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 28 institutions that hold shares in the stock, with a total of 6.21 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,892,047
shares
|
$415 Million
0.03% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
108,798
shares
|
$7.67 Million
0.02% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
46,292
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2024
Added 37.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
43,672
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 932.68%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
31,190
shares
|
$2.2 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25,084
shares
|
$1.77 Million
0.76% of portfolio
|
Q2 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,380
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,652
shares
|
$821,232
0.02% of portfolio
|
Q4 2024
Added 124.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,904
shares
|
$557,073
0.0% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,252
shares
|
$370,160
0.01% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
5,148
shares
|
$362,831
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,298
shares
|
$302,923
0.01% of portfolio
|
Q3 2024
Reduced 25.49%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
3,426
shares
|
$241,464
0.13% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
2,984
shares
|
$210,312
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,189
shares
|
$83,800
0.0% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
820
shares
|
$57,793
0.0% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
709
shares
|
$49,970
0.01% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
350
shares
|
$24,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
158
shares
|
$11,135
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
58
shares
|
$4,087
0.0% of portfolio
|
Q4 2023
Reduced 4.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
53
shares
|
$3,735
0.0% of portfolio
|
Q1 2024
Reduced 92.78%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
40
shares
|
$2,819
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$2,466
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
27
shares
|
$1,902
0.0% of portfolio
|
Q2 2024
Reduced 97.12%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
20
shares
|
$1,409
0.0% of portfolio
|
Q4 2024
New holding
|