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 57 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 $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
14
shares
|
$1,380
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
14
shares
|
$1,380
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
13
shares
|
$1,281
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
9
shares
|
$887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
6
shares
|
$591
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$98
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|