J.P. Morgan Exchange-Traded Fund Trust - BBCB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JMAC ENTERPRISES LLC | History | Added to | 87,928 | 3,987 | 0.76% | 0.76% | 1 | +1,160 | 1.34% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 82,154 | 3,725 | 0.0% | 0.0% | 2 | +9,090 | 12.44% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 64,213 | 2,912 | 0.0% | 0.0% | 3 | +1,405 | 2.24% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 49,162 | 2,229 | 0.01% | 0.0% | 4 | +4,397 | 9.82% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 48,949 | 2,219 | 0.02% | 0.03% | 5 | +3,893 | 8.64% | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | New | 44,344 | 2,011 | 0.59% | — | 6 | +44,344 | New | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 41,282 | 1,860 | 0.0% | 0.0% | 7 | +4,406 | 11.95% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 26,907 | 1,220 | 0.0% | 0.0% | 8 | +19,013 | 240.85% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,816 | 944 | 0.0% | 0.0% | 9 | +2,114 | 11.3% | Q1 2026 | May 12, 2026 |
| Independent Wealth Network Inc. | History | New | 19,612 | 889 | 0.26% | — | 10 | +19,612 | New | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Reduced | 19,237 | 872 | 0.0% | 0.0% | 11 | -1,432 | -6.93% | Q1 2026 | May 15, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 12,888 | 584 | 0.46% | 0.48% | 12 | +127 | 1.0% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,171 | 551 | 0.01% | 0.01% | 13 | -538 | -4.23% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,092 | 503 | 0.0% | 0.0% | 14 | +1,241 | 12.6% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 10,955 | 496 | 0.0% | — | 15 | +10,955 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 6,770 | 307 | 0.0% | 0.0% | 16 | +818 | 13.74% | Q1 2026 | May 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 6,495 | 294 | 0.09% | 0.09% | 17 | -97 | -1.47% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,054 | 47 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 955 | 43 | 0.0% | 0.0% | 19 | +6 | 0.63% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Added to | 915 | 41 | 0.0% | 0.0% | 20 | +145 | 18.83% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 692 | 31 | 0.0% | 0.0% | 21 | -85 | -10.94% | Q1 2026 | Apr 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 188 | 8 | 0.0% | — | 23 | +188 | New | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 193 | 8 | 0.0% | 0.0% | 22 | +139 | 257.41% | Q1 2026 | May 05, 2026 |
| LGT Financial Advisors LLC | History | Added to | 161 | 7 | 0.04% | 0.04% | 24 | +6 | 3.87% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,832 | -100.0% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,748 | -100.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2 | 0 | — | — | — | -5 | -71.43% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19 | 0 | — | — | — | -1 | -5.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |