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 55 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,804
shares
|
$261,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
1,935
shares
|
$180,632
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,260
shares
|
$117,621
0.0% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,211
shares
|
$113,046
0.01% of portfolio
|
Q1 2025
Added 107.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
989
shares
|
$92,323
0.0% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
696
shares
|
$64,971
0.0% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
516
shares
|
$48,168
0.0% of portfolio
|
Q4 2024
Added 1072.73%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
411
shares
|
$38,366
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
271
shares
|
$25,297
0.0% of portfolio
|
Q1 2025
Added 1326.32%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
215
shares
|
$20,070
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
121
shares
|
$11,295
0.0% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
110
shares
|
$10,268
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
89
shares
|
$8,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
87
shares
|
$8,121
0.02% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
73
shares
|
$6,814
0.01% of portfolio
|
Q1 2025
Reduced 89.56%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
73
shares
|
$6,814
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
70
shares
|
$6,534
0.0% of portfolio
|
Q1 2025
Reduced 92.58%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
63
shares
|
$5,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
54
shares
|
$5,040
0.0% of portfolio
|
Q1 2025
Reduced 94.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
51
shares
|
$4,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
47
shares
|
$4,387
0.0% of portfolio
|
Q2 2024
Reduced 75.9%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
29
shares
|
$2,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
15
shares
|
$1,400
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
14
shares
|
$1,306
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
14
shares
|
$1,306
0.0% of portfolio
|
Q2 2023
New holding
|