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BBSC J P MORGAN EXCHANGE TRADED F

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COM (fund)

25 managers (25 13F filers) reported a position in BBSC shares at 2024-12-31, 5,769,326 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
25
13F filers
25
New
3
Added
6
Reduced
7
Sold out
3
Shares held by filers
5,769,326

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 & CO5,535,180$377M0.03%-356,86713F-HRTimelineGroup
Janney Montgomery Scott LLC108,798$7.41M0.02%+20,21313F-HRTimeline
LPL Financial LLC49,533$3.37M<0.01%+3,24113F-HRTimeline
IAG Wealth Partners, LLC29,020$1.98M0.35%-2,17013F-HRTimeline
Perigon Wealth Management, LLC11,652$806K0.02%+6,46313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,100$756K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,004$613K<0.01%+1,10013F-HR/ATimelineGroup
DAYMARK WEALTH PARTNERS, LLC5,252$358K0.02%-60813F-HR/ATimeline
MN Wealth Advisors, LLC3,426$233K0.13%-15313F-HRTimeline
SUTTON PLACE INVESTORS LLC2,984$203K0.12%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,064$72.5K<0.01%-12513F-HRTimelineGroup
Geneos Wealth Management Inc.820$55.9K<0.01%+5413F-HRTimeline
Key Financial Inc709$48.3K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV251$17.1K<0.01%-9913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC158$10.8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$6.81K<0.01%13F-HRTimeline
LGT Financial Advisors LLC71$4.81K0.01%+3113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…58$3.95K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC53$3.61K<0.01%013F-HRTimeline
Global Retirement Partners, LLC35$2.38K<0.01%-113F-HRTimeline
IFP Advisors, Inc27$1.84K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC20$1K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC10$681<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$85<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.