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 216 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 $6.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,467
shares
|
$533,204
0.14% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,465
shares
|
$533,039
0.01% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,457
shares
|
$532,379
0.0% of portfolio
|
Q3 2023
Reduced 60.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,456
shares
|
$532,297
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
6,381
shares
|
$526,113
0.02% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,302
shares
|
$519,599
0.04% of portfolio
|
Q3 2023
Reduced 7.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,140
shares
|
$506,243
0.0% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,061
shares
|
$499,729
0.0% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
5,925
shares
|
$488,516
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
5,735
shares
|
$472,850
0.25% of portfolio
|
Q2 2025
Reduced 57.68%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
5,719
shares
|
$471,531
0.31% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,709
shares
|
$470,707
0.03% of portfolio
|
Q3 2024
Reduced 66.07%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
5,688
shares
|
$468,975
0.0% of portfolio
|
Q2 2025
Added 199.68%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
5,478
shares
|
$451,661
0.0% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,299
shares
|
$436,902
0.0% of portfolio
|
Q2 2025
Added 208.62%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,225
shares
|
$430,801
0.03% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
5,197
shares
|
$428,492
0.06% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
5,060
shares
|
$417,197
0.0% of portfolio
|
Q2 2025
Added 34.25%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
4,990
shares
|
$411,425
0.26% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,839
shares
|
$398,975
0.07% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,781
shares
|
$394,193
0.0% of portfolio
|
Q2 2025
Added 36.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,775
shares
|
$393,698
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
4,737
shares
|
$390,565
0.0% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,601
shares
|
$379,352
0.0% of portfolio
|
Q2 2025
Added 57.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,424
shares
|
$364,758
0.0% of portfolio
|
Q1 2025
Added 7.14%
|