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Disclosery

BBIN J P MORGAN EXCHANGE TRADED F

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COM (fund)

107 managers (109 13F filers) reported a position in BBIN shares at 2024-12-31, 71,149,879 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
107
13F filers
109
New
16
Added
43
Reduced
30
Sold out
9
Shares held by filers
71,149,879

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 & CO59,304,538$3.39B0.27%+3,296,15013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,648,728$94.1M0.01%+43,72913F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,529,530$87.3M0.14%+407,11913F-HRTimelineGroup
Integrated Wealth Concepts LLC1,406,805$80.3M0.93%+259,25913F-HRTimeline
Vestmark Advisory Solutions, Inc.748,537$42.7M1.47%+111,76713F-HRTimeline
Janney Montgomery Scott LLC720,994$41.2M0.11%+63,61313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/559,666$32M<0.01%-545,51513F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC451,752$25.8M9.17%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding426,942$24.4M+9,893Timeline
LPL Financial LLC405,810$23.2M0.01%+1,23713F-HRTimeline
Perigon Wealth Management, LLC364,394$21M0.52%+71,39813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC334,823$19.1M0.05%-97,93213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC331,930$19M0.8%+25,76213F-HR/ATimeline
Pallas Capital Advisors LLC296,475$16.9M0.72%+3,69213F-HRTimeline
Aptus Capital Advisors, LLC251,747$14.4M0.17%+34,31213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth180,149$10.3M0.03%new13F-HR/ATimelineGroup
Cetera Investment Advisers173,352$9.9M0.02%+69,49413F-HRTimeline
WNY Asset Management, LLC144,131$8.23M1.02%-1,07113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC124,903$7.13M<0.01%13F-HR/ATimelineGroup
MN Wealth Advisors, LLC108,575$6.2M3.49%-3,53313F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC102,409$5.85M6.37%13F-HRTimeline
MML INVESTORS SERVICES, LLC93,765$5.35M0.02%+3,70013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp89,155$5.09M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC81,901$4.68M<0.01%+77,37413F-HRTimelineGroup
Cambridge Investment Research Advisors,…81,423$4.65M0.02%-20,27713F-HRTimeline
5T Wealth, LLC79,829$4.56M2.5%13F-HRTimeline
Gateway Wealth Partners, LLC74,254$4.24M1.1%+68,66313F-HRTimeline
Jacobi Capital Management LLC67,945$3.88M0.29%+8,78713F-HRTimeline
Graney & King, LLC63,787$3.64M2.75%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,722$3.41M<0.01%+59,63013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC57,821$3.3M0.22%+1,08513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC50,172$2.87M0.03%-12313F-HRTimelineGroup
Blue Oak Capital, LLC46,290$2.64M1.61%13F-HRTimeline
Merriman Wealth Management, LLC44,476$2.54M0.11%+5,54013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,144$2.46M0.01%-5,51713F-HR/ATimelineGroup
Horizon Family Wealth, Inc.40,935$2.34M1.55%+3,38613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC38,561$2.2M0.07%-24913F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB31,439$1.8M0.05%+81813F-HRTimeline
CWM, LLCin group CWM, LLC29,522$1.69M0.01%+4,56513F-HRTimelineGroup
Private Advisor Group, LLC28,794$1.64M0.01%+7,35213F-HRTimeline
3Chopt Investment Partners, LLC28,744$1.64M0.56%+2,27013F-HRTimeline
Geneos Wealth Management Inc.25,272$1.44M0.05%-2,58413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,929$1.31M<0.01%+18,53313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,835$1.3M<0.01%-21513F-HRTimelineGroup
Emerald Advisors, LLC20,238$1.16M0.16%+38113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,823$1.02M0.08%-1,66313F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC16,722$955K0.15%+1,91813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,474$941K<0.01%new13F-HR/ATimeline
Wayfinding Financial, LLC15,711$897K0.48%+1,38213F-HRTimeline
Insight Advisors, LLC/ PA14,726$840K0.14%+18113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,500$828K<0.01%+5,13413F-HRTimeline
HBW ADVISORY SERVICES LLC11,851$677K0.07%-59113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,570$661K0.03%-3613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11,268$643K0.27%+5,75913F-HRTimeline
Strategic Financial Concepts, LLC11,212$640K0.12%new13F-HR/ATimeline
Cobblestone Asset Management LLC10,214$583K0.38%+1,92013F-HRTimeline
Ignite Planners, LLC9,401$537K0.12%+75413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,277$530KnewTimeline
Farther Finance Advisors, LLC9,231$527K0.02%-4,93413F-HRTimeline
TFB Advisors LLC8,957$511K0.15%-1,89113F-HRTimeline
Grey Ledge Advisors, LLC8,750$500K0.13%013F-HRTimeline
IFP Advisors, Inc8,218$469K0.02%-5713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,125$464K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC8,106$463K0.02%-78113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,779$444K<0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC6,915$395K0.2%-4913F-HRTimeline
TBH Global Asset Management, LLC6,504$371K0.09%-2,85013F-HRTimeline
AdvisorNet Financial, Inc6,380$364K0.03%new13F-HRTimeline
NWAM LLC6,116$349K0.02%-54313F-HRTimeline
Greenwich Wealth Management LLC5,772$330K0.02%new13F-HRTimeline
NewEdge Wealth, LLC5,203$297K0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,093$291K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC5,039$288K0.01%+1,24313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,551$260K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,944$233K0.01%+17013F-HRTimeline
Betterment LLC4,054$231K<0.01%-90713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,616$206K<0.01%-28913F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.3,528$201K0.34%-17213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,697$154K0.11%-1,89813F-HRTimeline
COMERICA BANK1,792$102K<0.01%+813F-HR/ATimeline
Key Financial Inc1,386$79.1K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,185$67.7K0.01%-17213F-HRTimeline
FMR LLCin group FMR LLC1,080$61.7K<0.01%+35613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC924$52.8K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC858$49K<0.01%-14213F-HRTimeline
LGT Financial Advisors LLC705$40.2K0.09%+1213F-HRTimeline
Global Retirement Partners, LLC619$35.3K<0.01%-15113F-HRTimeline
WealthShield Partners, LLC383$21.9K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC343$19.6K0.02%13F-HRTimeline
Synergy Investment Management, LLC342$19.5K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…279$15.9K<0.01%+313F-HRTimelineGroup
Allworth Financial LP266$15.7K<0.01%+213F-HRTimeline
UBS Group AGin group UBS Group AG274$15.6K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.190$11.4K0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN192$11K<0.01%-12413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management166$9.48K<0.01%+913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.107$6.15K<0.01%+9913F-HRTimelineGroup
Riggs Asset Managment Co. Inc.98$5.59K<0.01%013F-HRTimeline
Sound Income Strategies, LLC78$4.45K<0.01%013F-HRTimeline
CoreCap Advisors, LLC51$2.91K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC28$1.6K<0.01%013F-HRTimeline
AE Wealth Management LLC23$1.31K<0.01%new13F-HRTimeline
2UniFi Bank19$1.08K<0.01%13F-HRTimeline
WR Wealth Planners, LLC10$571<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6$343<0.01%new13F-HR/ATimeline
Qube Research & Technologies Ltd4$228<0.01%-91813F-HRTimeline
HARBOUR INVESTMENTS, INC.1$57<0.01%013F-HRTimeline