JPMorgan Betabuilders US SC (BBSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Perigon Wealth Management, LLC

INCREASED

Shares6,238 from 6,183

Change+55 (+1%)

Value$530.2K (-$37.7K)

Filed 2026-10-22

MLG Wealth Management DBA Pine Grove Financial Group

DECREASED

Shares4,322 from 6,073

Change-1,751 (-29%)

Value$367.3K (-$161.1K)

Filed 2026-10-13

Triad Wealth Partners, LLC

DECREASED

Shares3,258 from 4,329

Change-1,071 (-25%)

Value$276.9K (-$116.5K)

Filed 2026-10-26

Elevation Wealth Management LLC

INCREASED

Shares2,887 from 2,864

Change+23 (+1%)

Value$245.3K (-$17.7K)

Filed 2026-11-02

Sutton Place Investors LLC

INCREASED

Shares2,649 from 2,552

Change+97 (+4%)

Value$225.1K (-$9.3K)

Filed 2026-10-20

Ascent Group, LLC

INCREASED

Shares2,570 from 2,501

Change+69 (+3%)

Value$218.4K (-$11.3K)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares1,558

Change+1,558

Value$132.4K

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares718 from 91

Change+627 (+689%)

Value$61.0K (+$52.7K)

Filed 2026-10-16

Key FInancial Inc

DECREASED

Shares537 from 692

Change-155 (-22%)

Value$45.6K (-$17.9K)

Filed 2026-11-02

Ascentis Independent Advisors

NEW

Shares118

Change+118

Value$10.0K

Filed 2026-11-03

Farther Finance Advisors, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$3.4K (-$248)

Filed 2026-10-08

Spire Wealth Management

INCREASED

Shares11 from 10

Change+1 (+10%)

Value$935 (+$16)

Filed 2026-10-30

MGO One Seven LLC

CLOSED

Shares0 from 4,067

Change-4,067 (-100%)

Value$0 (-$373.6K)

Filed 2026-10-28

JPMorgan Chase & Co

N/A

Shares— from 5,715,682

Change-5,715,682 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 118,259

Change-118,259 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 75,865

Change-75,865 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 68,553

Change-68,553 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 21,534

Change-21,534 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,561

Change-15,561 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 13,250

Change-13,250 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,731

Change-9,731 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 9,004

Change-9,004 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 3,278

Change-3,278 (-100%)

Value—

Legacy Edge Advisors, LLC

N/A

Shares— from 2,979

Change-2,979 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,216

Change-1,216 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 892

Change-892 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 545

Change-545 (-100%)

Value—

UBS Group AG

N/A

Shares— from 407

Change-407 (-100%)

Value—

FMR LLC

N/A

Shares— from 134

Change-134 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 93

Change-93 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

	Status
Perigon Wealth Management, LLC	INCREASED	6,238	6,183	+55	+1%	$567.9K	$530.2K	-$37.7K	2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group	DECREASED	4,322	6,073	-1,751	-29%	$528.4K	$367.3K	-$161.1K	2026-10-13
Triad Wealth Partners, LLC	DECREASED	3,258	4,329	-1,071	-25%	$393.3K	$276.9K	-$116.5K	2026-10-26
Elevation Wealth Management LLC	INCREASED	2,887	2,864	+23	+1%	$263.1K	$245.3K	-$17.7K	2026-11-02
Sutton Place Investors LLC	INCREASED	2,649	2,552	+97	+4%	$234.4K	$225.1K	-$9.3K	2026-10-20
Ascent Group, LLC	INCREASED	2,570	2,501	+69	+3%	$229.7K	$218.4K	-$11.3K	2026-10-30
Root Financial Partners, LLC	NEW	1,558	—	+1,558	—	—	$132.4K	—	2026-10-21
IFP Advisors, Inc	INCREASED	718	91	+627	+689%	$8.4K	$61.0K	+$52.7K	2026-10-16
Key FInancial Inc	DECREASED	537	692	-155	-22%	$63.6K	$45.6K	-$17.9K	2026-11-02
Ascentis Independent Advisors	NEW	118	—	+118	—	—	$10.0K	—	2026-11-03
Farther Finance Advisors, LLC	UNCHANGED	40	40	0	0%	$3.6K	$3.4K	-$248	2026-10-08
Spire Wealth Management	INCREASED	11	10	+1	+10%	$919	$935	+$16	2026-10-30
MGO One Seven LLC	CLOSED	0	4,067	-4,067	-100%	$373.6K	$0	-$373.6K	2026-10-28
JPMorgan Chase & Co	N/A	—	5,715,682	-5,715,682	-100%	$521.3M	—	—	—
Janney Montgomery Scott LLC	N/A	—	118,259	-118,259	-100%	$10.9M	—	—	—
LPL Financial LLC	N/A	—	75,865	-75,865	-100%	$7.0M	—	—	—
IAG Wealth Partners, LLC	N/A	—	68,553	-68,553	-100%	$6.3M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	21,534	-21,534	-100%	$2.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	15,561	-15,561	-100%	$1.4M	—	—	—
Flow Traders U.S. LLC	N/A	—	13,250	-13,250	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	9,731	-9,731	-100%	$893.8K	—	—	—
Morgan Stanley	N/A	—	9,004	-9,004	-100%	$827.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	3,278	-3,278	-100%	$301.1K	—	—	—
Legacy Edge Advisors, LLC	N/A	—	2,979	-2,979	-100%	$273.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,216	-1,216	-100%	$111.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	892	-892	-100%	$81.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	545	-545	-100%	$50.1K	—	—	—
UBS Group AG	N/A	—	407	-407	-100%	$37.4K	—	—	—
FMR LLC	N/A	—	134	-134	-100%	$12.3K	—	—	—
LGT Financial Advisors LLC	N/A	—	93	-93	-100%	$8.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	20	-20	-100%	$1.8K	—	—	—

Showing 31 of 31 institutions