J.P. Morgan Exchange-Traded Fund Trust - BBAG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 4,810,609 | 221,384 | 0.01% | 0.01% | 1 | +216,884 | 4.72% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 2,203,713 | 101,723 | 0.03% | 0.03% | 2 | +87,668 | 4.14% | Q1 2026 | May 06, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,201,541 | 55,463 | 4.48% | 4.29% | 3 | +93,757 | 8.46% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 897,948 | 41,449 | 0.01% | 0.01% | 4 | +47,278 | 5.56% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 571,546 | 26,383 | 0.07% | 0.06% | 5 | -14,241 | -2.43% | Q1 2026 | Apr 22, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 406,376 | 18,758 | 1.33% | 0.7% | 6 | +195,133 | 92.37% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 344,819 | 15,978 | 0.24% | 0.34% | 7 | -23,932 | -6.49% | Q1 2026 | Apr 20, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 322,299 | 14,877 | 2.36% | 2.24% | 8 | +40,351 | 14.31% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 291,089 | 13,437 | 0.03% | 0.04% | 9 | -2,737 | -0.93% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 249,232 | 11,504 | 0.0% | 0.0% | 10 | +22,123 | 9.74% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 221,323 | 10,216 | 0.01% | 0.01% | 11 | -3,471 | -1.54% | Q1 2026 | May 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 218,380 | 10,080 | 0.75% | 0.75% | 12 | +1,907 | 0.88% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 168,947 | 7,799 | 0.01% | 0.01% | 13 | -44 | -0.03% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 134,198 | 6,194 | 0.02% | 0.02% | 14 | +12,394 | 10.18% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 113,101 | 5,221 | 0.04% | 0.04% | 15 | -1,174 | -1.03% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 85,651 | 3,953 | 0.01% | 0.02% | 16 | -6,847 | -7.4% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 73,953 | 3,413 | 0.0% | 0.0% | 17 | -1,444 | -1.92% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 71,865 | 3,317 | 0.0% | 0.0% | 18 | -341,043 | -82.6% | Q1 2026 | May 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 67,535 | 3,117 | 0.78% | 0.81% | 19 | -562 | -0.83% | Q1 2026 | Apr 09, 2026 |
| Ascent Group, LLC | History | Added to | 63,020 | 2,909 | 0.1% | 0.09% | 20 | +6,312 | 11.13% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Reduced | 60,415 | 2,788 | 0.22% | 0.24% | 21 | -4,830 | -7.4% | Q1 2026 | Apr 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 57,554 | 2,656 | 0.21% | 0.26% | 22 | -651 | -1.12% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 55,538 | 2,563 | 0.0% | 0.0% | 23 | -9,494 | -14.6% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 47,667 | 2,200 | 0.05% | 0.06% | 24 | -8,052 | -14.45% | Q1 2026 | May 11, 2026 |
| ACT Advisors, LLC. | History | Added to | 46,358 | 2,139 | 0.91% | 0.83% | 25 | +772 | 1.69% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 41,362 | 1,909 | 0.03% | 0.03% | 26 | +9,956 | 31.7% | Q1 2026 | May 11, 2026 |
| Legacy Private Trust Co. | History | Reduced | 41,181 | 1,900 | 0.12% | 0.11% | 27 | -115 | -0.28% | Q1 2026 | Apr 07, 2026 |
| Independent Wealth Network Inc. | History | New | 38,566 | 1,780 | 0.53% | — | 28 | +38,566 | New | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,784 | 1,697 | 0.0% | 0.0% | 29 | -26,948 | -42.28% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 35,438 | 1,635 | 0.09% | 0.08% | 30 | -56 | -0.16% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 31,985 | 1,476 | 0.0% | 0.0% | 31 | -11,715 | -26.81% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | New | 29,824 | 1,376 | 0.1% | — | 32 | +29,824 | New | Q1 2026 | Apr 28, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 27,325 | 1,261 | 0.18% | 0.12% | 33 | +9,629 | 54.41% | Q1 2026 | Apr 15, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 27,294 | 1,259 | 0.31% | 0.97% | 34 | +4,462 | 19.54% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 27,137 | 1,259 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 24,707 | 1,140 | 0.0% | 0.0% | 36 | -1,622 | -6.16% | Q1 2026 | May 14, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 23,023 | 1,062 | 1.91% | 2.07% | 37 | -215 | -0.93% | Q1 2026 | Apr 14, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 22,752 | 1,050 | 0.14% | 0.23% | 38 | -15,767 | -40.93% | Q1 2026 | Apr 08, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 18,737 | 864 | 0.39% | 0.41% | 39 | -806 | -4.12% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 17,994 | 830 | 0.02% | 0.02% | 40 | -3,700 | -17.06% | Q1 2026 | May 04, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 17,738 | 818 | 0.4% | 0.36% | 41 | +2,429 | 15.87% | Q1 2026 | Apr 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 17,334 | 800 | 0.04% | 0.06% | 42 | -4,629 | -21.08% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,071 | 787 | 0.0% | 0.0% | 43 | +15,730 | 1173.01% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,249 | 750 | 0.01% | 0.01% | 44 | +6,547 | 67.48% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,262 | 658 | 0.0% | 0.0% | 45 | -1,434 | -9.14% | Q1 2026 | Apr 27, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 13,485 | 622 | 0.27% | 0.29% | 46 | -419 | -3.01% | Q1 2026 | Apr 15, 2026 |
| WBH ADVISORY INC | History | New | 12,402 | 570 | 0.04% | — | 47 | +12,402 | New | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 12,157 | 561 | 0.1% | 0.03% | 49 | +8,581 | 239.96% | Q1 2026 | May 11, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 12,165 | 561 | 0.09% | 0.09% | 48 | +53 | 0.44% | Q1 2026 | Apr 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 11,879 | 548 | 0.01% | — | 50 | +11,879 | New | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 11,656 | 538 | 0.14% | 0.17% | 51 | -572 | -4.68% | Q1 2026 | May 08, 2026 |
| Avestar Capital, LLC | History | Added to | 10,878 | 502 | 0.03% | 0.03% | 52 | +1,023 | 10.38% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 10,496 | 484 | 0.0% | 0.0% | 53 | -56 | -0.53% | Q1 2026 | Apr 29, 2026 |
| Shelter Mutual Insurance Co | History | No change | 10,400 | 480 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 10,097 | 466 | 0.43% | 0.48% | 55 | -620 | -5.79% | Q1 2026 | May 11, 2026 |
| 5T Wealth, LLC | History | Added to | 9,346 | 431 | 0.17% | 0.17% | 56 | +342 | 3.8% | Q1 2026 | Apr 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 9,077 | 418 | 0.23% | 0.23% | 57 | +143 | 1.6% | Q1 2026 | Apr 22, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 8,494 | 392 | 0.12% | — | 58 | +8,494 | New | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,286 | 382 | 0.01% | 0.01% | 59 | -10 | -0.12% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 8,261 | 381 | 0.1% | 0.08% | 60 | +2,074 | 33.52% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Added to | 7,955 | 366 | 0.02% | 0.01% | 61 | +2,238 | 39.15% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,598 | 350 | 0.0% | 0.01% | 62 | -4 | -0.05% | Q1 2026 | Apr 08, 2026 |
| Plan Group Financial, LLC | History | Added to | 7,327 | 338 | 0.08% | 0.09% | 63 | +90 | 1.24% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,035 | 324 | 0.0% | 0.0% | 64 | -100 | -1.4% | Q1 2026 | Apr 28, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 6,618 | 305 | 0.02% | 0.02% | 65 | +71 | 1.08% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 6,577 | 303 | 0.05% | 0.05% | 66 | -103 | -1.54% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,131 | 282 | 0.01% | 0.01% | 67 | +20 | 0.33% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 5,805 | 269 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,696 | 262 | 0.0% | — | 69 | +5,696 | New | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,353 | 247 | 0.0% | 0.0% | 70 | +9 | 0.17% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,190 | 239 | 0.0% | 0.0% | 71 | -44,903 | -89.64% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,182 | 239 | 0.0% | 0.0% | 72 | +9 | 0.17% | Q1 2026 | May 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 5,068 | 233 | 0.16% | — | 73 | +5,068 | New | Q1 2026 | Apr 15, 2026 |
| Bensler, LLC | History | Reduced | 4,901 | 226 | 0.02% | 0.02% | 74 | -1 | -0.02% | Q1 2026 | May 01, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,841 | 225 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,729 | 218 | 0.0% | 0.0% | 76 | +475 | 11.17% | Q1 2026 | Apr 13, 2026 |
| Bouchey Financial Group Ltd | History | No change | 4,720 | 217 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 4,653 | 214 | 0.04% | 0.05% | 78 | -123 | -2.58% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,602 | 212 | 0.0% | 0.0% | 79 | +441 | 10.6% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 4,474 | 206 | 0.0% | 0.0% | 80 | -936 | -17.3% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,691 | 171 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,682 | 169 | 0.02% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 2,986 | 137 | 0.03% | 0.03% | 83 | -113 | -3.65% | Q1 2026 | Apr 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 2,860 | 132 | 0.02% | — | 84 | +2,860 | New | Q1 2026 | May 18, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,181 | 101 | 0.0% | 0.0% | 85 | +2,107 | 2847.3% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 2,185 | 100 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 2,076 | 95 | 0.0% | 0.0% | 87 | -3 | -0.14% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 1,468 | 67 | 0.0% | — | 88 | +1,468 | New | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | New | 1,342 | 61 | 0.0% | — | 89 | +1,342 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 633 | 29 | 0.0% | — | 90 | +633 | New | Q1 2026 | May 06, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 614 | 28 | 0.14% | 0.17% | 91 | -5 | -0.81% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 581 | 26 | 0.0% | 0.0% | 92 | -130 | -18.28% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 542 | 25 | 0.0% | 0.0% | 93 | +229 | 73.16% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 555 | 25 | 0.0% | 0.0% | 94 | -85 | -13.28% | Q1 2026 | Apr 07, 2026 |
| Team Financial Group, LLC | History | New | 430 | 19 | 0.01% | — | 96 | +430 | New | Q1 2026 | May 01, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 414 | 19 | 0.01% | 0.01% | 95 | +4 | 0.98% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 385 | 17 | 0.0% | — | 97 | +384 | 38400.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 360 | 16 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | New | 270 | 12 | 0.0% | — | 100 | +270 | New | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 264 | 12 | 0.0% | — | 101 | +264 | New | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 274 | 12 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 256 | 11 | 0.0% | 0.01% | 102 | -3,501 | -93.19% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 237 | 10 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 197 | 9 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 146 | 6 | 0.0% | — | 107 | +146 | New | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 136 | 6 | 0.0% | 0.0% | 106 | +1 | 0.74% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | No change | 145 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 93 | 4 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | No change | 93 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 80 | 3 | 0.0% | 0.0% | 110 | +10 | 14.29% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 25 | 1 | 0.0% | 0.0% | 111 | -60 | -70.59% | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,308 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -57,524 | -100.0% | Q1 2026 | May 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -9,190 | -100.0% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -7,485 | -100.0% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -6,559 | -100.0% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,716 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,754 | -100.0% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,456 | -100.0% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 22 | 0 | — | 0.0% | — | -2,228 | -99.02% | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,203 | -100.0% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,146 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -982 | -100.0% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -743 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -662 | -100.0% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |