BBHYJ P MORGAN EXCHANGE TRADED F
CUSIP 46641Q878 · Yahoo Finance ↗ · Google Finance ↗
J P Morgan Exchange Traded F (BBHY) has 109 institutional holders in Filings Flow’s 13F database, together reporting 9.31M shares worth $404M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Envestnet Asset Management Inc, and Lpl Financial LLC.
Institutional Holders
109
Q1 2026
Reported Value
$404M
Ticker
BBHY
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Vawter Financial, Ltd.$238M AUM | 2.33% | $6M | 120.8K | Q1 2026 |
| Windsor Capital Management, LLC$385M AUM | 1.40% | $5M | 108.2K | Q1 2026 |
| Menard Financial Group LLC$143M AUM | 1.33% | $2M | 41.5K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 1.32% | $2M | 46.7K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.70% | $12M | 265.7K | Q1 2026 |
| Nolet Wealth Management, LLC$176M AUM | 0.61% | $1M | 23.5K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.56% | $5M | 118.8K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.48% | $5M | 111.3K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.41% | $1M | 22.5K | Q1 2026 |
| Midwestern Financial, LLC /IA$127M AUM | 0.39% | $497,675 | 10.9K | Q1 2026 |
| MN Wealth Advisors, LLC$206M AUM | 0.36% | $740,213 | 16.2K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 0.19% | $354,604 | 7.6K | Q2 2025OLDER |
| Portfolio Strategies, Inc.$811M AUM | 0.18% | $1M | 32.2K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.18% | $592,156 | 12.9K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.16% | $6M | 121.2K | Q1 2026 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.14% | $2M | 48.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.09% | $9M | 186.3K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.09% | $4M | 95.7K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.09% | $306,323 | 6.7K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.08% | $399,954 | 8.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.08% | $3M | 71.3K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.07% | $584,128 | 12.7K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.06% | $1M | 23.0K | Q2 2025OLDER |
| ORG Partners LLC$568M AUM | 0.06% | $331,401 | 7.1K | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.06% | $529,016 | 11.5K | Q1 2026 |
| Simmons Bank$1.5B AUM | 0.05% | $803,356 | 17.5K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.04% | $240,195 | 5.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 64.2K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 33.6K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.03% | $3M | 74.0K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 49.0K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $5M | 111.2K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $156,555 | 3.4K | Q1 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.03% | $233,749 | 5.1K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 24.3K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $417,053 | 9.1K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.03% | $41,655 | 909 | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.03% | $248,809 | 5.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $23M | 501.6K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $763,106 | 16.7K | Q1 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 0.02% | $255,127 | 5.4K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $300,414 | 6.6K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.02% | $251,497 | 5.4K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $65M | 1.41M | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $217,054 | 4.7K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.02% | $65,216 | 1.4K | Q1 2026 |
| Sepio Capital, LP$1.8B AUM | 0.01% | $274,980 | 6.0K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $410,957 | 9.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $42M | 914.6K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $605,151 | 13.2K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 94.4K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.01% | $285,704 | 6.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $939,810 | 20.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $101M | 2.23M | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $70,991 | 1.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $292,487 | 6.4K | Q1 2026 |
| NFSG Corp$608M AUM | 0.01% | $34,831 | 760 | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.01% | $21,205 | 456 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 82.2K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $138,309 | 3.0K | Q4 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $17,186 | 375 | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.00% | $217,716 | 4.7K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $345,755 | 7.5K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $330,984 | 7.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $241,756 | 5.2K | Q4 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.00% | $15,720 | 343 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 70.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $60,496 | 1.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 23.0K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $39,735 | 867 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $458,392 | 10.0K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $16,650 | 357 | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $773,201 | 16.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $245,056 | 5.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $90,423 | 2.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 29.2K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $30M | 642.9K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 43.2K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $20M | 441.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $550,241 | 12.0K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $18,240 | 398 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $5,663 | 124 | Q1 2026 |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.00% | $1,504 | 32 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $8,601 | 187 | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.00% | $4,092 | 88 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 74.7K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $11,304 | 246 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $4,537 | 99 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $542,811 | 11.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 134.9K | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $2,232 | 48 | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $7,352 | 156 | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $14,048 | 301 | Q2 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $28,467 | 621 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 99.7K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $17,278 | 377 | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $3,953 | 85 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 43.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $25,396 | 554 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $288,586 | 6.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $64,941 | 1.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $204,290 | 4.5K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $4,216 | 92 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $8,524 | 186 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8M | 169.8K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,953 | 42 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $738,095 | 15.9K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,284 | 50 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $1,375 | 30 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $47,209 | 1.0K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,888 | 41 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,767 | 38 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $221,000 | 4.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $8,339 | 179 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $4,583 | 100 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $596 | 13 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $32,493 | 709 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $4,444 | 96 | Q4 2025OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.00% | $140 | 3 | Q2 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $1,879 | 41 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3,484 | 76 | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $92 | 2 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $28,506 | 622 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6,278 | 135 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12,023 | 262 | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $229 | 5 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $528 | 12 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.