Institutional Ownership J P Morgan ETF Tr Betabuilders (BBCA)
This table provides information about the institutional ownership of J P Morgan ETF Tr Betabuilders (BBCA). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 84.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,457
shares
|
$521,919
0.0% of portfolio
|
Q3 2023
Reduced 60.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,456
shares
|
$521,838
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
6,326
shares
|
$511,330
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
6,305
shares
|
$509,633
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,302
shares
|
$509,390
0.04% of portfolio
|
Q3 2023
Reduced 7.6%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
6,245
shares
|
$504,783
0.0% of portfolio
|
Q1 2025
Added 37.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,201
shares
|
$501,226
0.0% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,179
shares
|
$499,448
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,140
shares
|
$496,296
0.0% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,061
shares
|
$489,910
0.0% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,766
shares
|
$466,065
0.0% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,709
shares
|
$461,458
0.03% of portfolio
|
Q3 2024
Reduced 66.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,620
shares
|
$454,264
0.02% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,394
shares
|
$435,997
0.0% of portfolio
|
Q1 2025
Added 46.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,360
shares
|
$433,248
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,225
shares
|
$422,336
0.03% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
5,197
shares
|
$420,073
0.06% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,775
shares
|
$385,963
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,645
shares
|
$375,455
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,634
shares
|
$374,566
0.01% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,424
shares
|
$357,591
0.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,417
shares
|
$357,026
0.0% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,374
shares
|
$353,550
0.0% of portfolio
|
Q1 2025
Reduced 42.05%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
4,325
shares
|
$349,589
0.04% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,168
shares
|
$336,899
0.19% of portfolio
|
Q1 2025
Reduced 3.05%
|