Vault-13

J P MORGAN EXCHANGE TRADED F BBIN

BETABUILDERS I · ETP · CUSIP 46641Q373

121 institutional holders -5 vs Q1 2026
70,861,00170.9m shares reported held*
$5.5bnreported value*
9 new 47 added 45 reduced 15 sold out net bought ≈ $231.9m (+3.0m 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 ($19.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.93.

Trends to Q2 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: 126Q2 26: 121121Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026121

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 44 bought or addedQ3 24: 58 cut or sold outQ4 24: 58 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 44 cut or sold outQ2 25: 69 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 68 bought or addedQ3 25: 49 cut or sold outQ4 25: 62 bought or addedQ4 25: 47 cut or sold outQ4 25Q1 26: 55 bought or addedQ1 26: 61 cut or sold outQ2 26: 56 bought or addedQ2 26: 60 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244458
Q4 20245839
Q1 20256344
Q2 20256936
Q3 20256849
Q4 20256247
Q1 20265561
Q2 20265660

Biggest buyers

Integrated Wealth Concepts LLC Added +1,276,418+1.3m
JPMORGAN CHASE & CO Added +689,868+689.9k
FLOW TRADERS U.S. LLC New +639,845+639.8k
MORGAN STANLEY Added +523,898+523.9k
NEUBERGER BERMAN GROUP LLC Added +122,944+122.9k
HSBC HOLDINGS PLC Added +49,106+49.1k
OSAIC HOLDINGS, INC. Added +37,599+37.6k
Aptus Capital Advisors, LLC Added +34,145+34.1k
Cambridge Investment Research Advisors, Inc. Added +29,190+29.2k
ROTHSCHILD INVESTMENT LLC Added +26,027+26.0k

Biggest sellers

JANE STREET GROUP, LLC Reduced -309,710-309.7k
Gateway Wealth Partners, LLC Reduced -101,201-101.2k
Clearstead Advisors, LLC Reduced -91,356-91.4k
RAYMOND JAMES FINANCIAL INC Reduced -49,182-49.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -24,759-24.8k
Strategic Financial Concepts, LLC Reduced -14,718-14.7k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sold out -9,485-9.5k
Bank of New York Mellon Corp Sold out -8,693-8.7k
Ascentis Independent Advisors Sold out -8,404-8.4k
Geneos Wealth Management Inc. Reduced -7,491-7.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.26% of their portfolio NEW YORK, NY 56,351,93456.4m $4.4bn $4.4bn 0.26% Added +689.9k +689,868
2 Integrated Wealth Concepts LLC 1.37% of their portfolio WALTHAM, MA 3,592,1693.6m $280.5m $280.5m 1.37% Added +1.3m +1,276,418
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,152,6643.2m $246.2m $246.2m 0.01% Added +523.9k +523,898
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 674,220674.2k $52.6m $52.6m 0.00% Added +23.0k +22,993
5 Aptus Capital Advisors, LLC 0.37% of their portfolio FAIRHOPE, AL 651,197651.2k $50.8m $50.8m 0.37% Added +34.1k +34,145
6 FLOW TRADERS U.S. LLC 2.05% of their portfolio NEW YORK, NY 639,845639.8k $50.0m $50.0m 2.05% New
7 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 478,595478.6k $37.4m $37.4m 0.02% Reduced -309.7k -309,710
8 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 432,921432.9k $33.8m $33.8m 0.06% Reduced -5.6k -5,629
9 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 401,910401.9k $31.4m $31.4m 0.03% Added +18.1k +18,089
10 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 397,402397.4k $31.0m $31.0m 0.04% Added +37.6k +37,599
11 Perigon Wealth Management, LLC 0.42% of their portfolio SAN FRANCISCO, CA 343,632343.6k $26.8m $26.8m 0.42% Added +3.2k +3,231
12 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 327,698327.7k $25.6m $25.6m 0.02% Added +122.9k +122,944
13 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 285,017285.0k $22.3m $22.3m 0.01% Added +8.3k +8,264
14 Pallas Capital Advisors LLC 0.67% of their portfolio BRAINTREE, MA 278,932278.9k $21.8m $21.8m 0.67% Added +18.8k +18,778
15 Advisory Services Network, LLC 0.22% of their portfolio ATLANTA, GA 241,823241.8k $18.9m $18.9m 0.22% Added +13.3k +13,314
16 ROTHSCHILD INVESTMENT LLC 0.64% of their portfolio CHICAGO, IL 220,104220.1k $17.2m $17.2m 0.64% Added +26.0k +26,027
17 WNY Asset Management, LLC 1.48% of their portfolio Williamsville, NY 211,412211.4k $16.5m $16.5m 1.48% Added +4.1k +4,148
18 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 158,475158.5k $12.4m $12.4m 0.01% Added +49.1k +49,106
19 Graney & King, LLC 4.42% of their portfolio LATHAM, NY 157,564157.6k $12.3m $12.3m 4.42% Added +9.2k +9,232
20 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 9.67% of their portfolio APPLETON, WI 154,638154.6k $12.1m $12.1m 9.67% Added +3.1k +3,097
21 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 151,498151.5k $11.8m $11.8m 0.01% Reduced -7.1k -7,109
22 Gateway Wealth Partners, LLC 0.58% of their portfolio APPLETON, WI 124,747124.7k $9.7m $9.7m 0.58% Reduced -101.2k -101,201
23 Jacobi Capital Management LLC 0.46% of their portfolio PITTSTON, PA 120,618120.6k $9.4m $9.4m 0.46% Added +10.4k +10,420
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 114,993115.0k $9.0m $9.0m 0.00% Added +9.1k +9,090
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 109,044109.0k $8.5m $8.5m 0.00% Reduced -49.2k -49,182
26 Clearstead Advisors, LLC 0.07% of their portfolio CLEVELAND, OH 95,01095.0k $7.4m $7.4m 0.07% Reduced -91.4k -91,356
27 Alpha Advisors, LLC/VA 5.50% of their portfolio RICHMOND, VA 93,74093.7k $7.3m $7.3m 5.50% Added +2.5k +2,456
28 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 88,94088.9k $6.9m $6.9m 0.01% Added +17.1k +17,061
29 DAYMARK WEALTH PARTNERS, LLC 0.16% of their portfolio CINCINNATI, OH 82,62982.6k $6.5m $6.5m 0.16% Added +1.3k +1,340
30 KELLY FINANCIAL GROUP LLC 1.11% of their portfolio Wethersfield, CT 64,10964.1k $5.0m $5.0m 1.11% Reduced -1.3k -1,274
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,51263.5k $5.0m $5.0m 0.00% Added +14.6k +14,618
32 MN Wealth Advisors, LLC 2.08% of their portfolio OVERLAND PARK, KS 62,49962.5k $4.9m $4.9m 2.08% Reduced -6.0k -5,973
33 5T Wealth, LLC 1.72% of their portfolio Napa, CA 59,06059.1k $4.6m $4.6m 1.72% Reduced -1.3k -1,289
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 52,85452.9k $4.1m $4.1m 0.00% Added +6.5k +6,542
35 NewEdge Wealth, LLC 0.04% of their portfolio STAMFORD, CT 51,07451.1k $4.0m $4.0m 0.04% Reduced -4.4k -4,398
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 48,98249.0k $3.8m $3.8m 0.00% Added +29.2k +29,190
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 48,09348.1k $3.8m $3.8m 0.00% Added +9.9k +9,929
38 Horizon Family Wealth, Inc. 1.58% of their portfolio CHICAGO, IL 44,28844.3k $3.5m $3.5m 1.58% Reduced -611 -611
39 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 40,80840.8k $3.2m $3.2m 0.01% Reduced -2.7k -2,699
40 Northwest Wealth Advisors, LLC 1.30% of their portfolio BELLINGHAM, WA 28,89928.9k $2.3m $2.3m 1.30% Reduced -434 -434
41 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 21,73521.7k $1.7m $1.7m 0.02% Added +4.7k +4,734
42 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 20,87020.9k $1.6m $1.6m 0.03% Reduced -7.5k -7,491
43 Independent Wealth Network Inc. 0.39% of their portfolio URBANDALE, IA 19,75919.8k $1.5m $1.5m 0.39% Reduced -305 -305
44 Emerald Advisors, LLC 0.19% of their portfolio BELLEVUE, WA 19,07219.1k $1.5m $1.5m 0.19% Reduced -137 -137
45 Merited Wealth, LLC 1.04% of their portfolio NORTH BAY VILLAGE, FL 18,83118.8k $1.5m $1.5m 1.04% Added +243 +243
46 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 18,73818.7k $1.5m $1.5m 0.01% Reduced -3.3k -3,320
47 3Chopt Investment Partners, LLC 0.25% of their portfolio RICHMOND, VA 17,19817.2k $1.3m $1.3m 0.25% Added +7 +7
48 Ascent Group, LLC 0.04% of their portfolio VIRGINIA BEACH, VA 16,07716.1k $1.3m $1.3m 0.04% Reduced -183 -183
49 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 15,21915.2k $1.2m $1.2m 0.01% Added +11.1k +11,101
50 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 15,01315.0k $1.2m $1.2m 0.03% Unchanged
51 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 14,40614.4k $1.1m $1.1m 0.01% Added +9.5k +9,549
52 Insight Advisors, LLC/ PA 0.20% of their portfolio Newtown, PA 14,33114.3k $1.1m $1.1m 0.20% Reduced -166 -166
53 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,62711.6k $907.9k $907.9k 0.00% Reduced -97 -97
54 Americana Partners, LLC 0.02% of their portfolio Houston, TX 9,8049.8k $765.5k $765.5k 0.02% New
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,4509.4k $737.9k $737.9k 0.00% Reduced -572 -572
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,1079.1k $711.1k $711.1k 0.00% New
57 WealthPlan Investment Management, LLC 0.03% of their portfolio OMAHA, NE 8,4178.4k $657.2k $657.2k 0.03% Reduced -41 -41
58 Grey Ledge Advisors, LLC 0.12% of their portfolio GUILFORD, CT 7,8837.9k $615.5k $615.5k 0.12% Added +83 +83
59 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 7,8587.9k $613.5k $613.5k 0.02% Added +4 +4
60 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 7,7877.8k $608.0k $608.0k 0.01% New
61 Elevation Wealth Management LLC 0.44% of their portfolio EDEN PRAIRIE, MN 7,5357.5k $588.4k $588.4k 0.44% Reduced -103 -103
62 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 7,3757.4k $575.8k $575.8k 0.01% Reduced -150 -150
63 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,9987.0k $546.8k $546.8k 0.01% Added +229 +229
64 TBH Global Asset Management, LLC 0.09% of their portfolio Brentwood, TN 6,6376.6k $518.2k $518.2k 0.09% Added +86 +86
65 RICHARDSON FINANCIAL SERVICES INC. 0.29% of their portfolio MEDWAY, MA 6,4636.5k $504.6k $504.6k 0.29% Added +244 +244
66 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 6,3696.4k $497.3k $497.3k 0.01% Reduced -171 -171
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,2206.2k $485.7k $485.7k 0.00% Added +2.2k +2,213
68 Cobblestone Asset Management LLC 0.20% of their portfolio RICHMOND, VA 6,0506.0k $472.4k $472.4k 0.20% Reduced -3.9k -3,905
69 Ignite Planners, LLC 0.06% of their portfolio SAN CLEMENTE, CA 5,4905.5k $428.7k $428.7k 0.06% Reduced -451 -451
70 FMR LLC 0.00% of their portfolio BOSTON, MA 4,6934.7k $366.4k $366.4k 0.00% Added +1.5k +1,534
71 MB Generational Wealth, LLC 0.17% of their portfolio SPOKANE, WA 4,4454.4k $347.1k $347.1k 0.17% Unchanged
72 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,8573.9k $301.0k $301.0k 0.00% Added +733 +733
73 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 3,8303.8k $299.0k $299.0k 0.00% Reduced -1.0k -1,018
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 3,7983.8k $298.1k $298.1k 0.00% Reduced -317 -317
75 WEALTH ALLIANCE, LLC 0.02% of their portfolio MELLVILLE, NY 3,7323.7k $291.4k $291.4k 0.02% Reduced -122 -122
76 WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio RENO, NV 3,6933.7k $289.5k $289.5k 0.01% Unchanged
77 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 3,6343.6k $283.7k $283.7k 0.00% Reduced -275 -275
78 SeaCrest Wealth Management, LLC 0.03% of their portfolio PURCHASE, NY 3,4123.4k $266.4k $266.4k 0.03% Reduced -16 -16
79 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,1933.2k $249.3k $249.3k 0.00% Added +302 +302
80 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 3,1743.2k $247.8k $247.8k 0.00% Added +340 +340
81 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,1193.1k $243.5k $243.5k 0.00% Reduced -1.8k -1,834
82 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 3,0913.1k $241.3k $241.3k 0.01% Reduced -61 -61
83 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 3,0613.1k $239.0k $239.0k 0.00% Reduced -150 -150
84 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 3,0543.1k $238.5k $238.5k 0.01% Added +31 +31
85 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 2,9172.9k $228.0k $228.0k 0.00% Reduced -1.3k -1,341
86 Strategic Financial Concepts, LLC 0.07% of their portfolio SAN ANTONIO, TX 2,8592.9k $223.2k $223.2k 0.07% Reduced -14.7k -14,718
87 Penobscot Investment Management Company, Inc. 0.01% of their portfolio BOSTON, MA 2,5872.6k $202.0k $202.0k 0.01% New
88 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 2,3082.3k $180.2k $180.2k 0.00% Added +575 +575
89 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 1,4871.5k $116.1k $116.1k 0.00% Reduced -3.8k -3,833
90 Key Financial Inc 0.02% of their portfolio WEST CHESTER, PA 1,3041.3k $101.8k $101.8k 0.02% Added +18 +18
91 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 1,1161.1k $87.1k $87.1k 0.00% Unchanged
92 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 1,0911.1k $84.6k $84.6k 0.01% Unchanged
93 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 983983 $78.0k $78.0k 0.00% Unchanged
94 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 873873 $68.2k $68.2k 0.00% Reduced -4 -4
95 BlackRock, Inc. 0.00% of their portfolio New York, NY 819819 $63.9k $63.9k 0.00% Unchanged
96 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 657657 $51.3k $51.3k 0.00% Unchanged
97 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 470470 $36.7k $36.7k 0.00% Reduced -585 -585
98 UBS Group AG 0.00% of their portfolio ZURICH, V8 449449 $35.1k $35.1k 0.00% Unchanged
99 Synergy Investment Management, LLC 0.01% of their portfolio ALTAMONTE SPRINGS, FL 437437 $34.1k $34.1k 0.01% Added +4 +4
100 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 397397 $31.0k $31.0k 0.00% Reduced -60 -60