Vault-13

J P MORGAN EXCHANGE TRADED F BBIB

BETABUILDERS US · ETP · CUSIP 46654Q849

12 institutional holders +1 vs Q1 2026
702,129702.1k shares reported held*
$68.7mreported value*
2 new 5 added 2 reduced 1 sold out net bought ≈ $28.4m (+290.5k 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 ≈ $97.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q2 23: 4Q3 23: 3Q4 23: 3Q1 24: 2Q2 24: 4Q3 24: 6Q4 24: 10Q1 25: 10Q2 25: 9Q3 25: 8Q4 25: 7Q1 26: 11Q2 26: 1212Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 20234
Q3 20233
Q4 20233
Q1 20242
Q2 20244
Q3 20246
Q4 202410
Q1 202510
Q2 20259
Q3 20258
Q4 20257
Q1 202611
Q2 202612

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q3 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 25Q3 25: 5 bought or addedQ3 25: 1 cut or sold outQ4 25: 4 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 7 bought or addedQ1 26: 3 cut or sold outQ2 26: 7 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202442
Q4 202453
Q1 202554
Q2 202545
Q3 202551
Q4 202543
Q1 202673
Q2 202673

Biggest buyers

CABOT WEALTH MANAGEMENT INC New +234,462+234.5k
Tower Research Capital LLC (TRC) Added +17,716+17.7k
JPMORGAN CHASE & CO Added +15,681+15.7k
KELLY FINANCIAL GROUP LLC Added +15,422+15.4k
JANE STREET GROUP, LLC Added +7,039+7.0k
LFG Wealth Partners, LLC New +2,468+2.5k
Hobbs Group Advisors, LLC Added +5+5

Biggest sellers

CITADEL ADVISORS LLC Reduced -1,976-2.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -313-313
UBS Group AG Sold out -2-2

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CABOT WEALTH MANAGEMENT INC 2.33% of their portfolio BEVERLY, MA 234,462234.5k $22.9m $22.9m 2.33% New
2 KELLY FINANCIAL GROUP LLC 4.36% of their portfolio Wethersfield, CT 200,552200.6k $19.6m $19.6m 4.36% Added +15.4k +15,422
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 196,147196.1k $19.2m $19.2m 0.00% Added +15.7k +15,681
4 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 17,97918.0k $1.8m $1.8m 0.04% Added +17.7k +17,716
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,07115.1k $1.5m $1.5m 0.00% Reduced -313 -313
6 Hobbs Group Advisors, LLC 0.31% of their portfolio COLUMBIA, SC 11,89411.9k $1.2m $1.2m 0.31% Added +5 +5
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,83511.8k $1.2m $1.2m 0.00% Added +7.0k +7,039
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,69510.7k $1.0m $1.0m 0.00% Reduced -2.0k -1,976
9 LFG Wealth Partners, LLC 0.11% of their portfolio ELIZABETHTOWN, KY 2,4682.5k $241.3k $241.3k 0.11% New
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 905905 $88.5k $88.5k 0.00% Unchanged
11 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 120120 $11.7k $11.7k 0.00% Unchanged
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $98 $98 0.00% Unchanged