Vault-13

J P MORGAN EXCHANGE TRADED F BBUS

BETABUILDRS US · ETP · CUSIP 46641Q399

221 institutional holders +3 vs Q4 2025
31,439,26531.4m shares reported held*
$3.7bnreported value*
28 new 109 added 46 reduced 21 sold out net bought ≈ $14.2m (+217.9k 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 ($15.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $116.20.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 54Q4 22: 62Q1 23: 68Q2 23: 72Q3 23: 85Q4 23: 99Q1 24: 113Q2 24: 123Q3 24: 134Q4 24: 153Q1 25: 166Q2 25: 175Q3 25: 186Q4 25: 218Q1 26: 221221Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202254
Q4 202262
Q1 202368
Q2 202372
Q3 202385
Q4 202399
Q1 2024113
Q2 2024123
Q3 2024134
Q4 2024153
Q1 2025166
Q2 2025175
Q3 2025186
Q4 2025218
Q1 2026221

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 82 bought or addedQ2 24: 43 cut or sold outQ3 24: 98 bought or addedQ3 24: 27 cut or sold outQ3 24Q4 24: 90 bought or addedQ4 24: 36 cut or sold outQ1 25: 101 bought or addedQ1 25: 47 cut or sold outQ1 25Q2 25: 96 bought or addedQ2 25: 70 cut or sold outQ3 25: 110 bought or addedQ3 25: 65 cut or sold outQ3 25Q4 25: 127 bought or addedQ4 25: 63 cut or sold outQ1 26: 137 bought or addedQ1 26: 67 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20248243
Q3 20249827
Q4 20249036
Q1 202510147
Q2 20259670
Q3 202511065
Q4 202512763
Q1 202613767

Biggest buyers

JPMORGAN CHASE & CO Added +1,726,452+1.7m
Integrated Wealth Concepts LLC Added +467,288+467.3k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +425,161+425.2k
RAYMOND JAMES FINANCIAL INC Added +339,205+339.2k
MORGAN STANLEY Added +274,743+274.7k
LPL Financial LLC Added +233,930+233.9k
ENVESTNET ASSET MANAGEMENT INC Added +212,896+212.9k
Strategic Financial Planning, Inc. New +161,077+161.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +89,600+89.6k
Vestmark Advisory Solutions, Inc. Added +88,176+88.2k

Biggest sellers

Janney Montgomery Scott LLC Sold out -3,382,109-3.4m
Robertson Stephens Wealth Management, LLC Reduced -535,833-535.8k
PARK AVENUE SECURITIES LLC Sold out -222,590-222.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -137,064-137.1k
IFG Advisory, LLC Sold out -112,811-112.8k
Orion Porfolio Solutions, LLC Reduced -108,739-108.7k
BANK OF NOVA SCOTIA Sold out -59,750-59.8k
GOLDMAN SACHS GROUP INC Reduced -51,450-51.5k
KELLY FINANCIAL GROUP LLC Reduced -17,562-17.6k
Creative Planning Reduced -16,050-16.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 6,113,3186.1m $695.9m $695.9m 0.05% Added +1.7m +1,726,452
2 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 3,336,3133.3m $390.9m $390.9m 0.10% Added +233.9k +233,930
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 3,136,2243.1m $367.5m $367.5m 0.02% Added +274.7k +274,743
4 Norinchukin Bank, The 3.36% of their portfolio TOKYO, M0 2,459,0002.5m $288.1m $288.1m 3.36% Unchanged
5 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,043,5842.0m $239.5m $239.5m 0.06% Added +212.9k +212,896
6 Vestmark Advisory Solutions, Inc. 2.33% of their portfolio Wakefield, MA 1,796,3751.8m $210.5m $210.5m 2.33% Added +88.2k +88,176
7 National Mutual Insurance Federation of Agricultural Cooperatives 1.15% of their portfolio TOKYO, JAPAN, M0 1,275,0001.3m $149.4m $149.4m 1.15% Unchanged
8 Cornerstone Wealth Management, LLC 3.95% of their portfolio ST. PETERS, MO 673,279673.3k $78.9m $78.9m 3.95% Added +3.0k +3,036
9 Wealth Group Ltd 15.75% of their portfolio EDEN PRAIRIE, MN 590,008590.0k $69.1m $69.1m 15.75% Added +46.0k +45,989
10 ASSETMARK, INC 0.14% of their portfolio CONCORD, CA 570,248570.2k $66.8m $66.8m 0.14% Added +14.9k +14,870
11 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 561,562561.6k $65.8m $65.8m 0.02% Added +339.2k +339,205
12 Integrated Wealth Concepts LLC 0.52% of their portfolio WALTHAM, MA 561,117561.1k $65.8m $65.8m 0.52% Added +467.3k +467,288
13 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 530,183530.2k $62.1m $62.1m 0.07% Added +27.4k +27,406
14 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 519,423519.4k $60.9m $60.9m 0.16% Added +15.4k +15,352
15 KELLY FINANCIAL GROUP LLC 14.67% of their portfolio Wethersfield, CT 497,791497.8k $58.3m $58.3m 14.67% Reduced -17.6k -17,562
16 Perigon Wealth Management, LLC 0.96% of their portfolio SAN FRANCISCO, CA 449,861449.9k $52.7m $52.7m 0.96% Added +16.9k +16,901
17 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 425,161425.2k $49.8m $49.8m 0.01% New
18 Tradition Wealth Management, LLC 3.31% of their portfolio EDINA, MN 396,641396.6k $46.5m $46.5m 3.31% Added +39.1k +39,071
19 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.24% of their portfolio Madrid, U3 292,172292.2k $34.0m $34.0m 0.24% Added +14.9k +14,884
20 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 286,937286.9k $33.6m $33.6m 0.05% Added +33.5k +33,468
21 Robertson Stephens Wealth Management, LLC 0.84% of their portfolio San Francisco, CA 255,650255.7k $30.0m $30.0m 0.84% Reduced -535.8k -535,833
22 MN Wealth Advisors, LLC 14.48% of their portfolio OVERLAND PARK, KS 253,813253.8k $29.7m $29.7m 14.48% Added +6.6k +6,594
23 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 212,653212.7k $24.9m $24.9m 0.07% Reduced -1.6k -1,624
24 DRIVE WEALTH MANAGEMENT, LLC 4.17% of their portfolio LEHI, UT 168,496168.5k $19.7m $19.7m 4.17% Added +22.1k +22,103
25 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 167,328167.3k $19.6m $19.6m 0.03% Added +89.6k +89,600
26 CWM, LLC 0.05% of their portfolio OMAHA, NE 164,068164.1k $19.2m $19.2m 0.05% Added +15.9k +15,919
27 Strategic Financial Planning, Inc. 4.40% of their portfolio PLANO, TX 161,077161.1k $7.5m $7.5m 4.40% New
28 Gradient Investments LLC 0.27% of their portfolio ARDEN HILLS, MN 147,238147.2k $17.3m $17.3m 0.27% Added +51.1k +51,102
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 145,428145.4k $17.4m $17.4m 0.00% Added +23.9k +23,934
30 5T Wealth, LLC 6.02% of their portfolio Napa, CA 130,003130.0k $15.2m $15.2m 6.02% Reduced -1.3k -1,324
31 Hopwood Nicholas Hunter 4.54% of their portfolio PLYMOUTH, MI 121,849121.8k $14.3m $14.3m 4.54% Added +10.0k +9,996
32 Bravias Capital Group, LLC 8.71% of their portfolio ISELIN, NJ 113,668113.7k $13.3m $13.3m 8.71% Added +1.0k +1,041
33 GREAT VALLEY ADVISOR GROUP, INC. 0.24% of their portfolio WILMINGTON, DE 112,854112.9k $13.2m $13.2m 0.24% Added +20.3k +20,263
34 CreativeOne Wealth, LLC 0.29% of their portfolio OVERLAND PARK, KS 107,105107.1k $12.6m $12.6m 0.29% Added +4.0k +3,992
35 FLORIDA FINANCIAL ADVISORS, LLC 2.87% of their portfolio TAMPA, FL 102,439102.4k $12.0m $12.0m 2.87% Added +5.0k +5,009
36 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 101,307101.3k $11.9m $11.9m 0.06% Added +19.8k +19,776
37 Ascent Group, LLC 0.39% of their portfolio VIRGINIA BEACH, VA 95,94795.9k $11.2m $11.2m 0.39% Added +3.1k +3,110
38 Aptus Capital Advisors, LLC 0.09% of their portfolio FAIRHOPE, AL 87,49087.5k $10.3m $10.3m 0.09% Added +19.9k +19,881
39 Golden State Wealth Management, LLC 1.09% of their portfolio SANTA ANA, CA 85,30285.3k $10.0m $10.0m 1.09% Reduced -902 -902
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 81,26881.3k $9.5m $9.5m 0.00% Added +11.7k +11,662
41 Alpha Advisors, LLC/VA 7.44% of their portfolio RICHMOND, VA 80,40780.4k $9.4m $9.4m 7.44% Added +3.5k +3,467
42 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.55% of their portfolio CEDARBURG, WI 78,79978.8k $9.2m $9.2m 1.55% Added +4.8k +4,801
43 MassMutual Private Wealth & Trust, FSB 0.24% of their portfolio Windsor, CT 74,67874.7k $8.8m $8.8m 0.24% Added +115 +115
44 Rosenberg Matthew Hamilton 1.59% of their portfolio GRAND JUNCTION, CO 66,03566.0k $7.7m $7.7m 1.59% Added +2.8k +2,831
45 UNIQUE WEALTH, LLC 1.06% of their portfolio TAMPA, FL 65,47365.5k $7.7m $7.7m 1.06% New
46 Elevation Wealth Management LLC 6.99% of their portfolio EDEN PRAIRIE, MN 64,90164.9k $7.6m $7.6m 6.99% Added +1.1k +1,105
47 Wayfinding Financial, LLC 2.75% of their portfolio LYNNWOOD, WA 54,08354.1k $6.3m $6.3m 2.75% Added +3.1k +3,052
48 LAKE STREET PRIVATE WEALTH, LLC 0.80% of their portfolio CHICAGO, IL 53,85053.9k $6.3m $6.3m 0.80% Added +2.1k +2,058
49 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 52,81552.8k $6.2m $6.2m 0.02% Reduced -1.5k -1,526
50 3Chopt Investment Partners, LLC 1.32% of their portfolio RICHMOND, VA 49,29249.3k $5.8m $5.8m 1.32% Added +926 +926
51 Gateway Wealth Partners, LLC 0.20% of their portfolio APPLETON, WI 44,53644.5k $5.2m $5.2m 0.20% Added +26.0k +26,022
52 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 42,47742.5k $5.2m $5.2m 0.03% Added +2.4k +2,389
53 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 41,38841.4k $4.8m $4.8m 0.00% Reduced -16.1k -16,050
54 MGO ONE SEVEN LLC 0.10% of their portfolio Beachwood, OH 41,01741.0k $4.8m $4.8m 0.10% Reduced -6.2k -6,240
55 Ascentis Independent Advisors 0.36% of their portfolio DALLAS, TX 40,97541.0k $4.8m $4.8m 0.36% New
56 FLOW TRADERS U.S. LLC 0.15% of their portfolio NEW YORK, NY 40,35840.4k $4.7m $4.7m 0.15% New
57 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 38,96339.0k $4.6m $4.6m 0.09% Added +3.6k +3,630
58 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.55% of their portfolio CONCORD, MA 38,32638.3k $4.5m $4.5m 0.55% Reduced -5.8k -5,756
59 Triad Wealth Partners, LLC 0.35% of their portfolio LAWRENCE, KS 38,21238.2k $4.5m $4.5m 0.35% Added +6.7k +6,690
60 Legacy Edge Advisors, LLC 0.46% of their portfolio SYOSSET, NY 37,20437.2k $4.4m $4.4m 0.46% Added +11.4k +11,384
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,47833.5k $3.9m $3.9m 0.00% New
62 Tower Research Capital LLC (TRC) 0.10% of their portfolio NEW YORK, NY 33,06633.1k $3.9m $3.9m 0.10% New
63 Composition Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 30,55630.6k $3.6m $3.6m 0.05% Reduced -3.1k -3,117
64 Fingerlakes Wealth Management, Inc. 2.34% of their portfolio ITHACA, NY 30,16530.2k $3.5m $3.5m 2.34% Added +638 +638
65 LOCKERMAN FINANCIAL GROUP, INC. 6.27% of their portfolio NEWPORT BEACH, CA 29,73329.7k $3.5m $3.5m 6.27% Added +587 +587
66 Clear Creek Financial Management, LLC 0.25% of their portfolio SILVERDALE, WA 27,71327.7k $3.2m $3.2m 0.25% Added +971 +971
67 Orion Porfolio Solutions, LLC 0.03% of their portfolio OMAHA, NE 27,50627.5k $3.2m $3.2m 0.03% Reduced -108.7k -108,739
68 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 26,58926.6k $3.1m $3.1m 0.01% Added +1.0k +1,011
69 FIRETHORN WEALTH PARTNERS, LLC 1.14% of their portfolio AUGUSTA, GA 26,45026.4k $3.1m $3.1m 1.14% Added +1.1k +1,101
70 Archer Investment Management, LLC 1.30% of their portfolio AUSTIN, TX 26,32226.3k $3.1m $3.1m 1.30% New
71 AdvisorNet Financial, Inc 0.15% of their portfolio MINNETONKA, MN 25,08525.1k $2.9m $2.9m 0.15% Added +1.3k +1,322
72 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 24,25824.3k $2.9m $2.9m 0.03% Added +533 +533
73 Merited Wealth, LLC 2.25% of their portfolio NORTH BAY VILLAGE, FL 23,19323.2k $2.7m $2.7m 2.25% Unchanged
74 GTS SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 22,76422.8k $2.7m $2.7m 0.09% Added +20.4k +20,428
75 Jacobi Capital Management LLC 0.15% of their portfolio PITTSTON, PA 22,65322.7k $2.7m $2.7m 0.15% Added +1.3k +1,310
76 Strategic Financial Concepts, LLC 0.65% of their portfolio SAN ANTONIO, TX 22,55022.6k $2.6m $2.6m 0.65% Added +3.9k +3,920
77 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 21,34621.3k $2.5m $2.5m 0.00% Reduced -1.6k -1,617
78 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.62% of their portfolio RICHMOND, VA 20,67220.7k $2.4m $2.4m 0.62% Added +244 +244
79 GeoWealth Management, LLC 0.09% of their portfolio CHICAGO, IL 20,56020.6k $2.4m $2.4m 0.09% Added +1.4k +1,410
80 IAG Wealth Partners, LLC 0.26% of their portfolio WAUKESHA, WI 19,93919.9k $2.3m $2.3m 0.26% Added +716 +716
81 Henderson Brothers Financial Partners, LLC 0.59% of their portfolio PITTSBURGH, PA 19,90819.9k $2.3m $2.3m 0.59% First filing
82 SUTTON PLACE INVESTORS LLC 1.27% of their portfolio ARMONK, NY 19,88619.9k $2.3m $2.3m 1.27% Reduced -35 -35
83 Emergent Wealth Advisors, LLC 1.37% of their portfolio WILLIAMSVILLE, NY 19,77419.8k $2.3m $2.3m 1.37% Added +13.8k +13,776
84 SILVERLAKE WEALTH MANAGEMENT LLC 0.49% of their portfolio WILLISTON, VT 19,71919.7k $2.3m $2.3m 0.49% Added +4.9k +4,865
85 VestGen Advisors, LLC 0.07% of their portfolio CHICAGO, IL 17,89417.9k $2.4m $2.4m 0.07% Added +3.4k +3,379
86 Mattson Financial Services, LLC 0.44% of their portfolio KENTWOOD, MI 15,88915.9k $1.9m $1.9m 0.44% Added +2.4k +2,406
87 TWIN PEAKS WEALTH ADVISORS, LLC 0.47% of their portfolio SAN FRANCISCO, CA 15,76715.8k $1.8m $1.8m 0.47% Added +2 +2
88 Ignite Planners, LLC 0.28% of their portfolio SAN CLEMENTE, CA 15,60515.6k $1.8m $1.8m 0.28% Reduced -117 -117
89 Keystone Wealth Services, LLC 0.39% of their portfolio PALM DESERT, CA 15,55415.6k $1.8m $1.8m 0.39% New
90 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 14,99915.0k $1.8m $1.8m 0.03% Added +10.8k +10,776
91 SALEM INVESTMENT COUNSELORS INC 0.05% of their portfolio WINSTON-SALEM, NC 14,10114.1k $1.7m $1.7m 0.05% Added +4.4k +4,434
92 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.08% of their portfolio CEDAR RAPIDS, IA 13,16313.2k $1.5m $1.5m 0.08% Reduced -481 -481
93 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 12,88512.9k $1.5m $1.5m 0.04% Added +10.6k +10,619
94 Archford Capital Strategies, LLC 0.17% of their portfolio SWANSEA, IL 12,64812.6k $1.5m $1.5m 0.17% Reduced -5.5k -5,510
95 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% of their portfolio SANDY, UT 12,28212.3k $1.6m $1.6m 0.03% Reduced -3.4k -3,394
96 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 12,12212.1k $1.4m $1.4m 0.02% Added +857 +857
97 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 11,64111.6k $1.4m $1.4m 0.00% Added +1.5k +1,545
98 Aegis Wealth Management, Inc. 1.04% of their portfolio Guthrie Center, IA 11,30011.3k $1.3m $1.3m 1.04% Added +1.5k +1,535
99 Hoxton Planning & Management, LLC 0.40% of their portfolio SHEPHERDSTOWN, WV 11,28611.3k $1.3m $1.3m 0.40% Added +3.4k +3,354
100 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 10,76210.8k $1.3m $1.3m 0.04% Reduced -61 -61