Skip to content

BBCB J P MORGAN EXCHANGE TRADED F

Follow

BETA US GRAD ETF (fund)

30 managers (31 13F filers) reported a position in BBCB shares at 2026-06-30, 590,724 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
30
13F filers
31
New
3
Added
14
Reduced
7
Sold out
1
Shares held by filers
590,724

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JMAC ENTERPRISES LLC97,770$4.43M0.75%+9,84213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY85,258$3.86M<0.01%+3,10413F-HRTimelineGroup
LPL Financial LLC64,814$2.94M<0.01%+60113F-HRTimeline
Janney Montgomery Scott LLC53,546$2.43M<0.01%+4,38413F-HRTimeline
Vestmark Advisory Solutions, Inc.48,949$2.22M0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,521$2.16M<0.01%+6,23913F-HRTimelineGroup
SMART Wealth LLC41,371$1.88M0.4%-2,97313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,820$1.67M<0.01%+9,91313F-HRTimelineGroup
Independent Wealth Network Inc.20,188$915K0.23%+57613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,654$845K<0.01%-2,16213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC16,959$769K<0.01%-2,27813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,658$574K<0.01%+1,56613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding11,026$500K-122Timeline
Midwestern Financial, LLC /IA8,688$394K0.28%-4,20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,509$386K0.01%-3,66213F-HRTimelineGroup
Cetera Investment Advisers6,943$315K<0.01%+17313F-HRTimeline
Windsor Capital Management, LLC5,522$250K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC1,981$89.8K<0.01%+1,28913F-HRTimeline
IFP Advisors, Inc1,089$49.4K<0.01%+17413F-HRTimeline
AdvisorNet Financial, Inc1,054$47.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB653$29.6K<0.01%-30213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC266$12K<0.01%+24113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC200$9.06K<0.01%+1213F-HRTimeline
LGT Financial Advisors LLC161$7.3K0.04%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN56$2.53K<0.01%+5613F-HRTimelineGroup
Integrated Wealth Concepts LLC45$2.03K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19$861<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2$91<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2$91<0.01%013F-HRTimeline
AE Wealth Management LLC0$11<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.