DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (BBMC)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
49
Reporting holders
$2.0B
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $1.9B | 15,123,832 | 0.11% | 24q | -6.7%-$137.7M |
| Janney Montgomery Scott LLC | $18.7M | 147,191 | 0.04% | 11q | -4.5%-$875.7K |
| 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 |
| FLOW TRADERS U.S. LLC | $2.6M | 20,757 | 0.11% | 7q | +4.7%+$119.0K |
| 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 | -0.6%-$10.2K |
| 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 |
| MLG Wealth Management DBA Pine Grove Financial Group | $875.9K | 7,291 | 0.09% | 3q | -3.1%-$28.1K |
| 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 |
| 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% | 6q | HELD |
| 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% |
| 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% |
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 | 13 | $5.2M | 43,405 | 1 | 5 | 6 | 0.0% |
| Q2 2026 | 49 | $2.0B | 15,630,281 | 6 | 11 | 19 | 0.0% |
| Q1 2026 | 51 | $1.7B | 16,632,601 | 9 | 13 | 19 | 0.0% |
| Q4 2025 | 53 | $1.7B | 16,151,600 | 11 | 13 | 12 | 0.0% |
| Q3 2025 | 40 | $3.7B | 35,428,839 | 4 | 14 | 11 | 0.0% |
| Q2 2025 | 41 | $1.8B | 18,257,237 | 7 | 11 | 13 | 0.0% |
| Q1 2025 | 50 | $1.7B | 18,672,718 | 11 | 15 | 17 | 0.0% |
| Q4 2024 | 62 | $1.8B | 18,751,285 | 21 | 26 | 6 | 0.0% |
| Q3 2024 | 40 | $3.5B | 36,776,788 | 6 | 13 | 9 | 0.0% |
| Q2 2024 | 40 | $3.2B | 36,883,590 | 7 | 16 | 12 | 0.0% |
| Q1 2024 | 40 | $3.3B | 35,442,269 | 11 | 12 | 9 | 0.0% |
| Q4 2023 | 34 | $3.0B | 35,999,258 | 10 | 8 | 9 | 0.0% |
| Q3 2023 | 25 | $1.4B | 18,750,864 | 6 | 7 | 7 | 0.0% |
| Q2 2023 | 21 | $1.6B | 20,557,227 | 4 | 9 | 5 | 0.0% |
| Q1 2023 | 22 | $1.6B | 21,269,960 | 5 | 5 | 7 | 0.0% |
| Q4 2022 | 21 | $1.3B | 18,238,717 | 3 | 10 | 6 | 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 | 12 | $1.6B | 19,109,879 | 5 | 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% |