Vault-13

J P MORGAN EXCHANGE TRADED F BBHY

BETABUILDERS USD · ETP · CUSIP 46641Q878

112 institutional holders +0 vs Q4 2025
9,908,7429.9m shares reported held*
$453.1mreported value*
13 new 33 added 50 reduced 9 sold out net sold ≈ $49.1m (-1.1m 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 ($439.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.73.

Trends to Q1 2026

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: 112Q1 26: 112112Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026112

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 63 bought or addedQ2 24: 33 cut or sold outQ3 24: 56 bought or addedQ3 24: 40 cut or sold outQ3 24Q4 24: 44 bought or addedQ4 24: 54 cut or sold outQ1 25: 54 bought or addedQ1 25: 48 cut or sold outQ1 25Q2 25: 35 bought or addedQ2 25: 63 cut or sold outQ3 25: 64 bought or addedQ3 25: 30 cut or sold outQ3 25Q4 25: 64 bought or addedQ4 25: 34 cut or sold outQ1 26: 46 bought or addedQ1 26: 59 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246333
Q3 20245640
Q4 20244454
Q1 20255448
Q2 20253563
Q3 20256430
Q4 20256434
Q1 20264659

Biggest buyers

JPMORGAN CHASE & CO Added +85,091+85.1k
Summit Financial, LLC New +64,181+64.2k
ENVESTNET ASSET MANAGEMENT INC Added +62,810+62.8k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +43,860+43.9k
PRINCIPAL SECURITIES, INC. Added +20,525+20.5k
HighTower Advisors, LLC Added +15,530+15.5k
Independent Wealth Network Inc. New +12,921+12.9k
Empowered Funds, LLC Added +12,606+12.6k
Legacy Edge Advisors, LLC New +11,543+11.5k
Bernicke Wealth Management, Ltd. Added +11,149+11.1k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -547,817-547.8k
LPL Financial LLC Reduced -153,840-153.8k
Janney Montgomery Scott LLC Reduced -148,642-148.6k
Vestmark Advisory Solutions, Inc. Reduced -142,378-142.4k
BlackRock, Inc. Reduced -110,938-110.9k
OLD MISSION CAPITAL LLC Sold out -71,322-71.3k
ASSETMARK, INC Reduced -50,416-50.4k
Cambridge Investment Research Advisors, Inc. Reduced -47,147-47.1k
JANE STREET GROUP, LLC Reduced -29,449-29.4k
Cetera Investment Advisers Reduced -26,528-26.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,234,3332.2m $101.4m $101.4m 0.01% Added +85.1k +85,091
2 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,411,7911.4m $64.7m $64.7m 0.02% Added +62.8k +62,810
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 914,644914.6k $41.9m $41.9m 0.01% Reduced -153.8k -153,840
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 616,506616.5k $28.3m $28.3m 0.00% Reduced -26.4k -26,382
5 Bernicke Wealth Management, Ltd. 3.65% of their portfolio ALTOONA, WI 615,732615.7k $28.2m $28.2m 3.65% Added +11.1k +11,149
6 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 501,607501.6k $23.0m $23.0m 0.02% Added +15.5k +15,530
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 441,681441.7k $20.2m $20.2m 0.00% Reduced -547.8k -547,817
8 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 310,530310.5k $14.2m $14.2m 0.04% Reduced -148.6k -148,642
9 Ocean Park Asset Management, LLC 0.70% of their portfolio SANTA MONICA, CA 265,700265.7k $12.2m $12.2m 0.70% Unchanged
10 Vestmark Advisory Solutions, Inc. 0.09% of their portfolio Wakefield, MA 186,329186.3k $8.5m $8.5m 0.09% Reduced -142.4k -142,378
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 169,763169.8k $7.8m $7.8m 0.00% Reduced -110.9k -110,938
12 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 134,871134.9k $6.2m $6.2m 0.01% Reduced -29.4k -29,449
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 124,839124.8k $5.7m $5.7m 0.01% Reduced -47.1k -47,147
14 WCG Wealth Advisors LLC 0.16% of their portfolio LAS VEGAS, NV 121,225121.2k $5.6m $5.6m 0.16% Reduced -4.9k -4,888
15 Vawter Financial, Ltd. 2.33% of their portfolio COLUMBUS, OH 120,932120.9k $5.5m $5.5m 2.33% Added +8.6k +8,597
16 Pinnacle Wealth Planning Services, Inc. 0.56% of their portfolio MANSFIELD, OH 118,778118.8k $5.4m $5.4m 0.56% Added +370 +370
17 Royal Fund Management, LLC 0.49% of their portfolio Lady Lake, FL 111,316111.3k $5.1m $5.1m 0.49% Reduced -1.5k -1,480
18 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 111,162111.2k $5.1m $5.1m 0.03% Added +12.6k +12,606
19 Windsor Capital Management, LLC 1.40% of their portfolio Phoenix, AZ 108,184108.2k $5.0m $5.0m 1.40% Reduced -197 -197
20 MISSION WEALTH MANAGEMENT, LP 0.09% of their portfolio Santa Barbara, CA 95,74895.7k $4.4m $4.4m 0.09% Reduced -1.3k -1,338
21 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 94,37894.4k $4.3m $4.3m 0.01% Reduced -50.4k -50,416
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 82,24082.2k $3.8m $3.8m 0.01% Reduced -1.1k -1,085
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 74,72974.7k $3.4m $3.4m 0.00% Added +5.6k +5,622
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 70,01570.0k $3.2m $3.2m 0.00% Reduced -26.5k -26,528
25 Summit Financial, LLC 0.04% of their portfolio PARSIPPANY, NJ 64,18164.2k $2.9m $2.9m 0.04% New
26 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 49,04549.0k $2.2m $2.2m 0.03% Added +20.5k +20,525
27 ALBION FINANCIAL GROUP /UT 0.14% of their portfolio SALT LAKE CITY, UT 48,81548.8k $2.2m $2.2m 0.14% Added +2.1k +2,075
28 Investment Partners Asset Management, Inc. 1.32% of their portfolio METUCHEN, NJ 46,72446.7k $2.1m $2.1m 1.32% Added +668 +668
29 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 43,86043.9k $2.0m $2.0m 0.00% New
30 Menard Financial Group LLC 1.33% of their portfolio HOUSTON, TX 41,46241.5k $1.9m $1.9m 1.33% Added +552 +552
31 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 36,40936.4k $1.7m $1.7m 0.01% Added +659 +659
32 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 33,63833.6k $1.5m $1.5m 0.04% Reduced -4.0k -3,978
33 Portfolio Strategies, Inc. 0.18% of their portfolio MONTVALE, NJ 32,23932.2k $1.5m $1.5m 0.18% Unchanged
34 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 29,21929.2k $1.3m $1.3m 0.00% Added +596 +596
35 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 24,29224.3k $1.1m $1.1m 0.03% Added +382 +382
36 Nolet Wealth Management, LLC 0.61% of their portfolio FORT WORTH, TX 23,50623.5k $1.1m $1.1m 0.61% Unchanged
37 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,96523.0k $1.1m $1.1m 0.00% Reduced -15.6k -15,615
38 5T Wealth, LLC 0.41% of their portfolio Napa, CA 22,50222.5k $1.0m $1.0m 0.41% Reduced -10.2k -10,153
39 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 20,50620.5k $939.8k $939.8k 0.01% Added +3.1k +3,134
40 Simmons Bank 0.05% of their portfolio Pine Bluff, AR 17,52917.5k $803.4k $803.4k 0.05% Reduced -5.6k -5,615
41 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 16,87016.9k $773.2k $773.2k 0.00% Reduced -7.2k -7,155
42 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 16,65116.7k $763.1k $763.1k 0.02% Added +5.0k +5,016
43 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 16,54416.5k $755.0k $755.0k 0.00% Reduced -968 -968
44 MN Wealth Advisors, LLC 0.36% of their portfolio OVERLAND PARK, KS 16,15116.2k $740.2k $740.2k 0.36% Reduced -12.1k -12,084
45 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 13,21113.2k $605.2k $605.2k 0.01% Added +2.5k +2,526
46 Independent Wealth Network Inc. 0.18% of their portfolio URBANDALE, IA 12,92112.9k $592.2k $592.2k 0.18% New
47 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% of their portfolio CONCORD, MA 12,74612.7k $584.1k $584.1k 0.07% Reduced -4.1k -4,137
48 CWM, LLC 0.00% of their portfolio OMAHA, NE 12,00612.0k $550.2k $550.2k 0.00% Reduced -1.1k -1,085
49 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,84411.8k $542.8k $542.8k 0.00% Reduced -659 -659
50 Legacy Edge Advisors, LLC 0.06% of their portfolio SYOSSET, NY 11,54311.5k $529.0k $529.0k 0.06% New
51 Hopwood Nicholas Hunter 0.17% of their portfolio PLYMOUTH, MI 11,39711.4k $522.3k $522.3k 0.17% Reduced -453 -453
52 Midwestern Financial, LLC /IA 0.39% of their portfolio IOWA CITY, IA 10,85910.9k $497.7k $497.7k 0.39% Added +153 +153
53 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 10,00210.0k $458.4k $458.4k 0.00% Reduced -220 -220
54 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 9,5839.6k $439.0k $439.0k 0.01% Added +2.6k +2,563
55 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 9,1009.1k $417.1k $417.1k 0.03% Added +1.4k +1,363
56 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 8,9679.0k $411.0k $411.0k 0.01% Reduced -3.4k -3,374
57 TBH Global Asset Management, LLC 0.08% of their portfolio Brentwood, TN 8,7278.7k $400.0k $400.0k 0.08% New
58 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 7,5447.5k $345.8k $345.8k 0.00% Added +951 +951
59 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 7,2227.2k $331.0k $331.0k 0.00% Unchanged
60 Acorn Wealth Advisors, LLC 0.09% of their portfolio Grand Blanc, MI 6,6846.7k $306.3k $306.3k 0.09% Added +80 +80
61 Ascentis Independent Advisors 0.02% of their portfolio DALLAS, TX 6,5556.6k $300.4k $300.4k 0.02% New
62 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,3826.4k $292.5k $292.5k 0.01% Reduced -634 -634
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,2976.3k $288.6k $288.6k 0.00% Added +309 +309
64 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 6,2346.2k $285.7k $285.7k 0.01% Reduced -5.7k -5,667
65 LOCKERMAN FINANCIAL GROUP, INC. 0.50% of their portfolio NEWPORT BEACH, CA 6,0986.1k $279.5k $279.5k 0.50% Reduced -1.9k -1,891
66 Sepio Capital, LP 0.01% of their portfolio Salt Lake City, UT 6,0006.0k $275.0k $275.0k 0.01% Unchanged
67 WNY Asset Management, LLC 0.03% of their portfolio Williamsville, NY 5,4295.4k $248.8k $248.8k 0.03% First filing
68 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5,3665.4k $245.1k $245.1k 0.00% Reduced -673 -673
69 Keating Financial Advisory Services, Inc. 0.04% of their portfolio MANHATTAN, KS 5,2415.2k $240.2k $240.2k 0.04% Added +3.1k +3,091
70 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.03% of their portfolio Reston, VA 5,1005.1k $233.7k $233.7k 0.03% Reduced -196 -196
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,8194.8k $221.0k $221.0k 0.00% Reduced -461 -461
72 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 4,7364.7k $217.1k $217.1k 0.02% Reduced -940 -940
73 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,4584.5k $204.3k $204.3k 0.00% Reduced -55 -55
74 Rosenberg Matthew Hamilton 0.03% of their portfolio GRAND JUNCTION, CO 3,4163.4k $156.6k $156.6k 0.03% Unchanged
75 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,9732.0k $90.4k $90.4k 0.00% Unchanged
76 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,5491.5k $71.0k $71.0k 0.01% Reduced -448 -448
77 TWIN PEAKS WEALTH ADVISORS, LLC 0.02% of their portfolio SAN FRANCISCO, CA 1,4231.4k $65.2k $65.2k 0.02% New
78 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4171.4k $64.9k $64.9k 0.00% Unchanged
79 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,3201.3k $60.5k $60.5k 0.00% Added +38 +38
80 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,0301.0k $47.2k $47.2k 0.00% Reduced -608 -608
81 RICHARDSON FINANCIAL SERVICES INC. 0.03% of their portfolio MEDWAY, MA 909909 $41.7k $41.7k 0.03% Reduced -651 -651
82 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 867867 $39.7k $39.7k 0.00% Reduced -527 -527
83 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 760760 $34.8k $34.8k 0.01% Unchanged
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 709709 $32.5k $32.5k 0.00% Added +192 +192
85 UBS Group AG 0.00% of their portfolio ZURICH, V8 622622 $28.5k $28.5k 0.00% New
86 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 621621 $28.5k $28.5k 0.00% Reduced -497 -497
87 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 554554 $25.4k $25.4k 0.00% Added +294 +294
88 Vision Retirement, LLC 0.01% of their portfolio RIDGEWOOD, NJ 425425 $19.5k $19.5k 0.01% Reduced -31 -31
89 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 398398 $18.2k $18.2k 0.00% Unchanged
90 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 377377 $17.3k $17.3k 0.00% Reduced -340 -340
91 Missouri Trust & Investment Co 0.01% of their portfolio SPRINGFIELD, MO 375375 $17.2k $17.2k 0.01% Unchanged
92 Cordgrass Capital Advisors, LLC 0.00% of their portfolio RALEIGH, NC 343343 $15.7k $15.7k 0.00% Added +184 +184
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 262262 $12.0k $12.0k 0.00% Added +227 +227
94 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 246246 $11.3k $11.3k 0.00% Reduced -721 -721
95 LGT Financial Advisors LLC 0.06% of their portfolio DALLAS, TX 242242 $11.1k $11.1k 0.06% Reduced -136 -136
96 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 187187 $8.6k $8.6k 0.00% New
97 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 186186 $8.5k $8.5k 0.00% New
98 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 181181 $8.3k $8.3k 0.00% Added +2 +2
99 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 124124 $5.7k $5.7k 0.00% Reduced -52 -52
100 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 100100 $4.6k $4.6k 0.00% Reduced -71 -71