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JPMorgan Betabuilders US SC (BBSC)

CUSIP: 46641Q290 | NYSE | 88 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Perigon Wealth Management, LLC6,238
0.0% of portfolio›$530.2K
MLG Wealth Management DBA Pine Grove Financial Group4,322
0.0% of portfolio›$367.3K
Triad Wealth Partners, LLC3,258
0.0% of portfolio›$276.9K
Elevation Wealth Management LLC2,887
0.2% of portfolio›$245.3K
Sutton Place Investors LLC2,649
0.1% of portfolio›$225.1K
Ascent Group, LLC2,570
0.0% of portfolio›$218.4K
Root Financial Partners, LLC1,558
0.0% of portfolio›$132.4K
IFP Advisors, Inc718
0.0% of portfolio›$61.0K
Key FInancial Inc537
0.0% of portfolio›$45.6K
Ascentis Independent Advisors118
0.0% of portfolio›$10.0K
Farther Finance Advisors, LLC40
0.0% of portfolio›$3.4K
Spire Wealth Management11
0.0% of portfolio›$935
StyleTurnoverLocationFiled
Perigon Wealth Management, LLC
6,238$530.2K0.0%GrowthLowSan Francisco, CA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
4,322$367.3K0.0%ETFMediumWoodbury, MN2026-10-13
Triad Wealth Partners, LLC
3,258$276.9K0.0%ETFMediumLawrence, KS2026-10-26
Elevation Wealth Management LLC
2,887$245.3K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Sutton Place Investors LLC
2,649$225.1K0.1%ETFLowArmonk, NY2026-10-20
Ascent Group, LLC
2,570$218.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Root Financial Partners, LLC
1,558$132.4K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
718$61.0K0.0%GrowthLowTampa, FL2026-10-16
Key FInancial Inc
537$45.6K0.0%ETFLowWest Chester, PA2026-11-02
Ascentis Independent Advisors
118$10.0K0.0%ETFLowDallas, TX2026-11-03
Farther Finance Advisors, LLC
40$3.4K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
11$9350.0%GrowthMediumMclean, VA2026-10-30