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 29 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,232,482
shares
|
$421 Million
0.03% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
122,687
shares
|
$8.29 Million
0.02% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
93,444
shares
|
$6.31 Million
0.23% of portfolio
|
Q2 2025
Added 194.55%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
66,845
shares
|
$4.52 Million
0.65% of portfolio
|
Q2 2025
Added 112.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
55,411
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25,084
shares
|
$1.7 Million
0.76% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
19,657
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,380
shares
|
$971,800
0.02% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
13,382
shares
|
$904,355
0.0% of portfolio
|
Q2 2025
Added 41.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
11,100
shares
|
$750,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,555
shares
|
$713,306
0.0% of portfolio
|
Q2 2025
Reduced 45.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,609
shares
|
$446,636
0.01% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
5,148
shares
|
$347,901
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
4,121
shares
|
$278,497
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,251
shares
|
$152,122
0.0% of portfolio
|
Q2 2025
Added 116.65%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,048
shares
|
$70,823
0.0% of portfolio
|
Q1 2025
Reduced 30.96%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
692
shares
|
$46,765
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
586
shares
|
$39,601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
435
shares
|
$29,397
0.0% of portfolio
|
Q1 2025
Added 650.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
259
shares
|
$17,503
0.0% of portfolio
|
Q1 2025
Added 1195.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
151
shares
|
$10,204
0.0% of portfolio
|
Q2 2025
Reduced 39.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
73
shares
|
$4,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
66
shares
|
$4,460
0.01% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
40
shares
|
$2,703
0.0% of portfolio
|
Q2 2025
Reduced 24.53%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
30
shares
|
$2,027
0.0% of portfolio
|
Q2 2025
Added 11.11%
|