HolderBook

J P MORGAN EXCHANGE TRADED F (BBRE)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

56
Reporting holders
$1.3B
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

FilerValueShares Their book Held Change
JPMORGAN CHASE & CO$461.8M4,232,9000.03%31q-3.6%-$17.3M
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$257.0M2,396,22829.78%20q-8.1%-$22.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$132.6M1,236,2400.02%newNEW
Sixth Street Partners Management Company, L.P.$132.6M1,236,2400.02%newNEW
Alaska Permanent Capital Management, LLC$52.6M489,7003.43%31q-3.4%-$1.9M
Global Endowment Management, LP$45.8M427,2824.65%30q-2.1%-$994.9K
HighTower Advisors, LLC$41.1M383,3170.04%28q-2.1%-$901.6K
BANK OF AMERICA CORP /DE/$39.5M368,6770.00%27q-0.7%-$264.6K
Bleakley Financial Group, LLC$32.2M299,7340.41%3q+6.3%+$1.9M
Alaska Wealth Advisors, LLC$30.3M282,3323.28%31q-1.4%-$415.9K
Concurrent Investment Advisors, LLC$15.7M146,1930.13%2q+4.3%+$641.3K
MORGAN STANLEY$15.7M145,9170.00%30q+12.8%+$1.8M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.5M135,4840.01%22q+7.6%+$1.0M
Corient Private Wealth LP$5.4M50,7740.00%7q+84.4%+$2.5M
AMERIPRISE FINANCIAL INC$2.9M26,9070.00%newNEW
LPL Financial LLC$2.9M26,8250.00%12q+52.5%+$991.0K
GOLDMAN SACHS GROUP INC$2.6M23,8870.00%15q+47.6%+$826.2K
UBS Group AG$1.1M9,8830.00%5q+723.6%+$931.4K
Private Advisor Group, LLC$905.3K8,4400.00%13q+30.5%+$211.4K
RAYMOND JAMES FINANCIAL INC$875.0K8,1570.00%3q+160.0%+$538.5K
IFC & Insurance Marketing, Inc.$634.0K5,9100.56%3qHELD
D. E. Shaw & Co., Inc.$535.0K4,9870.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$521.5K4,8620.00%10q+100.0%+$260.7K
CITADEL ADVISORS LLC$470.6K4,3870.00%2q-75.3%-$1.4M
Peterson Wealth Advisors, LLC$449.0K4,1860.05%7q+1.6%+$7.0K
Gladstone Institutional Advisory LLC$340.6K3,1750.01%2q+31.9%+$82.4K
Farther Finance Advisors, LLC$228.5K2,1310.00%11qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$222.3K2,0720.00%4q-92.6%-$2.8M
MML INVESTORS SERVICES, LLC$221.1K2,0610.00%newNEW
Financial Engines Advisors L.L.C.$214.6K2,0010.00%newNEW
OSAIC HOLDINGS, INC.$166.6K1,5500.00%26q+22.0%+$30.1K
Tower Research Capital LLC (TRC)$117.9K1,0990.00%2q-43.6%-$91.2K
KERR FINANCIAL PLANNING Corp$99.2K9250.11%4q-50.0%-$99.2K
ROYAL BANK OF CANADA$87.0K8110.00%23q+105.8%+$44.7K
Aptus Capital Advisors, LLC$81.3K7580.00%8q+8.8%+$6.5K
Versant Capital Management, Inc$66.6K6210.01%13qHELD
Rockefeller Capital Management L.P.$66.5K6200.00%4q-10.4%-$7.7K
FIFTH THIRD BANCORP$65.6K6120.00%3q-36.7%-$38.1K
Colonial Trust Co / SC$31.2K2860.00%11q+1.1%
HARBOUR INVESTMENTS, INC.$20.3K1890.00%7qHELD
Qube Research & Technologies Ltd$17.5K1630.00%newNEW
FMR LLC$17.1K1600.00%7q+0.6%
Plante Moran Financial Advisors, LLC$16.9K1580.00%newNEW
NewEdge Advisors, LLC$16.1K1500.00%newNEW
Founders Financial Alliance, LLC$15.7K1460.00%2qHELD
Integrated Wealth Concepts LLC$15.5K1440.00%newNEW
PRIVATE TRUST CO NA$15.0K1400.00%5qHELD
Steward Partners Investment Advisory, LLC$12.8K1190.00%22qHELD
Smartleaf Asset Management LLC$6.8K620.00%7qHELD
Investors Research Corp$5.4K500.00%19qHELD
AMERIFLEX GROUP, INC.$3.6K340.00%7qHELD
IAG Wealth Partners, LLC$3.4K320.00%6qHELD
BLAIR WILLIAM & CO/IL$3.2K300.00%2qHELD
Allspring Global Investments Holdings, LLC$2.8K260.00%2qHELD
SBI Securities Co., Ltd.$2.3K210.00%7q+5.0%
JONES FINANCIAL COMPANIES LLLP$76570.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202656$1.3B11,979,8021119130.0%
Q1 202654$938.2M9,865,5951014160.0%
Q4 202553$891.8M9,632,625718150.0%
Q3 202556$1.3B13,462,168619180.0%
Q2 202555$839.4M9,112,9411016170.0%
Q1 202553$824.5M8,770,785619130.0%
Q4 202454$849.5M9,071,6831214150.0%
Q3 202443$1.2B11,918,817412150.0%
Q2 202441$1.1B12,702,356310130.0%
Q1 202440$1.4B17,835,35351780.0%
Q4 202342$1.1B14,806,6051015110.0%
Q3 202335$700.6M11,654,87671580.0%
Q2 202329$488.4M5,784,66854130.0%
Q1 202326$518.4M6,254,14431090.0%
Q4 202229$169.8M2,081,19081260.0%
Q3 202235$831.2M10,606,920113150.0%
Q2 202240$990.9M11,282,288718110.0%
Q1 202240$1.2B11,258,26578190.0%
Q4 202142$1.5B13,219,247715120.0%
Q3 202136$1.2B12,746,67759170.0%
Q2 202136$1.4B14,781,10891860.0%
Q1 202131$1.2B14,457,182101540.0%
Q4 202023$889.1M11,232,64251150.0%
Q3 202023$734.6M10,221,9967850.0%
Q2 202031$805.5M11,292,597151040.0%
Q1 202017$732.6M11,347,2613930.0%
Q4 201916$1.1B12,089,8985460.0%
Q3 201918$530.5M5,890,0606380.0%
Q2 201915$379.6M4,538,3093620.0%
Q1 201914$195.9M2,344,7648320.0%
Q4 20187$117.2M1,627,5131000.0%