Institutional Ownership Jp Morgan Exc Trd Fd Tr Betabu (BBMC)
This table provides information about the institutional ownership of Jp Morgan Exc Trd Fd Tr Betabu (BBMC). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,928
shares
|
$193,416
0.0% of portfolio
|
Q3 2024
Added 20.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,170
shares
|
$117,374
0.0% of portfolio
|
Q2 2024
Added 18.3%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
996
shares
|
$99,918
0.0% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
806
shares
|
$80,857
0.0% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
699
shares
|
$70,123
0.05% of portfolio
|
Q4 2024
Added 1126.32%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
583
shares
|
$58,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
562
shares
|
$56,379
0.0% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
388
shares
|
$38,924
0.0% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
311
shares
|
$31,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
215
shares
|
$21,568
0.0% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
121
shares
|
$12,138
0.0% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
114
shares
|
$11,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
109
shares
|
$10,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
73
shares
|
$7,323
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
56
shares
|
$5,617
0.01% of portfolio
|
Q2 2024
Added 460.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
47
shares
|
$4,715
0.0% of portfolio
|
Q2 2024
Reduced 75.9%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
44
shares
|
$4,414
0.0% of portfolio
|
Q1 2024
Added 46.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
18
shares
|
$1,805
0.0% of portfolio
|
Q3 2024
Reduced 99.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14
shares
|
$1,404
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
14
shares
|
$1,404
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
13
shares
|
$1,304
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
6
shares
|
$601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|