Vault-13

J P MORGAN EXCHANGE TRADED F BBHY

BETABUILDERS USD · ETP · CUSIP 46641Q878

99 institutional holders -1 vs Q1 2025
8,688,5728.7m shares reported held*
$405.1mreported value*
12 new 23 added 48 reduced 15 sold out net sold ≈ $152.7m (-3.3m 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 ($605.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.63.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 69Q4 22: 75Q1 23: 72Q2 23: 67Q3 23: 89Q4 23: 101Q1 24: 101Q2 24: 103Q3 24: 99Q4 24: 105Q1 25: 100Q2 25: 9999Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202269
Q4 202275
Q1 202372
Q2 202367
Q3 202389
Q4 2023101
Q1 2024101
Q2 2024103
Q3 202499
Q4 2024105
Q1 2025100
Q2 202599

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 60 bought or addedQ3 23: 22 cut or sold outQ4 23: 55 bought or addedQ4 23: 34 cut or sold outQ4 23Q1 24: 65 bought or addedQ1 24: 34 cut or sold outQ2 24: 63 bought or addedQ2 24: 33 cut or sold outQ2 24Q3 24: 56 bought or addedQ3 24: 40 cut or sold outQ4 24: 44 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 54 bought or addedQ1 25: 48 cut or sold outQ2 25: 35 bought or addedQ2 25: 63 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236022
Q4 20235534
Q1 20246534
Q2 20246333
Q3 20245640
Q4 20244454
Q1 20255448
Q2 20253563

Biggest buyers

CITADEL ADVISORS LLC New +108,434+108.4k
CW Advisors, LLC New +74,049+74.0k
Empowered Funds, LLC New +62,648+62.6k
OSAIC HOLDINGS, INC. Added +47,534+47.5k
JANE STREET GROUP, LLC New +33,305+33.3k
GOLDMAN SACHS GROUP INC New +14,978+15.0k
PRINCIPAL SECURITIES, INC. Added +9,249+9.2k
CWM, LLC Added +9,186+9.2k
RAYMOND JAMES FINANCIAL INC Added +8,855+8.9k
BlackRock, Inc. Added +6,713+6.7k

Biggest sellers

GREAT VALLEY ADVISOR GROUP, INC. Reduced -532,947-532.9k
LPL Financial LLC Reduced -522,289-522.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -444,169-444.2k
BARCLAYS PLC Sold out -318,453-318.5k
MORGAN STANLEY Reduced -287,359-287.4k
Janney Montgomery Scott LLC Reduced -242,484-242.5k
DAYMARK WEALTH PARTNERS, LLC Sold out -216,185-216.2k
BANK OF AMERICA CORP /DE/ Reduced -184,814-184.8k
Cambridge Investment Research Advisors, Inc. Reduced -129,385-129.4k
ASSETMARK, INC Reduced -109,744-109.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,089,2352.1m $97.4m $97.4m 0.01% Reduced -107.9k -107,905
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,006,0551.0m $46.9m $46.9m 0.02% Reduced -522.3k -522,289
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 887,664887.7k $41.4m $41.4m 0.00% Reduced -184.8k -184,814
4 Vestmark Advisory Solutions, Inc. 0.36% of their portfolio Wakefield, MA 541,156541.2k $25.2m $25.2m 0.36% Reduced -23.7k -23,657
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 462,650462.6k $21.6m $21.6m 0.00% Added +6.7k +6,713
6 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 460,964461.0k $21.5m $21.5m 0.03% Reduced -12.4k -12,410
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 434,642434.6k $20.3m $20.3m 0.00% Reduced -287.4k -287,359
8 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 366,052366.1k $17.1m $17.1m 0.04% Reduced -242.5k -242,484
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 320,194320.2k $14.9m $14.9m 0.00% Reduced -444.2k -444,169
10 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 183,166183.2k $8.5m $8.5m 0.03% Reduced -129.4k -129,385
11 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 140,512140.5k $6.6m $6.6m 0.02% Reduced -109.7k -109,744
12 Ocean Park Asset Management, LLC 0.21% of their portfolio SANTA MONICA, CA 127,000127.0k $5.8m $5.8m 0.21% Unchanged
13 Windsor Capital Management, LLC 1.56% of their portfolio Phoenix, AZ 115,019115.0k $5.4m $5.4m 1.56% Reduced -3.5k -3,543
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 108,434108.4k $5.1m $5.1m 0.00% New
15 Royal Fund Management, LLC 0.51% of their portfolio Lady Lake, FL 103,486103.5k $4.8m $4.8m 0.51% Added +3.6k +3,609
16 Pinnacle Wealth Planning Services, Inc. 0.63% of their portfolio MANSFIELD, OH 103,361103.4k $4.8m $4.8m 0.63% Added +5.8k +5,801
17 MISSION WEALTH MANAGEMENT, LP 0.10% of their portfolio Santa Barbara, CA 94,20494.2k $4.4m $4.4m 0.10% Added +6.4k +6,382
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 82,99183.0k $3.8m $3.8m 0.01% Added +47.5k +47,534
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 74,49174.5k $3.5m $3.5m 0.01% Reduced -71.3k -71,348
20 CW Advisors, LLC 0.03% of their portfolio BOSTON, MA 74,04974.0k $3.5m $3.5m 0.03% New
21 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 62,64862.6k $2.9m $2.9m 0.03% New
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 52,71552.7k $2.5m $2.5m 0.00% Added +8.9k +8,855
23 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 52,37652.4k $2.4m $2.4m 0.07% Reduced -37.2k -37,234
24 ALBION FINANCIAL GROUP /UT 0.16% of their portfolio SALT LAKE CITY, UT 51,18651.2k $2.4m $2.4m 0.16% Reduced -29 -29
25 Investment Partners Asset Management, Inc. 1.50% of their portfolio METUCHEN, NJ 46,19846.2k $2.2m $2.2m 1.50% Reduced -28 -28
26 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 44,75744.8k $2.1m $2.1m 0.00% Reduced -3.2k -3,176
27 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 43,22643.2k $2.0m $2.0m 0.00% Unchanged
28 Menard Financial Group LLC 1.18% of their portfolio HOUSTON, TX 42,51042.5k $2.0m $2.0m 1.18% Reduced -1.5k -1,482
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 34,07034.1k $1.6m $1.6m 0.00% Reduced -29.1k -29,118
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,30533.3k $1.6m $1.6m 0.00% New
31 Simmons Bank 0.10% of their portfolio Pine Bluff, AR 30,96931.0k $1.4m $1.4m 0.10% Reduced -2.1k -2,056
32 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 30,40230.4k $1.4m $1.4m 0.04% Reduced -14.4k -14,384
33 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 25,94725.9k $1.2m $1.2m 0.01% Reduced -72.3k -72,315
34 MN Wealth Advisors, LLC 0.69% of their portfolio OVERLAND PARK, KS 25,48025.5k $1.2m $1.2m 0.69% Reduced -30.4k -30,409
35 WCG Wealth Advisors LLC 0.07% of their portfolio LAS VEGAS, NV 24,10524.1k $1.1m $1.1m 0.07% Reduced -1.0k -1,004
36 Graypoint LLC 0.06% of their portfolio Albany, NY 22,99223.0k $1.1m $1.1m 0.06% Reduced -6.3k -6,292
37 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 22,88122.9k $1.1m $1.1m 0.01% Reduced -15.2k -15,171
38 5T Wealth, LLC 0.46% of their portfolio Napa, CA 19,33519.3k $901.8k $901.8k 0.46% Reduced -12.5k -12,505
39 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 18,45018.4k $860.5k $860.5k 0.03% Added +1.3k +1,316
40 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 17,79517.8k $830.0k $830.0k 0.01% Reduced -3.4k -3,365
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,97815.0k $698.6k $698.6k 0.00% New
42 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 12,04112.0k $561.6k $561.6k 0.01% Reduced -15.4k -15,415
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,84811.8k $552.0k $552.0k 0.00% Added +5.7k +5,715
44 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 11,68211.7k $544.8k $544.8k 0.02% Added +2.5k +2,519
45 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 10,42210.4k $486.1k $486.1k 0.00% Reduced -1.1k -1,100
46 Midwestern Financial, LLC /IA 0.46% of their portfolio IOWA CITY, IA 10,41410.4k $485.7k $485.7k 0.46% First filing
47 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 9,7579.8k $455.1k $455.1k 0.01% Added +9.2k +9,249
48 CWM, LLC 0.00% of their portfolio OMAHA, NE 9,6519.7k $450.0k $450.0k 0.00% Added +9.2k +9,186
49 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 8,2468.2k $384.6k $384.6k 0.01% Reduced -532.9k -532,947
50 LOCKERMAN FINANCIAL GROUP, INC. 0.50% of their portfolio NEWPORT BEACH, CA 7,8937.9k $368.1k $368.1k 0.50% Reduced -8.6k -8,625
51 Blue Oak Capital, LLC 0.19% of their portfolio MENLO PARK, CA 7,6037.6k $354.6k $354.6k 0.19% Reduced -65.1k -65,051
52 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,3017.3k $340.5k $340.5k 0.01% Reduced -4.1k -4,125
53 Acorn Wealth Advisors, LLC 0.12% of their portfolio Grand Blanc, MI 7,0917.1k $330.7k $330.7k 0.12% Added +234 +234
54 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,6376.6k $310.0k $310.0k 0.01% Added +705 +705
55 Wayfinding Financial, LLC 0.12% of their portfolio LYNNWOOD, WA 5,8845.9k $273.0k $273.0k 0.12% Reduced -9.7k -9,667
56 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 5,7845.8k $269.8k $269.8k 0.02% Added +13 +13
57 Vawter Financial, Ltd. 3.01% of their portfolio COLUMBUS, OH 5,7175.7k $266.7k $266.7k 3.01% Reduced -72.3k -72,253
58 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5,5355.5k $257.6k $257.6k 0.00% Added +706 +706
59 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 5,4755.5k $255.4k $255.4k 0.01% Reduced -720 -720
60 Fort Point Capital Partners LLC 0.03% of their portfolio San Francisco, CA 5,3925.4k $251.5k $251.5k 0.03% New
61 CAPE COD FIVE CENTS SAVINGS BANK 0.02% of their portfolio HYANNIS, MA 5,3875.4k $255.1k $255.1k 0.02% Unchanged
62 ORG Partners LLC 0.05% of their portfolio ROANOKE, IN 4,9955.0k $231.7k $231.7k 0.05% New
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 4,9825.0k $232.4k $232.4k 0.00% Reduced -1.2k -1,196
64 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,6784.7k $218.2k $218.2k 0.01% Added +743 +743
65 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 4,6684.7k $217.7k $217.7k 0.00% New
66 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 4,5284.5k $211.2k $211.2k 0.01% First filing
67 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.03% of their portfolio Reston, VA 4,5174.5k $210.7k $210.7k 0.03% New
68 Rosenberg Matthew Hamilton 0.04% of their portfolio GRAND JUNCTION, CO 3,6013.6k $168.0k $168.0k 0.04% Unchanged
69 Sound Income Strategies, LLC 0.01% of their portfolio FT LAUDERDALE, FL 3,5943.6k $167.6k $167.6k 0.01% Added +1 +1
70 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,9491.9k $90.9k $90.9k 0.01% Reduced -2.0k -1,981
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4171.4k $66.1k $66.1k 0.00% Added +844 +844
72 RICHARDSON FINANCIAL SERVICES INC. 0.04% of their portfolio MEDWAY, MA 1,3391.3k $62.1k $62.1k 0.04% Reduced -802 -802
73 TWIN PEAKS WEALTH ADVISORS, LLC 0.02% of their portfolio SAN FRANCISCO, CA 1,3341.3k $62.1k $62.1k 0.02% New
74 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,0201.0k $47.6k $47.6k 0.00% Reduced -800 -800
75 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 863863 $40.2k $40.2k 0.00% Reduced -725 -725
76 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 760760 $35.4k $35.4k 0.01% Unchanged
77 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 725725 $33.8k $33.8k 0.00% Reduced -325 -325
78 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 621621 $29.0k $29.0k 0.00% Reduced -52 -52
79 LGT Financial Advisors LLC 0.07% of their portfolio DALLAS, TX 612612 $28.5k $28.5k 0.07% Reduced -297 -297
80 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 553553 $25.8k $25.8k 0.00% Added +2 +2
81 FMR LLC 0.00% of their portfolio BOSTON, MA 500500 $23.3k $23.3k 0.00% Added +438 +438
82 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 398398 $18.6k $18.6k 0.00% Unchanged
83 Missouri Trust & Investment Co 0.01% of their portfolio SPRINGFIELD, MO 375375 $17.5k $17.5k 0.01% Reduced -25 -25
84 TOTAL INVESTMENT MANAGEMENT INC 0.00% of their portfolio SCOTTSDALE, AZ 357357 $16.6k $16.6k 0.00% New
85 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 322322 $15.0k $15.0k 0.01% Unchanged
86 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 301301 $14.0k $14.0k 0.00% New
87 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 251251 $11.7k $11.7k 0.00% Added +5 +5
88 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 212212 $9.8k $9.8k 0.00% Unchanged
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 196196 $9.1k $9.1k 0.00% Unchanged
90 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 154154 $7.2k $7.2k 0.00% Added +3 +3
91 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9292 $4.3k $4.3k 0.00% Reduced -269 -269
92 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 8585 $4.0k $4.0k 0.00% Unchanged
93 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 6565 $3.0k $3.0k 0.00% Unchanged
94 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 3939 $1.8k $1.8k 0.00% Added +1 +1
95 Family Legacy Financial Solutions, LLC 0.00% of their portfolio CARY, NC 3232 $1.5k $1.5k 0.00% First filing
96 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 33 $140 $140 0.00% Reduced -1 -1
97 NewSquare Capital LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 33 $140 $140 0.00% Unchanged
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $4 $4 0.00% Reduced -166 -166
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged