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 27 institutions that hold shares in the stock, with a total of 5.81 Million shares, which have been reported (via 13F filing form) to have a value of $398 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,535,180
shares
|
$384 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
108,798
shares
|
$7.54 Million
0.02% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
49,533
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
29,020
shares
|
$2.01 Million
0.36% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25,084
shares
|
$1.74 Million
0.76% of portfolio
|
Q2 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,380
shares
|
$996,677
0.02% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,652
shares
|
$807,600
0.02% of portfolio
|
Q4 2024
Added 124.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,100
shares
|
$769,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,898
shares
|
$547,410
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,252
shares
|
$364,016
0.01% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
5,148
shares
|
$356,807
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
3,426
shares
|
$237,456
0.13% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
2,984
shares
|
$206,821
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,064
shares
|
$73,745
0.0% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
820
shares
|
$56,834
0.0% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
709
shares
|
$49,140
0.01% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
251
shares
|
$17,396
0.0% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
158
shares
|
$10,950
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
71
shares
|
$4,921
0.01% of portfolio
|
Q4 2024
Added 77.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
58
shares
|
$4,019
0.0% of portfolio
|
Q4 2023
Reduced 4.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
53
shares
|
$3,673
0.0% of portfolio
|
Q1 2024
Reduced 92.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$2,425
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
27
shares
|
$1,871
0.0% of portfolio
|
Q2 2024
Reduced 97.12%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
20
shares
|
$1,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
13
shares
|
$901
0.0% of portfolio
|
Q1 2024
Reduced 85.39%
|