J P MORGAN EXCHANGE TRADED F (BBHY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
104
Reporting holders
$436.3M
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $95.7M | 2,075,605 | 0.01% | 31q | -7.1%-$7.3M |
| ENVESTNET ASSET MANAGEMENT INC | $70.2M | 1,522,723 | 0.02% | 29q | +7.9%+$5.1M |
| LPL Financial LLC | $43.8M | 950,580 | 0.01% | 31q | +3.9%+$1.7M |
| Bernicke Wealth Management, Ltd. | $29.7M | 644,153 | 3.45% | 3q | +4.6%+$1.3M |
| MORGAN STANLEY | $27.8M | 602,055 | 0.00% | 33q | -2.3%-$666.1K |
| BANK OF AMERICA CORP /DE/ | $22.4M | 486,981 | 0.00% | 27q | +10.3%+$2.1M |
| HighTower Advisors, LLC | $18.6M | 402,794 | 0.02% | 26q | -19.7%-$4.6M |
| Ocean Park Asset Management, LLC | $12.2M | 265,700 | 0.59% | 12q | HELD |
| Vestmark Advisory Solutions, Inc. | $8.6M | 186,314 | 0.08% | 12q | HELD |
| Vawter Financial, Ltd. | $6.3M | 135,858 | 2.36% | 15q | -43.8%-$4.9M |
| Empowered Funds, LLC | $6.2M | 135,992 | 0.03% | 5q | +22.3%+$1.1M |
| WCG Wealth Advisors LLC | $6.1M | 133,282 | 0.15% | 3q | +9.9%+$555.8K |
| Pinnacle Wealth Planning Services, Inc. | $5.8M | 126,774 | 0.56% | 34q | +6.7%+$368.6K |
| MISSION WEALTH MANAGEMENT, LP | $5.6M | 120,802 | 0.07% | 28q | +26.2%+$1.2M |
| Highland Investment Advisors LLC | $5.5M | 119,600 | 2.40% | new | FIRST |
| Royal Fund Management, LLC | $5.4M | 116,306 | 0.45% | 27q | +4.5%+$230.0K |
| Windsor Capital Management, LLC | $4.9M | 105,925 | 1.27% | 31q | -2.1%-$104.1K |
| BlackRock, Inc. | $4.8M | 105,010 | 0.00% | 8q | -38.1%-$3.0M |
| OSAIC HOLDINGS, INC. | $4.4M | 95,936 | 0.01% | 26q | +16.7%+$631.6K |
| ASSETMARK, INC | $4.2M | 91,277 | 0.01% | 31q | -3.3%-$142.9K |
| Cetera Investment Advisers | $3.6M | 78,028 | 0.00% | 12q | +11.4%+$369.4K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 73,232 | 0.00% | 7q | -2.0%-$69.0K |
| Summit Financial, LLC | $2.9M | 62,060 | 0.03% | 2q | -3.3%-$97.8K |
| PRINCIPAL SECURITIES, INC. | $2.5M | 54,541 | 0.03% | 11q | +11.2%+$253.3K |
| ALBION FINANCIAL GROUP /UT | $2.4M | 52,785 | 0.14% | 22q | +8.1%+$183.0K |
| CreativeOne Wealth, LLC | $2.4M | 51,130 | 0.05% | 31q | +52.0%+$806.3K |
| Investment Partners Asset Management, Inc. | $2.2M | 48,060 | 1.23% | 11q | +2.9%+$61.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.0M | 43,860 | 0.00% | 2q | HELD |
| Fifth Third Securities, Inc. | $1.7M | 36,533 | 0.10% | 4q | +301.5%+$1.3M |
| Menard Financial Group LLC | $1.7M | 36,093 | 0.91% | 10q | -12.9%-$247.5K |
| Portfolio Strategies, Inc. | $1.5M | 32,239 | 0.15% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $1.4M | 29,684 | 0.00% | 16q | +29.3%+$309.7K |
| Integrated Wealth Concepts LLC | $1.3M | 27,908 | 0.01% | 13q | +36.1%+$341.2K |
| Sigma Planning Corp | $1.2M | 25,319 | 0.03% | 8q | +4.2%+$47.3K |
| Nolet Wealth Management, LLC | $1.1M | 23,506 | 0.60% | 3q | HELD |
| 5T Wealth, LLC | $1.0M | 22,298 | 0.38% | 7q | -0.9%-$9.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.0M | 21,824 | 0.00% | 22q | +84.3%+$460.0K |
| Cerity Partners LLC | $952.6K | 20,665 | 0.00% | 3q | -29.3%-$394.3K |
| Simmons Bank | $819.5K | 17,779 | 0.05% | 26q | +1.4%+$11.5K |
| MN Wealth Advisors, LLC | $790.2K | 17,142 | 0.34% | 11q | +6.1%+$45.7K |
| Dynamic Advisor Solutions LLC | $763.7K | 16,569 | 0.02% | 16q | HELD |
| Farther Finance Advisors, LLC | $744.8K | 16,158 | 0.01% | 12q | +201.1%+$497.5K |
| Lido Advisors, LLC | $730.4K | 15,845 | 0.00% | 27q | -6.1%-$47.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $668.9K | 14,504 | 0.01% | 14q | +9.8%+$59.6K |
| Legacy Edge Advisors, LLC | $659.9K | 14,316 | 0.04% | 2q | +24.0%+$127.8K |
| Kestra Advisory Services, LLC | $630.2K | 13,672 | 0.00% | new | NEW |
| Independent Wealth Network Inc. | $606.3K | 13,154 | 0.15% | 2q | +1.8%+$10.7K |
| Midwestern Financial, LLC /IA | $507.7K | 11,015 | 0.36% | 5q | +1.4%+$7.2K |
| Ascent Group, LLC | $476.0K | 10,327 | 0.01% | 12q | +15.2%+$62.7K |
| MAI Capital Management | $445.9K | 9,673 | 0.00% | 7q | -3.3%-$15.2K |
| TBH Global Asset Management, LLC | $404.4K | 8,773 | 0.07% | 2q | +0.5%+$2.1K |
| Advisory Services Network, LLC | $384.6K | 8,345 | 0.00% | 6q | +10.6%+$36.9K |
| Hopwood Nicholas Hunter | $364.0K | 7,897 | 0.10% | 3q | -30.7%-$161.3K |
| IFP Advisors, Inc | $334.8K | 7,263 | 0.01% | 11q | +13.8%+$40.6K |
| Composition Wealth, LLC | $327.9K | 7,114 | 0.00% | 4q | -1.5%-$5.0K |
| TRUIST FINANCIAL CORP | $313.4K | 6,798 | 0.00% | 11q | +8.0%+$23.1K |
| Acorn Wealth Advisors, LLC | $309.9K | 6,722 | 0.08% | 28q | +0.6%+$1.8K |
| Bank of New York Mellon Corp | $302.9K | 6,571 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $280.5K | 6,085 | 0.01% | 12q | -2.4%-$6.9K |
| Keating Financial Advisory Services, Inc. | $249.9K | 5,421 | 0.03% | 3q | +3.4%+$8.3K |
| WNY Asset Management, LLC | $249.0K | 5,402 | 0.02% | 2q | HELD |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $233.1K | 5,057 | 0.03% | 5q | -0.8%-$2.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $233.0K | 5,054 | 0.00% | 3q | +13.4%+$27.5K |
| DAYMARK WEALTH PARTNERS, LLC | $226.4K | 4,912 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $224.0K | 4,862 | 0.00% | 28q | +0.9%+$2.0K |
| CAPE COD FIVE CENTS SAVINGS BANK | $223.3K | 4,844 | 0.02% | 14q | -10.1%-$25.0K |
| Global Retirement Partners, LLC | $210.8K | 4,573 | 0.00% | 10q | -12.0%-$28.9K |
| CGN Advisors LLC | $209.8K | 4,552 | 0.02% | 10q | -3.9%-$8.5K |
| Rosenberg Matthew Hamilton | $157.5K | 3,416 | 0.03% | 20q | HELD |
| Geneos Wealth Management Inc. | $83.0K | 1,800 | 0.00% | 11q | -8.8%-$8.0K |
| PRIVATE TRUST CO NA | $70.4K | 1,528 | 0.01% | 12q | -1.4% |
| AdvisorNet Financial, Inc | $66.7K | 1,446 | 0.00% | 7q | +9.5%+$5.8K |
| Glassman Wealth Services | $65.5K | 1,422 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $65.3K | 1,417 | 0.00% | 22q | HELD |
| RICHARDSON FINANCIAL SERVICES INC. | $41.2K | 893 | 0.02% | 11q | -1.8% |
| Capital Investment Advisory Services, LLC | $40.8K | 886 | 0.00% | 6q | +2.2% |
| UBS Group AG | $39.5K | 857 | 0.00% | 2q | +37.8%+$10.8K |
| Rockefeller Capital Management L.P. | $39.5K | 856 | 0.00% | 4q | -16.9%-$8.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.5K | 813 | 0.00% | 25q | +14.7%+$4.8K |
| HUNTINGTON NATIONAL BANK | $35.7K | 775 | 0.00% | new | NEW |
| NFSG Corp | $35.0K | 760 | 0.00% | 10q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $28.5K | 621 | 0.00% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $25.8K | 559 | 0.00% | 21q | +0.9% |
| SBI Securities Co., Ltd. | $21.9K | 475 | 0.00% | 7q | +26.0%+$4.5K |
| WELLS FARGO & COMPANY/MN | $20.8K | 452 | 0.00% | 29q | -13.7%-$3.3K |
| Vision Retirement, LLC | $19.6K | 425 | 0.00% | 3q | HELD |
| N.E.W. Advisory Services LLC | $18.3K | 398 | 0.00% | 6q | HELD |
| FMR LLC | $17.0K | 368 | 0.00% | 7q | +2966.7%+$16.4K |
| Janney Montgomery Scott LLC | $15.9K | 344,224 | 0.03% | 12q | +10.9%+$1.6K |
| Cordgrass Capital Advisors, LLC | $15.9K | 344 | 0.01% | 3q | HELD |
| Continuum Advisory, LLC | $15.7K | 341 | 0.00% | new | NEW |
| LGT Financial Advisors LLC | $11.5K | 250 | 0.06% | 12q | +3.3% |
| Transamerica Financial Advisors, LLC | $11.4K | 247 | 0.00% | 4q | HELD |
| Ashton Thomas Private Wealth, LLC | $9.1K | 197 | 0.00% | 2q | +5.9% |
| Cornerstone Planning Group LLC | $9.1K | 198 | 0.00% | 2q | +5.9% |
| NewEdge Advisors, LLC | $8.4K | 183 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $6.0K | 129,768 | 0.01% | 12q | +3.9% |
| Rossby Financial, LCC | $5.7K | 124 | 0.00% | 6q | HELD |
| Triumph Capital Management | $5.0K | 108 | 0.00% | 3q | +9.1% |
| FIFTH THIRD BANCORP | $3.5K | 76 | 0.00% | 2q | HELD |
Showing the largest 100 of 109 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 | 104 | $436.3M | 9,466,202 | 7 | 49 | 26 | 0.0% |
| Q1 2026 | 106 | $436.2M | 9,541,296 | 14 | 29 | 46 | 0.0% |
| Q4 2025 | 104 | $483.8M | 10,404,089 | 15 | 44 | 26 | 0.0% |
| Q3 2025 | 89 | $504.8M | 10,739,958 | 10 | 43 | 18 | 0.0% |
| Q2 2025 | 91 | $376.5M | 8,075,861 | 12 | 19 | 41 | 0.0% |
| Q1 2025 | 91 | $501.5M | 10,891,399 | 10 | 38 | 29 | 0.0% |
| Q4 2024 | 96 | $741.5M | 16,090,243 | 14 | 23 | 38 | 0.0% |
| Q3 2024 | 90 | $1.8B | 38,517,996 | 9 | 37 | 26 | 0.0% |
| Q2 2024 | 92 | $1.5B | 32,732,901 | 12 | 43 | 22 | 0.0% |
| Q1 2024 | 89 | $1.4B | 30,110,720 | 12 | 44 | 18 | 0.0% |
| Q4 2023 | 88 | $573.3M | 12,488,832 | 13 | 33 | 25 | 0.0% |
| Q3 2023 | 77 | $399.8M | 8,387,804 | 20 | 33 | 14 | 0.0% |
| Q2 2023 | 59 | $302.1M | 6,776,426 | 3 | 21 | 20 | 0.0% |
| Q1 2023 | 64 | $295.3M | 6,576,533 | 8 | 18 | 24 | 0.0% |
| Q4 2022 | 64 | $144.2M | 3,284,242 | 8 | 22 | 22 | 0.0% |
| Q3 2022 | 69 | $314.0M | 7,406,656 | 6 | 22 | 24 | 0.0% |
| Q2 2022 | 73 | $354.0M | 8,114,867 | 10 | 17 | 35 | 0.0% |
| Q1 2022 | 79 | $698.9M | 14,361,902 | 5 | 24 | 33 | 0.0% |
| Q4 2021 | 84 | $1.5B | 28,096,502 | 10 | 35 | 19 | 0.0% |
| Q3 2021 | 74 | $1.5B | 28,556,532 | 4 | 31 | 21 | 0.0% |
| Q2 2021 | 69 | $1.5B | 28,825,026 | 9 | 36 | 15 | 0.0% |
| Q1 2021 | 71 | $1.5B | 29,085,682 | 19 | 30 | 12 | 0.0% |
| Q4 2020 | 64 | $414.6M | 8,009,328 | 11 | 24 | 20 | 0.0% |
| Q3 2020 | 55 | $162.2M | 3,253,814 | 7 | 28 | 17 | 0.0% |
| Q2 2020 | 52 | $103.9M | 2,144,802 | 8 | 22 | 18 | 0.0% |
| Q1 2020 | 50 | $112.1M | 2,529,582 | 13 | 15 | 16 | 0.0% |
| Q4 2019 | 44 | $114.3M | 2,207,492 | 5 | 19 | 13 | 0.0% |
| Q3 2019 | 43 | $123.9M | 2,414,502 | 9 | 18 | 10 | 0.0% |
| Q2 2019 | 36 | $113.0M | 2,212,063 | 9 | 14 | 9 | 0.0% |
| Q1 2019 | 32 | $130.0M | 2,579,401 | 8 | 12 | 9 | 0.0% |
| Q4 2018 | 25 | $116.0M | 2,378,366 | 0 | 2 | 1 | 0.0% |