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Get Institutions for : 
Jpmorgan Betabuilders Us Mid Cap Equity Etf (BBMC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    5
Total shares held : 
18,119,262  
% of shares held : 
20.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
-640,154  
% of shares held change : 
  -0.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 63,764
 0.35%
 
Increased Positions :
8
 90,618
 0.5%
 
Unchanged Positions :
7
 9,337
 0.05%
 
Decreased Positions :
10
-763,391
-4.21%
 
Closed Positions :
4
-31,145
-0.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   J P MORGAN CHASE & CO 138 - 2023-12-31 17,859,819 $1,512,779,000 -740,604
   JANNEY MONTGOMERY SCOTT LLC 653 - 2023-12-31 74,309 $6,294,000 74,309
   LINCOLN NATIONAL CORP 307 *New 2023-12-31 21,381 $1,811,000 21,381
   MORGAN STANLEY 4498 - 2023-12-31 20,113 $1,704,000 -20,873
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 566 - 2023-12-31 19,592 $1,660,000 -550
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2179 - 2023-12-31 18,287 $1,549,000 10,447
   Vestmark Advisory Solutions Inc. 263 - 2023-12-31 14,783 $1,252,000 -318
   ACT Advisors LLC. 20 - 2024-03-31 9,483 $877,000 -1,237
   LPL FINANCIAL CORP 3152 - 2023-12-31 9,910 $839,000 -458
   Integrity Advisory LLC 28 - 2022-12-31 10,209 $741,000 3,041
   MN Wealth Advisors LLC 48 - 2023-12-31 8,511 $721,000 0
   IAG Wealth Partners LLC 61 - 2024-03-31 5,235 $484,000 -308
   Ascent Group LLC 361 - 2023-12-31 5,288 $459,000 1,026
   FLOW TRADERS U.S. LLC 515 *New 2023-12-31 4,833 $409,000 4,833
   Advisor Group Holdings Inc. 3329 - 2023-12-31 4,707 $399,000 -287
   SUTTON PLACE INVESTORS LLC 142 *New 2024-03-31 2,298 $212,000 2,298
   MASSMUTUAL TRUST CO FSB/ADV 419 - 2024-03-31 1,638 $151,000 -133
   WELLS FARGO & CO/MN 4538 - 2023-12-31 750 $64,000 0
   UBS Group AG 5163 *New 2023-12-31 740 $63,000 740
   BANK OF AMERICA CORP /DE/ 5447 - 2023-12-31 693 $59,000 138
   IFP Advisors Inc 1590 *New 2023-12-31 481 $41,000 481
   Farther Finance Advisors LLC 1293 - 2023-12-31 276 $23,000 16
   COMERICA BANK 2949 - 2023-12-31 224 $19,000 194
   ADVISORY SERVICES NETWORK, LLC 2700 *New 2023-12-31 150 $13,000 150
   WHITTIER TRUST CO OF NEVADA INC 939 *New 2023-12-31 121 $10,000 121
   Family Asset Management LLC 165 - 2023-12-31 65 $6,000 -2
   RICHARDSON FINANCIAL SERVICES INC. 363 - 2023-12-31 64 $5,000 0
   Global Retirement Partners LLC 2450 - 2024-03-31 44 $4,000 14
   Tidemark LLC 559 - 2023-12-31 40 $3,000 0
   Spire Wealth Management 2027 - 2024-03-31 31 $3,000 0
   EverSource Wealth Advisors LLC 2255 - 2023-12-31 14 $1,000 0
   LGT Financial Advisors LLC 814 - 2023-12-31 10 $1,000 0
   Rise Advisors LLC 1195 - 2024-03-31 12 $1,000 0
   BANK OF NEW YORK MELLON CORP 4014 *Closed 2024-03-31 0 $0 -36,022
   HANSON MCCLAIN, INC. 3374 *Closed 2024-03-31 0 $0 -28
   TBH Global Asset Management LLC 222 *Closed 2023-12-31 0 $0 -13,435
   PROEQUITIES INC. 8537 - 2023-12-31 0 $0 0
   ROYAL BANK OF CANADA 6841 *Closed 2023-12-31 0 $0 -1,771
   CWM LLC 4609 *Closed 2024-03-31 0 $0 -8
   CITADEL ADVISORS LLC 6370 *Closed 2023-12-31 0 $0 -15,934

  40 Records found
  1    
  Page 1 of 1
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