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 204 institutions that hold shares in the stock, with a total of 84.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
4,347
shares
|
$342,326
0.11% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
4,325
shares
|
$340,593
0.04% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,168
shares
|
$328,230
0.19% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,070
shares
|
$320,512
0.02% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
4,017
shares
|
$316,338
0.06% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,011
shares
|
$315,866
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,933
shares
|
$309,723
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
|
$300,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,769
shares
|
$296,808
0.0% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
3,728
shares
|
$293,580
0.25% of portfolio
|
Q1 2025
Added 22.55%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
3,639
shares
|
$286,571
0.43% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,507
shares
|
$276,176
0.0% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,487
shares
|
$274,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
3,364
shares
|
$264,915
0.16% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,320
shares
|
$261,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
3,144
shares
|
$247,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
3,132
shares
|
$246,645
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,914
shares
|
$229,477
0.0% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,832
shares
|
$223,020
0.0% of portfolio
|
Q1 2025
Reduced 69.89%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,801
shares
|
$220,578
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,438
shares
|
$191,992
0.04% of portfolio
|
Q2 2023
Reduced 1.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,405
shares
|
$189,393
0.01% of portfolio
|
Q3 2024
Added 1750.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,100
shares
|
$165,375
0.02% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,971
shares
|
$155,216
0.0% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,960
shares
|
$154,350
0.0% of portfolio
|
Q1 2025
Reduced 16.56%
|