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BBCB J P MORGAN EXCHANGE TRADED F

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BETA US GRAD ETF (fund)

28 managers (28 13F filers) reported a position in BBCB shares at 2025-06-30, 547,903 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
28
13F filers
28
New
2
Added
14
Reduced
7
Sold out
3
Shares held by filers
547,903

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC84,432$3.86M0.83%+8,15613F-HRTimeline
Vestmark Advisory Solutions, Inc.65,912$3.01M0.04%+38,27613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,384$2.85M<0.01%+27,50313F-HRTimelineGroup
LPL Financial LLC60,272$2.75M<0.01%-5,41313F-HRTimeline
Trivium Point Advisory, LLC48,665$2.22M0.24%-69113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY38,383$1.75M<0.01%+4,67413F-HRTimelineGroup
Freedom Investment Management, Inc.38,144$1.74M0.14%-3,01513F-HRTimeline
Janney Montgomery Scott LLC35,589$1.63M<0.01%+5,43513F-HRTimeline
Blue Oak Capital, LLC27,231$1.24M0.65%+3,81513F-HRTimeline
Graypoint LLC20,602$941K0.05%-20513F-HRTimeline
Midwestern Financial, LLC /IA13,454$615K0.58%13F-HRTimeline
Lion Street Advisors, LLC12,446$569K0.17%-65013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,072$460K0.01%+24013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,501$434K<0.01%+1,20213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,565$391K<0.01%+2,72013F-HRTimelineGroup
Cetera Investment Advisers5,539$253K<0.01%+32613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,844$84.3K<0.01%new13F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,802$82.3K0.03%+23413F-HRTimeline
MassMutual Private Wealth & Trust, FSB942$43K<0.01%-213F-HRTimeline
AdvisorNet Financial, Inc794$36.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC730$33.4K<0.01%+10013F-HRTimeline
IFP Advisors, Inc463$21.2K<0.01%+44313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107$4.89K<0.01%+10713F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …16$731<0.01%13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11$503<0.01%-40213F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2$91<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1$46<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.