J P MORGAN EXCHANGE TRADED F (BBSC)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
26
Reporting holders
$542.7M
Reported value
0.0%
Held as options
-1
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 | $521.3M | 5,715,682 | 0.03% | 22q | -14.9%-$91.0M |
| LPL Financial LLC | $7.0M | 75,865 | 0.00% | 13q | HELD |
| IAG Wealth Partners, LLC | $6.3M | 68,553 | 0.62% | 14q | +1.6%+$100.8K |
| Financial Engines Advisors L.L.C. | $2.0M | 21,534 | 0.00% | 6q | +1.0%+$18.6K |
| OSAIC HOLDINGS, INC. | $1.4M | 15,561 | 0.00% | 14q | +4.2%+$57.8K |
| CITADEL ADVISORS LLC | $893.8K | 9,731 | 0.00% | new | NEW |
| MORGAN STANLEY | $827.0K | 9,004 | 0.00% | 3q | +900300.0%+$827.0K |
| Perigon Wealth Management, LLC | $567.9K | 6,183 | 0.01% | 8q | +1.6%+$8.9K |
| Triad Wealth Partners, LLC | $393.3K | 4,329 | 0.02% | 3q | -2.7%-$10.8K |
| MGO ONE SEVEN LLC | $373.6K | 4,067 | 0.01% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $301.1K | 3,278 | 0.00% | 4q | -85.2%-$1.7M |
| Legacy Edge Advisors, LLC | $273.6K | 2,979 | 0.01% | 2q | +9.0%+$22.7K |
| Elevation Wealth Management LLC | $263.1K | 2,864 | 0.20% | 3q | -4.6%-$12.6K |
| SUTTON PLACE INVESTORS LLC | $234.4K | 2,552 | 0.11% | 2q | -4.2%-$10.4K |
| Ascent Group, LLC | $229.7K | 2,501 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $111.7K | 1,216 | 0.00% | 12q | +168.4%+$70.1K |
| Steward Partners Investment Advisory, LLC | $81.9K | 892 | 0.00% | 5q | HELD |
| Key Financial Inc | $63.6K | 692 | 0.01% | 10q | HELD |
| Geneos Wealth Management Inc. | $50.1K | 545 | 0.00% | 13q | -66.9%-$101.1K |
| UBS Group AG | $37.4K | 407 | 0.00% | 2q | +12.1%+$4.0K |
| FMR LLC | $12.3K | 134 | 0.00% | 2q | +3250.0%+$11.9K |
| Janney Montgomery Scott LLC | $10.9K | 118,259 | 0.02% | 13q | -7.3% |
| LGT Financial Advisors LLC | $8.5K | 93 | 0.05% | 9q | +5.7% |
| IFP Advisors, Inc | $8.4K | 91 | 0.00% | 11q | -1.1% |
| Farther Finance Advisors, LLC | $3.6K | 40 | 0.00% | 12q | HELD |
| Global Retirement Partners, LLC | $1.8K | 20 | 0.00% | 16q | +17.6% |
| FLOW TRADERS U.S. LLC | $1.2K | 13,250 | 0.05% | 6q | -65.3%-$2.3K |
| Spire Wealth Management | $919 | 10 | 0.00% | 3q | HELD |
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 | 26 | $542.7M | 5,948,823 | 2 | 11 | 7 | 0.0% |
| Q1 2026 | 27 | $507.0M | 6,966,866 | 5 | 10 | 8 | 0.0% |
| Q4 2025 | 28 | $462.9M | 6,229,066 | 6 | 10 | 7 | 0.0% |
| Q3 2025 | 21 | $883.2M | 11,912,561 | 2 | 11 | 4 | 0.0% |
| Q2 2025 | 22 | $423.4M | 6,417,416 | 5 | 5 | 6 | 0.0% |
| Q1 2025 | 23 | $387.8M | 6,407,844 | 5 | 6 | 5 | 0.0% |
| Q4 2024 | 22 | $385.6M | 5,660,508 | 2 | 5 | 7 | 0.0% |
| Q3 2024 | 21 | $804.3M | 11,931,183 | 3 | 6 | 4 | 0.0% |
| Q2 2024 | 20 | $698.3M | 11,453,610 | 3 | 6 | 6 | 0.0% |
| Q1 2024 | 24 | $707.2M | 11,241,000 | 6 | 3 | 12 | 0.0% |
| Q4 2023 | 34 | $1.2B | 19,419,388 | 10 | 11 | 6 | 0.0% |
| Q3 2023 | 30 | $566.1M | 10,596,571 | 20 | 8 | 1 | 0.0% |
| Q2 2023 | 12 | $675.7M | 11,895,515 | 5 | 3 | 3 | 0.0% |
| Q1 2023 | 10 | $637.1M | 11,736,970 | 4 | 3 | 2 | 0.0% |
| Q4 2022 | 8 | $1.7M | 32,296 | 4 | 2 | 1 | 0.0% |
| Q3 2022 | 6 | $439.9M | 8,949,317 | 0 | 0 | 4 | 0.0% |
| Q2 2022 | 7 | $454.3M | 9,024,189 | 1 | 3 | 1 | 0.0% |
| Q1 2022 | 8 | $472.8M | 7,753,058 | 4 | 1 | 2 | 0.0% |
| Q4 2021 | 10 | $431.7M | 6,561,049 | 2 | 3 | 4 | 0.0% |
| Q3 2021 | 10 | $428.6M | 6,675,472 | 4 | 2 | 4 | 0.0% |
| Q2 2021 | 7 | $438.5M | 6,483,847 | 3 | 0 | 2 | 0.0% |
| Q1 2021 | 4 | $416.3M | 6,451,694 | 3 | 0 | 1 | 0.0% |
| Q4 2020 | 3 | $10.0M | 174,295 | 2 | 0 | 0 | 0.0% |