Skip to content
Disclosery

BBIN J P MORGAN EXCHANGE TRADED F

Follow

COM (fund)

115 managers (116 13F filers) reported a position in BBIN shares at 2025-09-30, 69,145,838 shares in all. 22 filers opened a position and 16 filers sold out during the quarter.

Managers
115
13F filers
116
New
22
Added
47
Reduced
32
Sold out
16
Shares held by filers
69,145,838

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,262,920$3.95B0.25%+1,096,07113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,216,967$155M0.01%+89,90913F-HR/ATimelineGroup
Integrated Wealth Concepts LLC2,066,731$145M1.3%+200,52413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/828,937$58.1M<0.01%+406,43313F-HR/ATimelineGroup
Aptus Capital Advisors, LLC541,897$38M0.35%+150,57813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.528,481$37M0.05%+38,23013F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC526,695$36.9M9.8%+22,22413F-HRTimeline
Perigon Wealth Management, LLC465,909$32.7M0.67%+20,80513F-HRTimeline
Pallas Capital Advisors LLC439,015$30.8M1.13%+30,31413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC416,896$29.2M0.06%+88,70013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC407,283$28.6M0.97%+36,96713F-HRTimeline
Cetera Investment Advisers342,363$24M0.03%-46,44113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC325,660$22.8M0.03%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…276,462$19.4M0.03%+271,16813F-HRTimelineGroup
LPL Financial LLC274,479$19.2M0.01%-604,44613F-HRTimeline
Advisory Services Network, LLC210,497$14.8M0.22%+23,57813F-HRTimeline
ROTHSCHILD INVESTMENT LLC184,573$12.9M0.73%+5,34113F-HRTimeline
WNY Asset Management, LLC180,710$12.7M1.22%+6,23413F-HRTimeline
FLOW TRADERS U.S. LLC172,390$12.1M0.49%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC151,460$10.6M9.82%-3,97413F-HRTimeline
CWM, LLCin group CWM, LLC146,398$10.3M0.03%+24,79613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth114,003$8M0.01%-67,17413F-HRTimelineGroup
Graney & King, LLC94,510$6.63M4.59%+19,82813F-HRTimeline
Jacobi Capital Management LLC93,323$6.54M0.4%+3,58513F-HRTimeline
Clarius Group, LLC91,475$6.42M0.38%+1,67513F-HRTimeline
Gateway Wealth Partners, LLC90,703$6.36M0.86%+81313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,828$6.16M<0.01%-478,56313F-HRTimelineGroup
Alpha Advisors, LLC/VA86,477$6.06M4.56%+10,13813F-HRTimeline
5T Wealth, LLC81,980$5.75M2.51%+14,44313F-HRTimeline
MN Wealth Advisors, LLC74,848$5.25M2.8%+95813F-HRTimeline
MML INVESTORS SERVICES, LLC72,377$5.08M0.01%-44,85713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC69,413$4.87M<0.01%+24,98313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC61,369$4.3M0.15%+37,02213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,570$3.9M<0.01%+4,82413F-HRTimelineGroup
Horizon Family Wealth, Inc.43,071$3.02M1.74%+49613F-HRTimeline
OLD MISSION CAPITAL LLC41,854$2.94M0.1%+24,46713F-HRTimeline
Private Advisor Group, LLC38,593$2.71M0.01%-71013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,540$2.21M<0.01%-104,52113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,167$2.19M<0.01%+2,10113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,328$2.13M<0.01%+60413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,089$1.83M<0.01%+3,01913F-HRTimeline
Geneos Wealth Management Inc.25,920$1.82M0.05%+3,05213F-HRTimeline
ORG Partners LLC25,336$1.78M0.32%+1,36713F-HRTimeline
Emerald Advisors, LLC19,426$1.36M0.18%-20613F-HRTimeline
3Chopt Investment Partners, LLC17,576$1.23M0.28%-6,03713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC17,272$1.21M0.2%-1,59613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC15,918$1.12M0.38%-20813F-HRTimeline
GTS SECURITIES LLC15,164$1.06M0.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…15,013$1.05M0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,879$1.04M0.12%new13F-HRTimeline
Ignite Planners, LLC14,653$1.03M0.17%+44013F-HRTimeline
Insight Advisors, LLC/ PA14,546$1.02M0.16%-18913F-HRTimeline
Qube Research & Technologies Ltd14,005$982K<0.01%-6,99513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,070$928K<0.01%+11913F-HRTimeline
Creative Planningin group Creative Planning11,748$824K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc11,574$812K0.02%+14713F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,945$768K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC10,912$765K<0.01%+1,72413F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,645$747K<0.01%-11913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC10,488$736K0.03%-39713F-HRTimeline
Cambridge Investment Research Advisors,…9,393$659K<0.01%-108,30013F-HRTimeline
TBH Global Asset Management, LLC9,341$655K0.13%new13F-HRTimeline
TFB Advisors LLC7,907$555K0.16%-88513F-HRTimeline
Grey Ledge Advisors, LLC7,800$547K0.12%+15013F-HRTimeline
Cobblestone Asset Management LLC7,619$534K0.24%-4,04013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,450$522K0.01%+5,76313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,410$522K<0.01%-1,59613F-HRTimelineGroup
HRT FINANCIAL LP7,388$518K<0.01%new13F-HRTimeline
Composition Wealth, LLC7,280$511K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC6,288$441K0.01%-3,08713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,862$411K0.25%+1,59713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,334$374K-4,653Timeline
Plan Group Financial, LLC5,187$364K0.1%new13F-HRTimeline
NWAM LLC4,884$350K0.02%-19513F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,629$325K0.01%+1,31213F-HRTimelineGroup
MGO ONE SEVEN LLC4,448$312K0.01%new13F-HRTimeline
MB Generational Wealth, LLC4,445$312K0.2%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,335$304K<0.01%-61,40013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,034$283K<0.01%new13F-HRTimelineGroup
SeaCrest Wealth Management, LLC3,820$272K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,693$264K0.01%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,428$240K<0.01%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,351$235K0.03%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,876$202K<0.01%-11213F-HRTimelineGroup
FMR LLCin group FMR LLC2,711$190K<0.01%-60913F-HRTimelineGroup
Capital Investment Advisory Services, L…2,694$189K0.01%+94213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,318$163K<0.01%+57013F-HRTimeline
COMERICA BANK1,657$116K<0.01%-3813F-HRTimeline
AlphaCore Capital LLC1,116$78.3K<0.01%013F-HRTimeline
Key Financial Inc1,044$73.7K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC924$64.8K<0.01%013F-HRTimelineGroup
Arax Advisory Partners830$58.2K<0.01%013F-HRTimeline
GGM Financial LLC686$48.1K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc657$46.1K<0.01%-6,05713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN552$38.7K<0.01%+12913F-HRTimelineGroup
Global Retirement Partners, LLC503$35.3K<0.01%-2,34513F-HRTimeline
Steward Partners Investment Advisory, L…397$27.8K<0.01%new13F-HRTimeline
WealthShield Partners, LLC383$26.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management370$25.9K<0.01%+313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB336$23.6K<0.01%-27,29613F-HRTimeline
LGT Financial Advisors LLC334$23.4K0.05%-36213F-HRTimeline
Rossby Financial, LCC324$22.9K0.01%013F-HRTimeline
Allworth Financial LP266$18.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC218$15.3K<0.01%+113F-HRTimeline
Tripletail Wealth Management, LLC170$12.1K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC152$10.6K<0.01%013F-HRTimeline
FSA Wealth Management LLC118$8.28K<0.01%013F-HRTimeline
Sound Income Strategies, LLC78$5.51K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC71$4.98K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53$3.72K<0.01%new13F-HRTimelineGroup
2UniFi Bank19$1.33K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$562<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.1$70<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…0$11<0.01%-28413F-HRTimelineGroupAmount filed as zero, left out of ratios.
Palumbo Wealth Management LLC416,315$51.9Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.