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 5.92 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,678,610
shares
|
$384 Million
0.03% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
88,585
shares
|
$5.99 Million
0.02% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
33,607
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2024
Added 300.08%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
31,190
shares
|
$2.11 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
|
$1.7 Million
0.76% of portfolio
|
Q2 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,380
shares
|
$972,950
0.02% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
8,451
shares
|
$571,794
0.0% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
6,158
shares
|
$416,650
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,860
shares
|
$396,487
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,768
shares
|
$390,262
0.02% of portfolio
|
Q2 2024
Reduced 70.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,189
shares
|
$351,087
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
5,148
shares
|
$348,313
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
4,229
shares
|
$286,134
0.0% of portfolio
|
Q2 2024
Reduced 76.9%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
3,579
shares
|
$242,155
0.14% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,145
shares
|
$77,470
0.0% of portfolio
|
Q2 2024
Added 13.59%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
709
shares
|
$47,970
0.01% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
685
shares
|
$46,347
0.0% of portfolio
|
Q2 2024
Added 23.65%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
350
shares
|
$23,681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
158
shares
|
$10,690
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
136
shares
|
$9,201
0.01% of portfolio
|
Q2 2024
Added 56.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
58
shares
|
$3,924
0.0% of portfolio
|
Q4 2023
Reduced 4.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
53
shares
|
$3,585
0.0% of portfolio
|
Q1 2024
Reduced 92.78%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
40
shares
|
$2,706
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36
shares
|
$2,435
0.0% of portfolio
|
Q1 2024
Reduced 91.55%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
27
shares
|
$1,826
0.0% of portfolio
|
Q2 2024
Reduced 97.12%
|