Who Owns J P MORGAN EXCHANGE TRADED F (BBAG)? -- Institutional Holders (2026-06-30)
118 institutions reported holding $514.8M of J P MORGAN EXCHANGE TRADED F (BBAG) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($224.6M), Clearwater Capital Advisors, LLC ($59.3M), LPL Financial LLC ($34.2M), Janney Montgomery Scott LLC ($28.3M), Tradition Wealth Management, LLC ($20.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JPMORGAN CHASE & CO | $224.6M | 4.9M | Added |
| 2 | Clearwater Capital Advisors, LLC | $59.3M | 1.3M | Added |
| 3 | LPL Financial LLC | $34.2M | 744,331 | Trimmed |
| 4 | Janney Montgomery Scott LLC | $28.3M | 615,885 | Added |
| 5 | Tradition Wealth Management, LLC | $20.7M | 450,990 | Added |
| 6 | MORGAN STANLEY | $15.3M | 332,333 | Added |
| 7 | Wealth Alliance Advisory Group, LLC | $15.0M | 326,085 | Added |
| 8 | Apella Capital, LLC | $14.7M | 322,153 | Trimmed |
| 9 | Heck Capital Advisors, LLC | $10.9M | 236,638 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $10.5M | 229,355 | Trimmed |
| 11 | HighTower Advisors, LLC | $7.6M | 164,897 | Trimmed |
| 12 | Cetera Investment Advisers | $6.0M | 131,345 | Trimmed |
| 13 | CITADEL ADVISORS LLC | $5.1M | 110,943 | Added |
| 14 | Kestra Advisory Services, LLC | $4.0M | 87,577 | Added |
| 15 | BANK OF AMERICA CORP /DE/ | $3.6M | 78,493 | Added |
| 16 | EAGLE HARBOR ASSET MANAGEMENT INC /ADV | $3.1M | 67,768 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $3.1M | 67,393 | Trimmed |
| 18 | KELLY FINANCIAL GROUP LLC | $3.0M | 64,944 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $2.6M | 55,916 | Added |
| 20 | Ascent Group, LLC | $2.5M | 54,228 | Trimmed |
| 21 | CGN Advisors LLC | $2.5M | 53,662 | Trimmed |
| 22 | Legacy Private Trust Co. | $2.4M | 51,796 | Added |
| 23 | Triad Wealth Partners, LLC | $2.2M | 49,531 | Trimmed |
| 24 | BAILARD, INC. | $2.2M | 47,985 | Added |
| 25 | ACT Advisors, LLC. | $2.2M | 46,841 | Added |
Source: SEC Form 13F filings · as of 2026-06-30