J P MORGAN EXCHANGE TRADED F (BBIN)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
118
Reporting holders
$5.5B
Reported value
0.0%
Held as options
-5
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 | $4.4B | 56,351,934 | 0.24% | 25q | +1.2%+$53.7M |
| Integrated Wealth Concepts LLC | $280.5M | 3,592,169 | 1.37% | 17q | +55.1%+$99.7M |
| MORGAN STANLEY | $246.2M | 3,152,664 | 0.01% | 23q | +19.9%+$40.9M |
| BANK OF AMERICA CORP /DE/ | $52.6M | 674,220 | 0.00% | 23q | +3.5%+$1.8M |
| Aptus Capital Advisors, LLC | $50.8M | 651,197 | 0.35% | 10q | +5.5%+$2.7M |
| JANE STREET GROUP, LLC | $37.4M | 478,595 | 0.00% | 2q | -39.3%-$24.2M |
| ASSETMARK, INC | $33.8M | 432,921 | 0.06% | 24q | -1.3%-$439.5K |
| Cetera Investment Advisers | $31.4M | 401,910 | 0.03% | 15q | +4.7%+$1.4M |
| OSAIC HOLDINGS, INC. | $31.0M | 397,402 | 0.04% | 24q | +10.4%+$2.9M |
| Perigon Wealth Management, LLC | $26.8M | 343,632 | 0.42% | 11q | +0.9%+$252.3K |
| NEUBERGER BERMAN GROUP LLC | $25.6M | 327,698 | 0.02% | 2q | +60.0%+$9.6M |
| LPL Financial LLC | $22.3M | 285,017 | 0.00% | 17q | +3.0%+$645.3K |
| Pallas Capital Advisors LLC | $21.8M | 278,932 | 0.67% | 16q | +7.2%+$1.5M |
| Advisory Services Network, LLC | $18.9M | 241,823 | 0.21% | 11q | +5.8%+$1.0M |
| ROTHSCHILD INVESTMENT LLC | $17.2M | 220,104 | 0.64% | 11q | +13.4%+$2.0M |
| WNY Asset Management, LLC | $16.5M | 211,412 | 1.47% | 10q | +2.0%+$323.9K |
| HSBC HOLDINGS PLC | $12.4M | 158,475 | 0.01% | 7q | +44.9%+$3.8M |
| Graney & King, LLC | $12.3M | 157,564 | 4.42% | 7q | +6.2%+$720.8K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $12.1M | 154,638 | 9.67% | 7q | +2.0%+$241.8K |
| Focus Partners Wealth | $11.8M | 151,498 | 0.01% | 7q | -4.5%-$555.1K |
| Gateway Wealth Partners, LLC | $9.7M | 124,747 | 0.58% | 13q | -44.8%-$7.9M |
| Jacobi Capital Management LLC | $9.4M | 120,618 | 0.46% | 11q | +9.5%+$813.6K |
| ENVESTNET ASSET MANAGEMENT INC | $9.0M | 114,993 | 0.00% | 21q | +8.6%+$709.7K |
| RAYMOND JAMES FINANCIAL INC | $8.5M | 109,044 | 0.00% | 7q | -31.1%-$3.8M |
| Clearstead Advisors, LLC | $7.4M | 95,010 | 0.07% | 2q | -49.0%-$7.1M |
| Alpha Advisors, LLC/VA | $7.3M | 93,740 | 5.50% | 6q | +2.7%+$191.8K |
| MML INVESTORS SERVICES, LLC | $6.9M | 88,940 | 0.01% | 13q | +23.7%+$1.3M |
| DAYMARK WEALTH PARTNERS, LLC | $6.5M | 82,629 | 0.16% | 15q | +1.6%+$104.6K |
| KELLY FINANCIAL GROUP LLC | $5.0M | 64,109 | 1.11% | 7q | -1.9%-$99.5K |
| ROYAL BANK OF CANADA | $5.0M | 63,512 | 0.00% | 24q | +29.9%+$1.1M |
| MN Wealth Advisors, LLC | $4.9M | 62,499 | 2.08% | 11q | -8.7%-$466.4K |
| 5T Wealth, LLC | $4.6M | 59,060 | 1.72% | 7q | -2.1%-$100.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.1M | 52,854 | 0.00% | 10q | +14.1%+$510.8K |
| NewEdge Wealth, LLC | $4.0M | 51,074 | 0.04% | 2q | -7.9%-$343.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 48,093 | 0.00% | 12q | +26.0%+$775.3K |
| Horizon Family Wealth, Inc. | $3.5M | 44,288 | 1.58% | 8q | -1.4%-$47.7K |
| Private Advisor Group, LLC | $3.2M | 40,808 | 0.01% | 14q | -6.2%-$210.7K |
| Northwest Wealth Advisors, LLC | $2.3M | 28,899 | 1.30% | 3q | -1.5%-$33.9K |
| PRINCIPAL SECURITIES, INC. | $1.7M | 21,735 | 0.02% | 5q | +27.8%+$369.6K |
| Geneos Wealth Management Inc. | $1.6M | 20,870 | 0.03% | 13q | -26.4%-$584.9K |
| Independent Wealth Network Inc. | $1.5M | 19,759 | 0.39% | 2q | -1.5%-$23.8K |
| Emerald Advisors, LLC | $1.5M | 19,072 | 0.19% | 18q | -0.7%-$10.7K |
| Merited Wealth, LLC | $1.5M | 18,831 | 1.04% | 3q | +1.3%+$19.0K |
| Sanctuary Advisors, LLC | $1.5M | 18,738 | 0.01% | 5q | -15.1%-$259.2K |
| 3Chopt Investment Partners, LLC | $1.3M | 17,198 | 0.25% | 12q | HELD |
| Ascent Group, LLC | $1.3M | 16,077 | 0.04% | 19q | -1.1%-$14.3K |
| Equitable Holdings, Inc. | $1.2M | 15,219 | 0.01% | 4q | +269.6%+$866.7K |
| Robertson Stephens Wealth Management, LLC | $1.2M | 15,013 | 0.03% | 4q | HELD |
| Farther Finance Advisors, LLC | $1.1M | 14,406 | 0.01% | 14q | +196.6%+$745.5K |
| Insight Advisors, LLC/ PA | $1.1M | 14,331 | 0.20% | 22q | -1.1%-$13.0K |
| Creative Planning | $907.9K | 11,627 | 0.00% | 4q | -0.8%-$7.6K |
| Americana Partners, LLC | $765.5K | 9,804 | 0.02% | new | NEW |
| TRUIST FINANCIAL CORP | $737.9K | 9,450 | 0.00% | 7q | -5.7%-$44.7K |
| CITADEL ADVISORS LLC | $711.1K | 9,107 | 0.00% | new | NEW |
| WealthPlan Investment Management, LLC | $657.2K | 8,417 | 0.03% | 3q | HELD |
| Grey Ledge Advisors, LLC | $615.5K | 7,883 | 0.12% | 13q | +1.1%+$6.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $613.5K | 7,858 | 0.02% | 13q | HELD |
| Vise Technologies, Inc. | $608.0K | 7,787 | 0.01% | new | NEW |
| Elevation Wealth Management LLC | $588.4K | 7,535 | 0.44% | 3q | -1.3%-$8.0K |
| Summit Financial, LLC | $575.8K | 7,375 | 0.01% | 2q | -2.0%-$11.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | $546.8K | 6,998 | 0.01% | 5q | +3.4%+$17.9K |
| TBH Global Asset Management, LLC | $518.2K | 6,637 | 0.09% | 2q | +1.3%+$6.7K |
| RICHARDSON FINANCIAL SERVICES INC. | $504.6K | 6,463 | 0.29% | 11q | +3.9%+$19.0K |
| Composition Wealth, LLC | $497.3K | 6,369 | 0.01% | 4q | -2.6%-$13.4K |
| NewEdge Advisors, LLC | $485.7K | 6,220 | 0.00% | 8q | +64.3%+$190.1K |
| Cobblestone Asset Management LLC | $472.4K | 6,050 | 0.20% | 10q | -39.2%-$304.9K |
| Ignite Planners, LLC | $428.7K | 5,490 | 0.06% | 13q | -7.6%-$35.2K |
| FMR LLC | $366.4K | 4,693 | 0.00% | 21q | +48.6%+$119.8K |
| MB Generational Wealth, LLC | $347.1K | 4,445 | 0.17% | 4q | HELD |
| AMERIPRISE FINANCIAL INC | $299.0K | 3,830 | 0.00% | 7q | -60.5%-$458.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $298.1K | 3,798 | 0.00% | 7q | -7.7%-$24.9K |
| WEALTH ALLIANCE, LLC | $291.4K | 3,732 | 0.02% | 2q | -3.2%-$9.5K |
| WHITTIER TRUST CO OF NEVADA INC | $289.5K | 3,693 | 0.01% | 11q | HELD |
| MGO ONE SEVEN LLC | $283.7K | 3,634 | 0.00% | 4q | -7.0%-$21.5K |
| SeaCrest Wealth Management, LLC | $266.4K | 3,412 | 0.03% | 4q | HELD |
| Rockefeller Capital Management L.P. | $249.3K | 3,193 | 0.00% | 4q | +10.4%+$23.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $247.8K | 3,174 | 0.00% | 2q | +12.0%+$26.5K |
| IFP Advisors, Inc | $243.5K | 3,119 | 0.00% | 11q | -37.0%-$143.2K |
| Capital Investment Advisory Services, LLC | $241.3K | 3,091 | 0.01% | 6q | -1.9%-$4.8K |
| VANGUARD ADVISERS INC | $239.0K | 3,061 | 0.00% | 2q | -4.7%-$11.7K |
| IHT Wealth Management, LLC | $238.5K | 3,054 | 0.01% | 2q | +1.0%+$2.4K |
| Strategic Financial Concepts, LLC | $223.2K | 2,859 | 0.07% | 3q | -83.7%-$1.1M |
| Penobscot Investment Management Company, Inc. | $202.0K | 2,587 | 0.01% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $180.2K | 2,308 | 0.00% | 8q | +33.2%+$44.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $131.3K | 1,681 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $116.1K | 1,487 | 0.00% | 8q | -72.0%-$299.3K |
| Key Financial Inc | $101.8K | 1,304 | 0.02% | 9q | +1.4%+$1.4K |
| AlphaCore Capital LLC | $87.1K | 1,116 | 0.00% | 6q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $84.6K | 1,091 | 0.01% | 3q | HELD |
| WHITTIER TRUST CO | $78.0K | 983 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $68.2K | 873 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $63.9K | 819 | 0.00% | 2q | HELD |
| AdvisorNet Financial, Inc | $51.3K | 657 | 0.00% | 7q | HELD |
| FLOW TRADERS U.S. LLC | $50.0K | 639,845 | 2.05% | new | NEW |
| US BANCORP \DE\ | $36.7K | 470 | 0.00% | 3q | -55.5%-$45.7K |
| UBS Group AG | $35.1K | 449 | 0.00% | 2q | HELD |
| Synergy Investment Management, LLC | $34.1K | 437 | 0.01% | 2q | +0.9% |
| Steward Partners Investment Advisory, LLC | $31.0K | 397 | 0.00% | 4q | -13.1%-$4.7K |
| Allworth Financial LP | $20.8K | 266 | 0.00% | 11q | -30.7%-$9.2K |
| PNC Financial Services Group, Inc. | $20.3K | 260 | 0.00% | 2q | +390.6%+$16.2K |
Showing the largest 100 of 122 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 | 118 | $5.5B | 70,422,160 | 9 | 43 | 42 | 0.0% |
| Q1 2026 | 123 | $4.9B | 68,123,546 | 22 | 33 | 42 | 0.0% |
| Q4 2025 | 115 | $5.0B | 69,048,294 | 12 | 46 | 30 | 0.0% |
| Q3 2025 | 109 | $8.7B | 124,626,450 | 20 | 43 | 31 | 0.0% |
| Q2 2025 | 103 | $4.6B | 68,508,628 | 13 | 50 | 26 | 0.0% |
| Q1 2025 | 97 | $4.2B | 68,819,743 | 12 | 41 | 26 | 0.0% |
| Q4 2024 | 100 | $4.0B | 70,314,115 | 15 | 35 | 27 | 0.0% |
| Q3 2024 | 85 | $7.7B | 121,657,126 | 11 | 28 | 37 | 0.0% |
| Q2 2024 | 87 | $6.8B | 114,498,009 | 15 | 35 | 29 | 0.0% |
| Q1 2024 | 81 | $7.3B | 121,109,169 | 15 | 29 | 32 | 0.0% |
| Q4 2023 | 73 | $7.3B | 128,563,890 | 19 | 30 | 11 | 0.0% |
| Q3 2023 | 57 | $3.4B | 65,205,324 | 13 | 26 | 11 | 0.0% |
| Q2 2023 | 55 | $3.5B | 63,121,630 | 14 | 21 | 17 | 0.0% |
| Q1 2023 | 43 | $3.3B | 61,602,331 | 6 | 26 | 6 | 0.0% |
| Q4 2022 | 44 | $189.3M | 3,795,411 | 15 | 10 | 14 | 0.0% |
| Q3 2022 | 34 | $2.5B | 58,895,677 | 4 | 24 | 6 | 0.0% |
| Q2 2022 | 40 | $2.6B | 55,236,112 | 9 | 20 | 5 | 0.0% |
| Q1 2022 | 35 | $3.1B | 55,873,323 | 11 | 14 | 6 | 0.0% |
| Q4 2021 | 29 | $3.5B | 58,991,699 | 6 | 12 | 7 | 0.0% |
| Q3 2021 | 25 | $3.6B | 60,333,156 | 5 | 13 | 5 | 0.0% |
| Q2 2021 | 22 | $3.7B | 62,392,327 | 9 | 5 | 5 | 0.0% |
| Q1 2021 | 18 | $3.3B | 57,062,059 | 6 | 5 | 6 | 0.0% |
| Q4 2020 | 12 | $3.0B | 54,666,909 | 5 | 3 | 4 | 0.0% |
| Q3 2020 | 9 | $1.9B | 39,263,772 | 5 | 2 | 2 | 0.0% |
| Q2 2020 | 6 | $1.7B | 36,054,996 | 5 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $14.3M | 358,324 | 1 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $20.8M | 400,402 | 1 | 0 | 0 | 0.0% |