Vault-13

J P MORGAN EXCHANGE TRADED F BBUS

BETABUILDRS US · ETP · CUSIP 46641Q399

228 institutional holders +7 vs Q1 2026
38,154,91538.2m shares reported held*
$5.1bnreported value*
27 new 97 added 68 reduced 20 sold out net bought ≈ $938.5m (+6.9m 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 ($17.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $134.52.

Trends to Q2 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: 221Q2 26: 228228Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026228

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 98 bought or addedQ3 24: 27 cut or sold outQ4 24: 90 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 101 bought or addedQ1 25: 47 cut or sold outQ2 25: 96 bought or addedQ2 25: 70 cut or sold outQ2 25Q3 25: 110 bought or addedQ3 25: 65 cut or sold outQ4 25: 127 bought or addedQ4 25: 63 cut or sold outQ4 25Q1 26: 137 bought or addedQ1 26: 67 cut or sold outQ2 26: 124 bought or addedQ2 26: 88 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249827
Q4 20249036
Q1 202510147
Q2 20259670
Q3 202511065
Q4 202512763
Q1 202613767
Q2 202612488

Biggest buyers

Janney Montgomery Scott LLC New +3,594,171+3.6m
Cambridge Investment Research Advisors, Inc. Added +632,103+632.1k
LPL Financial LLC Added +561,111+561.1k
MORGAN STANLEY Added +519,189+519.2k
JPMORGAN CHASE & CO Added +482,092+482.1k
PARK AVENUE SECURITIES LLC New +233,818+233.8k
ENVESTNET ASSET MANAGEMENT INC Added +233,799+233.8k
OSAIC HOLDINGS, INC. Added +174,398+174.4k
IFG Advisory, LLC New +121,695+121.7k
Integrated Wealth Concepts LLC Added +59,908+59.9k

Biggest sellers

Strategic Financial Planning, Inc. Sold out -161,077-161.1k
Ascentis Independent Advisors Sold out -40,975-41.0k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sold out -38,326-38.3k
JANE STREET GROUP, LLC Sold out -33,478-33.5k
Tower Research Capital LLC (TRC) Sold out -33,066-33.1k
FLOW TRADERS U.S. LLC Reduced -30,981-31.0k
Private Advisor Group, LLC Reduced -26,897-26.9k
Golden State Wealth Management, LLC Reduced -26,877-26.9k
Gateway Wealth Partners, LLC Reduced -23,333-23.3k
GTS SECURITIES LLC Sold out -22,764-22.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 6,595,4106.6m $880.8m $880.8m 0.05% Added +482.1k +482,092
2 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 3,897,4243.9m $525.1m $525.1m 0.12% Added +561.1k +561,111
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 3,655,4133.7m $492.5m $492.5m 0.03% Added +519.2k +519,189
4 Janney Montgomery Scott LLC 0.94% of their portfolio PHILADELPHIA, PA 3,594,1713.6m $484.2m $484.2m 0.94% New
5 Norinchukin Bank, The 3.22% of their portfolio TOKYO, M0 2,459,0002.5m $331.3m $331.3m 3.22% Unchanged
6 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 2,277,3832.3m $306.8m $306.8m 0.07% Added +233.8k +233,799
7 Vestmark Advisory Solutions, Inc. 2.27% of their portfolio Wakefield, MA 1,796,2031.8m $242.0m $242.0m 2.27% Reduced -172 -172
8 National Mutual Insurance Federation of Agricultural Cooperatives 1.12% of their portfolio TOKYO, JAPAN, M0 1,275,0001.3m $171.8m $171.8m 1.12% Unchanged
9 Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio FAIRFIELD, IA 1,151,5261.2m $155.1m $155.1m 0.18% Added +632.1k +632,103
10 Cornerstone Wealth Management, LLC 3.83% of their portfolio ST. PETERS, MO 662,346662.3k $89.2m $89.2m 3.83% Reduced -10.9k -10,933
11 Wealth Group Ltd 16.20% of their portfolio EDEN PRAIRIE, MN 628,517628.5k $84.7m $84.7m 16.20% Added +38.5k +38,509
12 ASSETMARK, INC 0.15% of their portfolio CONCORD, CA 627,996628.0k $84.6m $84.6m 0.15% Added +57.7k +57,748
13 Integrated Wealth Concepts LLC 0.41% of their portfolio WALTHAM, MA 621,025621.0k $83.7m $83.7m 0.41% Added +59.9k +59,908
14 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 592,222592.2k $79.8m $79.8m 0.02% Added +30.7k +30,660
15 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 575,463575.5k $77.5m $77.5m 0.07% Added +45.3k +45,280
16 KELLY FINANCIAL GROUP LLC 15.74% of their portfolio Wethersfield, CT 525,852525.9k $70.8m $70.8m 15.74% Added +28.1k +28,061
17 Perigon Wealth Management, LLC 1.01% of their portfolio SAN FRANCISCO, CA 475,747475.7k $64.1m $64.1m 1.01% Added +25.9k +25,886
18 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 461,335461.3k $62.2m $62.2m 0.07% Added +174.4k +174,398
19 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 425,161425.2k $57.3m $57.3m 0.01% Unchanged
20 Tradition Wealth Management, LLC 3.41% of their portfolio EDINA, MN 414,000414.0k $55.8m $55.8m 3.41% Added +17.4k +17,359
21 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.24% of their portfolio Madrid, U3 291,360291.4k $39.2m $39.2m 0.24% Reduced -812 -812
22 MN Wealth Advisors, LLC 16.69% of their portfolio OVERLAND PARK, KS 290,843290.8k $39.2m $39.2m 16.69% Added +37.0k +37,030
23 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 259,074259.1k $34.9m $34.9m 0.07% Added +46.4k +46,421
24 Robertson Stephens Wealth Management, LLC 0.84% of their portfolio San Francisco, CA 251,982252.0k $33.9m $33.9m 0.84% Reduced -3.7k -3,668
25 PARK AVENUE SECURITIES LLC 0.20% of their portfolio NEW YORK, NY 233,818233.8k $31.5m $31.5m 0.20% New
26 DRIVE WEALTH MANAGEMENT, LLC 4.87% of their portfolio LEHI, UT 202,739202.7k $27.3m $27.3m 4.87% Added +34.2k +34,243
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 182,314182.3k $24.6m $24.6m 0.00% Added +36.9k +36,886
28 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 178,000178.0k $24.0m $24.0m 0.03% Added +10.7k +10,672
29 Gradient Investments LLC 0.28% of their portfolio ARDEN HILLS, MN 148,653148.7k $20.0m $20.0m 0.28% Added +1.4k +1,415
30 5T Wealth, LLC 6.65% of their portfolio Napa, CA 132,571132.6k $17.9m $17.9m 6.65% Added +2.6k +2,568
31 Hopwood Nicholas Hunter 4.81% of their portfolio PLYMOUTH, MI 130,148130.1k $17.5m $17.5m 4.81% Added +8.3k +8,299
32 IFG Advisory, LLC 0.57% of their portfolio ATLANTA, GA 121,695121.7k $16.4m $16.4m 0.57% New
33 Bravias Capital Group, LLC 9.18% of their portfolio ISELIN, NJ 114,823114.8k $15.5m $15.5m 9.18% Added +1.2k +1,155
34 GREAT VALLEY ADVISOR GROUP, INC. 0.24% of their portfolio WILMINGTON, DE 114,080114.1k $15.4m $15.4m 0.24% Added +1.2k +1,226
35 UNIQUE WEALTH, LLC 1.66% of their portfolio TAMPA, FL 105,559105.6k $14.2m $14.2m 1.66% Added +40.1k +40,086
36 CreativeOne Wealth, LLC 0.31% of their portfolio OVERLAND PARK, KS 104,930104.9k $14.1m $14.1m 0.31% Reduced -2.2k -2,175
37 Aptus Capital Advisors, LLC 0.10% of their portfolio FAIRHOPE, AL 104,759104.8k $14.1m $14.1m 0.10% Added +17.3k +17,269
38 FLORIDA FINANCIAL ADVISORS, LLC 2.38% of their portfolio TAMPA, FL 104,335104.3k $14.1m $14.1m 2.38% Added +1.9k +1,896
39 Ascent Group, LLC 0.39% of their portfolio VIRGINIA BEACH, VA 97,51897.5k $13.1m $13.1m 0.39% Added +1.6k +1,571
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 89,03889.0k $12.0m $12.0m 0.00% Added +7.8k +7,770
41 SCHMIDT P J INVESTMENT MANAGEMENT INC 1.63% of their portfolio CEDARBURG, WI 77,74277.7k $10.5m $10.5m 1.63% Reduced -1.1k -1,057
42 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 74,41074.4k $10.0m $10.0m 0.05% Reduced -26.9k -26,897
43 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 70,69370.7k $9.5m $9.5m 0.06% Added +28.2k +28,216
44 Rosenberg Matthew Hamilton 1.75% of their portfolio GRAND JUNCTION, CO 69,85069.8k $9.4m $9.4m 1.75% Added +3.8k +3,815
45 MassMutual Private Wealth & Trust, FSB 0.24% of their portfolio Windsor, CT 68,19568.2k $9.2m $9.2m 0.24% Reduced -6.5k -6,483
46 Farther Finance Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 67,97768.0k $9.2m $9.2m 0.07% Added +43.7k +43,719
47 Elevation Wealth Management LLC 6.44% of their portfolio EDEN PRAIRIE, MN 63,80763.8k $8.6m $8.6m 6.44% Reduced -1.1k -1,094
48 Alpha Advisors, LLC/VA 6.03% of their portfolio RICHMOND, VA 59,58659.6k $8.0m $8.0m 6.03% Reduced -20.8k -20,821
49 Golden State Wealth Management, LLC 0.72% of their portfolio SANTA ANA, CA 58,42558.4k $7.9m $7.9m 0.72% Reduced -26.9k -26,877
50 Wayfinding Financial, LLC 2.69% of their portfolio LYNNWOOD, WA 52,78452.8k $7.1m $7.1m 2.69% Reduced -1.3k -1,299
51 LAKE STREET PRIVATE WEALTH, LLC 0.78% of their portfolio CHICAGO, IL 50,92950.9k $6.9m $6.9m 0.78% Reduced -2.9k -2,921
52 3Chopt Investment Partners, LLC 1.19% of their portfolio RICHMOND, VA 47,00547.0k $6.3m $6.3m 1.19% Reduced -2.3k -2,287
53 IFP Advisors, Inc 0.11% of their portfolio TAMPA, FL 46,03446.0k $6.2m $6.2m 0.11% Added +7.1k +7,071
54 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 40,96941.0k $5.5m $5.5m 0.09% Reduced -48 -48
55 Legacy Edge Advisors, LLC 0.49% of their portfolio SYOSSET, NY 39,60039.6k $5.3m $5.3m 0.49% Added +2.4k +2,396
56 Triad Wealth Partners, LLC 0.31% of their portfolio LAWRENCE, KS 38,21838.2k $5.2m $5.2m 0.31% Added +6 +6
57 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 36,15136.2k $4.9m $4.9m 0.01% Reduced -16.7k -16,664
58 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 35,81135.8k $4.8m $4.8m 0.01% Added +30.5k +30,537
59 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,92834.9k $4.7m $4.7m 0.00% Reduced -6.5k -6,460
60 Fingerlakes Wealth Management, Inc. 2.42% of their portfolio ITHACA, NY 33,37933.4k $4.5m $4.5m 2.42% Added +3.2k +3,214
61 LOCKERMAN FINANCIAL GROUP, INC. 6.53% of their portfolio NEWPORT BEACH, CA 31,72531.7k $4.3m $4.3m 6.53% Added +2.0k +1,992
62 Vise Technologies, Inc. 0.05% of their portfolio NEW YORK, NY 31,09831.1k $4.2m $4.2m 0.05% New
63 Composition Wealth, LLC 0.05% of their portfolio LOS ANGELES, CA 30,25430.3k $4.1m $4.1m 0.05% Reduced -302 -302
64 Archer Investment Management, LLC 1.37% of their portfolio AUSTIN, TX 29,76529.8k $4.0m $4.0m 1.37% Added +3.4k +3,443
65 SILVERLAKE WEALTH MANAGEMENT LLC 0.77% of their portfolio WILLISTON, VT 29,75629.8k $4.0m $4.0m 0.77% Added +10.0k +10,037
66 AdvisorNet Financial, Inc 0.18% of their portfolio MINNETONKA, MN 29,31929.3k $3.9m $3.9m 0.18% Added +4.2k +4,234
67 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 27,08827.1k $3.6m $3.6m 0.01% Added +499 +499
68 Clear Creek Financial Management, LLC 0.23% of their portfolio SILVERDALE, WA 26,53326.5k $3.6m $3.6m 0.23% Reduced -1.2k -1,180
69 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.69% of their portfolio RICHMOND, VA 25,41225.4k $3.4m $3.4m 0.69% Added +4.7k +4,740
70 FIRETHORN WEALTH PARTNERS, LLC 1.08% of their portfolio AUGUSTA, GA 24,83224.8k $3.3m $3.3m 1.08% Reduced -1.6k -1,618
71 Jacobi Capital Management LLC 0.16% of their portfolio PITTSTON, PA 24,14524.1k $3.3m $3.3m 0.16% Added +1.5k +1,492
72 Merited Wealth, LLC 2.18% of their portfolio NORTH BAY VILLAGE, FL 22,93622.9k $3.1m $3.1m 2.18% Reduced -257 -257
73 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 22,78622.8k $3.1m $3.1m 0.00% Added +1.4k +1,440
74 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,35521.4k $2.9m $2.9m 0.00% Added +19.4k +19,375
75 Gateway Wealth Partners, LLC 0.17% of their portfolio APPLETON, WI 21,20321.2k $2.9m $2.9m 0.17% Reduced -23.3k -23,333
76 GeoWealth Management, LLC 0.09% of their portfolio CHICAGO, IL 20,98421.0k $2.8m $2.8m 0.09% Added +424 +424
77 Americana Partners, LLC 0.06% of their portfolio Houston, TX 20,40620.4k $2.7m $2.7m 0.06% New
78 XTX Topco Ltd 0.04% of their portfolio LONDON, X0 20,35220.4k $2.7m $2.7m 0.04% New
79 SUTTON PLACE INVESTORS LLC 1.30% of their portfolio ARMONK, NY 20,00120.0k $2.7m $2.7m 1.30% Added +115 +115
80 Emergent Wealth Advisors, LLC 1.38% of their portfolio WILLIAMSVILLE, NY 19,69819.7k $2.7m $2.7m 1.38% Reduced -76 -76
81 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 19,53819.5k $2.6m $2.6m 0.04% New
82 IAG Wealth Partners, LLC 0.26% of their portfolio WAUKESHA, WI 19,22419.2k $2.6m $2.6m 0.26% Reduced -715 -715
83 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 18,87118.9k $2.5m $2.5m 0.01% Added +9.9k +9,912
84 VestGen Advisors, LLC 0.07% of their portfolio CHICAGO, IL 18,67618.7k $2.5m $2.5m 0.07% Added +782 +782
85 Mattson Financial Services, LLC 0.45% of their portfolio KENTWOOD, MI 15,93615.9k $2.2m $2.2m 0.45% Added +47 +47
86 TWIN PEAKS WEALTH ADVISORS, LLC 0.48% of their portfolio SAN FRANCISCO, CA 15,61615.6k $2.1m $2.1m 0.48% Reduced -151 -151
87 KINTRA WEALTH, LLC 0.11% of their portfolio WILLIAMSPORT, PA 14,77814.8k $2.1m $2.1m 0.11% New
88 SALEM INVESTMENT COUNSELORS INC 0.05% of their portfolio WINSTON-SALEM, NC 14,61914.6k $2.0m $2.0m 0.05% Added +518 +518
89 Ignite Planners, LLC 0.27% of their portfolio SAN CLEMENTE, CA 14,49514.5k $2.0m $2.0m 0.27% Reduced -1.1k -1,110
90 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 14,42314.4k $1.9m $1.9m 0.03% Reduced -576 -576
91 Aegis Wealth Management, Inc. 1.21% of their portfolio Guthrie Center, IA 13,92713.9k $1.9m $1.9m 1.21% Added +2.6k +2,627
92 UBS Group AG 0.00% of their portfolio ZURICH, V8 13,22213.2k $1.8m $1.8m 0.00% Added +7.8k +7,800
93 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.08% of their portfolio CEDAR RAPIDS, IA 13,16313.2k $1.8m $1.8m 0.08% Unchanged
94 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 13,12213.1k $1.8m $1.8m 0.03% First filing
95 Keystone Wealth Services, LLC 0.32% of their portfolio PALM DESERT, CA 12,70312.7k $1.7m $1.7m 0.32% Reduced -2.9k -2,851
96 Archford Capital Strategies, LLC 0.17% of their portfolio SWANSEA, IL 12,30412.3k $1.7m $1.7m 0.17% Reduced -344 -344
97 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 12,29812.3k $1.7m $1.7m 0.04% Reduced -587 -587
98 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 12,18412.2k $1.6m $1.6m 0.03% New
99 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% of their portfolio SANDY, UT 12,18412.2k $1.6m $1.6m 0.03% Reduced -98 -98
100 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 12,12912.1k $1.6m $1.6m 0.02% Added +7 +7