J P MORGAN EXCHANGE TRADED F (BBAX)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
136
Reporting holders
$5.9B
Reported value
0.0%
Held as options
-9
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 | $5.2B | 85,864,361 | 0.29% | 21q | +0.5%+$26.1M |
| BANK OF AMERICA CORP /DE/ | $594.4M | 9,927,854 | 0.04% | 21q | +5.2%+$29.4M |
| Jupiter Topco LLC | $29.1M | 486,705 | 0.01% | new | FIRST |
| ATLAS CAPITAL ADVISORS INC. | $23.0M | 385,834 | 1.29% | 16q | +108.0%+$12.0M |
| MORGAN STANLEY | $21.3M | 355,019 | 0.00% | 21q | -2.6%-$564.5K |
| JANE STREET GROUP, LLC | $14.4M | 240,535 | 0.00% | 3q | +263.9%+$10.4M |
| SIMON QUICK ADVISORS, LLC | $10.3M | 172,441 | 0.42% | 5q | HELD |
| Financial Management Professionals, Inc. | $9.3M | 155,296 | 0.88% | new | NEW |
| LPL Financial LLC | $7.2M | 120,002 | 0.00% | 17q | +25.1%+$1.4M |
| UBS Group AG | $5.9M | 98,879 | 0.00% | 21q | +7.9%+$434.8K |
| PGIM Custom Harvest LLC | $4.5M | 75,620 | 0.06% | 16q | +7.7%+$324.7K |
| WELLS FARGO & COMPANY/MN | $4.3M | 72,374 | 0.00% | 21q | -50.1%-$4.4M |
| NORTHERN TRUST CORP | $4.0M | 66,634 | 0.00% | 3q | +150.2%+$2.4M |
| SYON CAPITAL LLC | $2.7M | 45,527 | 0.12% | 11q | -3.9%-$111.6K |
| Rockefeller Capital Management L.P. | $2.4M | 39,853 | 0.00% | 21q | +17.6%+$357.5K |
| CHOREO, LLC | $2.2M | 36,531 | 0.02% | 9q | HELD |
| Corient Private Wealth LP | $1.9M | 32,316 | 0.00% | 15q | +96.0%+$947.6K |
| Quantinno Capital Management LP | $1.9M | 31,609 | 0.00% | 9q | -11.5%-$244.9K |
| MML INVESTORS SERVICES, LLC | $1.8M | 30,226 | 0.00% | 21q | +43.0%+$543.7K |
| Badgley Phelps Wealth Managers, LLC | $1.2M | 20,653 | 0.02% | 18q | -47.1%-$1.1M |
| Robertson Stephens Wealth Management, LLC | $1.1M | 19,108 | 0.03% | 12q | HELD |
| BROWN ADVISORY INC | $986.2K | 16,473 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $938.8K | 15,680 | 0.00% | 2q | -6.9%-$69.2K |
| RAYMOND JAMES FINANCIAL INC | $937.3K | 15,656 | 0.00% | 7q | +98.7%+$465.6K |
| CERTUITY, LLC | $828.1K | 13,832 | 0.04% | 2q | -6.3%-$55.9K |
| FMR LLC | $814.3K | 13,601 | 0.00% | 21q | +25.0%+$163.0K |
| Circle Wealth Management, LLC | $789.6K | 13,189 | 0.01% | 6q | +2.4%+$18.4K |
| ENVESTNET ASSET MANAGEMENT INC | $699.4K | 11,682 | 0.00% | 2q | +14.1%+$86.6K |
| SUMMITRY LLC | $689.6K | 11,518 | 0.02% | new | NEW |
| Creative Planning | $681.0K | 11,374 | 0.00% | 6q | -42.1%-$495.7K |
| BLAIR WILLIAM & CO/IL | $648.2K | 10,827 | 0.00% | 21q | HELD |
| Nolet Wealth Management, LLC | $636.9K | 10,638 | 0.35% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $542.2K | 9,056 | 0.00% | 21q | +37.2%+$147.1K |
| OneDigital Investment Advisors LLC | $538.7K | 8,999 | 0.00% | 5q | -61.3%-$854.1K |
| Ballentine Partners, LLC | $505.0K | 8,435 | 0.01% | 6q | +31.1%+$119.8K |
| Cetera Investment Advisers | $502.2K | 8,389 | 0.00% | 8q | +31.3%+$119.7K |
| GREENWOOD GEARHART LLC | $501.4K | 8,375 | 0.02% | new | NEW |
| Dorsey & Whitney Trust CO LLC | $490.5K | 8,193 | 0.02% | 21q | HELD |
| STEPHENS INC /AR/ | $465.5K | 7,776 | 0.01% | 2q | HELD |
| Icon Wealth Advisors, LLC | $440.9K | 7,365 | 0.03% | 8q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $428.4K | 7,156 | 0.00% | 2q | +91.4%+$204.6K |
| BROWN BROTHERS HARRIMAN & CO | $392.0K | 6,548 | 0.00% | 11q | HELD |
| US BANCORP \DE\ | $383.3K | 6,402 | 0.00% | 21q | -2.1%-$8.2K |
| Pathstone Holdings, LLC | $361.3K | 6,034 | 0.00% | 3q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $350.2K | 5,850 | 0.00% | new | NEW |
| Legacy Wealth Advisors, LLC | $313.7K | 5,240 | 0.14% | 2q | HELD |
| IEQ CAPITAL, LLC | $289.5K | 4,836 | 0.00% | 5q | HELD |
| Cerity Partners LLC | $276.2K | 4,613 | 0.00% | 5q | -5.6%-$16.5K |
| FSM Wealth Advisors, LLC | $274.7K | 4,588 | 0.03% | 4q | HELD |
| Morton Capital Management LLC/CA | $240.9K | 4,023 | 0.03% | 4q | +2.6%+$6.2K |
| Clearstead Advisors, LLC | $235.9K | 3,941 | 0.00% | 2q | +2492.8%+$226.8K |
| TRUIST FINANCIAL CORP | $235.7K | 3,937 | 0.00% | 3q | +2.3%+$5.2K |
| OSAIC HOLDINGS, INC. | $234.2K | 3,909 | 0.00% | 21q | +34.6%+$60.2K |
| BAYBAN | $222.8K | 3,722 | 0.17% | 3q | HELD |
| Focus Partners Wealth | $215.8K | 3,604 | 0.00% | 2q | +3.7%+$7.8K |
| waypoint wealth counsel | $210.2K | 3,511 | 0.13% | 8q | -1.7%-$3.6K |
| Inscription Capital, LLC | $203.4K | 3,398 | 0.02% | 2q | HELD |
| Waverly Advisors, LLC | $167.6K | 2,800 | 0.00% | 3q | -38.4%-$104.5K |
| Arlington Trust Co LLC | $164.3K | 2,745 | 0.01% | 2q | +229.5%+$114.5K |
| PNC Financial Services Group, Inc. | $161.1K | 2,691 | 0.00% | 21q | HELD |
| ROYAL BANK OF CANADA | $145.0K | 2,414 | 0.00% | 21q | -8.9%-$14.1K |
| EP Wealth Advisors, LLC | $126.7K | 2,116 | 0.00% | new | NEW |
| BlackRock, Inc. | $110.0K | 1,838 | 0.00% | 5q | +173.9%+$69.9K |
| WHITTIER TRUST CO | $105.3K | 1,738 | 0.00% | new | NEW |
| Crewe Advisors LLC | $99.0K | 1,653 | 0.01% | 8q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $81.8K | 1,366 | 0.00% | 7q | HELD |
| PRIVATE TRUST CO NA | $63.4K | 1,059 | 0.01% | 15q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $60.1K | 1,004 | 0.00% | 3q | -73.5%-$166.7K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $53.0K | 885 | 0.00% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $51.4K | 858 | 0.00% | 5q | -23.5%-$15.8K |
| TRUST CO OF TOLEDO NA /OH/ | $51.2K | 856 | 0.00% | 2q | HELD |
| Russell Investments Group, Ltd. | $48.1K | 803 | 0.00% | 4q | +80200.0%+$48.0K |
| AE Wealth Management LLC | $44.7K | 747 | 0.00% | 7q | +11.5%+$4.6K |
| HUNTINGTON NATIONAL BANK | $39.8K | 664 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $39.0K | 657 | 0.00% | 3q | -3.2%-$1.3K |
| BANK OF MONTREAL /CAN/ | $34.8K | 582 | 0.00% | 2q | +80.7%+$15.6K |
| BOKF, NA | $33.0K | 551 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $31.8K | 531 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $31.7K | 530 | 0.00% | 10q | +8.2%+$2.4K |
| ASSETMARK, INC | $29.9K | 499 | 0.00% | 6q | +115.1%+$16.0K |
| JONES FINANCIAL COMPANIES LLLP | $29.8K | 498 | 0.00% | 6q | -15.2%-$5.3K |
| ESL Trust Services, LLC | $29.2K | 487 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $27.7K | 463 | 0.00% | 3q | -4.1%-$1.2K |
| Wellington Grp LLC | $22.9K | 385 | 0.01% | 3q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $22.5K | 376 | 0.00% | new | FIRST |
| SIGNATUREFD, LLC | $21.7K | 363 | 0.00% | 3q | HELD |
| Avalon Trust Co | $20.7K | 345 | 0.00% | 5q | HELD |
| Ares Financial Consulting, LLC | $18.7K | 313 | 0.01% | new | NEW |
| Private Wealth Management Group, LLC | $18.4K | 307 | 0.00% | new | NEW |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $17.7K | 295 | 0.01% | 3q | HELD |
| NewEdge Advisors, LLC | $16.3K | 272 | 0.00% | new | NEW |
| Arax Advisory Partners | $15.7K | 262 | 0.00% | 3q | +91.2%+$7.5K |
| HARBOUR INVESTMENTS, INC. | $15.1K | 252 | 0.00% | 3q | +44.8%+$4.7K |
| Spire Wealth Management | $15.0K | 251 | 0.00% | 17q | HELD |
| Wilmington Savings Fund Society, FSB | $14.4K | 241 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $13.5K | 226 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $13.5K | 225 | 0.00% | 2q | -16.4%-$2.6K |
| Archer Investment Corp | $12.7K | 212 | 0.00% | 18q | +60.6%+$4.8K |
| Blue Trust, Inc. | $11.6K | 193 | 0.00% | 12q | HELD |
| Cullen/Frost Bankers, Inc. | $11.5K | 192 | 0.00% | 5q | HELD |
Showing the largest 100 of 142 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 | 136 | $5.9B | 98,607,976 | 24 | 34 | 25 | 0.0% |
| Q1 2026 | 145 | $5.7B | 97,587,978 | 38 | 39 | 25 | 0.0% |
| Q4 2025 | 132 | $5.3B | 95,011,198 | 34 | 37 | 19 | 0.0% |
| Q3 2025 | 105 | $9.8B | 173,478,074 | 18 | 35 | 19 | 0.0% |
| Q2 2025 | 107 | $4.9B | 90,460,190 | 33 | 21 | 25 | 0.0% |
| Q1 2025 | 89 | $4.4B | 90,919,699 | 17 | 25 | 15 | 0.0% |
| Q4 2024 | 94 | $4.2B | 86,429,686 | 13 | 25 | 23 | 0.0% |
| Q3 2024 | 92 | $8.8B | 162,626,949 | 21 | 20 | 26 | 0.0% |
| Q2 2024 | 84 | $8.2B | 168,579,096 | 16 | 17 | 27 | 0.0% |
| Q1 2024 | 86 | $7.8B | 162,668,439 | 15 | 23 | 23 | 0.0% |
| Q4 2023 | 91 | $7.5B | 151,870,019 | 28 | 20 | 20 | 0.0% |
| Q3 2023 | 78 | $3.7B | 81,865,734 | 20 | 19 | 19 | 0.0% |
| Q2 2023 | 68 | $4.2B | 87,669,756 | 10 | 18 | 21 | 0.0% |
| Q1 2023 | 77 | $4.1B | 83,295,980 | 16 | 23 | 17 | 0.0% |
| Q4 2022 | 68 | $188.6M | 3,853,313 | 21 | 20 | 8 | 0.0% |
| Q3 2022 | 71 | $3.2B | 75,163,153 | 12 | 22 | 17 | 0.0% |
| Q2 2022 | 76 | $3.7B | 77,874,872 | 29 | 16 | 15 | 0.0% |
| Q1 2022 | 63 | $4.3B | 78,024,090 | 12 | 14 | 17 | 0.0% |
| Q4 2021 | 79 | $4.0B | 73,772,496 | 22 | 23 | 13 | 0.0% |
| Q3 2021 | 66 | $3.7B | 68,560,388 | 17 | 24 | 12 | 0.0% |
| Q2 2021 | 57 | $3.8B | 65,588,833 | 56 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $1.8M | 31,681 | 1 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $1.8M | 31,177 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.8M | 31,177 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $1.8M | 31,177 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.8M | 31,177 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $1.8M | 31,177 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.8M | 31,177 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.8M | 31,177 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.8M | 31,177 | 1 | 0 | 0 | 0.0% |