Vault-13

J P MORGAN EXCHANGE TRADED F BBMC

BETABUILDERS US · ETP · CUSIP 46641Q340

49 institutional holders -1 vs Q1 2026
15,619,75815.6m shares reported held*
$2.0bnreported value*
7 new 11 added 20 reduced 8 sold out net sold ≈ $127.3m (-1.0m 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 ($411.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $126.73.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 20Q4 22: 22Q1 23: 23Q2 23: 22Q3 23: 26Q4 23: 35Q1 24: 41Q2 24: 41Q3 24: 41Q4 24: 62Q1 25: 51Q2 25: 42Q3 25: 40Q4 25: 53Q1 26: 50Q2 26: 4949Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202220
Q4 202222
Q1 202323
Q2 202322
Q3 202326
Q4 202335
Q1 202441
Q2 202441
Q3 202441
Q4 202462
Q1 202551
Q2 202542
Q3 202540
Q4 202553
Q1 202650
Q2 202649

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 20 bought or addedQ3 24: 15 cut or sold outQ4 24: 48 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 39 cut or sold outQ2 25: 18 bought or addedQ2 25: 29 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 17 cut or sold outQ4 25: 25 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 22 bought or addedQ1 26: 27 cut or sold outQ2 26: 18 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242015
Q4 2024487
Q1 20252639
Q2 20251829
Q3 20251817
Q4 20252516
Q1 20262227
Q2 20261828

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +50,061+50.1k
OSAIC HOLDINGS, INC. Added +21,977+22.0k
LPL Financial LLC Added +13,569+13.6k
GOLDMAN SACHS GROUP INC Added +10,079+10.1k
CITADEL ADVISORS LLC Added +6,705+6.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +5,261+5.3k
Archer Investment Corp Added +4,640+4.6k
RAYMOND JAMES FINANCIAL INC New +2,779+2.8k
Equitable Holdings, Inc. Added +1,943+1.9k
Cetera Investment Advisers New +1,635+1.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,086,614-1.1m
Sanctuary Advisors, LLC Sold out -8,649-8.6k
Bank of New York Mellon Corp Sold out -7,330-7.3k
Janney Montgomery Scott LLC Reduced -6,887-6.9k
MORGAN STANLEY Reduced -4,377-4.4k
ROYAL BANK OF CANADA Reduced -2,963-3.0k
Geneos Wealth Management Inc. Reduced -1,483-1.5k
Gradient Investments LLC Reduced -1,413-1.4k
Private Advisor Group, LLC Reduced -771-771
ACT Advisors, LLC. Reduced -362-362

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.11% of their portfolio NEW YORK, NY 15,123,83215.1m $1.9bn $1.9bn 0.11% Reduced -1.1m -1,086,614
2 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 147,191147.2k $18.7m $18.7m 0.04% Reduced -6.9k -6,887
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 62,70162.7k $8.0m $8.0m 0.00% Added +50.1k +50,061
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 62,01762.0k $7.9m $7.9m 0.00% Added +13.6k +13,569
5 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,36326.4k $3.4m $3.4m 0.00% Added +22.0k +21,977
6 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 22,80722.8k $2.9m $2.9m 0.02% Added +1.9k +1,943
7 FLOW TRADERS U.S. LLC 0.11% of their portfolio NEW YORK, NY 20,75720.8k $2.6m $2.6m 0.11% Added +936 +936
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,40519.4k $2.5m $2.5m 0.00% Added +6.7k +6,705
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,62018.6k $2.4m $2.4m 0.00% Added +10.1k +10,079
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,78013.8k $1.8m $1.8m 0.00% Reduced -80 -80
11 ACT Advisors, LLC. 0.54% of their portfolio ASHEVILLE, NC 12,87012.9k $1.6m $1.6m 0.54% Reduced -362 -362
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 12,09312.1k $1.5m $1.5m 0.00% Reduced -4.4k -4,377
13 Archer Investment Corp 0.11% of their portfolio Carmel, IN 9,1569.2k $1.2m $1.2m 0.11% Added +4.6k +4,640
14 IAG Wealth Partners, LLC 0.10% of their portfolio WAUKESHA, WI 8,1448.1k $1.0m $1.0m 0.10% Reduced -224 -224
15 Gradient Investments LLC 0.01% of their portfolio ARDEN HILLS, MN 7,1627.2k $910.6k $910.6k 0.01% Reduced -1.4k -1,413
16 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 5,9636.0k $758.2k $758.2k 0.01% Reduced -16 -16
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,2615.3k $668.9k $668.9k 0.00% New
18 Triad Wealth Partners, LLC 0.04% of their portfolio LAWRENCE, KS 5,1585.2k $647.8k $647.8k 0.04% Reduced -132 -132
19 Elevation Wealth Management LLC 0.46% of their portfolio EDEN PRAIRIE, MN 4,8834.9k $620.9k $620.9k 0.46% Reduced -156 -156
20 MN Wealth Advisors, LLC 0.20% of their portfolio OVERLAND PARK, KS 3,6293.6k $461.5k $461.5k 0.20% Reduced -9 -9
21 Merited Wealth, LLC 0.30% of their portfolio NORTH BAY VILLAGE, FL 3,3193.3k $422.0k $422.0k 0.30% Unchanged
22 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,3123.3k $421.2k $421.2k 0.00% Reduced -771 -771
23 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 3,2363.2k $411.5k $411.5k 0.01% Reduced -133 -133
24 SUTTON PLACE INVESTORS LLC 0.20% of their portfolio ARMONK, NY 3,2203.2k $409.4k $409.4k 0.20% Reduced -94 -94
25 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,2053.2k $407.5k $407.5k 0.00% Reduced -19 -19
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,1863.2k $405.0k $405.0k 0.00% Reduced -3.0k -2,963
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,7792.8k $353.4k $353.4k 0.00% New
28 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 2,4962.5k $316.8k $316.8k 0.01% Added +3 +3
29 Thrive Wealth Management, LLC 0.04% of their portfolio AUDUBON, PA 2,2812.3k $290.0k $290.0k 0.04% Unchanged
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 1,6351.6k $207.9k $207.9k 0.00% New
31 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 865865 $110.0k $110.0k 0.00% New
32 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 613613 $77.9k $77.9k 0.00% Reduced -1.5k -1,483
33 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 146146 $18.6k $18.6k 0.00% Unchanged
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 140140 $17.8k $17.8k 0.00% New
35 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 140140 $17.8k $17.8k 0.00% Unchanged
36 LGT Financial Advisors LLC 0.08% of their portfolio DALLAS, TX 118118 $15.1k $15.1k 0.08% Added +10 +10
37 GGM Financial LLC 0.01% of their portfolio COLUMBUS, OH 118118 $15.0k $15.0k 0.01% Added +1 +1
38 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7070 $8.9k $8.9k 0.00% Unchanged
39 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 6666 $8.4k $8.4k 0.00% Reduced -20 -20
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5252 $6.6k $6.6k 0.00% Unchanged
41 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 4747 $6.0k $6.0k 0.00% Unchanged
42 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 3939 $4.9k $4.9k 0.00% Unchanged
43 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 2929 $3.7k $3.7k 0.00% Unchanged
44 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2323 $2.9k $2.9k 0.00% Reduced -1 -1
45 FMR LLC 0.00% of their portfolio BOSTON, MA 1919 $2.4k $2.4k 0.00% New
46 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1717 $2.2k $2.2k 0.00% First filing
47 ANGELES WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANTA MONICA, CA 1414 $1.8k $1.8k 0.00% Unchanged
48 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1313 $1.7k $1.7k 0.00% Reduced -1 -1
49 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 44 $586 $586 0.00% New