Institutional Ownership Jp Morgan Exc Trd Tr Betabuild (BBSC)
This table provides information about the institutional ownership of Jp Morgan Exc Trd Tr Betabuild (BBSC). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,232,482
shares
|
$391 Million
0.03% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
120,676
shares
|
$7.58 Million
0.02% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
55,223
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,724
shares
|
$1.99 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
31,517
shares
|
$1.98 Million
0.33% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25,084
shares
|
$1.58 Million
0.76% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
19,600
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
19,235
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,380
shares
|
$903,207
0.02% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
12,397
shares
|
$778,655
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
11,100
shares
|
$697,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,448
shares
|
$593,428
0.0% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
7,154
shares
|
$449,342
0.01% of portfolio
|
Q1 2025
Reduced 38.6%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
5,148
shares
|
$323,345
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,778
shares
|
$237,296
0.01% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,048
shares
|
$65,824
0.0% of portfolio
|
Q1 2025
Reduced 30.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,039
shares
|
$65,259
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
692
shares
|
$43,464
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
435
shares
|
$27,322
0.0% of portfolio
|
Q1 2025
Added 650.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
347
shares
|
$21,795
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
259
shares
|
$16,267
0.0% of portfolio
|
Q1 2025
Added 1195.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
251
shares
|
$15,765
0.0% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
179
shares
|
$11,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
158
shares
|
$9,923
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$6,281
0.0% of portfolio
|
Q4 2024
New holding
|