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 43 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 $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,480
shares
|
$155,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
271
shares
|
$28,479
0.0% of portfolio
|
Q1 2025
Added 1326.32%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
166
shares
|
$17,444
0.0% of portfolio
|
Q2 2025
Reduced 99.16%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
110
shares
|
$11,559
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
91
shares
|
$9,563
0.02% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
73
shares
|
$7,671
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
70
shares
|
$7,356
0.0% of portfolio
|
Q1 2025
Reduced 92.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
51
shares
|
$5,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
47
shares
|
$4,939
0.0% of portfolio
|
Q2 2024
Reduced 75.9%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
29
shares
|
$3,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
14
shares
|
$1,471
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
14
shares
|
$1,471
0.0% of portfolio
|
Q2 2025
Reduced 97.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14
shares
|
$1,471
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
13
shares
|
$1,366
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$840
0.0% of portfolio
|
Q2 2025
Reduced 98.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7
shares
|
$735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$630
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|