Vault-13

J P MORGAN EXCHANGE TRADED F BBIN

BETABUILDERS I · ETP · CUSIP 46641Q373

126 institutional holders +5 vs Q4 2025
67,906,61867.9m shares reported held*
$4.8bnreported value*
21 new 34 added 49 reduced 12 sold out net sold ≈ $85.2m (-1.2m 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 ($17.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $71.37.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 36Q4 22: 54Q1 23: 51Q2 23: 66Q3 23: 70Q4 23: 84Q1 24: 92Q2 24: 99Q3 24: 94Q4 24: 109Q1 25: 106Q2 25: 111Q3 25: 116Q4 25: 121Q1 26: 126126Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202236
Q4 202254
Q1 202351
Q2 202366
Q3 202370
Q4 202384
Q1 202492
Q2 202499
Q3 202494
Q4 2024109
Q1 2025106
Q2 2025111
Q3 2025116
Q4 2025121
Q1 2026126

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 59 bought or addedQ2 24: 42 cut or sold outQ3 24: 44 bought or addedQ3 24: 58 cut or sold outQ3 24Q4 24: 58 bought or addedQ4 24: 39 cut or sold outQ1 25: 63 bought or addedQ1 25: 44 cut or sold outQ1 25Q2 25: 69 bought or addedQ2 25: 36 cut or sold outQ3 25: 68 bought or addedQ3 25: 49 cut or sold outQ3 25Q4 25: 62 bought or addedQ4 25: 47 cut or sold outQ1 26: 55 bought or addedQ1 26: 61 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245942
Q3 20244458
Q4 20245839
Q1 20256344
Q2 20256936
Q3 20256849
Q4 20256247
Q1 20265561

Biggest buyers

JANE STREET GROUP, LLC New +788,305+788.3k
Integrated Wealth Concepts LLC Added +300,500+300.5k
NEUBERGER BERMAN GROUP LLC New +204,754+204.8k
Clearstead Advisors, LLC New +186,366+186.4k
Gateway Wealth Partners, LLC Added +131,239+131.2k
RAYMOND JAMES FINANCIAL INC Added +96,201+96.2k
NewEdge Wealth, LLC New +55,472+55.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +24,759+24.8k
Aptus Capital Advisors, LLC Added +22,692+22.7k
Independent Wealth Network Inc. New +20,064+20.1k

Biggest sellers

MORGAN STANLEY Reduced -946,031-946.0k
JPMORGAN CHASE & CO Reduced -571,553-571.6k
KELLY FINANCIAL GROUP LLC Reduced -476,159-476.2k
Pallas Capital Advisors LLC Reduced -229,198-229.2k
BANK OF AMERICA CORP /DE/ Reduced -221,674-221.7k
CWM, LLC Reduced -154,437-154.4k
OSAIC HOLDINGS, INC. Reduced -131,827-131.8k
Perigon Wealth Management, LLC Reduced -124,866-124.9k
HSBC HOLDINGS PLC Reduced -67,677-67.7k
Ascent Group, LLC Reduced -50,706-50.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.27% of their portfolio NEW YORK, NY 55,662,06655.7m $4.0bn $4.0bn 0.27% Reduced -571.6k -571,553
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,628,7662.6m $192.2m $192.2m 0.01% Reduced -946.0k -946,031
3 Integrated Wealth Concepts LLC 1.35% of their portfolio WALTHAM, MA 2,315,7512.3m $169.3m $169.3m 1.35% Added +300.5k +300,500
4 JANE STREET GROUP, LLC 0.06% of their portfolio NEW YORK, NY 788,305788.3k $57.6m $57.6m 0.06% New
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 651,227651.2k $47.6m $47.6m 0.00% Reduced -221.7k -221,674
6 Aptus Capital Advisors, LLC 0.38% of their portfolio FAIRHOPE, AL 617,052617.1k $45.1m $45.1m 0.38% Added +22.7k +22,692
7 ASSETMARK, INC 0.07% of their portfolio CONCORD, CA 438,550438.6k $32.1m $32.1m 0.07% Reduced -19.3k -19,302
8 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 383,821383.8k $28.1m $28.1m 0.03% Added +8.4k +8,416
9 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 359,803359.8k $26.3m $26.3m 0.04% Reduced -131.8k -131,827
10 Perigon Wealth Management, LLC 0.45% of their portfolio SAN FRANCISCO, CA 340,401340.4k $24.9m $24.9m 0.45% Reduced -124.9k -124,866
11 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 276,753276.8k $20.2m $20.2m 0.01% Reduced -10.0k -9,960
12 Pallas Capital Advisors LLC 0.72% of their portfolio BRAINTREE, MA 260,154260.2k $19.0m $19.0m 0.72% Reduced -229.2k -229,198
13 Advisory Services Network, LLC 0.22% of their portfolio ATLANTA, GA 228,509228.5k $16.7m $16.7m 0.22% Reduced -1.1k -1,120
14 Gateway Wealth Partners, LLC 0.64% of their portfolio APPLETON, WI 225,948225.9k $16.5m $16.5m 0.64% Added +131.2k +131,239
15 WNY Asset Management, LLC 1.57% of their portfolio Williamsville, NY 207,264207.3k $15.2m $15.2m 1.57% First filing
16 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 204,754204.8k $15.0m $15.0m 0.01% New
17 ROTHSCHILD INVESTMENT LLC 0.74% of their portfolio CHICAGO, IL 194,077194.1k $14.2m $14.2m 0.74% Added +5.3k +5,260
18 Clearstead Advisors, LLC 0.12% of their portfolio CLEVELAND, OH 186,366186.4k $13.6m $13.6m 0.12% New
19 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 158,607158.6k $11.6m $11.6m 0.01% Reduced -6.2k -6,183
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 158,226158.2k $11.6m $11.6m 0.00% Added +96.2k +96,201
21 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 9.80% of their portfolio APPLETON, WI 151,541151.5k $11.1m $11.1m 9.80% Added +835 +835
22 Graney & King, LLC 5.85% of their portfolio LATHAM, NY 148,332148.3k $10.8m $10.8m 5.85% Added +13.6k +13,554
23 Jacobi Capital Management LLC 0.45% of their portfolio PITTSTON, PA 110,198110.2k $8.1m $8.1m 0.45% Added +13.0k +12,991
24 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 109,369109.4k $8.0m $8.0m 0.00% Reduced -67.7k -67,677
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 105,903105.9k $7.7m $7.7m 0.00% Added +10.2k +10,235
26 Alpha Advisors, LLC/VA 5.27% of their portfolio RICHMOND, VA 91,28491.3k $6.7m $6.7m 5.27% Added +3.0k +3,046
27 DAYMARK WEALTH PARTNERS, LLC 0.19% of their portfolio CINCINNATI, OH 81,28981.3k $5.9m $5.9m 0.19% Added +8.0k +7,957
28 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 71,87971.9k $5.3m $5.3m 0.01% Reduced -8.7k -8,688
29 MN Wealth Advisors, LLC 2.44% of their portfolio OVERLAND PARK, KS 68,47268.5k $5.0m $5.0m 2.44% Reduced -7.8k -7,824
30 KELLY FINANCIAL GROUP LLC 1.20% of their portfolio Wethersfield, CT 65,38365.4k $4.8m $4.8m 1.20% Reduced -476.2k -476,159
31 5T Wealth, LLC 1.74% of their portfolio Napa, CA 60,34960.3k $4.4m $4.4m 1.74% Added +620 +620
32 NewEdge Wealth, LLC 0.05% of their portfolio STAMFORD, CT 55,47255.5k $4.1m $4.1m 0.05% New
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 48,89448.9k $3.6m $3.6m 0.00% Reduced -745 -745
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 46,31246.3k $3.4m $3.4m 0.00% Added +15.3k +15,315
35 Horizon Family Wealth, Inc. 1.73% of their portfolio CHICAGO, IL 44,89944.9k $3.3m $3.3m 1.73% Added +261 +261
36 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 43,50743.5k $3.2m $3.2m 0.01% Added +592 +592
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,16438.2k $2.8m $2.8m 0.00% Added +10.2k +10,161
38 Northwest Wealth Advisors, LLC 1.53% of their portfolio BELLINGHAM, WA 29,33329.3k $2.1m $2.1m 1.53% Added +1.4k +1,366
39 Geneos Wealth Management Inc. 0.05% of their portfolio ENGLEWOOD, CO 28,36128.4k $2.1m $2.1m 0.05% Added +1.7k +1,734
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,75924.8k $1.8m $1.8m 0.00% New
41 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,05822.1k $1.6m $1.6m 0.01% Reduced -22.9k -22,948
42 Independent Wealth Network Inc. 0.44% of their portfolio URBANDALE, IA 20,06420.1k $1.5m $1.5m 0.44% New
43 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,79219.8k $1.4m $1.4m 0.00% Added +4.9k +4,917
44 Emerald Advisors, LLC 0.17% of their portfolio BELLEVUE, WA 19,20919.2k $1.4m $1.4m 0.17% Reduced -7 -7
45 Merited Wealth, LLC 1.13% of their portfolio NORTH BAY VILLAGE, FL 18,58818.6k $1.4m $1.4m 1.13% Added +1.2k +1,236
46 Strategic Financial Concepts, LLC 0.32% of their portfolio SAN ANTONIO, TX 17,57717.6k $1.3m $1.3m 0.32% Added +1.9k +1,908
47 3Chopt Investment Partners, LLC 0.29% of their portfolio RICHMOND, VA 17,19117.2k $1.3m $1.3m 0.29% Reduced -8 -8
48 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 17,00117.0k $1.2m $1.2m 0.02% Added +5.4k +5,396
49 Ascent Group, LLC 0.04% of their portfolio VIRGINIA BEACH, VA 16,26016.3k $1.2m $1.2m 0.04% Reduced -50.7k -50,706
50 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 15,01315.0k $1.1m $1.1m 0.03% Unchanged
51 Insight Advisors, LLC/ PA 0.20% of their portfolio Newtown, PA 14,49714.5k $1.1m $1.1m 0.20% Added +27 +27
52 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,72411.7k $857.2k $857.2k 0.00% Added +171 +171
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,02210.0k $732.8k $732.8k 0.00% Reduced -140 -140
54 Cobblestone Asset Management LLC 0.33% of their portfolio RICHMOND, VA 9,95510.0k $727.9k $727.9k 0.33% Added +3.2k +3,249
55 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% of their portfolio CONCORD, MA 9,4859.5k $693.5k $693.5k 0.08% Reduced -2.7k -2,722
56 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 8,6938.7k $635.6k $635.6k 0.00% Reduced -23.3k -23,289
57 WealthPlan Investment Management, LLC 0.03% of their portfolio OMAHA, NE 8,4588.5k $618.4k $618.4k 0.03% Added +2.9k +2,857
58 Ascentis Independent Advisors 0.05% of their portfolio DALLAS, TX 8,4048.4k $614.5k $614.5k 0.05% New
59 FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio BOSTON, MA 7,8547.9k $574.3k $574.3k 0.03% Reduced -1.4k -1,403
60 Grey Ledge Advisors, LLC 0.13% of their portfolio GUILFORD, CT 7,8007.8k $570.3k $570.3k 0.13% Unchanged
61 Elevation Wealth Management LLC 0.51% of their portfolio EDEN PRAIRIE, MN 7,6387.6k $558.5k $558.5k 0.51% Reduced -6.7k -6,703
62 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 7,5257.5k $550.2k $550.2k 0.01% New
63 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,7696.8k $494.7k $494.7k 0.01% Added +1.4k +1,398
64 TBH Global Asset Management, LLC 0.10% of their portfolio Brentwood, TN 6,5516.6k $479.0k $479.0k 0.10% New
65 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 6,5406.5k $478.2k $478.2k 0.01% Reduced -423 -423
66 RICHARDSON FINANCIAL SERVICES INC. 0.28% of their portfolio MEDWAY, MA 6,2196.2k $454.7k $454.7k 0.28% Reduced -422 -422
67 Ignite Planners, LLC 0.07% of their portfolio SAN CLEMENTE, CA 5,9415.9k $434.3k $434.3k 0.07% Reduced -10.6k -10,580
68 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 5,3205.3k $389.0k $389.0k 0.00% Reduced -5.5k -5,485
69 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,9535.0k $362.2k $362.2k 0.01% Reduced -371 -371
70 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,8574.9k $361.0k $361.0k 0.00% Reduced -202 -202
71 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,8484.8k $354.5k $354.5k 0.00% Reduced -52 -52
72 MB Generational Wealth, LLC 0.18% of their portfolio SPOKANE, WA 4,4454.4k $325.0k $325.0k 0.18% Unchanged
73 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 4,2584.3k $311.0k $311.0k 0.00% Unchanged
74 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,1184.1k $297.8k $297.8k 0.00% Reduced -18 -18
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,1154.1k $304.1k $304.1k 0.00% Reduced -1.1k -1,117
76 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,0074.0k $292.9k $292.9k 0.00% Added +15 +15
77 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 3,9093.9k $285.9k $285.9k 0.01% Reduced -2.4k -2,413
78 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,8563.9k $281.9k $281.9k 0.00% Added +3.6k +3,574
79 Bright Futures Wealth Management, LLC. 0.19% of their portfolio WEBSTER, NY 14580, NY 3,8553.9k $281.9k $281.9k 0.19% New
80 WEALTH ALLIANCE, LLC 0.03% of their portfolio MELLVILLE, NY 3,8543.9k $281.8k $281.8k 0.03% New
81 WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio RENO, NV 3,6933.7k $274.1k $274.1k 0.01% Unchanged
82 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 3,4983.5k $255.8k $255.8k 0.03% Reduced -17 -17
83 WBH ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 3,4283.4k $254.8k $254.8k 0.02% New
84 SeaCrest Wealth Management, LLC 0.03% of their portfolio PURCHASE, NY 3,4283.4k $250.7k $250.7k 0.03% Reduced -404 -404
85 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 3,2113.2k $234.8k $234.8k 0.00% First filing
86 FMR LLC 0.00% of their portfolio BOSTON, MA 3,1593.2k $231.0k $231.0k 0.00% Added +411 +411
87 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 3,1523.2k $230.5k $230.5k 0.02% Reduced -104 -104
88 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,1243.1k $228.0k $228.0k 0.00% Reduced -1.5k -1,506
89 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 3,0233.0k $221.1k $221.1k 0.01% New
90 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,8912.9k $211.4k $211.4k 0.00% Reduced -2.1k -2,089
91 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 2,8342.8k $207.2k $207.2k 0.00% New
92 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 2,7642.8k $202.1k $202.1k 0.00% New
93 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,5242.5k $184.6k $184.6k 0.00% Reduced -154.4k -154,437
94 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,7331.7k $126.7k $126.7k 0.00% Reduced -788 -788
95 Key Financial Inc 0.02% of their portfolio WEST CHESTER, PA 1,2861.3k $94.0k $94.0k 0.02% Added +155 +155
96 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 1,1161.1k $81.6k $81.6k 0.00% Unchanged
97 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 1,0911.1k $81.1k $81.1k 0.01% Unchanged
98 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,0551.1k $77.1k $77.1k 0.00% Added +277 +277
99 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 983983 $72.9k $72.9k 0.00% Unchanged
100 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 924924 $67.6k $67.6k 0.00% Unchanged