J P MORGAN EXCHANGE TRADED F (BBMC)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
47
Reporting holders
$2.0B
Reported value
0.0%
Held as options
+0
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 | $1.9B | 15,123,832 | 0.11% | 24q | -6.7%-$137.7M |
| BANK OF AMERICA CORP /DE/ | $8.0M | 62,701 | 0.00% | 22q | +396.1%+$6.4M |
| LPL Financial LLC | $7.9M | 62,017 | 0.00% | 19q | +28.0%+$1.7M |
| OSAIC HOLDINGS, INC. | $3.4M | 26,363 | 0.00% | 22q | +501.1%+$2.8M |
| Equitable Holdings, Inc. | $2.9M | 22,807 | 0.02% | 2q | +9.3%+$247.0K |
| CITADEL ADVISORS LLC | $2.5M | 19,405 | 0.00% | 8q | +52.8%+$852.5K |
| GOLDMAN SACHS GROUP INC | $2.4M | 18,620 | 0.00% | 2q | +118.0%+$1.3M |
| WELLS FARGO & COMPANY/MN | $1.8M | 13,780 | 0.00% | 14q | -50.3%-$1.8M |
| ACT Advisors, LLC. | $1.6M | 12,870 | 0.54% | 12q | -2.7%-$46.0K |
| MORGAN STANLEY | $1.5M | 12,093 | 0.00% | 22q | -26.6%-$556.6K |
| Archer Investment Corp | $1.2M | 9,156 | 0.11% | 2q | +102.7%+$590.0K |
| IAG Wealth Partners, LLC | $1.0M | 8,144 | 0.10% | 14q | -2.7%-$28.5K |
| Gradient Investments LLC | $910.6K | 7,162 | 0.01% | 5q | -16.5%-$179.7K |
| MGO ONE SEVEN LLC | $758.2K | 5,963 | 0.01% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $668.9K | 5,261 | 0.00% | new | NEW |
| Triad Wealth Partners, LLC | $647.8K | 5,158 | 0.04% | 3q | -2.5%-$16.6K |
| Elevation Wealth Management LLC | $620.9K | 4,883 | 0.46% | 3q | -3.1%-$19.8K |
| MN Wealth Advisors, LLC | $461.5K | 3,629 | 0.20% | 11q | HELD |
| Merited Wealth, LLC | $422.0K | 3,319 | 0.30% | 3q | HELD |
| Private Advisor Group, LLC | $421.2K | 3,312 | 0.00% | 2q | -18.9%-$98.0K |
| Ascent Group, LLC | $411.5K | 3,236 | 0.01% | 12q | -3.9%-$16.9K |
| SUTTON PLACE INVESTORS LLC | $409.4K | 3,220 | 0.20% | 10q | -2.8%-$12.0K |
| Steward Partners Investment Advisory, LLC | $407.5K | 3,205 | 0.00% | 10q | -0.6%-$2.4K |
| ROYAL BANK OF CANADA | $405.0K | 3,186 | 0.00% | 10q | -48.2%-$376.7K |
| RAYMOND JAMES FINANCIAL INC | $353.4K | 2,779 | 0.00% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $316.8K | 2,496 | 0.01% | 4q | HELD |
| Thrive Wealth Management, LLC | $290.0K | 2,281 | 0.04% | 5q | HELD |
| Cetera Investment Advisers | $207.9K | 1,635 | 0.00% | new | NEW |
| EP Wealth Advisors, LLC | $110.0K | 865 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $77.9K | 613 | 0.00% | 10q | -70.8%-$188.6K |
| Janney Montgomery Scott LLC | $18.7K | 147,191 | 0.04% | 11q | -4.5% |
| US BANCORP \DE\ | $18.6K | 146 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.8K | 140 | 0.00% | new | NEW |
| ASSETMARK, INC | $17.8K | 140 | 0.00% | 22q | HELD |
| LGT Financial Advisors LLC | $15.1K | 118 | 0.08% | 13q | +9.3%+$1.3K |
| GGM Financial LLC | $15.0K | 118 | 0.01% | 4q | +0.9% |
| Farther Finance Advisors, LLC | $8.9K | 70 | 0.00% | 14q | HELD |
| Founders Financial Alliance, LLC | $8.4K | 66 | 0.00% | 4q | -23.3%-$2.5K |
| NewEdge Advisors, LLC | $6.6K | 52 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $6.0K | 47 | 0.00% | 10q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.9K | 39 | 0.00% | 3q | HELD |
| Rossby Financial, LCC | $3.7K | 29 | 0.00% | 6q | HELD |
| IFP Advisors, Inc | $2.9K | 23 | 0.00% | 11q | -4.2% |
| FLOW TRADERS U.S. LLC | $2.6K | 20,757 | 0.11% | 7q | +4.7% |
| FMR LLC | $2.4K | 19 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $2.2K | 17 | 0.00% | 16q | +6.2% |
| ANGELES WEALTH MANAGEMENT, LLC | $1.8K | 14 | 0.00% | 2q | HELD |
| Spire Wealth Management | $1.7K | 13 | 0.00% | 3q | -7.1% |
| Integrated Wealth Concepts LLC | $586 | 4 | 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 | 47 | $2.0B | 15,455,046 | 8 | 10 | 17 | 0.0% |
| Q1 2026 | 47 | $1.7B | 16,464,985 | 9 | 14 | 15 | 0.0% |
| Q4 2025 | 48 | $1.7B | 15,951,671 | 11 | 13 | 10 | 0.0% |
| Q3 2025 | 37 | $3.7B | 35,226,517 | 4 | 13 | 10 | 0.0% |
| Q2 2025 | 38 | $1.8B | 18,062,543 | 7 | 10 | 12 | 0.0% |
| Q1 2025 | 45 | $1.7B | 18,448,978 | 10 | 12 | 16 | 0.0% |
| Q4 2024 | 55 | $1.8B | 18,351,238 | 15 | 25 | 6 | 0.0% |
| Q3 2024 | 39 | $3.5B | 36,636,679 | 6 | 12 | 9 | 0.0% |
| Q2 2024 | 38 | $3.2B | 36,752,554 | 7 | 15 | 11 | 0.0% |
| Q1 2024 | 38 | $3.3B | 35,207,646 | 11 | 10 | 9 | 0.0% |
| Q4 2023 | 31 | $3.0B | 35,920,108 | 7 | 8 | 9 | 0.0% |
| Q3 2023 | 25 | $1.4B | 18,750,864 | 6 | 7 | 7 | 0.0% |
| Q2 2023 | 20 | $1.6B | 20,528,095 | 4 | 8 | 5 | 0.0% |
| Q1 2023 | 20 | $1.6B | 21,214,162 | 5 | 4 | 6 | 0.0% |
| Q4 2022 | 17 | $7.9M | 108,266 | 3 | 7 | 5 | 0.0% |
| Q3 2022 | 19 | $1.3B | 18,822,280 | 3 | 5 | 8 | 0.0% |
| Q2 2022 | 16 | $1.4B | 19,379,333 | 2 | 5 | 6 | 0.0% |
| Q1 2022 | 21 | $1.6B | 18,297,232 | 9 | 2 | 8 | 0.0% |
| Q4 2021 | 16 | $1.6B | 17,191,024 | 3 | 9 | 2 | 0.0% |
| Q3 2021 | 15 | $1.6B | 18,011,648 | 1 | 8 | 4 | 0.0% |
| Q2 2021 | 17 | $1.7B | 18,550,599 | 6 | 3 | 6 | 0.0% |
| Q1 2021 | 13 | $1.6B | 19,111,208 | 6 | 3 | 3 | 0.0% |
| Q4 2020 | 8 | $1.3B | 16,854,870 | 4 | 3 | 1 | 0.0% |
| Q3 2020 | 4 | $7.1M | 112,244 | 3 | 0 | 1 | 0.0% |
| Q2 2020 | 1 | $7.2M | 121,172 | 1 | 0 | 0 | 0.0% |