J P MORGAN EXCHANGE TRADED F (BBJP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
252
Reporting holders
$12.1B
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 | $10.3B | 137,197,754 | 0.57% | 21q | -1.5%-$152.4M |
| MORGAN STANLEY | $356.1M | 4,727,826 | 0.02% | 21q | +1.0%+$3.5M |
| Investure, LLC | $247.6M | 3,287,302 | 15.47% | 2q | HELD |
| Cerity Partners OCIO LLC | $175.9M | 2,335,864 | 8.90% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $136.1M | 1,807,528 | 0.01% | 21q | +44.2%+$41.7M |
| 1607 Capital Partners, LLC | $76.5M | 1,016,000 | 6.66% | 11q | -32.6%-$37.0M |
| Pennsylvania State University | $72.6M | 963,675 | 29.20% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $69.2M | 1,004,358 | 0.02% | 10q | -15.8%-$12.9M |
| Mirae Asset Global Investments Co., Ltd. | $59.4M | 788,684 | 0.09% | 17q | -44.7%-$48.0M |
| HighTower Advisors, LLC | $52.1M | 692,131 | 0.05% | 15q | -4.3%-$2.3M |
| UBS Group AG | $48.1M | 638,236 | 0.01% | 21q | +26.6%+$10.1M |
| LPL Financial LLC | $34.7M | 460,698 | 0.01% | 17q | +22.4%+$6.3M |
| Korea Investment CORP | $26.2M | 347,682 | 0.05% | 13q | -28.1%-$10.2M |
| Jacobi Capital Management LLC | $15.7M | 208,007 | 0.77% | 5q | +3.2%+$492.4K |
| Karpus Management, Inc. | $15.4M | 204,173 | 0.44% | 15q | -11.5%-$2.0M |
| Summit Trail Advisors, LLC | $15.3M | 203,682 | 0.19% | 4q | -17.8%-$3.3M |
| Birch Hill Investment Advisors LLC | $15.1M | 200,297 | 0.61% | 10q | +28.7%+$3.4M |
| Eldridge Investment Advisors, Inc. | $13.8M | 183,086 | 2.73% | 13q | HELD |
| 3EDGE Asset Management, LP | $13.4M | 177,270 | 0.60% | 6q | +199.2%+$8.9M |
| PGIM Custom Harvest LLC | $12.4M | 164,332 | 0.16% | 17q | +6.5%+$751.7K |
| Avidian Wealth Enterprises, LLC | $11.8M | 156,941 | 0.33% | 21q | +1.3%+$156.7K |
| AMERIPRISE FINANCIAL INC | $10.8M | 143,513 | 0.00% | 21q | -44.3%-$8.6M |
| GOLDMAN SACHS GROUP INC | $10.1M | 133,715 | 0.00% | 3q | -28.8%-$4.1M |
| Rockefeller Capital Management L.P. | $9.1M | 120,529 | 0.01% | 21q | +8.7%+$725.2K |
| NORTHERN TRUST CORP | $8.2M | 109,527 | 0.00% | 5q | +239.3%+$5.8M |
| Vestmark Advisory Solutions, Inc. | $7.7M | 102,893 | 0.07% | 2q | HELD |
| CVA Family Office, LLC | $7.6M | 101,134 | 0.69% | 18q | HELD |
| BigSur Wealth Management LLC | $7.3M | 96,920 | 1.76% | 10q | -0.9%-$63.3K |
| Corient Private Wealth LP | $6.5M | 86,438 | 0.00% | 15q | +104.4%+$3.3M |
| Clear Harbor Asset Management, LLC | $6.0M | 80,226 | 0.37% | 13q | +8.2%+$459.0K |
| ENVESTNET ASSET MANAGEMENT INC | $5.9M | 78,722 | 0.00% | 21q | -1.3%-$80.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.9M | 78,126 | 0.00% | 3q | -43.6%-$4.5M |
| Savant Capital, LLC | $5.7M | 74,917 | 0.02% | new | NEW |
| New Vernon Capital Holdings II LLC | $5.4M | 71,563 | 2.97% | 21q | HELD |
| Equitable Holdings, Inc. | $5.1M | 68,222 | 0.03% | 21q | +80.8%+$2.3M |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 65,944 | 0.00% | 7q | +16.1%+$690.5K |
| Quantinno Capital Management LP | $4.7M | 62,948 | 0.01% | 10q | HELD |
| Baird Financial Group, Inc. | $4.6M | 61,204 | 0.01% | 14q | +1.6%+$71.1K |
| Birnam Oak Advisors, LP | $4.5M | 60,343 | 0.74% | 7q | +9.7%+$402.4K |
| Mount Lucas Management LP | $4.2M | 56,363 | 1.51% | 14q | +0.6%+$26.1K |
| Focus Financial Network, Inc. | $3.9M | 52,305 | 0.12% | 10q | -25.5%-$1.4M |
| CHOREO, LLC | $3.9M | 52,078 | 0.04% | 9q | -2.6%-$106.6K |
| Focus Partners Wealth | $3.8M | 49,849 | 0.00% | 7q | +4.2%+$149.8K |
| FIFTH THIRD BANCORP | $3.7M | 49,641 | 0.01% | 2q | +31.8%+$902.5K |
| Evansbrook LLC | $3.5M | 46,042 | 2.07% | 2q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $3.4M | 44,811 | 0.98% | 25q | HELD |
| Avestar Capital, LLC | $3.2M | 43,085 | 0.18% | 5q | -4.7%-$159.5K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $3.1M | 40,705 | 0.11% | 2q | +17.1%+$448.1K |
| SYON CAPITAL LLC | $3.0M | 39,752 | 0.13% | 7q | -2.7%-$81.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8M | 37,233 | 0.00% | 21q | +35.0%+$726.2K |
| BLAIR WILLIAM & CO/IL | $2.7M | 36,081 | 0.01% | 21q | -35.6%-$1.5M |
| Cerity Partners LLC | $2.7M | 35,909 | 0.00% | 7q | +0.6%+$16.3K |
| ROYAL BANK OF CANADA | $2.7M | 35,883 | 0.00% | 21q | -47.5%-$2.4M |
| Nolet Wealth Management, LLC | $2.7M | 35,233 | 1.46% | 3q | HELD |
| Creative Planning | $2.6M | 34,814 | 0.00% | 15q | -31.7%-$1.2M |
| BROWN ADVISORY INC | $2.5M | 32,661 | 0.00% | 5q | +413.9%+$2.0M |
| FMR LLC | $2.4M | 32,364 | 0.00% | 21q | +17.7%+$366.3K |
| Interchange Capital Partners, LLC | $2.4M | 31,435 | 0.45% | 19q | -7.0%-$176.8K |
| MACKENZIE FINANCIAL CORP | $2.2M | 29,810 | 0.00% | 9q | +36.6%+$601.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 28,522 | 0.00% | 6q | +75.3%+$922.8K |
| Cresset Asset Management, LLC | $2.0M | 25,974 | 0.01% | 4q | +0.5%+$10.3K |
| Perigon Wealth Management, LLC | $1.9M | 25,629 | 0.03% | 13q | -1.4%-$27.2K |
| Caprock Group, LLC | $1.9M | 24,978 | 0.04% | 4q | +3.8%+$68.7K |
| Quartz Partners, LLC | $1.7M | 23,006 | 0.57% | new | NEW |
| Gateway Wealth Partners, LLC | $1.7M | 22,819 | 0.10% | 2q | -48.7%-$1.6M |
| CERTUITY, LLC | $1.7M | 22,433 | 0.08% | 3q | -6.3%-$114.2K |
| Wealthfront Advisers LLC | $1.6M | 21,062 | 0.00% | 13q | -6.7%-$113.7K |
| Empowered Funds, LLC | $1.6M | 20,908 | 0.01% | 2q | +2.3%+$34.7K |
| Robertson Stephens Wealth Management, LLC | $1.5M | 20,189 | 0.04% | 12q | +6.3%+$90.4K |
| WELLS FARGO & COMPANY/MN | $1.5M | 19,766 | 0.00% | 21q | +16.9%+$215.5K |
| GREENWOOD GEARHART LLC | $1.5M | 19,469 | 0.07% | new | NEW |
| Ballentine Partners, LLC | $1.5M | 19,338 | 0.02% | 6q | +29.3%+$329.7K |
| Noble Wealth Partners LLC | $1.4M | 18,745 | 1.23% | new | FIRST |
| Cetera Investment Advisers | $1.3M | 17,489 | 0.00% | 19q | +15.5%+$177.1K |
| Ashton Thomas Private Wealth, LLC | $1.3M | 17,063 | 0.03% | 4q | -3.5%-$47.2K |
| QUADRANT CAPITAL GROUP LLC | $1.2M | 15,503 | 0.03% | 11q | HELD |
| Dorsey & Whitney Trust CO LLC | $1.1M | 14,846 | 0.05% | 21q | HELD |
| FORTRESS PRIVATE LEDGER, LLC | $1.1M | 14,264 | 0.29% | 2q | -8.6%-$101.1K |
| Vise Technologies, Inc. | $1.0M | 13,498 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $983.5K | 13,059 | 0.01% | 21q | -18.1%-$217.9K |
| ASSETMARK, INC | $963.7K | 12,797 | 0.00% | 21q | -10.7%-$116.1K |
| AQR CAPITAL MANAGEMENT LLC | $940.3K | 12,486 | 0.00% | 3q | +70.7%+$389.4K |
| HARBOUR INVESTMENTS, INC. | $908.9K | 12,069 | 0.01% | 15q | +1.8%+$16.0K |
| OSAIC HOLDINGS, INC. | $908.6K | 12,056 | 0.00% | 21q | +22.3%+$166.0K |
| Pathstone Holdings, LLC | $901.8K | 11,975 | 0.00% | 4q | HELD |
| STEPHENS INC /AR/ | $897.6K | 11,919 | 0.01% | 3q | -6.4%-$61.3K |
| Legacy Wealth Advisors, LLC | $895.4K | 11,889 | 0.39% | 3q | HELD |
| Sanctuary Advisors, LLC | $885.0K | 11,751 | 0.00% | 4q | +5.5%+$46.1K |
| US BANCORP \DE\ | $883.1K | 11,726 | 0.00% | 21q | +2.1%+$18.4K |
| Bank of New York Mellon Corp | $871.6K | 11,573 | 0.00% | 19q | -8.0%-$75.3K |
| BROWN BROTHERS HARRIMAN & CO | $857.9K | 11,391 | 0.00% | 11q | HELD |
| Patten Group, Inc. | $800.6K | 10,631 | 0.12% | 3q | +22.1%+$145.0K |
| CAPTRUST FINANCIAL ADVISORS | $784.3K | 10,414 | 0.00% | 6q | +37.1%+$212.1K |
| Icon Wealth Advisors, LLC | $781.1K | 10,372 | 0.05% | 8q | -9.0%-$77.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $767.8K | 10,059 | 0.00% | 5q | HELD |
| TRUIST FINANCIAL CORP | $748.1K | 9,933 | 0.00% | 21q | +1.8%+$13.5K |
| HB Wealth Management, LLC | $745.3K | 9,896 | 0.00% | 3q | -17.1%-$154.0K |
| SUMMITRY LLC | $744.1K | 9,880 | 0.02% | new | NEW |
| Kestra Advisory Services, LLC | $738.3K | 9,804 | 0.00% | 4q | -2.8%-$21.3K |
| PNC Financial Services Group, Inc. | $728.6K | 9,675 | 0.00% | 21q | -1.7%-$12.8K |
Showing the largest 100 of 259 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 | 252 | $12.1B | 160,237,110 | 33 | 82 | 61 | 0.0% |
| Q1 2026 | 249 | $10.7B | 159,801,604 | 43 | 80 | 55 | 0.0% |
| Q4 2025 | 261 | $10.1B | 152,559,766 | 38 | 98 | 49 | 0.0% |
| Q3 2025 | 229 | $19.1B | 287,488,092 | 42 | 69 | 58 | 0.0% |
| Q2 2025 | 214 | $9.2B | 148,848,409 | 51 | 60 | 54 | 0.0% |
| Q1 2025 | 196 | $8.3B | 148,291,479 | 33 | 46 | 61 | 0.0% |
| Q4 2024 | 192 | $8.1B | 147,400,447 | 30 | 43 | 68 | 0.0% |
| Q3 2024 | 195 | $17.6B | 296,439,212 | 29 | 50 | 72 | 0.0% |
| Q2 2024 | 226 | $16.7B | 296,356,084 | 33 | 74 | 70 | 0.0% |
| Q1 2024 | 223 | $17.1B | 292,499,228 | 50 | 62 | 69 | 0.0% |
| Q4 2023 | 197 | $14.8B | 281,363,494 | 39 | 45 | 55 | 0.0% |
| Q3 2023 | 178 | $7.4B | 146,901,853 | 33 | 50 | 57 | 0.0% |
| Q2 2023 | 160 | $7.5B | 146,200,630 | 40 | 55 | 36 | 0.0% |
| Q1 2023 | 137 | $6.5B | 133,523,176 | 24 | 39 | 40 | 0.0% |
| Q4 2022 | 124 | $682.2M | 15,192,948 | 31 | 33 | 33 | 0.0% |
| Q3 2022 | 127 | $5.5B | 133,922,350 | 21 | 43 | 31 | 0.0% |
| Q2 2022 | 129 | $5.9B | 132,738,391 | 41 | 34 | 28 | 0.0% |
| Q1 2022 | 120 | $7.0B | 137,204,873 | 18 | 35 | 33 | 0.0% |
| Q4 2021 | 151 | $6.9B | 126,025,623 | 47 | 38 | 27 | 0.0% |
| Q3 2021 | 124 | $8.4B | 143,346,200 | 30 | 37 | 27 | 0.0% |
| Q2 2021 | 110 | $7.9B | 140,656,091 | 99 | 2 | 7 | 0.0% |
| Q1 2021 | 12 | $74.3M | 2,548,673 | 9 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $7.5M | 204,619 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $7.1M | 206,639 | 0 | 1 | 0 | 0.0% |
| Q2 2020 | 2 | $5.9M | 167,193 | 1 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $3.6M | 62,878 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $3.6M | 66,242 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 2 | $3.6M | 66,242 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $3.6M | 66,531 | 0 | 1 | 0 | 0.0% |
| Q1 2019 | 2 | $3.6M | 66,395 | 1 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $92.0K | 4,368 | 1 | 0 | 0 | 0.0% |