J.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity Etf · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.05% | 0.04% | #114 | $880.8M | 6.6M | $695.9M | 6.1M | +482,092+7.89% | Add | |
| LPL Financial LLC | 0.12% | 0.1% | #85 | $525.1M | 3.9M | $390.9M | 3.3M | +561,111+16.82% | Add | |
| MORGAN STANLEY | 0.03% | 0.02% | #130 | $492.5M | 3.7M | $275.2M | 2.3M | +1.4M+60.29% | Add | |
| Janney Montgomery Scott LLC | 0.94% | — | #31 | $484.2M | 3.6M | $0 | 0 | +3.6M | New Buy | |
| Norinchukin Bank, The | 3.22% | 3.36% | #13 | $331.3M | 2.5M | $288.1M | 2.5M | 00.00% | Unchanged | |
| ENVESTNET ASSET MANAGEMENT INC | 0.07% | 0.06% | #102 | $306.8M | 2.3M | $239.5M | 2.0M | +233,799+11.44% | Add | |
| Vestmark Advisory Solutions, Inc. | 2.27% | 2.33% | #17 | $242.0M | 1.8M | $210.5M | 1.8M | -172-0.01% | Reduce | |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1.12% | 1.15% | #28 | $171.8M | 1.3M | $149.4M | 1.3M | 00.00% | Unchanged | |
| Cornerstone Wealth Management, LLC | 3.83% | 3.95% | #11 | $89.2M | 662,346 | $78.9M | 673,279 | -10,933-1.62% | Reduce | |
| Wealth Group Ltd | 16.2% | 15.75% | #2 | $84.7M | 628,517 | $69.1M | 590,008 | +38,509+6.53% | Add | |
| ASSETMARK, INC | 0.15% | 0.14% | #79 | $84.6M | 627,996 | $66.8M | 570,248 | +57,748+10.13% | Add | |
| Integrated Wealth Concepts LLC | 0.41% | 0.52% | #44 | $83.7M | 621,025 | $65.8M | 561,117 | +59,908+10.68% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.02% | 0.02% | #134 | $79.8M | 592,222 | $65.8M | 561,562 | +30,660+5.46% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.18% | 0.16% | #72 | $77.6M | 575,763 | $60.9M | 519,423 | +56,340+10.85% | Add | |
| Cetera Investment Advisers | 0.07% | 0.07% | #106 | $77.5M | 575,463 | $62.1M | 530,183 | +45,280+8.54% | Add | |
| KELLY FINANCIAL GROUP LLC | 8.69% | 14.67% | #4 | $70.8M | 525,852 | $58.3M | 497,791 | +28,061+5.64% | Add | |
| Perigon Wealth Management, LLC | 1.01% | 0.89% | #30 | $64.1M | 475,747 | $52.7M | 449,861 | +25,886+5.75% | Add | |
| OSAIC HOLDINGS, INC. | 0.07% | 0.05% | #101 | $62.2M | 461,335 | $33.6M | 286,937 | +174,398+60.78% | Add | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | 0.01% | #147 | $57.3M | 425,161 | $49.8M | 425,161 | 00.00% | Unchanged | |
| Tradition Wealth Management, LLC | 3.41% | 3.31% | #12 | $55.8M | 414,000 | $46.5M | 396,641 | +17,359+4.38% | Add | |
| MN Wealth Advisors, LLC | 16.68% | 14.47% | #1 | $39.2M | 290,843 | $29.7M | 253,813 | +37,030+14.59% | Add | |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 0.24% | 0.24% | #59 | $39.2M | 291,360 | $34.0M | 292,172 | -812-0.28% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.07% | 0.07% | #105 | $34.9M | 259,074 | $24.9M | 212,653 | +46,421+21.83% | Add | |
| Robertson Stephens Wealth Management, LLC | 0.84% | 0.84% | #32 | $33.9M | 251,982 | $30.0M | 255,650 | -3,668-1.43% | Reduce | |
| PARK AVENUE SECURITIES LLC | 0.2% | — | #64 | $31.5M | 233,818 | $0 | 0 | +233,818 | New Buy | |
| DRIVE WEALTH MANAGEMENT, LLC | 4.87% | 4.17% | #9 | $27.3M | 202,739 | $19.7M | 168,496 | +34,243+20.32% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #168 | $24.6M | 182,314 | $17.4M | 145,428 | +36,886+25.36% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.03% | #127 | $24.0M | 178,000 | $19.6M | 167,328 | +10,672+6.38% | Add | |
| Gradient Investments LLC | 0.28% | 0.27% | #55 | $20.0M | 148,653 | $17.3M | 147,238 | +1,415+0.96% | Add | |
| 5T Wealth, LLC | 6.65% | 6.02% | #5 | $17.9M | 132,571 | $15.2M | 130,003 | +2,568+1.98% | Add | |
| Hopwood Nicholas Hunter | 4.81% | — | #10 | $17.5M | 130,148 | $0 | 0 | +130,148 | New Buy | |
| Bravias Capital Group, LLC | 9.18% | 8.71% | #3 | $15.5M | 114,823 | $13.3M | 113,668 | +1,155+1.02% | Add | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.24% | 0.24% | #60 | $15.4M | 114,080 | $13.2M | 112,854 | +1,226+1.09% | Add | |
| UNIQUE WEALTH, LLC | 1.66% | 1.06% | #20 | $14.2M | 105,559 | $7.7M | 65,473 | +40,086+61.23% | Add | |
| CreativeOne Wealth, LLC | 0.31% | 0.29% | #53 | $14.1M | 104,930 | $12.6M | 107,105 | -2,175-2.03% | Reduce | |
| Aptus Capital Advisors, LLC | 0.1% | 0.08% | #93 | $14.1M | 104,759 | $10.3M | 87,490 | +17,269+19.74% | Add | |
| FLORIDA FINANCIAL ADVISORS, LLC | 2.38% | 2.87% | #16 | $14.1M | 104,335 | $12.0M | 102,439 | +1,896+1.85% | Add | |
| Ascent Group, LLC | 0.39% | 0.39% | #46 | $13.1M | 97,518 | $11.2M | 95,947 | +1,571+1.64% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #181 | $12.0M | 89,038 | $9.5M | 81,268 | +7,770+9.56% | Add | |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 1.63% | 1.55% | #21 | $10.5M | 77,742 | $9.2M | 78,799 | -1,057-1.34% | Reduce | |
| Private Advisor Group, LLC | 0.05% | 0.06% | #118 | $10.0M | 74,410 | $11.9M | 101,307 | -26,897-26.55% | Reduce | |
| Equitable Holdings, Inc. | 0.06% | 0.03% | #108 | $9.5M | 70,693 | $5.2M | 42,477 | +28,216+66.43% | Add | |
| Rosenberg Matthew Hamilton | 1.75% | 1.59% | #19 | $9.4M | 69,850 | $7.7M | 66,035 | +3,815+5.78% | Add | |
| MassMutual Private Wealth & Trust, FSB | 0.24% | 0.24% | #61 | $9.2M | 68,195 | $8.8M | 74,678 | -6,483-8.68% | Reduce | |
| Farther Finance Advisors, LLC | 0.07% | 0.03% | #103 | $9.2M | 67,977 | $2.9M | 24,258 | +43,719+180.23% | Add | |
| Elevation Wealth Management LLC | 6.42% | 6.98% | #7 | $8.6M | 63,807 | $7.6M | 64,901 | -1,094-1.69% | Reduce | |
| Alpha Advisors, LLC/VA | 6.03% | 7.44% | #8 | $8.0M | 59,586 | $9.4M | 80,407 | -20,821-25.89% | Reduce | |
| Golden State Wealth Management, LLC | 0.72% | 1.09% | #36 | $7.9M | 58,425 | $10.0M | 85,302 | -26,877-31.51% | Reduce | |
| Wayfinding Financial, LLC | 2.69% | 2.75% | #14 | $7.1M | 52,784 | $6.3M | 54,083 | -1,299-2.40% | Reduce | |
| LAKE STREET PRIVATE WEALTH, LLC | 0.78% | 0.8% | #33 | $6.9M | 50,929 | $6.3M | 53,850 | -2,921-5.42% | Reduce |