J P MORGAN EXCHANGE TRADED F (BBCA)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
250
Reporting holders
$7.8B
Reported value
0.0%
Held as options
+20
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 | $7.1B | 71,652,516 | 0.39% | 21q | -4.2%-$313.6M |
| ENVESTNET ASSET MANAGEMENT INC | $49.2M | 495,287 | 0.01% | 21q | +6.1%+$2.8M |
| RiverFront Investment Group, LLC | $47.0M | 472,724 | 0.62% | 18q | +5.1%+$2.3M |
| ASSETMARK, INC | $45.3M | 455,811 | 0.08% | 21q | -2.6%-$1.2M |
| VICTORY CAPITAL MANAGEMENT INC | $43.4M | 436,699 | 0.02% | 8q | +25.2%+$8.7M |
| Tradewinds Capital Management, LLC | $38.5M | 387,374 | 6.84% | new | NEW |
| HighTower Advisors, LLC | $37.2M | 374,064 | 0.04% | 21q | -8.8%-$3.6M |
| Mirae Asset Global Investments Co., Ltd. | $34.4M | 345,680 | 0.05% | 17q | -57.4%-$46.4M |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | $33.1M | 333,320 | 11.40% | 4q | HELD |
| Elm Partners Management LLC | $31.5M | 317,028 | 1.13% | 17q | -1.1%-$365.4K |
| AMERIPRISE FINANCIAL INC | $29.7M | 298,513 | 0.01% | 21q | +26.0%+$6.1M |
| Willis Johnson & Associates, Inc. | $24.8M | 249,450 | 1.38% | 15q | +59.1%+$9.2M |
| TWO SIGMA INVESTMENTS, LP | $22.4M | 225,500 | 0.02% | new | NEW |
| ATLAS CAPITAL ADVISORS INC. | $21.6M | 223,341 | 1.21% | 21q | +101.5%+$10.9M |
| UBS Group AG | $18.8M | 189,191 | 0.00% | 21q | +4.8%+$861.9K |
| LPL Financial LLC | $17.6M | 176,688 | 0.00% | 17q | +2.7%+$466.5K |
| RAYMOND JAMES FINANCIAL INC | $16.6M | 166,501 | 0.00% | 7q | +4.5%+$716.8K |
| Rice Partnership, LLC | $14.5M | 146,330 | 1.77% | 3q | +78.0%+$6.4M |
| SPINNAKER TRUST | $11.0M | 110,732 | 0.53% | 21q | -14.9%-$1.9M |
| BOCHK Asset Management Ltd | $11.0M | 110,670 | 1.73% | 2q | HELD |
| MORGAN STANLEY | $10.9M | 109,604 | 0.00% | 21q | -9.5%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $10.7M | 107,884 | 0.00% | 21q | -1.5%-$167.0K |
| ROYAL BANK OF CANADA | $10.7M | 107,632 | 0.00% | 21q | +3.8%+$391.2K |
| WELLS FARGO & COMPANY/MN | $9.3M | 93,081 | 0.00% | 21q | -47.7%-$8.5M |
| PGIM Custom Harvest LLC | $9.1M | 91,193 | 0.11% | 17q | +0.9%+$83.4K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $6.1M | 61,784 | 0.60% | 9q | +5.7%+$329.9K |
| Cetera Investment Advisers | $6.1M | 61,016 | 0.01% | 21q | +4.9%+$282.0K |
| Silphium Asset Management Ltd | $5.8M | 58,000 | 1.94% | 3q | HELD |
| Marex Group Ltd | $5.7M | 57,700 | 0.02% | 3q | HELD |
| Corient Private Wealth LP | $4.7M | 47,196 | 0.00% | 15q | +158.8%+$2.9M |
| Dorsey & Whitney Trust CO LLC | $4.4M | 44,338 | 0.21% | 21q | -0.8%-$36.6K |
| JANE STREET GROUP, LLC | $4.0M | 40,217 | 0.00% | new | NEW |
| CHOREO, LLC | $3.8M | 37,803 | 0.04% | 9q | -2.9%-$110.5K |
| CITADEL ADVISORS LLC | $3.2M | 32,467 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $3.2M | 31,771 | 0.00% | 10q | +8.8%+$254.4K |
| FMR LLC | $3.1M | 31,083 | 0.00% | 21q | +9.2%+$260.0K |
| Evansbrook LLC | $2.7M | 27,569 | 1.63% | 2q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $2.7M | 27,392 | 0.79% | 25q | -2.4%-$65.9K |
| Quantinno Capital Management LP | $2.4M | 23,902 | 0.00% | 9q | +1.5%+$34.9K |
| Hudson Portfolio Management LLC | $2.0M | 20,322 | 1.53% | 7q | +3.4%+$65.6K |
| Creative Planning | $2.0M | 20,128 | 0.00% | 15q | -21.4%-$544.5K |
| BANK OF MONTREAL /CAN/ | $2.0M | 19,863 | 0.00% | 20q | HELD |
| NORTHERN TRUST CORP | $1.9M | 19,093 | 0.00% | 10q | +180.0%+$1.2M |
| Alaska Permanent Capital Management, LLC | $1.8M | 18,126 | 0.12% | 21q | -1.5%-$26.9K |
| STIFEL FINANCIAL CORP | $1.8M | 17,870 | 0.00% | 21q | -10.8%-$214.9K |
| BLAIR WILLIAM & CO/IL | $1.7M | 17,469 | 0.00% | 21q | -1.0%-$16.9K |
| MML INVESTORS SERVICES, LLC | $1.7M | 16,964 | 0.00% | 11q | +32.4%+$412.2K |
| FIFTH THIRD BANCORP | $1.6M | 16,392 | 0.00% | 5q | -7.0%-$122.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 15,752 | 0.00% | 11q | +103.5%+$796.5K |
| Caprock Group, LLC | $1.6M | 15,669 | 0.03% | 6q | +2.2%+$33.4K |
| TD Waterhouse Canada Inc. | $1.5M | 14,634 | 0.00% | 10q | +38.6%+$405.3K |
| TRUIST FINANCIAL CORP | $1.4M | 14,558 | 0.00% | 18q | -1.1%-$16.0K |
| SYON CAPITAL LLC | $1.2M | 12,385 | 0.05% | 11q | HELD |
| BlackRock, Inc. | $1.2M | 12,138 | 0.00% | 5q | +2.5%+$29.5K |
| BROWN ADVISORY INC | $1.1M | 11,305 | 0.00% | 4q | +230.9%+$784.2K |
| Nolet Wealth Management, LLC | $1.1M | 11,116 | 0.61% | 3q | HELD |
| Coppell Advisory Solutions LLC | $1.1M | 38 | 0.09% | new | NEW |
| Yoffe Investment Management, LLC | $1.0M | 10,540 | 1.20% | 7q | HELD |
| Mariner, LLC | $1.0M | 10,503 | 0.00% | 16q | -0.9%-$9.5K |
| CERTUITY, LLC | $1.0M | 10,308 | 0.05% | 2q | -5.2%-$55.8K |
| QUADRANT CAPITAL GROUP LLC | $1.0M | 10,215 | 0.03% | 11q | HELD |
| Ballentine Partners, LLC | $974.0K | 9,799 | 0.01% | 6q | +21.2%+$170.4K |
| Cresset Asset Management, LLC | $970.8K | 9,767 | 0.00% | 3q | -9.3%-$99.0K |
| GOLDMAN SACHS GROUP INC | $885.6K | 8,909 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $863.7K | 8,690 | 0.00% | new | NEW |
| SAPIENT CAPITAL LLC | $857.6K | 8,628 | 0.01% | 11q | +100.0%+$428.8K |
| Lumbard & Kellner, LLC | $845.7K | 8,508 | 0.26% | 5q | +1.2%+$9.8K |
| Pathstone Holdings, LLC | $820.6K | 8,256 | 0.00% | 7q | HELD |
| Avidian Wealth Enterprises, LLC | $805.3K | 8,101 | 0.02% | 17q | HELD |
| Cerity Partners LLC | $801.9K | 8,067 | 0.00% | 7q | -13.1%-$121.2K |
| Sowell Financial Services LLC | $763.3K | 7,679 | 0.02% | 7q | -13.5%-$118.9K |
| OneDigital Investment Advisors LLC | $752.6K | 7,571 | 0.01% | 15q | -60.7%-$1.2M |
| GREENWOOD GEARHART LLC | $719.1K | 7,234 | 0.03% | new | NEW |
| OSAIC HOLDINGS, INC. | $710.6K | 7,137 | 0.00% | 21q | +23.4%+$134.8K |
| Koshinski Asset Management, Inc. | $696.6K | 7,008 | 0.04% | 9q | HELD |
| L.K. Benson & Company, P.C. | $695.8K | 7,000 | 0.21% | 7q | HELD |
| Inscription Capital, LLC | $691.7K | 6,959 | 0.06% | 16q | HELD |
| SCOTIA CAPITAL INC. | $683.1K | 6,872 | 0.00% | 2q | +10.0%+$61.9K |
| NewEdge Advisors, LLC | $655.2K | 6,592 | 0.00% | new | NEW |
| Focus Partners Wealth | $634.3K | 6,381 | 0.00% | 3q | -4.0%-$26.5K |
| MANNING & NAPIER ADVISORS LLC | $632.1K | 6,370 | 0.01% | new | NEW |
| COMMERCE BANK | $626.7K | 6,305 | 0.00% | 2q | HELD |
| INNEALTA CAPITAL, LLC | $621.2K | 6,249 | 0.33% | 13q | HELD |
| Ocean Park Asset Management, LLC | $599.9K | 6,035 | 0.03% | 3q | HELD |
| HSBC HOLDINGS PLC | $598.3K | 6,019 | 0.00% | 2q | -0.6%-$3.7K |
| STEPHENS INC /AR/ | $589.8K | 5,934 | 0.01% | 3q | -9.6%-$62.9K |
| Sunpointe, LLC | $586.6K | 5,901 | 0.17% | 11q | -67.8%-$1.2M |
| BROWN BROTHERS HARRIMAN & CO | $583.7K | 5,872 | 0.00% | 11q | HELD |
| PRIVATE TRUST CO NA | $581.1K | 5,846 | 0.05% | 15q | HELD |
| CVA Family Office, LLC | $516.6K | 5,197 | 0.05% | 15q | -1.8%-$9.6K |
| RICHARDSON FINANCIAL SERVICES INC. | $514.8K | 5,179 | 0.29% | 11q | -0.7%-$3.9K |
| Sanctuary Advisors, LLC | $507.1K | 5,102 | 0.00% | 9q | +2.6%+$12.9K |
| &PARTNERS | $502.8K | 5,059 | 0.00% | 3q | HELD |
| Icon Wealth Advisors, LLC | $499.9K | 5,029 | 0.03% | 8q | -5.5%-$29.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $495.0K | 4,889 | 0.00% | 8q | +3.6%+$17.2K |
| Clearstead Advisors, LLC | $494.9K | 4,979 | 0.00% | 20q | +246.5%+$352.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $481.9K | 4,848 | 0.00% | 3q | -74.3%-$1.4M |
| TWO SIGMA SECURITIES, LLC | $471.7K | 4,745 | 0.04% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $471.1K | 4,739 | 0.00% | 15q | -10.3%-$54.0K |
| MISSION WEALTH MANAGEMENT, LP | $463.4K | 4,662 | 0.01% | new | NEW |
Showing the largest 100 of 260 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 | 250 | $7.8B | 79,049,806 | 43 | 59 | 73 | 0.0% |
| Q1 2026 | 230 | $7.5B | 81,609,752 | 35 | 72 | 55 | 0.0% |
| Q4 2025 | 230 | $7.5B | 80,750,549 | 45 | 61 | 55 | 0.0% |
| Q3 2025 | 197 | $13.5B | 155,005,948 | 24 | 56 | 48 | 0.0% |
| Q2 2025 | 198 | $6.7B | 82,487,213 | 43 | 38 | 56 | 0.0% |
| Q1 2025 | 172 | $5.9B | 83,047,368 | 18 | 40 | 60 | 0.0% |
| Q4 2024 | 191 | $5.9B | 83,476,391 | 23 | 52 | 49 | 0.0% |
| Q3 2024 | 180 | $11.1B | 154,088,468 | 35 | 54 | 50 | 0.0% |
| Q2 2024 | 163 | $11.1B | 170,671,849 | 26 | 41 | 48 | 0.0% |
| Q1 2024 | 153 | $11.2B | 167,999,598 | 25 | 47 | 44 | 0.0% |
| Q4 2023 | 145 | $10.5B | 163,806,769 | 27 | 39 | 41 | 0.0% |
| Q3 2023 | 138 | $4.9B | 84,769,477 | 30 | 37 | 35 | 0.0% |
| Q2 2023 | 127 | $5.0B | 81,257,277 | 16 | 38 | 36 | 0.0% |
| Q1 2023 | 124 | $4.9B | 83,016,093 | 17 | 37 | 34 | 0.1% |
| Q4 2022 | 112 | $247.4M | 4,585,681 | 26 | 26 | 33 | 0.0% |
| Q3 2022 | 124 | $4.5B | 84,929,447 | 19 | 33 | 37 | 0.0% |
| Q2 2022 | 132 | $5.1B | 86,283,397 | 44 | 47 | 19 | 0.0% |
| Q1 2022 | 105 | $5.9B | 84,643,593 | 26 | 21 | 27 | 0.0% |
| Q4 2021 | 117 | $5.5B | 82,516,883 | 34 | 32 | 20 | 0.0% |
| Q3 2021 | 94 | $5.1B | 80,377,031 | 23 | 30 | 18 | 0.0% |
| Q2 2021 | 84 | $5.2B | 80,097,769 | 77 | 0 | 6 | 0.0% |
| Q1 2021 | 8 | $16.1M | 454,976 | 5 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $6.3M | 129,493 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $5.9M | 119,511 | 0 | 1 | 0 | 0.0% |
| Q2 2020 | 2 | $5.9M | 118,489 | 1 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $4.9M | 75,578 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $4.9M | 75,578 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $4.9M | 75,578 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $4.9M | 75,578 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $4.9M | 75,578 | 1 | 0 | 0 | 0.0% |