J P MORGAN EXCHANGE TRADED F (BBEU)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
186
Reporting holders
$7.2B
Reported value
0.0%
Held as options
-3
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 | $6.8B | 88,126,715 | 0.38% | 21q | -5.2%-$374.6M |
| Elm Partners Management LLC | $51.1M | 656,570 | 1.83% | 6q | +3.8%+$1.9M |
| MORGAN STANLEY | $34.7M | 445,806 | 0.00% | 21q | +19.1%+$5.6M |
| Legacy CG, LLC | $31.3M | 402,641 | 8.02% | 6q | -6.6%-$2.2M |
| GREENWOOD CAPITAL ASSOCIATES LLC | $29.5M | 379,654 | 2.90% | 10q | -0.8%-$250.4K |
| Permanens Capital L.P. | $29.2M | 376,103 | 3.01% | 4q | +82.1%+$13.2M |
| BANK OF AMERICA CORP /DE/ | $28.0M | 359,839 | 0.00% | 21q | +1.6%+$445.9K |
| UBS Group AG | $24.6M | 315,727 | 0.00% | 21q | -4.1%-$1.1M |
| LPL Financial LLC | $18.1M | 232,476 | 0.00% | 17q | -6.0%-$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.8M | 202,969 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $10.3M | 132,952 | 0.00% | new | NEW |
| Robertson Stephens Wealth Management, LLC | $10.0M | 128,386 | 0.25% | 6q | -2.1%-$215.2K |
| NORTHERN TRUST CORP | $9.6M | 123,735 | 0.00% | 10q | +63.8%+$3.7M |
| 1 NORTH WEALTH SERVICES LLC | $9.3M | 119,430 | 3.04% | 5q | +1.4%+$132.1K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $9.0M | 115,943 | 0.06% | 6q | +19.6%+$1.5M |
| Curbstone Financial Management Corp | $5.0M | 64,390 | 0.85% | 4q | +0.6%+$31.9K |
| MML INVESTORS SERVICES, LLC | $4.7M | 60,151 | 0.01% | 8q | +36.1%+$1.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 58,639 | 0.00% | 21q | +11.9%+$483.3K |
| Secure Asset Management, LLC | $4.5M | 58,459 | 0.64% | 7q | +9.0%+$375.3K |
| Dorsey & Whitney Trust CO LLC | $4.3M | 54,694 | 0.21% | 21q | -5.0%-$221.6K |
| ATLAS CAPITAL ADVISORS INC. | $4.2M | 55,878 | 0.23% | 21q | +83.9%+$1.9M |
| Beacon Pointe Advisors, LLC | $4.0M | 51,297 | 0.02% | 11q | HELD |
| Corient Private Wealth LP | $4.0M | 50,834 | 0.00% | 3q | +17.3%+$581.7K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.6M | 46,336 | 1.75% | 5q | +4.0%+$137.8K |
| Quantinno Capital Management LP | $3.1M | 40,422 | 0.00% | 10q | -2.9%-$95.2K |
| Medallion Wealth Advisors, LLC | $3.0M | 64,582 | 0.94% | 7q | +268991.7%+$3.0M |
| Rockefeller Capital Management L.P. | $2.5M | 32,788 | 0.00% | 8q | +3.8%+$93.1K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $2.5M | 31,685 | 0.19% | 21q | -1.1%-$26.3K |
| Evansbrook LLC | $2.4M | 31,430 | 1.46% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $2.4M | 31,213 | 0.00% | 21q | +76.4%+$1.1M |
| Nolet Wealth Management, LLC | $2.4M | 30,265 | 1.30% | 3q | HELD |
| FMR LLC | $2.3M | 29,213 | 0.00% | 21q | +39.1%+$639.0K |
| Focus Partners Wealth | $2.1M | 27,469 | 0.00% | 3q | HELD |
| Vestmark Advisory Solutions, Inc. | $2.0M | 25,824 | 0.02% | 6q | HELD |
| Cetera Investment Advisers | $1.8M | 23,708 | 0.00% | 11q | -40.0%-$1.2M |
| Cresset Asset Management, LLC | $1.8M | 23,027 | 0.01% | 2q | -3.6%-$66.6K |
| BLAIR WILLIAM & CO/IL | $1.7M | 22,022 | 0.00% | 21q | HELD |
| Perigon Wealth Management, LLC | $1.7M | 21,875 | 0.03% | 7q | -2.2%-$39.0K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $1.7M | 21,249 | 1.30% | 6q | -10.7%-$199.3K |
| PGIM Custom Harvest LLC | $1.7M | 21,429 | 0.02% | 17q | -4.6%-$81.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.6M | 20,586 | 0.00% | 3q | -39.1%-$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 20,349 | 0.00% | 21q | -73.4%-$4.4M |
| KELLY FINANCIAL GROUP LLC | $1.5M | 19,907 | 0.34% | 7q | -6.3%-$104.6K |
| MN Wealth Advisors, LLC | $1.5M | 19,096 | 0.63% | 11q | HELD |
| US BANCORP \DE\ | $1.5M | 18,675 | 0.00% | 21q | HELD |
| Breakwater Investment Management | $1.4M | 17,600 | 0.47% | 10q | -0.7%-$9.2K |
| FIFTH THIRD BANCORP | $1.3M | 17,219 | 0.00% | 2q | +2.4%+$31.6K |
| Pathstone Holdings, LLC | $1.3M | 17,152 | 0.00% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 16,450 | 0.00% | 5q | +21.7%+$228.3K |
| NewEdge Advisors, LLC | $1.1M | 13,723 | 0.00% | 15q | +10.6%+$102.2K |
| Wealthcare Advisory Partners LLC | $1.0M | 13,035 | 0.02% | 5q | +2.9%+$28.4K |
| CERTUITY, LLC | $984.4K | 12,658 | 0.05% | 3q | -1.9%-$19.4K |
| Creative Planning | $977.2K | 12,565 | 0.00% | 21q | -3.3%-$32.9K |
| CHOREO, LLC | $953.5K | 12,260 | 0.01% | 5q | -7.6%-$78.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $926.7K | 11,916 | 0.00% | 3q | +145.2%+$548.8K |
| Prime Capital Investment Advisors, LLC | $897.3K | 11,537 | 0.01% | 13q | HELD |
| Vise Technologies, Inc. | $888.3K | 11,422 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $850.3K | 10,934 | 0.00% | 15q | +93.7%+$411.2K |
| Steward Partners Investment Advisory, LLC | $838.0K | 10,776 | 0.00% | 7q | HELD |
| Yoffe Investment Management, LLC | $827.7K | 10,642 | 0.95% | 7q | HELD |
| BROWN ADVISORY INC | $816.8K | 10,503 | 0.00% | 4q | +84.9%+$375.0K |
| WELLS FARGO & COMPANY/MN | $807.3K | 10,381 | 0.00% | 21q | -52.3%-$884.3K |
| BlackRock, Inc. | $794.3K | 10,214 | 0.00% | 3q | -8.8%-$77.0K |
| Private Advisor Group, LLC | $790.2K | 10,161 | 0.00% | 3q | +258.7%+$569.9K |
| Cerity Partners LLC | $782.5K | 10,062 | 0.00% | 6q | -3.8%-$30.8K |
| Clark Capital Management Group, Inc. | $704.1K | 9,054 | 0.00% | 2q | -1.9%-$13.9K |
| Mechanics Bank Trust Department | $664.9K | 8,549 | 0.08% | 13q | +22.7%+$122.9K |
| Caprock Group, LLC | $661.2K | 8,502 | 0.01% | 4q | +1.8%+$11.8K |
| LAKE STREET PRIVATE WEALTH, LLC | $620.6K | 7,980 | 0.07% | 16q | HELD |
| Crewe Advisors LLC | $563.8K | 7,249 | 0.04% | 17q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $558.8K | 7,185 | 0.00% | 15q | +10.3%+$52.3K |
| W1M Asset Management Ltd | $553.5K | 7,123 | 0.01% | 3q | +157.7%+$338.7K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $545.9K | 7,020 | 0.01% | 3q | HELD |
| Kestra Advisory Services, LLC | $542.9K | 6,981 | 0.00% | 3q | +0.8%+$4.0K |
| ROYAL BANK OF CANADA | $538.0K | 6,923 | 0.00% | 21q | -74.3%-$1.6M |
| Inscription Capital, LLC | $530.3K | 6,819 | 0.05% | 16q | HELD |
| Cedarwood Wealth LLC | $519.4K | 6,679 | 0.39% | 3q | HELD |
| STEPHENS INC /AR/ | $506.4K | 6,512 | 0.01% | 3q | -10.8%-$61.2K |
| AMERIPRISE FINANCIAL INC | $499.8K | 6,426 | 0.00% | 21q | -49.4%-$487.6K |
| Icon Wealth Advisors, LLC | $490.8K | 6,311 | 0.03% | 3q | HELD |
| BANK OF NOVA SCOTIA | $484.9K | 6,235 | 0.00% | 5q | +4.2%+$19.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $460.9K | 5,926 | 0.01% | 13q | HELD |
| Orion Porfolio Solutions, LLC | $446.9K | 5,746 | 0.00% | 13q | +6.5%+$27.2K |
| SUMMITRY LLC | $443.1K | 5,698 | 0.01% | new | NEW |
| Arkadios Wealth Advisors | $380.1K | 4,887 | 0.01% | 5q | +6.8%+$24.1K |
| Vanguard National Trust Co | $355.1K | 4,566 | 0.02% | 2q | -1.4%-$5.0K |
| Evernest Financial Advisors, LLC | $348.2K | 4,477 | 0.07% | 3q | +5.8%+$19.2K |
| Mariner, LLC | $341.9K | 4,396 | 0.00% | 15q | -64.6%-$623.9K |
| TRUST CO OF TOLEDO NA /OH/ | $338.9K | 4,358 | 0.03% | 2q | HELD |
| Morton Capital Management LLC/CA | $333.4K | 4,287 | 0.05% | 3q | +3.0%+$9.7K |
| FSM Wealth Advisors, LLC | $331.8K | 4,267 | 0.04% | 3q | HELD |
| DIVERSIFIED TRUST CO | $330.8K | 4,254 | 0.01% | 3q | HELD |
| Ballentine Partners, LLC | $321.2K | 4,130 | 0.00% | 6q | +14.7%+$41.2K |
| EP Wealth Advisors, LLC | $315.6K | 4,058 | 0.00% | 2q | +11.4%+$32.3K |
| Alvarez & Marsal Private Wealth Partners, LLC | $315.2K | 4,053 | 0.04% | 3q | HELD |
| DIMENSION CAPITAL MANAGEMENT LLC | $314.2K | 4,040 | 0.04% | 3q | HELD |
| AlTi Global, Inc. | $296.4K | 3,812 | 0.01% | 11q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $293.0K | 3,767 | 0.00% | 15q | -0.9%-$2.7K |
| BEACON ADVISORS HOLDINGS, LLC | $284.4K | 3,656 | 0.14% | 3q | -13.1%-$42.9K |
| ALLIANCEBERNSTEIN L.P. | $282.1K | 3,896 | 0.00% | 3q | +41.3%+$82.5K |
Showing the largest 100 of 192 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 | 186 | $7.2B | 93,736,313 | 24 | 56 | 47 | 0.0% |
| Q1 2026 | 189 | $7.0B | 99,121,835 | 35 | 50 | 37 | 0.0% |
| Q4 2025 | 183 | $7.3B | 99,250,900 | 46 | 49 | 26 | 0.0% |
| Q3 2025 | 140 | $5.4B | 78,238,960 | 14 | 44 | 29 | 0.0% |
| Q2 2025 | 143 | $3.3B | 48,970,068 | 28 | 45 | 29 | 0.0% |
| Q1 2025 | 130 | $3.0B | 48,304,931 | 26 | 33 | 31 | 0.0% |
| Q4 2024 | 132 | $2.6B | 47,055,971 | 23 | 24 | 47 | 0.0% |
| Q3 2024 | 126 | $11.4B | 182,414,581 | 26 | 24 | 39 | 0.0% |
| Q2 2024 | 119 | $13.0B | 219,976,731 | 23 | 33 | 29 | 0.0% |
| Q1 2024 | 114 | $13.0B | 218,697,251 | 20 | 26 | 32 | 0.0% |
| Q4 2023 | 119 | $10.5B | 184,665,985 | 34 | 29 | 24 | 0.0% |
| Q3 2023 | 102 | $4.5B | 88,479,961 | 21 | 24 | 31 | 0.0% |
| Q2 2023 | 97 | $6.7B | 123,816,824 | 28 | 16 | 29 | 0.0% |
| Q1 2023 | 87 | $8.7B | 162,851,324 | 25 | 27 | 21 | 0.0% |
| Q4 2022 | 74 | $359.6M | 7,407,715 | 19 | 18 | 20 | 0.0% |
| Q3 2022 | 80 | $2.8B | 70,416,171 | 12 | 14 | 31 | 0.0% |
| Q2 2022 | 102 | $4.7B | 102,436,453 | 31 | 22 | 27 | 0.1% |
| Q1 2022 | 96 | $10.4B | 189,879,761 | 17 | 20 | 31 | 0.0% |
| Q4 2021 | 117 | $9.0B | 151,447,379 | 30 | 37 | 21 | 0.0% |
| Q3 2021 | 99 | $8.1B | 141,289,458 | 27 | 37 | 16 | 0.0% |
| Q2 2021 | 83 | $8.0B | 137,111,019 | 79 | 1 | 3 | 0.0% |
| Q1 2021 | 4 | $1.1M | 38,494 | 4 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $57.0K | 2,242 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $53.0K | 2,242 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 1 | $78.0K | 3,247 | 0 | 1 | 0 | 0.0% |
| Q1 2019 | 1 | $26.0K | 1,111 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $24.0K | 1,111 | 1 | 0 | 0 | 0.0% |