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 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$313 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
120,676
shares
|
$6.83 Million
0.02% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
49,533
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
31,517
shares
|
$1.78 Million
0.33% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
25,084
shares
|
$1.42 Million
0.76% of portfolio
|
Q2 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,380
shares
|
$813,908
0.02% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
12,397
shares
|
$701,670
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,100
shares
|
$628,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,898
shares
|
$447,026
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
7,154
shares
|
$404,916
0.01% of portfolio
|
Q1 2025
Reduced 38.6%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
5,148
shares
|
$291,376
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,778
shares
|
$213,834
0.01% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
2,984
shares
|
$168,894
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,064
shares
|
$60,222
0.0% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
820
shares
|
$46,412
0.0% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
709
shares
|
$40,129
0.01% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
251
shares
|
$14,206
0.0% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
158
shares
|
$8,942
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$5,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
71
shares
|
$4,018
0.01% of portfolio
|
Q4 2024
Added 77.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
58
shares
|
$3,282
0.0% of portfolio
|
Q4 2023
Reduced 4.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
53
shares
|
$2,999
0.0% of portfolio
|
Q1 2024
Reduced 92.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$1,981
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
27
shares
|
$1,528
0.0% of portfolio
|
Q2 2024
Reduced 97.12%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
20
shares
|
$1,132
0.0% of portfolio
|
Q4 2024
New holding
|