DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (BBCB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
31
Reporting holders
$27.0M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JMAC ENTERPRISES LLC | $4.4M | 97,770 | 0.75% | 18q | +11.2%+$446.1K |
| MORGAN STANLEY | $3.9M | 85,258 | 0.00% | 16q | +3.8%+$140.7K |
| LPL Financial LLC | $2.9M | 64,814 | 0.00% | 15q | +0.9%+$27.2K |
| Janney Montgomery Scott LLC | $2.4M | 53,546 | 0.00% | 9q | +8.9%+$198.7K |
| Vestmark Advisory Solutions, Inc. | $2.2M | 48,949 | 0.02% | 9q | HELD |
| JPMORGAN CHASE & CO | $2.2M | 47,521 | 0.00% | 31q | +15.1%+$283.9K |
| SMART Wealth LLC | $1.9M | 41,371 | 0.40% | 2q | -6.7%-$134.7K |
| BANK OF AMERICA CORP /DE/ | $1.7M | 36,820 | 0.00% | 10q | +36.8%+$449.3K |
| Independent Wealth Network Inc. | $915.0K | 20,188 | 0.23% | 2q | +2.9%+$26.1K |
| JANE STREET GROUP, LLC | $845.5K | 18,654 | 0.00% | 4q | -10.4%-$98.0K |
| Cerity Partners LLC | $768.7K | 16,959 | 0.00% | 3q | -11.8%-$103.2K |
| ENVESTNET ASSET MANAGEMENT INC | $573.7K | 12,658 | 0.00% | 15q | +14.1%+$71.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $496.5K | 10,955 | 0.00% | 2q | HELD |
| Midwestern Financial, LLC /IA | $393.8K | 8,688 | 0.28% | 5q | -32.6%-$190.4K |
| CreativeOne Wealth, LLC | $385.7K | 8,509 | 0.01% | 10q | -30.1%-$166.0K |
| Cetera Investment Advisers | $314.7K | 6,943 | 0.00% | 7q | +2.6%+$7.8K |
| Windsor Capital Management, LLC | $250.3K | 5,522 | 0.07% | new | NEW |
| MLG Wealth Management DBA Pine Grove Financial Group | $217.6K | 4,801 | 0.02% | new | NEW |
| Farther Finance Advisors, LLC | $89.8K | 1,981 | 0.00% | 9q | +186.3%+$58.4K |
| IFP Advisors, Inc | $49.4K | 1,089 | 0.00% | 7q | +19.0%+$7.9K |
| AdvisorNet Financial, Inc | $47.8K | 1,054 | 0.00% | 7q | HELD |
| MassMutual Private Wealth & Trust, FSB | $29.6K | 653 | 0.00% | 9q | -31.6%-$13.7K |
| Capital Analysts, LLC | $12.0K | 266 | 0.00% | 3q | +964.0%+$10.9K |
| Ashton Thomas Private Wealth, LLC | $9.1K | 200 | 0.00% | 2q | +6.4% |
| LGT Financial Advisors LLC | $7.3K | 161 | 0.04% | 4q | HELD |
| UBS Group AG | $3.2K | 71 | 0.00% | 5q | -63.2%-$5.5K |
| WELLS FARGO & COMPANY/MN | $2.5K | 56 | 0.00% | 14q | HELD |
| OSAIC HOLDINGS, INC. | $861 | 19 | 0.00% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $91 | 2 | 0.00% | 8q | HELD |
| FWL INVESTMENT MANAGEMENT, LLC | $91 | 2 | 0.00% | 12q | HELD |
| AE Wealth Management LLC | $11 | none filed | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $1.6M | 38,078 | 0 | 4 | 1 | 0.0% |
| Q2 2026 | 31 | $27.0M | 595,480 | 3 | 13 | 7 | 0.0% |
| Q1 2026 | 29 | $25.8M | 569,181 | 4 | 15 | 6 | 0.0% |
| Q4 2025 | 30 | $21.7M | 474,011 | 6 | 12 | 8 | 0.0% |
| Q3 2025 | 26 | $23.6M | 505,764 | 3 | 14 | 6 | 0.0% |
| Q2 2025 | 27 | $25.0M | 547,903 | 3 | 13 | 6 | 0.0% |
| Q1 2025 | 27 | $23.2M | 510,245 | 3 | 14 | 6 | 0.0% |
| Q4 2024 | 25 | $23.0M | 514,996 | 4 | 12 | 6 | 0.0% |
| Q3 2024 | 22 | $27.9M | 596,172 | 3 | 11 | 5 | 0.0% |
| Q2 2024 | 23 | $37.7M | 839,274 | 5 | 10 | 7 | 0.0% |
| Q1 2024 | 19 | $34.9M | 766,624 | 5 | 7 | 4 | 0.0% |
| Q4 2023 | 17 | $47.8M | 1,034,518 | 4 | 7 | 4 | 0.0% |
| Q3 2023 | 14 | $29.3M | 678,893 | 1 | 4 | 6 | 0.0% |
| Q2 2023 | 12 | $46.4M | 1,022,150 | 1 | 5 | 3 | 0.0% |
| Q1 2023 | 14 | $44.0M | 958,244 | 2 | 5 | 3 | 0.0% |
| Q4 2022 | 15 | $39.2M | 877,684 | 6 | 3 | 4 | 0.0% |
| Q3 2022 | 10 | $2.5B | 58,546,179 | 4 | 2 | 3 | 0.0% |
| Q2 2022 | 7 | $2.9B | 62,212,087 | 0 | 3 | 2 | 0.0% |
| Q1 2022 | 8 | $36.9M | 735,602 | 2 | 2 | 3 | 0.0% |
| Q4 2021 | 10 | $47.4M | 868,587 | 0 | 3 | 4 | 0.0% |
| Q3 2021 | 10 | $48.4M | 869,702 | 2 | 4 | 2 | 0.0% |
| Q2 2021 | 10 | $44.6M | 796,424 | 0 | 3 | 4 | 0.0% |
| Q1 2021 | 10 | $44.0M | 806,107 | 2 | 4 | 2 | 0.0% |
| Q4 2020 | 9 | $33.4M | 578,469 | 1 | 1 | 3 | 0.0% |
| Q3 2020 | 7 | $34.3M | 601,601 | 2 | 2 | 2 | 0.0% |
| Q2 2020 | 9 | $291.6M | 5,112,474 | 3 | 3 | 1 | 0.0% |
| Q1 2020 | 8 | $29.6M | 557,580 | 4 | 2 | 1 | 0.0% |
| Q4 2019 | 4 | $27.8M | 508,235 | 2 | 1 | 0 | 0.0% |
| Q3 2019 | 3 | $28.0M | 504,125 | 1 | 0 | 1 | 0.0% |
| Q2 2019 | 2 | $27.7M | 509,779 | 1 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $25.9M | 494,500 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $25.1M | 499,249 | 0 | 0 | 0 | 0.0% |