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JPMorgan Betabuilders Europe (BBEU)

CUSIP: 46641Q191 | NYSE | 496 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Legacy CG, LLC398,845
7.6% of portfolio›$30.2M
Greenwood Capital Associates LLC358,993
2.6% of portfolio›$27.2M
Robertson Stephens Wealth Management, LLC114,314
0.2% of portfolio›$8.7M
Curbstone Financial Management Corp66,240
0.9% of portfolio›$5.0M
Secure Asset Management, LLC62,332
0.6% of portfolio›$4.7M
Foresight Capital Management Advisors, Inc.45,881
1.7% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.32,728
0.0% of portfolio›$2.5K
Brandywine OAK Private Wealth LLC31,678
0.2% of portfolio›$2.4M
Evansbrook LLC31,430
1.4% of portfolio›$2.4M
Nolet Wealth Management, LLC30,265
1.3% of portfolio›$2.3M
AFG Fiduciary Services Limited Partnership20,287
1.2% of portfolio›$1.5M
Perigon Wealth Management, LLC19,852
0.0% of portfolio›$1.5M
MN Wealth Advisors, LLC18,706
0.6% of portfolio›$1.4M
Kelly Financial Group LLC18,442
0.3% of portfolio›$1.4M
Wealthcare Advisory Partners LLC13,554
0.0% of portfolio›$1.0M
Certuity, LLC13,327
0.0% of portfolio›$1.0M
Creative Planning13,300
0.0% of portfolio›$1.0M
Choreo, LLC13,168
0.0% of portfolio›$996.7K
Breakwater Investment Management12,083
0.3% of portfolio›$914.6K
Vise Technologies, Inc.11,792
0.0% of portfolio›$892.5K
Prime Capital Investment Advisors, LLC11,522
0.0% of portfolio›$872.1K
Yoffe Investment Management, LLC10,642
0.9% of portfolio›$805.5K
Mechanics Bank Trust Department8,549
0.1% of portfolio›$647.1K
Lake Street Private Wealth, LLC7,980
0.1% of portfolio›$604.0K
Kestra Private Wealth Services, LLC7,725
0.0% of portfolio›$584.7K
Kestra Advisory Services, LLC7,350
0.0% of portfolio›$556.3K
Evergreen Capital Management LLC7,020
0.0% of portfolio›$531.3K
StoneX Group Inc.6,183
0.0% of portfolio›$486.2K
Park Avenue Securities LLC6,179
0.0% of portfolio›$468
Redwood Park Advisors LLC5,150
0.2% of portfolio›$389.8K
Krilogy Financial LLC4,798
0.0% of portfolio›$358.4K
Harel Insurance Investments & Financial Services Ltd.4,500
0.0% of portfolio›$341
Morton Capital Management LLC4,438
0.0% of portfolio›$335.9K
Trust Co of Toledo NA4,358
0.0% of portfolio›$329.9K
FSM Wealth Advisors, LLC3,970
0.0% of portfolio›$297.8K
Commonwealth Equity Services, LLC3,518
0.0% of portfolio›$266.3K
Hardin Capital Partners, LLC3,515
0.1% of portfolio›$266.1K
Concurrent Investment Advisors, LLC3,488
0.0% of portfolio›$264.0K
Beacon Advisors Holdings, LLC3,455
0.1% of portfolio›$261.5K
Angeles Wealth Management, LLC3,308
0.0% of portfolio›$250.4K
Summit Financial Wealth Advisors, LLC3,289
0.0% of portfolio›$248.9K
True North Advisors, LLC3,166
0.0% of portfolio›$239.6K
Truist Financial Corp2,958
0.0% of portfolio›$223.9K
Canvas Wealth Advisors, LLC2,730
0.0% of portfolio›$209.6K
Eastern Bank2,350
0.0% of portfolio›$177.9K
Farther Finance Advisors, LLC2,341
0.0% of portfolio›$177.2K
Mather Group, Llc.2,226
0.0% of portfolio›$168.5K
Golden State Wealth Management, LLC1,812
0.0% of portfolio›$137.2K
CX Institutional1,748
0.0% of portfolio›$132
Private Trust Co NA1,160
0.0% of portfolio›$87.8K
Armstrong Advisory Group, Inc1,140
0.0% of portfolio›$86.3K
Team Financial Group, LLC1,134
0.0% of portfolio›$85.8K
Creative Financial Designs Inc1,083
0.0% of portfolio›$82.0K
Spire Wealth Management916
0.0% of portfolio›$69.3K
Arlington Trust Co LLC720
0.0% of portfolio›$54.5K
Provenance Wealth Advisors, LLC489
0.0% of portfolio›$37.0K
Beacon Investment Advisory Services, Inc.476
0.0% of portfolio›$36.0K
Assetmark, Inc472
0.0% of portfolio›$35.7K
Bokf, NA469
0.0% of portfolio›$35.5K
Compass Financial Management LLC417
0.0% of portfolio›$31.6K
Private Wealth Management Group, LLC378
0.0% of portfolio›$28.6K
Allspring Global Investments Holdings, LLC358
0.0% of portfolio›$26.9K
Gamma Investing LLC358
0.0% of portfolio›$27.1K
Kingdom Financial Group Llc.309
0.0% of portfolio›$23.4K
Plante Moran Financial Advisors, LLC304
0.0% of portfolio›$23.0K
Ares Financial Consulting, LLC255
0.0% of portfolio›$19.3K
Signaturefd, LLC212
0.0% of portfolio›$16.0K
IFP Advisors, Inc145
0.0% of portfolio›$11.0K
Asset Dedication, LLC126
0.0% of portfolio›$9.5K
Nfsg Corp117
0.0% of portfolio›$8.9K
TD Waterhouse Canada Inc.105
0.0% of portfolio›$7.8K
Harbor Investment Advisory, LLC87
0.0% of portfolio›$6.6K
Root Financial Partners, LLC85
0.0% of portfolio›$6.4K
Strengthening Families & Communities, LLC33
0.0% of portfolio›$2.5K
Oakworth Capital, Inc.27
0.0% of portfolio›$2.0K
Princeton Global Asset Management LLC16
0.0% of portfolio›$1.2K
Affinity Wealth LLC16
0.0% of portfolio›$1.2K
Eukles Asset Management13
0.0% of portfolio›$984
CoreCap Advisors, LLC12
0.0% of portfolio›$908
Livelsberger Financial Advisory12
0.0% of portfolio›$908
EverSource Wealth Advisors, LLC6
0.0% of portfolio›$454
StyleTurnoverLocationFiled
Legacy CG, LLC
398,845$30.2M7.6%GrowthHighPlano, TX2026-10-30
Greenwood Capital Associates LLC
358,993$27.2M2.6%CoreMediumGreenwood, SC2026-10-27
Robertson Stephens Wealth Management, LLC
114,314$8.7M0.2%ETFMediumSan Francisco, CA2026-10-16
Curbstone Financial Management Corp
66,240$5.0M0.9%CoreLowManchester, NH2026-10-21
Secure Asset Management, LLC
62,332$4.7M0.6%GrowthMediumTroy, MI2026-10-19
Foresight Capital Management Advisors, Inc.
45,881$3.5M1.7%CoreMediumSaline, MI2026-10-27
Cambridge Investment Research Advisors, Inc.
32,728$2.5K0.0%ETFLowFairfield, IA2026-11-02
Brandywine OAK Private Wealth LLC
31,678$2.4M0.2%ETFVery LowKennett Square, PA2026-10-23
Evansbrook LLC
31,430$2.4M1.4%GrowthLowBolingbrook, IL2026-10-16
Nolet Wealth Management, LLC
30,265$2.3M1.3%ETFMediumFort Worth, TX2026-10-15
AFG Fiduciary Services Limited Partnership
20,287$1.5M1.2%ETFVery LowHingham, MA2026-10-21
Perigon Wealth Management, LLC
19,852$1.5M0.0%GrowthLowSan Francisco, CA2026-10-22
MN Wealth Advisors, LLC
18,706$1.4M0.6%ETFMediumOverland Park, KS2026-10-23
Kelly Financial Group LLC
18,442$1.4M0.3%ETFLowWethersfield, CT2026-10-16
Wealthcare Advisory Partners LLC
13,554$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Certuity, LLC
13,327$1.0M0.0%GARPLowNorth Palm Beach, FL2026-11-02
Creative Planning
13,300$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Choreo, LLC
13,168$996.7K0.0%IndexLowRockford, IL2026-10-28
Breakwater Investment Management
12,083$914.6K0.3%ETFLowSeattle, WA2026-10-20
Vise Technologies, Inc.
11,792$892.5K0.0%IndexLowNew York, NY2026-10-29
Prime Capital Investment Advisors, LLC
11,522$872.1K0.0%ETFLowOverland Park, KS2026-10-20
Yoffe Investment Management, LLC
10,642$805.5K0.9%CoreVery LowLemoyne, PA2026-11-02
Mechanics Bank Trust Department
8,549$647.1K0.1%CoreLowWalnut Creek, CA2026-10-13
Lake Street Private Wealth, LLC
7,980$604.0K0.1%GrowthLowChicago, IL2026-10-22
Kestra Private Wealth Services, LLC
7,725$584.7K0.0%GrowthLowAustin, TX2026-10-30
Kestra Advisory Services, LLC
7,350$556.3K0.0%CoreLowAustin, TX2026-11-02
Evergreen Capital Management LLC
7,020$531.3K0.0%GARPMediumBellevue, WA2026-10-23
StoneX Group Inc.
6,183$486.2K0.0%ETFMediumNew York, NY2026-11-03
Park Avenue Securities LLC
6,179$4680.0%ETFMediumNew York, NY2026-10-26
Redwood Park Advisors LLC
5,150$389.8K0.2%ETFVery LowRedwood City, CA2026-11-02
Krilogy Financial LLC
4,798$358.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Harel Insurance Investments & Financial Services Ltd.
4,500$3410.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Morton Capital Management LLC
4,438$335.9K0.0%ETFVery LowCalabasas, CA2026-10-23
Trust Co of Toledo NA
4,358$329.9K0.0%GrowthVery LowHolland, OH2026-10-16
FSM Wealth Advisors, LLC
3,970$297.8K0.0%ETFLowCleveland, OH2026-10-27
Commonwealth Equity Services, LLC
3,518$266.3K0.0%ETFLowWaltham, MA2026-11-02
Hardin Capital Partners, LLC
3,515$266.1K0.1%YieldVery LowGreenville, SC2026-10-09
Concurrent Investment Advisors, LLC
3,488$264.0K0.0%GrowthMediumTampa, FL2026-10-16
Beacon Advisors Holdings, LLC
3,455$261.5K0.1%ETFVery LowAustin, TX2026-10-27
Angeles Wealth Management, LLC
3,308$250.4K0.0%ETFLowSanta Monica, CA2026-10-26
Summit Financial Wealth Advisors, LLC
3,289$248.9K0.0%ETFLowLafayette, LA2026-10-15
True North Advisors, LLC
3,166$239.6K0.0%CoreMediumDallas, TX2026-10-22
Truist Financial Corp
2,958$223.9K0.0%CoreLowCharlotte, NC2026-10-30
Canvas Wealth Advisors, LLC
2,730$209.6K0.0%GrowthLowShawnee, KS2026-11-02
Eastern Bank
2,350$177.9K0.0%GrowthMediumBoston, MA2026-10-05
Farther Finance Advisors, LLC
2,341$177.2K0.0%IndexLowSan Francisco, CA2026-10-08
Mather Group, Llc.
2,226$168.5K0.0%ETFMediumChicago, IL2026-10-14
Golden State Wealth Management, LLC
1,812$137.2K0.0%ETFMediumSanta Ana, CA2026-11-02
CX Institutional
1,748$1320.0%CoreMediumAuburn, IN2026-10-02
Private Trust Co NA
1,160$87.8K0.0%CoreLowCleveland, OH2026-10-20
Armstrong Advisory Group, Inc
1,140$86.3K0.0%ETFHighNeedham, MA2026-10-09
Team Financial Group, LLC
1,134$85.8K0.0%ETFLowTemecula, CA2026-10-30
Creative Financial Designs Inc
1,083$82.0K0.0%ETFMediumKokomo, IN2026-11-04
Spire Wealth Management
916$69.3K0.0%GrowthMediumMclean, VA2026-10-30
Arlington Trust Co LLC
720$54.5K0.0%ETFMediumBirmingham, AL2026-10-20
Provenance Wealth Advisors, LLC
489$37.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Beacon Investment Advisory Services, Inc.
476$36.0K0.0%GrowthLowMorristown, NJ2026-10-13
Assetmark, Inc
472$35.7K0.0%ETFLowConcord, CA2026-10-21
Bokf, NA
469$35.5K0.0%CoreLowTulsa, OK2026-10-27
Compass Financial Management LLC
417$31.6K0.0%CoreN/ATampa, FL2026-10-30
Private Wealth Management Group, LLC
378$28.6K0.0%ETFLowPrinceton, NJ2026-10-19
Allspring Global Investments Holdings, LLC
358$26.9K0.0%CoreMediumCharlotte, NC2026-11-04
Gamma Investing LLC
358$27.1K0.0%IndexVery LowFoster City, CA2026-10-08
Kingdom Financial Group Llc.
309$23.4K0.0%ETFMediumPeoria, AZ2026-11-04
Plante Moran Financial Advisors, LLC
304$23.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Ares Financial Consulting, LLC
255$19.3K0.0%CoreLowCalabasas, CA2026-10-19
Signaturefd, LLC
212$16.0K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
145$11.0K0.0%GrowthLowTampa, FL2026-10-16
Asset Dedication, LLC
126$9.5K0.0%ETFLowSan Francisco, CA2026-11-03
Nfsg Corp
117$8.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Waterhouse Canada Inc.
105$7.8K0.0%CoreLowToronto, Australia2026-10-16
Harbor Investment Advisory, LLC
87$6.6K0.0%GrowthLowLutherville, MD2026-10-13
Root Financial Partners, LLC
85$6.4K0.0%ETFMediumEncinitas, CA2026-10-21
Strengthening Families & Communities, LLC
33$2.5K0.0%CoreMediumBoston, MA2026-10-21
Oakworth Capital, Inc.
27$2.0K0.0%ETFLowBirmingham, AL2026-10-26
Princeton Global Asset Management LLC
16$1.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Affinity Wealth LLC
16$1.2K0.0%ETFHighCanton, OH2026-11-03
Eukles Asset Management
13$9840.0%CoreLowCincinnati, OH2026-11-04
CoreCap Advisors, LLC
12$9080.0%ETFMediumSouthfield, MI2026-10-08
Livelsberger Financial Advisory
12$9080.0%YieldVery LowAshland, OH2026-10-28
EverSource Wealth Advisors, LLC
6$4540.0%CoreMediumBirmingham, AL2026-11-04