Vault-13

J P MORGAN EXCHANGE TRADED F BBIB

BETABUILDERS US · ETP · CUSIP 46654Q849

9 institutional holders -1 vs Q1 2025
357,853357.9k shares reported held*
$35.5mreported value*
0 new 4 added 4 reduced 1 sold out net bought ≈ $1.5m (+15.4k 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. Holder counts are more reliable. Implied quarter-end price ≈ $99.22.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0510Q2 23: 4Q3 23: 3Q4 23: 3Q1 24: 2Q2 24: 4Q3 24: 6Q4 24: 10Q1 25: 10Q2 25: 99Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q2 20234
Q3 20233
Q4 20233
Q1 20242
Q2 20244
Q3 20246
Q4 202410
Q1 202510
Q2 20259

Buyers vs sellers

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

Bought or addedCut or sold out
505Q3 23: 1 bought or addedQ3 23: 2 cut or sold outQ4 23: 1 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 2 cut or sold outQ2 24: 3 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 4 bought or addedQ3 24: 2 cut or sold outQ4 24: 5 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 4 cut or sold outQ2 25: 4 bought or addedQ2 25: 5 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202312
Q4 202311
Q1 202402
Q2 202430
Q3 202442
Q4 202453
Q1 202554
Q2 202545

Biggest buyers

JPMORGAN CHASE & CO Added +9,188+9.2k
KELLY FINANCIAL GROUP LLC Added +9,124+9.1k
CITADEL ADVISORS LLC Added +919+919
OSAIC HOLDINGS, INC. Added +300+300

Biggest sellers

JANE STREET GROUP, LLC Reduced -2,345-2.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -870-870
Hobbs Group Advisors, LLC Reduced -754-754
UBS Group AG Sold out -88-88
AE Wealth Management LLC Reduced -74-74

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KELLY FINANCIAL GROUP LLC 4.62% of their portfolio Wethersfield, CT 160,813160.8k $16.0m $16.0m 4.62% Added +9.1k +9,124
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 158,736158.7k $15.7m $15.7m 0.00% Added +9.2k +9,188
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,86212.9k $1.3m $1.3m 0.00% Reduced -870 -870
4 Hobbs Group Advisors, LLC 0.41% of their portfolio COLUMBIA, SC 11,94911.9k $1.2m $1.2m 0.41% Reduced -754 -754
5 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,6658.7k $859.7k $859.7k 0.00% Added +919 +919
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,9994.0k $396.8k $396.8k 0.00% Reduced -2.3k -2,345
7 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 709709 $70.3k $70.3k 0.00% Added +300 +300
8 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 120120 $11.9k $11.9k 0.00% Reduced -74 -74
9 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged