Vault-13

J P MORGAN EXCHANGE TRADED F BBCB

BETABUILDERS USD · ETP · CUSIP 46641Q449

31 institutional holders +2 vs Q1 2026
590,653590.7k shares reported held*
$26.8mreported value*
3 new 14 added 7 reduced 1 sold out net bought ≈ $976.4k (+21.5k 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 ($3.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.34.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 13Q4 22: 18Q1 23: 16Q2 23: 14Q3 23: 15Q4 23: 18Q1 24: 20Q2 24: 24Q3 24: 23Q4 24: 26Q1 25: 28Q2 25: 28Q3 25: 26Q4 25: 30Q1 26: 29Q2 26: 3131Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202213
Q4 202218
Q1 202316
Q2 202314
Q3 202315
Q4 202318
Q1 202420
Q2 202424
Q3 202423
Q4 202426
Q1 202528
Q2 202528
Q3 202526
Q4 202530
Q1 202629
Q2 202631

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 15 bought or addedQ3 24: 10 cut or sold outQ4 24: 17 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 16 bought or addedQ1 25: 8 cut or sold outQ2 25: 16 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 8 cut or sold outQ4 25: 19 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 19 bought or addedQ1 26: 11 cut or sold outQ2 26: 17 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241510
Q4 2024178
Q1 2025168
Q2 20251610
Q3 2025188
Q4 2025199
Q1 20261911
Q2 2026178

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +9,913+9.9k
JMAC ENTERPRISES LLC Added +9,842+9.8k
JPMORGAN CHASE & CO Added +6,239+6.2k
Windsor Capital Management, LLC New +5,522+5.5k
Janney Montgomery Scott LLC Added +4,384+4.4k
MORGAN STANLEY Added +3,104+3.1k
ENVESTNET ASSET MANAGEMENT INC Added +1,566+1.6k
Farther Finance Advisors, LLC Added +1,289+1.3k
LPL Financial LLC Added +601+601
Independent Wealth Network Inc. Added +576+576

Biggest sellers

Freedom Investment Management, Inc. Sold out -6,495-6.5k
Midwestern Financial, LLC /IA Reduced -4,200-4.2k
CreativeOne Wealth, LLC Reduced -3,662-3.7k
SMART Wealth LLC Reduced -2,973-3.0k
Cerity Partners LLC Reduced -2,278-2.3k
JANE STREET GROUP, LLC Reduced -2,162-2.2k
MassMutual Private Wealth & Trust, FSB Reduced -302-302
UBS Group AG Reduced -122-122

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JMAC ENTERPRISES LLC 0.75% of their portfolio NEWTOWN, PA 97,77097.8k $4.4m $4.4m 0.75% Added +9.8k +9,842
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 85,25885.3k $3.9m $3.9m 0.00% Added +3.1k +3,104
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 64,81464.8k $2.9m $2.9m 0.00% Added +601 +601
4 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 53,54653.5k $2.4m $2.4m 0.00% Added +4.4k +4,384
5 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 48,94948.9k $2.2m $2.2m 0.02% Unchanged
6 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 47,52147.5k $2.2m $2.2m 0.00% Added +6.2k +6,239
7 SMART Wealth LLC 0.40% of their portfolio Omaha, NE 41,37141.4k $1.9m $1.9m 0.40% Reduced -3.0k -2,973
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 36,82036.8k $1.7m $1.7m 0.00% Added +9.9k +9,913
9 Independent Wealth Network Inc. 0.23% of their portfolio URBANDALE, IA 20,18820.2k $915.0k $915.0k 0.23% Added +576 +576
10 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,65418.7k $845.5k $845.5k 0.00% Reduced -2.2k -2,162
11 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 16,95917.0k $768.7k $768.7k 0.00% Reduced -2.3k -2,278
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,65812.7k $573.7k $573.7k 0.00% Added +1.6k +1,566
13 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 10,95511.0k $496.5k $496.5k 0.00% Unchanged
14 Midwestern Financial, LLC /IA 0.28% of their portfolio IOWA CITY, IA 8,6888.7k $393.8k $393.8k 0.28% Reduced -4.2k -4,200
15 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 8,5098.5k $385.7k $385.7k 0.01% Reduced -3.7k -3,662
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,9436.9k $314.7k $314.7k 0.00% Added +173 +173
17 Windsor Capital Management, LLC 0.07% of their portfolio Phoenix, AZ 5,5225.5k $250.3k $250.3k 0.07% New
18 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,9812.0k $89.8k $89.8k 0.00% Added +1.3k +1,289
19 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,0891.1k $49.4k $49.4k 0.00% Added +174 +174
20 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,0541.1k $47.8k $47.8k 0.00% Unchanged
21 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 653653 $29.6k $29.6k 0.00% Reduced -302 -302
22 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 266266 $12.0k $12.0k 0.00% Added +241 +241
23 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 200200 $9.1k $9.1k 0.00% Added +12 +12
24 LGT Financial Advisors LLC 0.04% of their portfolio DALLAS, TX 161161 $7.3k $7.3k 0.04% Unchanged
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 7171 $3.2k $3.2k 0.00% Reduced -122 -122
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5656 $2.5k $2.5k 0.00% Added +56 +56
27 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4545 $2.0k $2.0k 0.00% New
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1919 $861 $861 0.00% Unchanged
29 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 22 $91 $91 0.00% Unchanged
30 FWL INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio Dallas, TX 22 $91 $91 0.00% Unchanged
31 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 00 $11 $11 0.00% New