J P MORGAN EXCHANGE TRADED F (BBUS)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
216
Reporting holders
$4.5B
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $880.8M | 6,595,410 | 0.05% | 24q | +7.9%+$64.4M |
| LPL Financial LLC | $525.1M | 3,897,424 | 0.12% | 26q | +16.8%+$75.6M |
| MORGAN STANLEY | $492.5M | 3,655,413 | 0.03% | 23q | +16.6%+$69.9M |
| Norinchukin Bank, The | $331.3M | 2,459,000 | 3.22% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $306.8M | 2,277,383 | 0.07% | 21q | +11.4%+$31.5M |
| Vestmark Advisory Solutions, Inc. | $242.0M | 1,796,203 | 2.27% | 21q | HELD |
| National Mutual Insurance Federation of Agricultural Cooperatives | $171.8M | 1,275,000 | 1.12% | 7q | HELD |
| Cornerstone Wealth Management, LLC | $89.2M | 662,346 | 3.83% | 17q | -1.6%-$1.5M |
| Wealth Group Ltd | $84.7M | 628,517 | 16.20% | 6q | +6.5%+$5.2M |
| ASSETMARK, INC | $84.6M | 627,996 | 0.15% | 20q | +10.1%+$7.8M |
| Integrated Wealth Concepts LLC | $83.7M | 621,025 | 0.41% | 20q | +10.7%+$8.1M |
| RAYMOND JAMES FINANCIAL INC | $79.8M | 592,222 | 0.02% | 7q | +5.5%+$4.1M |
| Cetera Investment Advisers | $77.5M | 575,463 | 0.07% | 15q | +8.5%+$6.1M |
| KELLY FINANCIAL GROUP LLC | $70.8M | 525,852 | 15.74% | 7q | +5.6%+$3.8M |
| Perigon Wealth Management, LLC | $64.1M | 475,747 | 1.01% | 10q | +5.8%+$3.5M |
| OSAIC HOLDINGS, INC. | $62.2M | 461,335 | 0.07% | 26q | +60.8%+$23.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $57.3M | 425,161 | 0.01% | 2q | HELD |
| Tradition Wealth Management, LLC | $55.8M | 414,000 | 3.41% | 9q | +4.4%+$2.3M |
| MN Wealth Advisors, LLC | $39.2M | 290,843 | 16.68% | 11q | +14.6%+$5.0M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $39.2M | 291,360 | 0.24% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $34.9M | 259,074 | 0.07% | 12q | +21.8%+$6.3M |
| Robertson Stephens Wealth Management, LLC | $33.9M | 251,982 | 0.84% | 8q | -1.4%-$494.2K |
| DRIVE WEALTH MANAGEMENT, LLC | $27.3M | 202,739 | 4.87% | 8q | +20.3%+$4.6M |
| AMERIPRISE FINANCIAL INC | $24.6M | 182,314 | 0.00% | 16q | -37.3%-$14.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $24.0M | 178,000 | 0.03% | 18q | +6.4%+$1.4M |
| Gradient Investments LLC | $20.0M | 148,653 | 0.28% | 6q | +1.0%+$190.6K |
| 5T Wealth, LLC | $17.9M | 132,571 | 6.65% | 7q | +2.0%+$346.0K |
| Hopwood Nicholas Hunter | $17.5M | 130,148 | 4.81% | 3q | +6.8%+$1.1M |
| IFG Advisory, LLC | $16.4M | 121,695 | 0.57% | new | NEW |
| Bravias Capital Group, LLC | $15.5M | 114,823 | 9.18% | 7q | +1.0%+$155.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $15.4M | 114,080 | 0.24% | 6q | +1.1%+$165.2K |
| UNIQUE WEALTH, LLC | $14.2M | 105,559 | 1.66% | 2q | +61.2%+$5.4M |
| CreativeOne Wealth, LLC | $14.1M | 104,930 | 0.31% | 13q | -2.0%-$293.0K |
| Aptus Capital Advisors, LLC | $14.1M | 104,759 | 0.10% | 10q | +19.7%+$2.3M |
| FLORIDA FINANCIAL ADVISORS, LLC | $14.1M | 104,335 | 2.38% | 11q | +1.9%+$255.4K |
| Ascent Group, LLC | $13.1M | 97,518 | 0.39% | 19q | +1.6%+$211.6K |
| ROYAL BANK OF CANADA | $12.0M | 89,038 | 0.00% | 12q | +9.6%+$1.0M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $10.5M | 77,742 | 1.63% | 12q | -1.3%-$142.4K |
| Private Advisor Group, LLC | $10.0M | 74,410 | 0.05% | 14q | -26.5%-$3.6M |
| Equitable Holdings, Inc. | $9.5M | 70,693 | 0.06% | 8q | +66.4%+$3.8M |
| Rosenberg Matthew Hamilton | $9.4M | 69,850 | 1.75% | 16q | +5.8%+$514.0K |
| MassMutual Private Wealth & Trust, FSB | $9.2M | 68,195 | 0.24% | 25q | -8.7%-$873.4K |
| Farther Finance Advisors, LLC | $9.2M | 67,977 | 0.07% | 14q | +180.2%+$5.9M |
| Elevation Wealth Management LLC | $8.6M | 63,807 | 6.42% | 3q | -1.7%-$147.4K |
| Alpha Advisors, LLC/VA | $8.0M | 59,586 | 6.03% | 5q | -25.9%-$2.8M |
| Golden State Wealth Management, LLC | $7.9M | 58,425 | 0.72% | 7q | -31.5%-$3.6M |
| LAKE STREET PRIVATE WEALTH, LLC | $6.9M | 50,929 | 0.78% | 18q | -5.4%-$393.5K |
| 3Chopt Investment Partners, LLC | $6.3M | 47,005 | 1.19% | 11q | -4.6%-$308.1K |
| IFP Advisors, Inc | $6.2M | 46,034 | 0.11% | 11q | +18.1%+$952.6K |
| Legacy Edge Advisors, LLC | $5.6M | 42,322 | 0.31% | 4q | +13.8%+$682.0K |
| MGO ONE SEVEN LLC | $5.5M | 40,969 | 0.09% | 5q | HELD |
| Triad Wealth Partners, LLC | $5.2M | 38,218 | 0.31% | 6q | HELD |
| NewEdge Advisors, LLC | $4.9M | 36,151 | 0.01% | 8q | -31.0%-$2.2M |
| Creative Planning | $4.7M | 34,928 | 0.00% | 7q | -15.6%-$870.3K |
| Fingerlakes Wealth Management, Inc. | $4.5M | 33,379 | 2.42% | 14q | +10.7%+$433.0K |
| Vise Technologies, Inc. | $4.2M | 31,098 | 0.05% | new | NEW |
| Composition Wealth, LLC | $4.1M | 30,254 | 0.05% | 4q | -1.0%-$40.7K |
| Archer Investment Management, LLC | $4.0M | 29,765 | 1.37% | 2q | +13.1%+$463.8K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $4.0M | 29,756 | 0.76% | 4q | +50.9%+$1.4M |
| AdvisorNet Financial, Inc | $3.9M | 29,319 | 0.18% | 7q | +16.9%+$570.4K |
| Clear Creek Financial Management, LLC | $3.6M | 26,533 | 0.23% | 6q | -4.3%-$159.0K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.4M | 25,412 | 0.69% | 7q | +22.9%+$638.6K |
| FIRETHORN WEALTH PARTNERS, LLC | $3.3M | 24,832 | 1.08% | 11q | -6.1%-$218.0K |
| Jacobi Capital Management LLC | $3.3M | 24,145 | 0.16% | 12q | +6.6%+$201.0K |
| Merited Wealth, LLC | $3.1M | 22,936 | 2.18% | 3q | -1.1%-$34.6K |
| BANK OF AMERICA CORP /DE/ | $3.1M | 22,786 | 0.00% | 25q | +6.7%+$194.0K |
| GOLDMAN SACHS GROUP INC | $2.9M | 21,355 | 0.00% | 7q | +978.5%+$2.6M |
| Gateway Wealth Partners, LLC | $2.9M | 21,203 | 0.17% | 13q | -52.4%-$3.1M |
| GeoWealth Management, LLC | $2.8M | 20,984 | 0.09% | 13q | +2.1%+$57.1K |
| Americana Partners, LLC | $2.7M | 20,406 | 0.06% | new | NEW |
| XTX Topco Ltd | $2.7M | 20,352 | 0.04% | new | NEW |
| SUTTON PLACE INVESTORS LLC | $2.7M | 20,001 | 1.30% | 16q | +0.6%+$15.5K |
| Emergent Wealth Advisors, LLC | $2.7M | 19,698 | 1.38% | 10q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $2.6M | 19,538 | 0.04% | new | NEW |
| IAG Wealth Partners, LLC | $2.6M | 19,224 | 0.26% | 13q | -3.6%-$96.3K |
| Envestnet Portfolio Solutions, Inc. | $2.5M | 18,871 | 0.01% | 12q | +110.6%+$1.3M |
| VestGen Advisors, LLC | $2.5M | 18,676 | 0.07% | 6q | +4.4%+$105.4K |
| Mattson Financial Services, LLC | $2.2M | 15,936 | 0.45% | 6q | HELD |
| TWIN PEAKS WEALTH ADVISORS, LLC | $2.1M | 15,616 | 0.48% | 11q | -1.0%-$20.3K |
| KINTRA WEALTH, LLC | $2.1M | 14,778 | 0.11% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $2.0M | 14,619 | 0.05% | 19q | +3.7%+$69.8K |
| Ignite Planners, LLC | $2.0M | 14,495 | 0.27% | 13q | -7.1%-$149.5K |
| Arkadios Wealth Advisors | $1.9M | 14,423 | 0.03% | 4q | -3.8%-$77.6K |
| Aegis Wealth Management, Inc. | $1.9M | 13,927 | 1.21% | 3q | +23.2%+$353.9K |
| UBS Group AG | $1.8M | 13,222 | 0.00% | 2q | +143.9%+$1.1M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.8M | 13,163 | 0.08% | 6q | HELD |
| Global Retirement Partners, LLC | $1.8M | 13,122 | 0.03% | 16q | +14.0%+$216.9K |
| Keystone Wealth Services, LLC | $1.7M | 12,703 | 0.32% | 2q | -18.3%-$384.1K |
| Archford Capital Strategies, LLC | $1.7M | 12,304 | 0.17% | 12q | -2.7%-$46.3K |
| IHT Wealth Management, LLC | $1.7M | 12,298 | 0.04% | 4q | -4.6%-$79.1K |
| Advisory Services Network, LLC | $1.6M | 12,129 | 0.02% | 11q | HELD |
| Diversify Advisory Services, LLC | $1.6M | 12,184 | 0.03% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.6M | 12,184 | 0.03% | 3q | -0.8%-$13.0K |
| DAYMARK WEALTH PARTNERS, LLC | $1.6M | 12,037 | 0.04% | 3q | +44.9%+$502.2K |
| FMR LLC | $1.6M | 11,530 | 0.00% | 23q | +11.3%+$157.4K |
| HighTower Advisors, LLC | $1.5M | 11,435 | 0.00% | 21q | -1.8%-$27.8K |
| Henderson Brothers Financial Partners, LLC | $1.5M | 11,412 | 0.73% | 2q | -42.7%-$1.1M |
| Hoxton Planning & Management, LLC | $1.5M | 11,164 | 0.39% | 6q | -1.1%-$16.4K |
| J.W. COLE ADVISORS, INC. | $1.5M | 11,142 | 0.03% | 6q | +3.5%+$51.2K |
| OneDigital Investment Advisors LLC | $1.4M | 10,623 | 0.01% | 3q | +1.2%+$16.3K |
Showing the largest 100 of 227 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 | 216 | $4.5B | 33,133,340 | 24 | 83 | 62 | 0.0% |
| Q1 2026 | 214 | $3.6B | 31,006,949 | 28 | 96 | 43 | 0.0% |
| Q4 2025 | 205 | $3.3B | 27,036,108 | 28 | 82 | 46 | 0.0% |
| Q3 2025 | 175 | $3.1B | 25,693,415 | 24 | 72 | 47 | 0.0% |
| Q2 2025 | 165 | $2.4B | 21,220,987 | 22 | 63 | 48 | 0.0% |
| Q1 2025 | 155 | $2.0B | 20,211,546 | 25 | 63 | 30 | 0.0% |
| Q4 2024 | 144 | $1.8B | 17,255,507 | 20 | 59 | 21 | 0.0% |
| Q3 2024 | 122 | $1.9B | 18,676,775 | 21 | 65 | 14 | 0.0% |
| Q2 2024 | 111 | $1.4B | 14,565,913 | 22 | 49 | 23 | 0.0% |
| Q1 2024 | 101 | $2.4B | 25,453,893 | 21 | 50 | 20 | 0.0% |
| Q4 2023 | 86 | $2.1B | 24,380,882 | 14 | 46 | 10 | 0.0% |
| Q3 2023 | 72 | $1.0B | 13,390,757 | 17 | 34 | 9 | 0.0% |
| Q2 2023 | 60 | $941.5M | 11,811,638 | 10 | 22 | 19 | 0.0% |
| Q1 2023 | 56 | $777.9M | 10,579,260 | 12 | 20 | 13 | 0.0% |
| Q4 2022 | 46 | $181.4M | 2,646,417 | 10 | 11 | 18 | 0.0% |
| Q3 2022 | 53 | $708.8M | 11,015,524 | 10 | 14 | 21 | 0.0% |
| Q2 2022 | 49 | $675.6M | 9,965,501 | 8 | 22 | 9 | 0.0% |
| Q1 2022 | 47 | $768.5M | 9,431,700 | 15 | 18 | 5 | 0.0% |
| Q4 2021 | 34 | $652.8M | 7,554,790 | 7 | 13 | 4 | 0.0% |
| Q3 2021 | 26 | $513.4M | 6,505,534 | 7 | 11 | 2 | 0.0% |
| Q2 2021 | 18 | $904.1M | 11,467,600 | 5 | 6 | 3 | 0.0% |
| Q1 2021 | 16 | $294.9M | 4,049,596 | 3 | 5 | 1 | 0.0% |
| Q4 2020 | 16 | $199.5M | 2,899,228 | 6 | 4 | 6 | 0.0% |
| Q3 2020 | 15 | $146.2M | 2,403,916 | 4 | 3 | 6 | 0.0% |
| Q2 2020 | 12 | $20.6M | 367,647 | 4 | 6 | 0 | 0.0% |
| Q1 2020 | 10 | $3.9M | 83,598 | 4 | 1 | 3 | 0.0% |
| Q4 2019 | 7 | $3.6M | 61,658 | 2 | 1 | 0 | 0.0% |
| Q3 2019 | 5 | $2.0M | 37,535 | 2 | 0 | 0 | 0.0% |
| Q2 2019 | 8 | $22.2M | 414,004 | 5 | 1 | 2 | 0.0% |
| Q1 2019 | 4 | $26.1M | 511,862 | 4 | 0 | 0 | 0.0% |