J P MORGAN EXCHANGE TRADED F (BBCB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
29
Reporting holders
$24.3M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| JMAC ENTERPRISES LLC | $4.4M | 97,770 | 0.75% | 18q | +11.2%+$446.1K |
| MORGAN STANLEY | $3.9M | 85,258 | 0.00% | 16q | +3.8%+$140.7K |
| LPL Financial LLC | $2.9M | 64,814 | 0.00% | 15q | +0.9%+$27.2K |
| Vestmark Advisory Solutions, Inc. | $2.2M | 48,949 | 0.02% | 9q | HELD |
| JPMORGAN CHASE & CO | $2.2M | 47,521 | 0.00% | 31q | +15.1%+$283.9K |
| SMART Wealth LLC | $1.9M | 41,371 | 0.40% | 2q | -6.7%-$134.7K |
| BANK OF AMERICA CORP /DE/ | $1.7M | 36,820 | 0.00% | 10q | +36.8%+$449.3K |
| Independent Wealth Network Inc. | $915.0K | 20,188 | 0.23% | 2q | +2.9%+$26.1K |
| JANE STREET GROUP, LLC | $845.5K | 18,654 | 0.00% | 4q | -10.4%-$98.0K |
| Cerity Partners LLC | $768.7K | 16,959 | 0.00% | 3q | -11.8%-$103.2K |
| ENVESTNET ASSET MANAGEMENT INC | $573.7K | 12,658 | 0.00% | 15q | +14.1%+$71.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $496.5K | 10,955 | 0.00% | 2q | HELD |
| Midwestern Financial, LLC /IA | $393.8K | 8,688 | 0.28% | 5q | -32.6%-$190.4K |
| CreativeOne Wealth, LLC | $385.7K | 8,509 | 0.01% | 10q | -30.1%-$166.0K |
| Cetera Investment Advisers | $314.7K | 6,943 | 0.00% | 7q | +2.6%+$7.8K |
| Windsor Capital Management, LLC | $250.3K | 5,522 | 0.07% | new | NEW |
| Farther Finance Advisors, LLC | $89.8K | 1,981 | 0.00% | 9q | +186.3%+$58.4K |
| IFP Advisors, Inc | $49.4K | 1,089 | 0.00% | 7q | +19.0%+$7.9K |
| AdvisorNet Financial, Inc | $47.8K | 1,054 | 0.00% | 7q | HELD |
| MassMutual Private Wealth & Trust, FSB | $29.6K | 653 | 0.00% | 9q | -31.6%-$13.7K |
| Ashton Thomas Private Wealth, LLC | $9.1K | 200 | 0.00% | 2q | +6.4% |
| LGT Financial Advisors LLC | $7.3K | 161 | 0.04% | 4q | HELD |
| UBS Group AG | $3.2K | 71 | 0.00% | 5q | -63.2%-$5.5K |
| WELLS FARGO & COMPANY/MN | $2.5K | 56 | 0.00% | 14q | HELD |
| Janney Montgomery Scott LLC | $2.4K | 53,546 | 0.00% | 9q | +8.9% |
| Integrated Wealth Concepts LLC | $2.0K | 45 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $861 | 19 | 0.00% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $91 | 2 | 0.00% | 8q | HELD |
| FWL INVESTMENT MANAGEMENT, LLC | $91 | 2 | 0.00% | 12q | HELD |
| Capital Analysts, LLC | $12 | 266 | 0.00% | 3q | +964.0% |
| AE Wealth Management LLC | $11 | 0 | 0.00% | new | NEW |
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 | 29 | $24.3M | 536,912 | 3 | 11 | 7 | 0.0% |
| Q1 2026 | 27 | $23.6M | 519,994 | 4 | 14 | 6 | 0.0% |
| Q4 2025 | 27 | $19.1M | 416,473 | 5 | 11 | 7 | 0.0% |
| Q3 2025 | 24 | $20.6M | 442,593 | 2 | 13 | 6 | 0.0% |
| Q2 2025 | 26 | $23.4M | 512,314 | 3 | 12 | 6 | 0.0% |
| Q1 2025 | 26 | $21.8M | 480,091 | 3 | 13 | 6 | 0.0% |
| Q4 2024 | 24 | $21.8M | 487,008 | 4 | 11 | 6 | 0.0% |
| Q3 2024 | 21 | $26.8M | 573,366 | 3 | 10 | 5 | 0.0% |
| Q2 2024 | 21 | $36.4M | 809,742 | 4 | 9 | 7 | 0.0% |
| Q1 2024 | 18 | $34.6M | 759,294 | 4 | 7 | 4 | 0.0% |
| Q4 2023 | 17 | $47.8M | 1,034,518 | 4 | 7 | 4 | 0.0% |
| Q3 2023 | 14 | $29.3M | 678,893 | 1 | 4 | 6 | 0.0% |
| Q2 2023 | 12 | $46.4M | 1,022,150 | 1 | 5 | 3 | 0.0% |
| Q1 2023 | 14 | $43.8M | 953,770 | 1 | 6 | 3 | 0.0% |
| Q4 2022 | 14 | $17.1M | 381,316 | 6 | 3 | 4 | 0.0% |
| Q3 2022 | 10 | $33.8M | 779,004 | 4 | 2 | 3 | 0.0% |
| Q2 2022 | 7 | $30.3M | 655,705 | 0 | 2 | 3 | 0.0% |
| Q1 2022 | 8 | $36.9M | 735,602 | 2 | 2 | 3 | 0.0% |
| Q4 2021 | 10 | $47.4M | 868,587 | 0 | 3 | 4 | 0.0% |
| Q3 2021 | 10 | $48.4M | 869,702 | 2 | 4 | 2 | 0.0% |
| Q2 2021 | 10 | $44.6M | 796,424 | 0 | 3 | 4 | 0.0% |
| Q1 2021 | 10 | $44.0M | 806,107 | 2 | 4 | 2 | 0.0% |
| Q4 2020 | 9 | $33.4M | 578,469 | 1 | 1 | 3 | 0.0% |
| Q3 2020 | 7 | $34.3M | 601,601 | 2 | 2 | 2 | 0.0% |
| Q2 2020 | 9 | $37.0M | 648,942 | 3 | 3 | 1 | 0.0% |
| Q1 2020 | 8 | $29.6M | 557,580 | 4 | 2 | 1 | 0.0% |
| Q4 2019 | 4 | $27.8M | 508,235 | 2 | 1 | 0 | 0.0% |
| Q3 2019 | 3 | $28.0M | 504,125 | 1 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $27.7M | 509,779 | 1 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $25.9M | 494,500 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $25.1M | 499,249 | 0 | 0 | 0 | 0.0% |