Skip to content

BBAG J P MORGAN EXCHANGE TRADED F

Follow

COM (fund)

97 managers (98 13F filers) reported a position in BBAG shares at 2024-12-31, 22,409,891 shares in all. 14 filers opened a position and 12 filers sold out during the quarter.

Managers
97
13F filers
98
New
14
Added
29
Reduced
38
Sold out
12
Shares held by filers
22,409,891

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,096,950$637M0.05%-437,58813F-HRTimelineGroup
LPL Financial LLC2,032,437$91.8M0.04%+252,52613F-HRTimeline
Clearwater Capital Advisors, LLC944,762$42.7M4.18%+68,64513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding696,128$31.5M-37,854Timeline
Berger Financial Group, Inc486,936$22M1.52%+38,51713F-HRTimeline
Iron Horse Wealth Management, LLC479,434$21.7M7.27%+16,99713F-HRTimeline
Janney Montgomery Scott LLC439,804$19.9M0.06%-235,02213F-HRTimeline
Cambridge Investment Research Advisors,…304,020$13.7M0.05%+12,36613F-HRTimeline
Wealth Alliance Advisory Group, LLC286,532$12.9M2.74%+2,43213F-HRTimeline
Sharkey, Howes & Javer263,367$11.9M1.67%-47,94413F-HRTimeline
Cetera Investment Advisers221,760$10M0.02%+24,76613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC206,292$9.32M0.01%+176,44813F-HRTimelineGroup
HighTower Advisors, LLC200,202$9.05M0.01%-240,49113F-HRTimeline
Goldstone Financial Group, LLC166,037$7.5M1.18%+27,71213F-HRTimeline
CGN Advisors LLC150,829$6.81M0.66%-18,62913F-HRTimeline
Heck Capital Advisors, LLC148,368$6.7M0.77%-2,71213F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,863$4.2M<0.01%+51,87313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC90,659$4.1M0.04%+4,19913F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC89,224$4.05M1.44%13F-HRTimeline
Legacy Private Trust Co.74,751$3.38M0.22%+12,11213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY70,322$3.18M<0.01%+6,76213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,800$2.43M0.01%+3,27613F-HR/ATimelineGroup
Apella Capital, LLC53,178$2.4M0.09%-14,87813F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV49,126$2.22M2.23%+4,86613F-HRTimeline
Triad Wealth Partners, LLC48,273$2.18M0.79%new13F-HRTimeline
ACT Advisors, LLC.44,338$2M1.08%-4,66313F-HRTimeline
BAILARD, INC.44,206$2M0.05%+67713F-HRTimeline
MML INVESTORS SERVICES, LLC41,255$1.86M0.01%-1,21713F-HRTimeline
Strategic Financial Concepts, LLC31,940$1.44M0.28%+23,21913F-HR/ATimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC31,942$1.43M0.13%-3,31513F-HRTimelineGroup
OLD MISSION CAPITAL LLC30,184$1.36M0.03%new13F-HRTimeline
FLOW TRADERS U.S. LLC28,625$1.29M0.05%+9,17013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,815$1.21M<0.01%-1,24513F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.22,318$1.01M1.72%-14613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,231$1M<0.01%+2,92913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,900$854K0.03%-7,25713F-HRTimelineGroup
MN Wealth Advisors, LLC17,993$813K0.46%-8,07013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,222$778K<0.01%13F-HR/ATimelineGroup
Perigon Wealth Management, LLC14,930$675K0.02%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,975$631K0.01%013F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC13,906$628K0.32%-1,12313F-HRTimeline
Cobblestone Asset Management LLC13,363$604K0.39%-80513F-HRTimeline
Geneos Wealth Management Inc.12,111$547K0.02%+1,05813F-HRTimeline
Alpha Omega Wealth Management LLC11,745$531K0.1%-18013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…10,830$490K0.03%+2,08913F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co10,400$470K0.12%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.10,337$467K0.02%-10713F-HRTimeline
Integrated Wealth Concepts LLC10,137$458K0.01%-2,97013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,565$432K0.04%-17613F-HR/ATimeline
Avestar Capital, LLC9,428$428K0.04%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC9,275$419K0.24%-7,04713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,142$413K0.03%-8,94813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,237$372K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,148$368K<0.01%+79513F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,860$355K0.15%-1,24613F-HRTimeline
Steward Partners Investment Advisory, L…7,137$322K<0.01%-4,82713F-HRTimeline
Perennial Investment Advisors, LLC6,688$302K0.04%+4113F-HRTimeline
Atria Investments, Inc6,633$300K<0.01%-1013F-HRTimeline
WORLD EQUITY GROUP, INC.6,600$298K0.06%new13F-HRTimeline
JB Capital LLC6,074$274K0.02%+6013F-HRTimeline
Fonville Wealth Management LLC5,835$264K0.09%-19113F-HRTimeline
CWM, LLCin group CWM, LLC5,829$263K<0.01%+39713F-HRTimelineGroup
Gladstone Institutional Advisory LLC5,725$259K0.01%-1,90213F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…5,654$255K0.17%new13F-HRTimelineGroup
Bensler, LLC5,540$250K0.03%+113F-HRTimeline
Private Advisor Group, LLC5,127$232K<0.01%+82413F-HRTimeline
5T Wealth, LLC5,101$230K0.13%13F-HRTimeline
Bouchey Financial Group, Ltd.4,721$213K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,652$210K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,854$174K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,966$134K<0.01%013F-HRTimelineGroup
COMERICA BANK2,825$128K<0.01%013F-HR/ATimeline
Allworth Financial LP2,739$124K<0.01%-313F-HRTimeline
Global Retirement Partners, LLC1,849$83.5K<0.01%+2913F-HRTimeline
Rosenberg Matthew Hamilton1,481$66.9K0.02%new13F-HRTimeline
GeoWealth Management, LLC1,028$46.4K<0.01%-113F-HRTimeline
IFP Advisors, Inc764$34.5K<0.01%-1313F-HRTimeline
Sunbelt Securities, Inc.711$32.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC455$20.6K<0.01%-60013F-HRTimeline
LGT Financial Advisors LLC451$20.4K0.05%-713F-HRTimeline
CENTRAL TRUST Co322$14.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC280$12.7K<0.01%+6413F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC274$12.4K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN265$12K<0.01%-2,15813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/237$10.7K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.165$7.46K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…148$6.69K<0.01%-3613F-HRTimelineGroup
Key Financial Inc93$4.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC92$4.16K<0.01%013F-HRTimeline
WR Wealth Planners, LLC53$2.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management48$2.17K<0.01%-3713F-HRTimelineGroup
UBS Group AGin group UBS Group AG23$1.04K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC13$587<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC12$542<0.01%-2813F-HRTimeline
SBI Securities Co., Ltd.10$452<0.01%13F-HRTimeline
CoreCap Advisors, LLC4$181<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1$45<0.01%013F-HRTimeline