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 | 4,869,136 | 224,564 | 0.01% | 0.01% | 1 | +58,527 | 1.22% | Q2 2026 | Aug 12, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,290,839 | 59,314 | 4.35% | 4.48% | 2 | +89,298 | 7.43% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Reduced | 744,331 | 34,202 | 0.01% | 0.03% | 3 | -1,459,382 | -66.22% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 615,885 | 28,300 | 0.05% | 0.07% | 4 | +44,339 | 7.76% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 450,990 | 20,722 | 1.27% | 1.33% | 5 | +44,614 | 10.98% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 332,333 | 15,270 | 0.0% | 0.0% | 6 | +83,101 | 33.34% | Q2 2026 | Aug 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 326,085 | 14,983 | 2.17% | 2.36% | 7 | +3,786 | 1.17% | Q2 2026 | Jul 23, 2026 |
| Apella Capital, LLC | History | Reduced | 322,153 | 14,670 | 0.21% | 0.24% | 8 | -22,666 | -6.57% | Q2 2026 | Jul 08, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 236,638 | 10,873 | 0.65% | 0.75% | 9 | +18,258 | 8.36% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 229,355 | 10,538 | 0.0% | 0.01% | 10 | -668,593 | -74.46% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 164,897 | 7,577 | 0.01% | 0.01% | 11 | -4,050 | -2.4% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 131,345 | 6,035 | 0.01% | 0.01% | 12 | -89,978 | -40.65% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 110,943 | 5,097 | 0.0% | 0.0% | 13 | +74,159 | 201.61% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,577 | 4,024 | 0.01% | 0.01% | 14 | +1,926 | 2.25% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 78,493 | 3,606 | 0.0% | 0.0% | 15 | +4,540 | 6.14% | Q2 2026 | Aug 14, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Added to | 67,768 | 3,113 | 2.44% | 2.62% | 16 | +1,268 | 1.91% | Q2 2026 | Aug 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 64,944 | 2,984 | 0.66% | 0.78% | 17 | -2,591 | -3.84% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 55,916 | 2,569 | 0.0% | 0.0% | 18 | +378 | 0.68% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Reduced | 54,228 | 2,491 | 0.07% | 0.1% | 19 | -8,792 | -13.95% | Q2 2026 | Aug 03, 2026 |
| CGN Advisors LLC | History | Reduced | 53,662 | 2,465 | 0.18% | 0.22% | 20 | -6,753 | -11.18% | Q2 2026 | Jul 06, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 54,633 | 2,455 | 0.25% | 0.3% | 21 | -570 | -1.03% | Q2 2026 | Sep 02, 2026 |
| Legacy Private Trust Co. | History | Added to | 51,796 | 2,380 | 0.13% | 0.12% | 22 | +10,615 | 25.78% | Q2 2026 | Jul 21, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 49,531 | 2,233 | 0.13% | 0.21% | 23 | -8,023 | -13.94% | Q2 2026 | Aug 10, 2026 |
| BAILARD, INC. | History | Added to | 47,985 | 2,204 | 0.04% | 0.05% | 24 | +318 | 0.67% | Q2 2026 | Jul 30, 2026 |
| ACT Advisors, LLC. | History | Added to | 46,841 | 2,152 | 0.72% | 0.91% | 25 | +483 | 1.04% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 45,166 | 2,075 | 0.03% | 0.03% | 26 | +3,804 | 9.2% | Q2 2026 | Aug 10, 2026 |
| Independent Wealth Network Inc. | History | Added to | 40,733 | 1,871 | 0.48% | 0.53% | 27 | +2,167 | 5.62% | Q2 2026 | Jul 20, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 34,391 | 1,580 | 0.08% | 0.09% | 28 | -1,047 | -2.95% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 33,892 | 1,557 | 0.0% | 0.0% | 29 | +28,702 | 553.03% | Q2 2026 | Aug 14, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 25,461 | 1,169 | 0.15% | 0.18% | 30 | -1,864 | -6.82% | Q2 2026 | Jul 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 24,659 | 1,133 | 0.01% | 0.04% | 31 | -88,442 | -78.2% | Q2 2026 | Jul 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 23,101 | 1,061 | 0.01% | 0.01% | 32 | +11,222 | 94.47% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 22,633 | 1,039 | 0.0% | — | 33 | +22,633 | New | Q2 2026 | Aug 14, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 20,879 | 959 | 0.4% | 0.39% | 34 | +2,142 | 11.43% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,895 | 914 | 0.0% | 0.0% | 35 | -4,812 | -19.48% | Q2 2026 | Aug 14, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 16,678 | 766 | 0.09% | 0.14% | 36 | -6,074 | -26.7% | Q2 2026 | Jul 09, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 16,280 | 748 | 0.29% | 0.27% | 37 | +2,795 | 20.73% | Q2 2026 | Jul 09, 2026 |
| Berger Financial Group, Inc | History | Reduced | 14,812 | 680 | 0.03% | 0.04% | 38 | -2,522 | -14.55% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,203 | 652 | 0.0% | 0.0% | 39 | -59 | -0.41% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,509 | 620 | 0.0% | 0.01% | 40 | -2,740 | -16.86% | Q2 2026 | Sep 08, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 13,182 | 605 | 0.26% | 0.4% | 41 | -4,556 | -25.68% | Q2 2026 | Jul 23, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 12,133 | 557 | 0.08% | 0.09% | 42 | -32 | -0.26% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 11,775 | 541 | 0.12% | 0.14% | 43 | +119 | 1.02% | Q2 2026 | Aug 13, 2026 |
| Avestar Capital, LLC | History | No change | 10,878 | 499 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Shelter Mutual Insurance Co | History | No change | 10,400 | 477 | 0.1% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 9,875 | 453 | 0.34% | 0.43% | 46 | -222 | -2.2% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 9,713 | 449 | 0.0% | 0.0% | 47 | -7,358 | -43.1% | Q2 2026 | Aug 10, 2026 |
| 5T Wealth, LLC | History | Reduced | 9,067 | 416 | 0.15% | 0.17% | 48 | -279 | -2.99% | Q2 2026 | Jul 21, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 8,363 | 384 | 0.19% | 0.23% | 49 | -714 | -7.87% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,286 | 380 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,027 | 368 | 0.0% | 0.0% | 51 | -23,958 | -74.9% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 7,990 | 367 | 0.07% | 0.1% | 52 | -271 | -3.28% | Q2 2026 | Jul 17, 2026 |
| StoneX Group Inc. | History | Added to | 7,957 | 365 | 0.01% | 0.02% | 53 | +2 | 0.03% | Q2 2026 | Aug 12, 2026 |
| XY Planning Network, Inc. | History | New | 7,732 | 355 | 0.04% | — | 54 | +7,732 | New | Q2 2026 | Jul 14, 2026 |
| Plan Group Financial, LLC | History | Added to | 7,568 | 347 | 0.07% | 0.08% | 55 | +241 | 3.29% | Q2 2026 | Aug 03, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 7,401 | 340 | 0.1% | 0.12% | 56 | -1,093 | -12.87% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,271 | 334 | 0.0% | 0.0% | 57 | -64,594 | -89.88% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,035 | 323 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 6,753 | 310 | 0.0% | 0.0% | 59 | -845 | -11.12% | Q2 2026 | Jul 22, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 6,664 | 306 | 0.02% | 0.02% | 60 | +46 | 0.7% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 6,400 | 294 | 0.02% | 0.04% | 61 | -6,002 | -48.4% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,131 | 281 | 0.0% | 0.0% | 62 | +435 | 7.64% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 6,136 | 281 | 0.01% | 0.01% | 63 | +5 | 0.08% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 5,992 | 275 | 0.08% | 0.31% | 64 | -21,302 | -78.05% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | New | 5,922 | 272 | 0.0% | — | 65 | +5,922 | New | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 5,729 | 263 | 0.04% | 0.05% | 66 | -848 | -12.89% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,367 | 246 | 0.0% | 0.0% | 67 | +14 | 0.26% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Added to | 5,201 | 238 | 0.0% | 0.0% | 68 | +472 | 9.98% | Q2 2026 | Jul 20, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 5,035 | 231 | 0.35% | 1.91% | 69 | -17,988 | -78.13% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | Added to | 5,004 | 229 | 0.0% | 0.0% | 70 | +530 | 11.85% | Q2 2026 | Jul 28, 2026 |
| Shared Vision Wealth Group LLC | History | New | 4,731 | 217 | 0.07% | — | 71 | +4,731 | New | Q2 2026 | Jul 31, 2026 |
| Bouchey Financial Group, Ltd. | History | Reduced | 4,687 | 215 | 0.01% | 0.02% | 72 | -33 | -0.7% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,602 | 211 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tripletail Wealth Management, LLC | History | New | 2,083 | 197 | 0.23% | — | 74 | +2,083 | New | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 3,070 | 141 | 0.02% | 0.02% | 75 | +210 | 7.34% | Q2 2026 | Jul 27, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 3,065 | 140 | 0.03% | 0.03% | 76 | +79 | 2.65% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | No change | 2,185 | 100 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,326 | 61 | 0.0% | 0.0% | 78 | +771 | 138.92% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Reduced | 1,091 | 50 | 0.0% | 0.0% | 79 | -985 | -47.45% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 996 | 45 | 0.0% | — | 80 | +996 | New | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 900 | 41 | 0.0% | 0.02% | 81 | -2,782 | -75.56% | Q2 2026 | Jul 28, 2026 |
| LGT Financial Advisors LLC | History | Added to | 750 | 34 | 0.18% | 0.14% | 82 | +136 | 22.15% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 732 | 33 | 0.0% | 0.0% | 83 | +99 | 15.64% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 537 | 24 | 0.0% | 0.02% | 84 | -17,457 | -97.02% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Reduced | 442 | 20 | 0.0% | 0.0% | 85 | -100 | -18.45% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 385 | 17 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 360 | 16 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 325 | 14 | 0.0% | 0.1% | 88 | -11,832 | -97.33% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | No change | 270 | 12 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 274 | 12 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 239 | 10 | 0.0% | 0.0% | 92 | -17 | -6.64% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 237 | 10 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 200 | 9 | 0.0% | 0.0% | 93 | -64 | -24.24% | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | New | 165 | 7 | 0.0% | — | 94 | +165 | New | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 136 | 6 | 0.0% | 0.0% | 96 | +43 | 46.24% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 138 | 6 | 0.0% | 0.0% | 97 | +2 | 1.47% | Q2 2026 | Jul 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 146 | 6 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 74 | 3 | 0.0% | 0.0% | 98 | -2,107 | -96.61% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 82 | 3 | 0.0% | 0.0% | 99 | +2 | 2.5% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 65 | 2 | 0.0% | — | 100 | +43 | 195.45% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 25 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -291,089 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -134,198 | -100.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.1% | — | -29,824 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,496 | -100.0% | Q2 2026 | Sep 23, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,182 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.16% | — | -5,068 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Bensler, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,901 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Fonville Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,653 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,342 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -581 | -100.0% | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -430 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -414 | -100.0% | Q2 2026 | Jul 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Reduced | 18 | 0 | — | 0.0% | — | -127 | -87.59% | Q2 2026 | Jul 30, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |