Vault-13

J P MORGAN EXCHANGE TRADED F BBHY

BETABUILDERS USD · ETP · CUSIP 46641Q878

110 institutional holders -2 vs Q1 2026
9,990,25610.0m shares reported held*
$460.5mreported value*
6 new 58 added 27 reduced 9 sold out net sold ≈ $1.5m (-33.8k 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 ($513.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.10.

Trends to Q2 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: 112Q2 26: 110110Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026110

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 46 bought or addedQ1 26: 59 cut or sold outQ2 26: 64 bought or addedQ2 26: 36 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245640
Q4 20244454
Q1 20255448
Q2 20253563
Q3 20256430
Q4 20256434
Q1 20264659
Q2 20266436

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +110,932+110.9k
BANK OF AMERICA CORP /DE/ Added +45,300+45.3k
LPL Financial LLC Added +35,936+35.9k
Janney Montgomery Scott LLC Added +33,694+33.7k
Bernicke Wealth Management, Ltd. Added +28,421+28.4k
Fifth Third Securities, Inc. Added +27,433+27.4k
MISSION WEALTH MANAGEMENT, LP Added +25,054+25.1k
Empowered Funds, LLC Added +24,830+24.8k
CreativeOne Wealth, LLC Added +17,492+17.5k
Vawter Financial, Ltd. Added +14,926+14.9k

Biggest sellers

JPMORGAN CHASE & CO Reduced -158,728-158.7k
JANE STREET GROUP, LLC Sold out -134,871-134.9k
HighTower Advisors, LLC Reduced -98,813-98.8k
BlackRock, Inc. Reduced -64,753-64.8k
MORGAN STANLEY Reduced -14,451-14.5k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sold out -12,746-12.7k
Cerity Partners LLC Reduced -8,554-8.6k
Ascentis Independent Advisors Sold out -6,555-6.6k
Sepio Capital, LP Sold out -6,000-6.0k
Menard Financial Group LLC Reduced -5,369-5.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,075,6052.1m $95.7m $95.7m 0.01% Reduced -158.7k -158,728
2 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,522,7231.5m $70.2m $70.2m 0.02% Added +110.9k +110,932
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 950,580950.6k $43.8m $43.8m 0.01% Added +35.9k +35,936
4 Bernicke Wealth Management, Ltd. 3.45% of their portfolio ALTOONA, WI 644,153644.2k $29.7m $29.7m 3.45% Added +28.4k +28,421
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 602,055602.1k $27.8m $27.8m 0.00% Reduced -14.5k -14,451
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 486,981487.0k $22.4m $22.4m 0.00% Added +45.3k +45,300
7 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 402,794402.8k $18.6m $18.6m 0.02% Reduced -98.8k -98,813
8 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 344,224344.2k $15.9m $15.9m 0.03% Added +33.7k +33,694
9 Ocean Park Asset Management, LLC 0.59% of their portfolio SANTA MONICA, CA 265,700265.7k $12.2m $12.2m 0.59% Unchanged
10 Vestmark Advisory Solutions, Inc. 0.08% of their portfolio Wakefield, MA 186,314186.3k $8.6m $8.6m 0.08% Reduced -15 -15
11 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 135,992136.0k $6.2m $6.2m 0.03% Added +24.8k +24,830
12 Vawter Financial, Ltd. 2.36% of their portfolio COLUMBUS, OH 135,858135.9k $6.3m $6.3m 2.36% Added +14.9k +14,926
13 WCG Wealth Advisors LLC 0.15% of their portfolio LAS VEGAS, NV 133,282133.3k $6.1m $6.1m 0.15% Added +12.1k +12,057
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 129,768129.8k $6.0m $6.0m 0.01% Added +4.9k +4,929
15 Pinnacle Wealth Planning Services, Inc. 0.56% of their portfolio MANSFIELD, OH 126,774126.8k $5.8m $5.8m 0.56% Added +8.0k +7,996
16 MISSION WEALTH MANAGEMENT, LP 0.07% of their portfolio Santa Barbara, CA 120,802120.8k $5.6m $5.6m 0.07% Added +25.1k +25,054
17 Highland Investment Advisors LLC 2.40% of their portfolio PONTE VEDRA, FL 119,600119.6k $5.5m $5.5m 2.40% First filing
18 Royal Fund Management, LLC 0.45% of their portfolio Lady Lake, FL 116,306116.3k $5.4m $5.4m 0.45% Added +5.0k +4,990
19 Windsor Capital Management, LLC 1.27% of their portfolio Phoenix, AZ 105,925105.9k $4.9m $4.9m 1.27% Reduced -2.3k -2,259
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 105,010105.0k $4.8m $4.8m 0.00% Reduced -64.8k -64,753
21 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 95,93695.9k $4.4m $4.4m 0.01% Added +13.7k +13,696
22 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 91,27791.3k $4.2m $4.2m 0.01% Reduced -3.1k -3,101
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 78,02878.0k $3.6m $3.6m 0.00% Added +8.0k +8,013
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 73,23273.2k $3.4m $3.4m 0.00% Reduced -1.5k -1,497
25 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 62,06062.1k $2.9m $2.9m 0.03% Reduced -2.1k -2,121
26 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 54,54154.5k $2.5m $2.5m 0.03% Added +5.5k +5,496
27 ALBION FINANCIAL GROUP /UT 0.14% of their portfolio SALT LAKE CITY, UT 52,78552.8k $2.4m $2.4m 0.14% Added +4.0k +3,970
28 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 51,13051.1k $2.4m $2.4m 0.05% Added +17.5k +17,492
29 Investment Partners Asset Management, Inc. 1.24% of their portfolio METUCHEN, NJ 48,06048.1k $2.2m $2.2m 1.24% Added +1.3k +1,336
30 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% Unchanged
31 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 37,02637.0k $1.7m $1.7m 0.01% Added +617 +617
32 Fifth Third Securities, Inc. 0.10% of their portfolio Cincinnati, OH 36,53336.5k $1.7m $1.7m 0.10% Added +27.4k +27,433
33 Menard Financial Group LLC 0.91% of their portfolio HOUSTON, TX 36,09336.1k $1.7m $1.7m 0.91% Reduced -5.4k -5,369
34 Portfolio Strategies, Inc. 0.15% of their portfolio MONTVALE, NJ 32,23932.2k $1.5m $1.5m 0.15% Unchanged
35 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 29,68429.7k $1.4m $1.4m 0.00% Added +6.7k +6,719
36 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 27,90827.9k $1.3m $1.3m 0.01% Added +7.4k +7,402
37 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 25,31925.3k $1.2m $1.2m 0.03% Added +1.0k +1,027
38 Nolet Wealth Management, LLC 0.60% of their portfolio FORT WORTH, TX 23,50623.5k $1.1m $1.1m 0.60% Unchanged
39 5T Wealth, LLC 0.38% of their portfolio Napa, CA 22,29822.3k $1.0m $1.0m 0.38% Reduced -204 -204
40 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 20,66520.7k $952.6k $952.6k 0.00% Reduced -8.6k -8,554
41 Simmons Bank 0.05% of their portfolio Pine Bluff, AR 17,77917.8k $819.5k $819.5k 0.05% Added +250 +250
42 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 17,72417.7k $817.0k $817.0k 0.00% Added +1.2k +1,180
43 MN Wealth Advisors, LLC 0.34% of their portfolio OVERLAND PARK, KS 17,14217.1k $790.2k $790.2k 0.34% Added +991 +991
44 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 16,56916.6k $763.7k $763.7k 0.02% Reduced -82 -82
45 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 16,15816.2k $744.8k $744.8k 0.01% Added +10.8k +10,792
46 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 15,84515.8k $730.4k $730.4k 0.00% Reduced -1.0k -1,025
47 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 14,50414.5k $668.9k $668.9k 0.01% Added +1.3k +1,293
48 Legacy Edge Advisors, LLC 0.06% of their portfolio SYOSSET, NY 14,31614.3k $659.9k $659.9k 0.06% Added +2.8k +2,773
49 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,67213.7k $630.2k $630.2k 0.00% New
50 Independent Wealth Network Inc. 0.15% of their portfolio URBANDALE, IA 13,15413.2k $606.3k $606.3k 0.15% Added +233 +233
51 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 12,10412.1k $558.0k $558.0k 0.01% Added +2.5k +2,521
52 Midwestern Financial, LLC /IA 0.36% of their portfolio IOWA CITY, IA 11,01511.0k $507.7k $507.7k 0.36% Added +156 +156
53 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,91210.9k $503.0k $503.0k 0.00% Reduced -932 -932
54 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 10,32710.3k $476.0k $476.0k 0.01% Added +1.4k +1,360
55 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 9,6739.7k $445.9k $445.9k 0.00% Reduced -329 -329
56 TBH Global Asset Management, LLC 0.07% of their portfolio Brentwood, TN 8,7738.8k $404.4k $404.4k 0.07% Added +46 +46
57 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 8,3458.3k $384.6k $384.6k 0.00% Added +801 +801
58 Hopwood Nicholas Hunter 0.10% of their portfolio PLYMOUTH, MI 7,8977.9k $364.0k $364.0k 0.10% Reduced -3.5k -3,500
59 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,2637.3k $334.8k $334.8k 0.01% Added +881 +881
60 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 7,1147.1k $327.9k $327.9k 0.00% Reduced -108 -108
61 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,7986.8k $313.4k $313.4k 0.00% Added +501 +501
62 Acorn Wealth Advisors, LLC 0.08% of their portfolio Grand Blanc, MI 6,7226.7k $309.9k $309.9k 0.08% Added +38 +38
63 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,5716.6k $302.9k $302.9k 0.00% New
64 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 6,0856.1k $280.5k $280.5k 0.01% Reduced -149 -149
65 LOCKERMAN FINANCIAL GROUP, INC. 0.43% of their portfolio NEWPORT BEACH, CA 6,0406.0k $278.4k $278.4k 0.43% Reduced -58 -58
66 Keating Financial Advisory Services, Inc. 0.03% of their portfolio MANHATTAN, KS 5,4215.4k $249.9k $249.9k 0.03% Added +180 +180
67 WNY Asset Management, LLC 0.02% of their portfolio Williamsville, NY 5,4025.4k $249.0k $249.0k 0.02% Reduced -27 -27
68 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.03% of their portfolio Reston, VA 5,0575.1k $233.1k $233.1k 0.03% Reduced -43 -43
69 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,0545.1k $233.0k $233.0k 0.00% Added +596 +596
70 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 4,9124.9k $226.4k $226.4k 0.01% New
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,8624.9k $224.0k $224.0k 0.00% Added +43 +43
72 CAPE COD FIVE CENTS SAVINGS BANK 0.02% of their portfolio HYANNIS, MA 4,8444.8k $223.3k $223.3k 0.02% First filing
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,5734.6k $210.8k $210.8k 0.00% First filing
74 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 4,5524.6k $209.8k $209.8k 0.02% Reduced -184 -184
75 Rosenberg Matthew Hamilton 0.03% of their portfolio GRAND JUNCTION, CO 3,4163.4k $157.5k $157.5k 0.03% Unchanged
76 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,8001.8k $83.0k $83.0k 0.00% Reduced -173 -173
77 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,5281.5k $70.4k $70.4k 0.01% Reduced -21 -21
78 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,4461.4k $66.7k $66.7k 0.00% Added +126 +126
79 Glassman Wealth Services 0.01% of their portfolio VIENNA, VA 1,4221.4k $65.5k $65.5k 0.01% New
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,4171.4k $65.3k $65.3k 0.00% Unchanged
81 RICHARDSON FINANCIAL SERVICES INC. 0.02% of their portfolio MEDWAY, MA 893893 $41.2k $41.2k 0.02% Reduced -16 -16
82 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 886886 $40.8k $40.8k 0.00% Added +19 +19
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 857857 $39.5k $39.5k 0.00% Added +235 +235
84 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 856856 $39.5k $39.5k 0.00% Reduced -174 -174
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 813813 $37.5k $37.5k 0.00% Added +104 +104
86 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 775775 $35.7k $35.7k 0.00% New
87 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 760760 $35.0k $35.0k 0.00% Unchanged
88 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 621621 $28.5k $28.5k 0.00% Unchanged
89 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 559559 $25.8k $25.8k 0.00% Added +5 +5
90 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 475475 $21.9k $21.9k 0.00% Added +98 +98
91 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 452452 $20.8k $20.8k 0.00% Added +190 +190
92 Vision Retirement, LLC 0.00% of their portfolio RIDGEWOOD, NJ 425425 $19.6k $19.6k 0.00% Unchanged
93 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 398398 $18.3k $18.3k 0.00% Unchanged
94 FMR LLC 0.00% of their portfolio BOSTON, MA 368368 $17.0k $17.0k 0.00% Added +356 +356
95 Cordgrass Capital Advisors, LLC 0.01% of their portfolio RALEIGH, NC 344344 $15.9k $15.9k 0.01% Added +1 +1
96 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 341341 $15.7k $15.7k 0.00% New
97 LGT Financial Advisors LLC 0.06% of their portfolio DALLAS, TX 250250 $11.5k $11.5k 0.06% Added +8 +8
98 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 247247 $11.4k $11.4k 0.00% Added +1 +1
99 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 198198 $9.1k $9.1k 0.00% Added +11 +11
100 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 197197 $9.1k $9.1k 0.00% Added +11 +11