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 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
271
shares
|
$27,915
0.0% of portfolio
|
Q1 2025
Added 1326.32%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
152
shares
|
$15,657
0.0% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
111
shares
|
$11,434
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
96
shares
|
$9,888
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
87
shares
|
$8,961
0.02% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
86
shares
|
$8,858
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
73
shares
|
$7,519
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
70
shares
|
$7,210
0.0% of portfolio
|
Q1 2025
Reduced 92.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
70
shares
|
$7,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
51
shares
|
$5,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
47
shares
|
$4,841
0.0% of portfolio
|
Q2 2024
Reduced 75.9%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
29
shares
|
$2,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
15
shares
|
$1,545
0.0% of portfolio
|
Q3 2025
Added 87.5%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
14
shares
|
$1,442
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14
shares
|
$1,442
0.0% of portfolio
|
Q2 2025
Reduced 97.29%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
13
shares
|
$1,339
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6
shares
|
$618
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
|
|