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 211 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 $6.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,168
shares
|
$342,276
0.19% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,070
shares
|
$334,228
0.02% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
4,017
shares
|
$329,876
0.06% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,011
shares
|
$329,383
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
3,951
shares
|
$324,456
0.1% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,933
shares
|
$322,977
0.0% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
3,810
shares
|
$312,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,769
shares
|
$309,510
0.0% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
3,728
shares
|
$306,143
0.25% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
3,639
shares
|
$298,834
0.38% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,597
shares
|
$295,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,507
shares
|
$287,994
0.0% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,487
shares
|
$286,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
3,364
shares
|
$276,251
0.16% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,320
shares
|
$272,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,165
shares
|
$259,909
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
3,132
shares
|
$257,199
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,914
shares
|
$239,297
0.0% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,832
shares
|
$232,563
0.0% of portfolio
|
Q1 2025
Reduced 69.89%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,801
shares
|
$230,018
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,438
shares
|
$200,208
0.04% of portfolio
|
Q2 2023
Reduced 1.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,405
shares
|
$197,498
0.01% of portfolio
|
Q3 2024
Added 1750.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,100
shares
|
$172,452
0.02% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,971
shares
|
$161,858
0.0% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,960
shares
|
$160,955
0.0% of portfolio
|
Q1 2025
Reduced 16.56%
|