Vault-13

J P MORGAN EXCHANGE TRADED F BBHY

BETABUILDERS USD · ETP · CUSIP 46641Q878

112 institutional holders +16 vs Q3 2025
10,999,38711.0m shares reported held*
$511.5mreported value*
15 new 49 added 28 reduced 6 sold out net sold ≈ $43.7m (-940.8k 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 ($573.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.50.

Trends to Q4 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: 99Q3 25: 96Q4 25: 112112Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 202596
Q4 2025112

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 64 bought or addedQ3 25: 30 cut or sold outQ4 25: 64 bought or addedQ4 25: 34 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246534
Q2 20246333
Q3 20245640
Q4 20244454
Q1 20255448
Q2 20253563
Q3 20256430
Q4 20256434

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +971,215+971.2k
JANE STREET GROUP, LLC New +164,320+164.3k
WCG Wealth Advisors LLC New +126,113+126.1k
OLD MISSION CAPITAL LLC New +71,322+71.3k
Royal Fund Management, LLC Added +71,216+71.2k
LPL Financial LLC Added +57,776+57.8k
Janney Montgomery Scott LLC Added +48,832+48.8k
Vestmark Advisory Solutions, Inc. Added +32,734+32.7k
Cerity Partners LLC New +28,623+28.6k
MORGAN STANLEY Added +19,588+19.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,431,058-2.4m
GOLDMAN SACHS GROUP INC Sold out -99,737-99.7k
BlackRock, Inc. Reduced -73,830-73.8k
Cambridge Investment Research Advisors, Inc. Reduced -17,777-17.8k
OSAIC HOLDINGS, INC. Reduced -17,412-17.4k
TBH Global Asset Management, LLC Sold out -10,623-10.6k
von Borstel & Associates, Inc. Sold out -6,278-6.3k
ALBION FINANCIAL GROUP /UT Reduced -5,729-5.7k
Windsor Capital Management, LLC Reduced -4,163-4.2k
Simmons Bank Reduced -4,006-4.0k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,149,2422.1m $99.9m $99.9m 0.01% Reduced -2.4m -2,431,058
2 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,348,9811.3m $62.7m $62.7m 0.02% Added +971.2k +971,215
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,068,4841.1m $49.7m $49.7m 0.01% Added +57.8k +57,776
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 989,498989.5k $46.0m $46.0m 0.00% Added +15.5k +15,508
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 642,888642.9k $29.9m $29.9m 0.00% Added +19.6k +19,588
6 Bernicke Wealth Management, Ltd. 3.61% of their portfolio ALTOONA, WI 604,583604.6k $28.1m $28.1m 3.61% First filing
7 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 486,077486.1k $22.6m $22.6m 0.02% Added +15.6k +15,562
8 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 459,172459.2k $21.4m $21.4m 0.05% Added +48.8k +48,832
9 Vestmark Advisory Solutions, Inc. 0.21% of their portfolio Wakefield, MA 328,707328.7k $15.3m $15.3m 0.21% Added +32.7k +32,734
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 280,701280.7k $13.1m $13.1m 0.00% Reduced -73.8k -73,830
11 Ocean Park Asset Management, LLC 0.58% of their portfolio SANTA MONICA, CA 265,700265.7k $12.4m $12.4m 0.58% Unchanged
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 171,986172.0k $8.0m $8.0m 0.02% Reduced -17.8k -17,777
13 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 164,320164.3k $7.6m $7.6m 0.01% New
14 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 144,794144.8k $6.7m $6.7m 0.01% Reduced -122 -122
15 WCG Wealth Advisors LLC 0.16% of their portfolio LAS VEGAS, NV 126,113126.1k $5.9m $5.9m 0.16% New
16 Pinnacle Wealth Planning Services, Inc. 0.57% of their portfolio MANSFIELD, OH 118,408118.4k $5.5m $5.5m 0.57% Added +5.7k +5,704
17 Royal Fund Management, LLC 0.48% of their portfolio Lady Lake, FL 112,796112.8k $5.2m $5.2m 0.48% Added +71.2k +71,216
18 Vawter Financial, Ltd. 2.21% of their portfolio COLUMBUS, OH 112,335112.3k $5.2m $5.2m 2.21% Added +9.8k +9,788
19 Windsor Capital Management, LLC 1.39% of their portfolio Phoenix, AZ 108,381108.4k $5.0m $5.0m 1.39% Reduced -4.2k -4,163
20 Empowered Funds, LLC 0.08% of their portfolio NEWTOWN SQUARE, PA 98,55698.6k $4.6m $4.6m 0.08% Added +13.8k +13,752
21 MISSION WEALTH MANAGEMENT, LP 0.09% of their portfolio Santa Barbara, CA 97,08697.1k $4.5m $4.5m 0.09% Added +701 +701
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 96,54396.5k $4.5m $4.5m 0.00% Added +10.1k +10,090
23 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 83,32583.3k $3.9m $3.9m 0.01% Reduced -17.4k -17,412
24 OLD MISSION CAPITAL LLC 0.13% of their portfolio CHICAGO, IL 71,32271.3k $3.3m $3.3m 0.13% New
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 69,10769.1k $3.2m $3.2m 0.00% Added +6.5k +6,466
26 ALBION FINANCIAL GROUP /UT 0.14% of their portfolio SALT LAKE CITY, UT 46,74046.7k $2.2m $2.2m 0.14% Reduced -5.7k -5,729
27 Investment Partners Asset Management, Inc. 1.33% of their portfolio METUCHEN, NJ 46,05646.1k $2.1m $2.1m 1.33% Added +556 +556
28 Menard Financial Group LLC 1.31% of their portfolio HOUSTON, TX 40,91040.9k $1.9m $1.9m 1.31% Reduced -1.4k -1,430
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 38,58038.6k $1.8m $1.8m 0.00% Added +3.3k +3,292
30 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 37,61637.6k $1.7m $1.7m 0.04% Added +7.4k +7,403
31 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 35,75035.8k $1.7m $1.7m 0.01% Added +3.7k +3,707
32 5T Wealth, LLC 0.61% of their portfolio Napa, CA 32,65532.7k $1.5m $1.5m 0.61% Added +4.9k +4,910
33 Portfolio Strategies, Inc. 0.17% of their portfolio MONTVALE, NJ 32,23932.2k $1.5m $1.5m 0.17% Added +712 +712
34 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 28,62328.6k $1.3m $1.3m 0.00% New
35 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 28,52028.5k $1.3m $1.3m 0.02% Added +4.7k +4,747
36 MN Wealth Advisors, LLC 0.66% of their portfolio OVERLAND PARK, KS 28,23528.2k $1.3m $1.3m 0.66% Added +1.5k +1,495
37 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 24,02524.0k $1.1m $1.1m 0.00% Unchanged
38 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 23,91023.9k $1.1m $1.1m 0.03% Added +1.5k +1,538
39 Nolet Wealth Management, LLC 0.61% of their portfolio FORT WORTH, TX 23,50623.5k $1.1m $1.1m 0.61% First filing
40 Simmons Bank 0.07% of their portfolio Pine Bluff, AR 23,14423.1k $1.1m $1.1m 0.07% Reduced -4.0k -4,006
41 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 17,51217.5k $820.0k $820.0k 0.00% New
42 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 17,37217.4k $807.8k $807.8k 0.01% Reduced -1.1k -1,062
43 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% of their portfolio CONCORD, MA 16,88316.9k $785.1k $785.1k 0.09% Added +1.5k +1,481
44 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,87315.9k $738.1k $738.1k 0.00% Added +780 +780
45 CWM, LLC 0.00% of their portfolio OMAHA, NE 13,09113.1k $609.0k $609.0k 0.00% Added +885 +885
46 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 12,50312.5k $581.4k $581.4k 0.00% Reduced -636 -636
47 Ascent Group, LLC 0.02% of their portfolio VIRGINIA BEACH, VA 12,34112.3k $573.9k $573.9k 0.02% Added +295 +295
48 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 11,90111.9k $553.4k $553.4k 0.01% Reduced -80 -80
49 Hopwood Nicholas Hunter 0.18% of their portfolio PLYMOUTH, MI 11,85011.8k $551.0k $551.0k 0.18% First filing
50 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 11,63511.6k $541.0k $541.0k 0.02% Reduced -62 -62
51 Midwestern Financial, LLC /IA 0.41% of their portfolio IOWA CITY, IA 10,70610.7k $497.8k $497.8k 0.41% Added +151 +151
52 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 10,68510.7k $497.4k $497.4k 0.01% Added +1.1k +1,149
53 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 10,22210.2k $475.3k $475.3k 0.00% Reduced -100 -100
54 MLG Wealth Management DBA Pine Grove Financial Group 0.05% of their portfolio WOODBURY, MN 9,0099.0k $418.9k $418.9k 0.05% First filing
55 LOCKERMAN FINANCIAL GROUP, INC. 0.71% of their portfolio NEWPORT BEACH, CA 7,9898.0k $371.5k $371.5k 0.71% Reduced -50 -50
56 Fifth Third Securities, Inc. 0.02% of their portfolio Cincinnati, OH 7,7377.7k $359.8k $359.8k 0.02% Added +1.5k +1,477
57 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 7,2227.2k $335.8k $335.8k 0.00% Reduced -68 -68
58 ORG Partners LLC 0.06% of their portfolio ROANOKE, IN 7,1277.1k $331.4k $331.4k 0.06% Added +710 +710
59 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 7,0207.0k $326.0k $326.0k 0.01% Added +406 +406
60 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,0167.0k $326.2k $326.2k 0.01% Added +1.5k +1,523
61 Acorn Wealth Advisors, LLC 0.09% of their portfolio Grand Blanc, MI 6,6046.6k $307.1k $307.1k 0.09% Added +73 +73
62 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,5936.6k $306.6k $306.6k 0.00% Added +1.8k +1,797
63 Wayfinding Financial, LLC 0.13% of their portfolio LYNNWOOD, WA 6,3996.4k $299.0k $299.0k 0.13% Added +146 +146
64 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,0396.0k $280.8k $280.8k 0.00% Added +716 +716
65 Sepio Capital, LP 0.02% of their portfolio Salt Lake City, UT 6,0006.0k $279.0k $279.0k 0.02% New
66 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,9886.0k $278.4k $278.4k 0.00% Added +837 +837
67 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 5,6765.7k $263.9k $263.9k 0.02% Reduced -119 -119
68 CAPE COD FIVE CENTS SAVINGS BANK 0.02% of their portfolio HYANNIS, MA 5,3875.4k $255.1k $255.1k 0.02% Unchanged
69 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.04% of their portfolio Reston, VA 5,2965.3k $246.3k $246.3k 0.04% Added +259 +259
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,2805.3k $246.0k $246.0k 0.00% Reduced -278 -278
71 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5,1995.2k $241.8k $241.8k 0.00% Added +51 +51
72 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,5134.5k $209.8k $209.8k 0.00% New
73 Rosenberg Matthew Hamilton 0.03% of their portfolio GRAND JUNCTION, CO 3,4163.4k $158.8k $158.8k 0.03% Reduced -185 -185
74 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 2,9753.0k $138.3k $138.3k 0.01% Reduced -86 -86
75 Keating Financial Advisory Services, Inc. 0.01% of their portfolio MANHATTAN, KS 2,1502.1k $100.0k $100.0k 0.01% First filing
76 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,9972.0k $92.9k $92.9k 0.01% Unchanged
77 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,9732.0k $91.7k $91.7k 0.00% Unchanged
78 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,6381.6k $76.2k $76.2k 0.00% Reduced -1.8k -1,825
79 RICHARDSON FINANCIAL SERVICES INC. 0.02% of their portfolio MEDWAY, MA 1,5601.6k $72.5k $72.5k 0.02% Added +111 +111
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4171.4k $65.9k $65.9k 0.00% Unchanged
81 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 1,3941.4k $64.8k $64.8k 0.00% Added +28 +28
82 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,2821.3k $59.6k $59.6k 0.00% Added +221 +221
83 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 1,1181.1k $52.2k $52.2k 0.00% Added +427 +427
84 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 967967 $45.2k $45.2k 0.00% Added +10 +10
85 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 760760 $35.3k $35.3k 0.01% Unchanged
86 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 717717 $33.3k $33.3k 0.00% Reduced -750 -750
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 517517 $24.0k $24.0k 0.00% Added +321 +321
88 Vision Retirement, LLC 0.01% of their portfolio RIDGEWOOD, NJ 456456 $21.2k $21.2k 0.01% First filing
89 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 398398 $18.5k $18.5k 0.00% Unchanged
90 LGT Financial Advisors LLC 0.11% of their portfolio DALLAS, TX 378378 $17.6k $17.6k 0.11% Reduced -10 -10
91 Missouri Trust & Investment Co 0.01% of their portfolio SPRINGFIELD, MO 375375 $17.4k $17.4k 0.01% Unchanged
92 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 260260 $12.1k $12.1k 0.00% Added +5 +5
93 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 179179 $8.3k $8.3k 0.00% Reduced -376 -376
94 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 176176 $8.2k $8.2k 0.00% Reduced -146 -146
95 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 171171 $8.0k $8.0k 0.00% Added +71 +71
96 Cordgrass Capital Advisors, LLC 0.00% of their portfolio RALEIGH, NC 159159 $7.4k $7.4k 0.00% New
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 135135 $6.3k $6.3k 0.00% New
98 FMR LLC 0.00% of their portfolio BOSTON, MA 104104 $4.8k $4.8k 0.00% Reduced -370 -370
99 Triumph Capital Management 0.00% of their portfolio DENVER, CO 104104 $4.8k $4.8k 0.00% New
100 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9696 $4.4k $4.4k 0.00% Added +4 +4