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Jpmorgan Betabuilders Us Small Cap Equity Etf (BBSC) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
40  3 |
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Total
shares held :
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10,162,632 |
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% of shares
held :
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15.1% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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7 |
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Amount
of shares held :
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-582,568 |
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% of shares
held change :
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 -0.87% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  J P MORGAN CHASE & CO |
296 |
- |
2023-12-31 |
9,411,462 |
$578,621,000 |
-652,229 |
|
| LPL FINANCIAL CORP |
1201 |
- |
2023-12-31 |
174,411 |
$10,723,000 |
13,172 |
|
| JANNEY MONTGOMERY SCOTT LLC |
681 |
- |
2023-12-31 |
92,550 |
$5,690,000 |
25,912 |
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| ENVESTNET ASSET MANAGEMENT INC |
1957 |
- |
2023-12-31 |
74,054 |
$4,553,000 |
5,227 |
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| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
426 |
- |
2023-12-31 |
62,867 |
$3,865,000 |
-1,061 |
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| Vestmark Advisory Solutions Inc. |
185 |
- |
2023-12-31 |
43,453 |
$2,672,000 |
4,492 |
|
| Advisor Group Holdings Inc. |
1736 |
- |
2023-12-31 |
38,211 |
$2,344,000 |
-10,304 |
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| IAG Wealth Partners LLC |
36 |
- |
2024-03-31 |
30,557 |
$1,922,000 |
-2,749 |
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| First Capital Advisors Group LLC. |
37 |
*New |
2023-06-30 |
25,084 |
$1,425,000 |
25,084 |
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| MN Wealth Advisors LLC |
28 |
- |
2023-12-31 |
19,040 |
$1,171,000 |
0 |
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| MML INVESTORS SERVICES LLC |
1819 |
- |
2023-12-31 |
7,258 |
$446,000 |
1,074 |
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| DAYMARK WEALTH PARTNERS LLC |
291 |
- |
2024-03-31 |
6,469 |
$407,000 |
-109,306 |
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| FINANCIAL NETWORK |
2068 |
- |
2023-12-31 |
6,247 |
$384,000 |
973 |
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| Change Path LLC |
526 |
- |
2023-12-31 |
4,367 |
$269,000 |
-1,219 |
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| Integrity Advisory LLC |
63 |
*New |
2022-12-31 |
5,148 |
$268,000 |
5,148 |
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| Integrated Wealth Concepts LLC |
1349 |
*New |
2023-12-31 |
3,971 |
$244,000 |
3,971 |
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| GeoWealth Management LLC |
555 |
- |
2023-12-31 |
2,146 |
$130,000 |
-360 |
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| BANK OF AMERICA CORP /DE/ |
5441 |
- |
2023-12-31 |
973 |
$60,000 |
218 |
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| PROEQUITIES INC. |
1095 |
- |
2023-12-31 |
878 |
$54,000 |
121 |
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| IFP Advisors Inc |
1495 |
*New |
2023-12-31 |
854 |
$53,000 |
854 |
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| Farther Finance Advisors LLC |
1071 |
- |
2023-12-31 |
734 |
$45,000 |
22 |
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| RICHARDSON FINANCIAL SERVICES INC. |
247 |
- |
2023-12-31 |
497 |
$31,000 |
0 |
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| ADVISORY SERVICES NETWORK, LLC |
2736 |
*New |
2023-12-31 |
191 |
$12,000 |
191 |
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| WHITTIER TRUST CO OF NEVADA INC |
938 |
*New |
2023-12-31 |
158 |
$10,000 |
158 |
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| ICA Group Wealth Management LLC |
883 |
*New |
2023-12-31 |
165 |
$10,000 |
165 |
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| Geneos Wealth Management Inc. |
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- |
2023-12-31 |
100 |
$6,000 |
0 |
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| Family Asset Management LLC |
167 |
- |
2023-12-31 |
89 |
$5,000 |
0 |
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| FMR LLC |
4316 |
*New |
2023-12-31 |
84 |
$5,000 |
84 |
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| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2867 |
- |
2023-12-31 |
58 |
$4,000 |
-3 |
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| WELLS FARGO & CO/MN |
5310 |
*New |
2023-12-31 |
41 |
$3,000 |
41 |
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| Global Retirement Partners LLC |
2677 |
- |
2024-03-31 |
36 |
$2,000 |
-390 |
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| LGT Financial Advisors LLC |
808 |
- |
2023-12-31 |
17 |
$1,000 |
0 |
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| CREATIVE FINANCIAL DESIGNS INC /ADV |
1480 |
*New |
2023-12-31 |
10 |
$1,000 |
10 |
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| Riggs Asset Managment Co. Inc. |
366 |
- |
2023-12-31 |
12 |
$1,000 |
0 |
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| Spire Wealth Management |
2282 |
- |
2024-03-31 |
22 |
$1,000 |
0 |
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| COMERICA BANK |
3580 |
- |
2023-12-31 |
20 |
$1,000 |
-269 |
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| BANK OF NEW YORK MELLON CORP |
4007 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,977 |
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| ROYAL BANK OF CANADA |
6359 |
- |
2023-12-31 |
4 |
$0 |
-754 |
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| Ascent Group LLC |
495 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,180 |
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| CWM LLC |
4321 |
*Closed |
2024-03-31 |
0 |
$0 |
-11 |
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| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3291 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,716 |
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| IHT Wealth Management LLC |
1023 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,165 |
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| PRIVATE TRUST CO NA |
2301 |
*Closed |
2024-03-31 |
0 |
$0 |
-811 |
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| Stonebridge Capital Advisors LLC |
739 |
*Closed |
2023-12-31 |
0 |
$0 |
-72 |
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| HANSON MCCLAIN, INC. |
3556 |
*Closed |
2024-03-31 |
0 |
$0 |
-41 |
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| MASSMUTUAL TRUST CO FSB/ADV |
2082 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,971 |
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| CITADEL ADVISORS LLC |
6413 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,530 |
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| PARK AVENUE SECURITIES LLC |
1415 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,316 |
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| TWO SIGMA INVESTMENTS LLC |
3310 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,300 |
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| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6628 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,358 |
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50 Records found
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1
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