J P MORGAN EXCHANGE TRADED F (BBAG)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
102
Reporting holders
$481.8M
Reported value
0.0%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $224.6M | 4,869,136 | 0.01% | 21q | +1.2%+$2.7M |
| Clearwater Capital Advisors, LLC | $59.3M | 1,290,839 | 4.35% | 16q | +7.4%+$4.1M |
| LPL Financial LLC | $34.2M | 744,331 | 0.01% | 17q | -66.2%-$67.1M |
| Tradition Wealth Management, LLC | $20.7M | 450,990 | 1.27% | 6q | +11.0%+$2.1M |
| MORGAN STANLEY | $15.3M | 332,333 | 0.00% | 21q | +33.3%+$3.8M |
| Wealth Alliance Advisory Group, LLC | $15.0M | 326,085 | 2.17% | 12q | +1.2%+$174.0K |
| Apella Capital, LLC | $14.7M | 322,153 | 0.21% | 16q | -6.6%-$1.0M |
| Heck Capital Advisors, LLC | $10.9M | 236,638 | 0.65% | 15q | +8.4%+$839.0K |
| ENVESTNET ASSET MANAGEMENT INC | $10.5M | 229,355 | 0.00% | 21q | -74.5%-$30.7M |
| HighTower Advisors, LLC | $7.6M | 164,897 | 0.01% | 21q | -2.4%-$186.1K |
| Cetera Investment Advisers | $6.0M | 131,345 | 0.01% | 12q | -40.7%-$4.1M |
| CITADEL ADVISORS LLC | $5.1M | 110,943 | 0.00% | 3q | +201.6%+$3.4M |
| Kestra Advisory Services, LLC | $4.0M | 87,577 | 0.01% | 3q | +2.2%+$88.5K |
| BANK OF AMERICA CORP /DE/ | $3.6M | 78,493 | 0.00% | 21q | +6.1%+$208.6K |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | $3.1M | 67,768 | 2.44% | 15q | +1.9%+$58.3K |
| KELLY FINANCIAL GROUP LLC | $3.0M | 64,944 | 0.66% | 7q | -3.8%-$119.1K |
| OSAIC HOLDINGS, INC. | $2.6M | 55,916 | 0.00% | 21q | +0.7%+$17.4K |
| Ascent Group, LLC | $2.5M | 54,228 | 0.07% | 13q | -14.0%-$404.0K |
| CGN Advisors LLC | $2.5M | 53,662 | 0.18% | 21q | -11.2%-$310.3K |
| Legacy Private Trust Co. | $2.4M | 51,796 | 0.13% | 21q | +25.8%+$487.8K |
| Triad Wealth Partners, LLC | $2.2M | 49,531 | 0.13% | 7q | -13.9%-$361.8K |
| BAILARD, INC. | $2.2M | 47,985 | 0.04% | 21q | +0.7%+$14.6K |
| ACT Advisors, LLC. | $2.2M | 46,841 | 0.72% | 12q | +1.0%+$22.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.1M | 45,166 | 0.03% | 5q | +9.2%+$174.8K |
| Independent Wealth Network Inc. | $1.9M | 40,733 | 0.48% | 2q | +5.6%+$99.6K |
| Kovack Advisors, Inc. | $1.6M | 34,391 | 0.08% | 3q | -3.0%-$48.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 33,892 | 0.00% | 6q | +553.0%+$1.3M |
| Arlington Financial Advisors, LLC | $1.2M | 25,461 | 0.15% | 4q | -6.8%-$85.7K |
| Prime Capital Investment Advisors, LLC | $1.1M | 23,101 | 0.01% | 2q | +94.5%+$515.7K |
| GOLDMAN SACHS GROUP INC | $1.0M | 22,633 | 0.00% | new | NEW |
| Cobblestone Asset Management LLC | $959.4K | 20,879 | 0.40% | 11q | +11.4%+$98.4K |
| RAYMOND JAMES FINANCIAL INC | $914.2K | 19,895 | 0.00% | 7q | -19.5%-$221.1K |
| Sharkey, Howes & Javer | $766.4K | 16,678 | 0.09% | 14q | -26.7%-$279.1K |
| NORTHBRIDGE FINANCIAL GROUP, LLC | $748.1K | 16,280 | 0.29% | 3q | +20.7%+$128.4K |
| Berger Financial Group, Inc | $680.6K | 14,812 | 0.03% | 21q | -14.5%-$115.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $652.6K | 14,203 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $650.7K | 14,160 | 0.00% | 14q | -12.9%-$96.0K |
| MN Wealth Advisors, LLC | $605.7K | 13,182 | 0.26% | 11q | -25.7%-$209.4K |
| Alpha Omega Wealth Management LLC | $557.5K | 12,133 | 0.08% | 20q | HELD |
| TWIN PEAKS WEALTH ADVISORS, LLC | $541.1K | 11,775 | 0.12% | 11q | +1.0%+$5.5K |
| Avestar Capital, LLC | $499.8K | 10,878 | 0.03% | 7q | HELD |
| Shelter Mutual Insurance Co | $477.9K | 10,400 | 0.10% | 13q | HELD |
| Elevation Wealth Management LLC | $453.8K | 9,875 | 0.34% | 3q | -2.2%-$10.2K |
| NATIONAL BANK OF CANADA /FI/ | $449.3K | 9,713 | 0.00% | 3q | -43.1%-$340.4K |
| 5T Wealth, LLC | $416.6K | 9,067 | 0.16% | 7q | -3.0%-$12.8K |
| SUTTON PLACE INVESTORS LLC | $384.3K | 8,363 | 0.19% | 15q | -7.9%-$32.8K |
| Perigon Wealth Management, LLC | $380.7K | 8,286 | 0.01% | 7q | HELD |
| MML INVESTORS SERVICES, LLC | $368.9K | 8,027 | 0.00% | 12q | -74.9%-$1.1M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $367.1K | 7,990 | 0.07% | 3q | -3.3%-$12.5K |
| StoneX Group Inc. | $365.8K | 7,957 | 0.01% | 3q | HELD |
| XY Planning Network, Inc. | $355.3K | 7,732 | 0.04% | new | NEW |
| Plan Group Financial, LLC | $347.7K | 7,568 | 0.07% | 4q | +3.3%+$11.1K |
| Ascension Capital Advisors, Inc. | $340.1K | 7,401 | 0.10% | 2q | -12.9%-$50.2K |
| JANE STREET GROUP, LLC | $334.1K | 7,271 | 0.00% | 3q | -89.9%-$3.0M |
| STEPHENS INC /AR/ | $323.3K | 7,035 | 0.00% | 21q | HELD |
| Composition Wealth, LLC | $310.3K | 6,753 | 0.00% | 4q | -11.1%-$38.8K |
| Perennial Investment Advisors, LLC | $306.3K | 6,664 | 0.02% | 14q | +0.7%+$2.1K |
| WBH ADVISORY INC | $294.1K | 6,400 | 0.02% | 2q | -48.4%-$275.8K |
| CreativeOne Wealth, LLC | $282.0K | 6,136 | 0.01% | 21q | HELD |
| FIFTH THIRD BANCORP | $281.7K | 6,131 | 0.00% | 2q | +7.6%+$20.0K |
| Strategic Financial Concepts, LLC | $275.3K | 5,992 | 0.08% | 10q | -78.0%-$978.8K |
| Ignite Planners, LLC | $263.2K | 5,729 | 0.04% | 5q | -12.9%-$39.0K |
| Private Advisor Group, LLC | $246.6K | 5,367 | 0.00% | 8q | HELD |
| IFP Advisors, Inc | $239.0K | 5,201 | 0.00% | 11q | +10.0%+$21.7K |
| Atria Investments, Inc | $229.9K | 5,004 | 0.00% | 21q | +11.8%+$24.4K |
| Shared Vision Wealth Group LLC | $217.4K | 4,731 | 0.07% | new | NEW |
| Bouchey Financial Group, Ltd. | $215.4K | 4,687 | 0.01% | 7q | -0.7%-$1.5K |
| Steward Partners Investment Advisory, LLC | $211.5K | 4,602 | 0.00% | 21q | HELD |
| Tripletail Wealth Management, LLC | $197.7K | 2,083 | 0.23% | new | NEW |
| ASHTON THOMAS SECURITIES, LLC | $141.1K | 3,070 | 0.02% | 2q | +7.3%+$9.6K |
| Rosenberg Matthew Hamilton | $140.8K | 3,065 | 0.03% | 7q | +2.6%+$3.6K |
| US BANCORP \DE\ | $100.4K | 2,185 | 0.00% | 10q | HELD |
| Farther Finance Advisors, LLC | $61.0K | 1,326 | 0.00% | 13q | +138.9%+$35.5K |
| Allworth Financial LP | $50.1K | 1,091 | 0.00% | 21q | -47.4%-$45.3K |
| Global Retirement Partners, LLC | $45.8K | 996 | 0.00% | 16q | -73.0%-$123.8K |
| PRIVATE TRUST CO NA | $41.4K | 900 | 0.00% | 14q | -75.6%-$127.8K |
| LGT Financial Advisors LLC | $34.4K | 750 | 0.18% | 13q | +22.1%+$6.2K |
| Cornerstone Planning Group LLC | $33.1K | 732 | 0.00% | 2q | +15.6%+$4.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $32.6K | 710 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $28.3K | 615,885 | 0.05% | 14q | +7.8%+$2.0K |
| Geneos Wealth Management Inc. | $24.7K | 537 | 0.00% | 10q | -97.0%-$802.1K |
| FMR LLC | $20.3K | 442 | 0.00% | 10q | -18.5%-$4.6K |
| UBS Group AG | $17.7K | 385 | 0.00% | 4q | HELD |
| Strategic Wealth Partners, Ltd. | $16.5K | 360 | 0.00% | 3q | HELD |
| Founders Financial Alliance, LLC | $14.9K | 325 | 0.00% | 3q | -97.3%-$543.7K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $12.6K | 274 | 0.00% | 7q | HELD |
| Transamerica Financial Advisors, LLC | $11.0K | 239 | 0.00% | 4q | -6.6% |
| BANK OF MONTREAL /CAN/ | $10.9K | 237 | 0.00% | 21q | HELD |
| Ashton Thomas Private Wealth, LLC | $9.2K | 200 | 0.00% | 2q | -24.2%-$2.9K |
| Institute for Wealth Management, LLC. | $7.6K | 165 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $6.7K | 146 | 0.00% | 2q | HELD |
| Lodestone Wealth Management LLC | $6.3K | 138 | 0.00% | 3q | +1.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2K | 136 | 0.00% | 5q | +46.2%+$2.0K |
| Spire Wealth Management | $3.8K | 82 | 0.00% | 13q | +2.5% |
| Cambridge Investment Research Advisors, Inc. | $3.1K | 67,393 | 0.00% | 21q | -76.8%-$10.3K |
| ROYAL BANK OF CANADA | $3.0K | 74 | 0.00% | 6q | -96.6%-$85.4K |
| WELLS FARGO & COMPANY/MN | $3.0K | 65 | 0.00% | 14q | +47.7% |
| CENTRAL TRUST Co | $1.1K | 25 | 0.00% | 21q | HELD |
| PARK AVENUE SECURITIES LLC | $1.1K | 24,659 | 0.01% | 5q | -78.2%-$4.1K |
| ASSETMARK, INC | $827 | 18 | 0.00% | 4q | -87.6%-$5.8K |
Showing the largest 100 of 107 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 102 | $481.8M | 10,468,892 | 8 | 35 | 39 | 0.0% |
| Q1 2026 | 109 | $583.9M | 12,663,250 | 13 | 33 | 37 | 0.0% |
| Q4 2025 | 111 | $571.0M | 12,300,957 | 15 | 28 | 51 | 0.0% |
| Q3 2025 | 93 | $910.1M | 19,498,258 | 11 | 31 | 33 | 0.0% |
| Q2 2025 | 93 | $669.9M | 14,511,105 | 12 | 32 | 36 | 0.0% |
| Q1 2025 | 86 | $823.2M | 17,854,647 | 8 | 29 | 32 | 0.0% |
| Q4 2024 | 91 | $971.6M | 21,504,612 | 13 | 24 | 33 | 0.0% |
| Q3 2024 | 85 | $1.7B | 36,012,199 | 9 | 38 | 27 | 0.0% |
| Q2 2024 | 87 | $1.5B | 33,425,080 | 9 | 30 | 36 | 0.0% |
| Q1 2024 | 83 | $2.0B | 44,031,379 | 12 | 26 | 34 | 0.0% |
| Q4 2023 | 80 | $2.5B | 54,379,630 | 10 | 18 | 39 | 0.0% |
| Q3 2023 | 77 | $1.5B | 33,278,923 | 12 | 22 | 34 | 0.0% |
| Q2 2023 | 72 | $1.9B | 40,142,345 | 12 | 25 | 24 | 0.0% |
| Q1 2023 | 66 | $1.4B | 29,220,832 | 14 | 20 | 23 | 0.0% |
| Q4 2022 | 63 | $249.3M | 5,440,142 | 15 | 15 | 21 | 0.0% |
| Q3 2022 | 64 | $1.0B | 22,295,142 | 6 | 23 | 22 | 0.0% |
| Q2 2022 | 63 | $1.0B | 21,323,273 | 18 | 16 | 19 | 0.0% |
| Q1 2022 | 54 | $1.1B | 21,542,110 | 9 | 15 | 20 | 0.0% |
| Q4 2021 | 65 | $1.1B | 19,545,535 | 8 | 25 | 22 | 0.0% |
| Q3 2021 | 65 | $1.0B | 18,509,437 | 11 | 22 | 23 | 0.0% |
| Q2 2021 | 60 | $1.2B | 22,662,161 | 58 | 1 | 1 | 0.0% |
| Q1 2021 | 2 | $2.6M | 98,388 | 2 | 0 | 0 | 0.0% |