $1.8k 0.00% First filing
28 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1010 $919 $919 0.00% Unchanged