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JPM Betabuilders US Mid Cap (BBMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares58,160 from 62,017
Change-3,857 (-6%)
Value$7.0M (-$882.4K)
Filed 2026-11-06
ACT Advisors, Llc.
DECREASED
Shares12,033 from 12,870
Change-837 (-6%)
Value$1.4M (-$187.5K)
Filed 2026-10-15
IAG Wealth Partners, LLC
DECREASED
Shares7,473 from 8,144
Change-671 (-8%)
Value$899.8K (-$135.7K)
Filed 2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares6,889 from 7,291
Change-402 (-6%)
Value$829.5K (-$46.4K)
Filed 2026-10-13
Gradient Investments LLC
DECREASED
Shares5,809 from 7,162
Change-1,353 (-19%)
Value$699.5K (-$211.1K)
Filed 2026-10-08
Elevation Wealth Management LLC
DECREASED
Shares4,777 from 4,883
Change-106 (-2%)
Value$575.2K (-$45.7K)
Filed 2026-11-02
Archer Investment Corp
UNCHANGED
Shares4,578 from 4,578
Change0 (0%)
Value$551.2K (-$30.9K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares3,920 from 5,158
Change-1,238 (-24%)
Value$472.0K (-$175.8K)
Filed 2026-10-26
MN Wealth Advisors, LLC
DECREASED
Shares3,344 from 3,629
Change-285 (-8%)
Value$402.7K (-$58.8K)
Filed 2026-10-23
Sutton Place Investors LLC
INCREASED
Shares3,340 from 3,220
Change+120 (+4%)
Value$402.2K (-$7.3K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares3,136 from 3,236
Change-100 (-3%)
Value$377.6K (-$33.9K)
Filed 2026-10-30
Merited Wealth, LLC
DECREASED
Shares2,937 from 3,319
Change-382 (-12%)
Value$353.6K (-$68.4K)
Filed 2026-10-13
Thrive Wealth Management, LLC
INCREASED
Shares2,508 from 2,281
Change+227 (+10%)
Value$302.0K (+$12.0K)
Filed 2026-10-13
Windsor Capital Management, LLC
NEW
Shares2,199
Change+2,199
Value$264.8K
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares182 from 23
Change+159 (+691%)
Value$21.9K (+$19.0K)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares146 from 140
Change+6 (+4%)
Value$17.6K (-$221)
Filed 2026-10-21
GGM Financial LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$14.2K (-$751)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares84 from 70
Change+14 (+20%)
Value$10.1K (+$1.2K)
Filed 2026-10-08
Rossby Financial, LCC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.5K (-$195)
Filed 2026-11-05
Angeles Wealth Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.7K (-$94)
Filed 2026-10-26
Spire Wealth Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.6K (-$88)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares2
Change+2
Value$240
Filed 2026-11-03
MGO One Seven LLC
CLOSED
Shares0 from 5,963
Change-5,963 (-100%)
Value$0 (-$758.2K)
Filed 2026-10-28
US Bancorp \de\
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$18.6K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-02
JPMorgan Chase & Co
N/A
Shares— from 15,123,832
Change-15,123,832 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 147,191
Change-147,191 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 62,701
Change-62,701 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,363
Change-26,363 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 22,807
Change-22,807 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 20,757
Change-20,757 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,405
Change-19,405 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 18,620
Change-18,620 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,780
Change-13,780 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,093
Change-12,093 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 613
Change-613 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 140
Change-140 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
FMR LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
LPL Financial LLC
DECREASED58,16062,017-3,857-6%$7.9M$7.0M-$882.4K2026-11-06
ACT Advisors, Llc.
DECREASED12,03312,870-837-6%$1.6M$1.4M-$187.5K2026-10-15
IAG Wealth Partners, LLC
DECREASED7,4738,144-671-8%$1.0M$899.8K-$135.7K2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED6,8897,291-402-6%$875.9K$829.5K-$46.4K2026-10-13
Gradient Investments LLC
DECREASED5,8097,162-1,353-19%$910.6K$699.5K-$211.1K2026-10-08
Elevation Wealth Management LLC
DECREASED4,7774,883-106-2%$620.9K$575.2K-$45.7K2026-11-02
Archer Investment Corp
UNCHANGED4,5784,57800%$582.1K$551.2K-$30.9K2026-11-05
Triad Wealth Partners, LLC
DECREASED3,9205,158-1,238-24%$647.8K$472.0K-$175.8K2026-10-26
MN Wealth Advisors, LLC
DECREASED3,3443,629-285-8%$461.5K$402.7K-$58.8K2026-10-23
Sutton Place Investors LLC
INCREASED3,3403,220+120+4%$409.4K$402.2K-$7.3K2026-10-20
Ascent Group, LLC
DECREASED3,1363,236-100-3%$411.5K$377.6K-$33.9K2026-10-30
Merited Wealth, LLC
DECREASED2,9373,319-382-12%$422.0K$353.6K-$68.4K2026-10-13
Thrive Wealth Management, LLC
INCREASED2,5082,281+227+10%$290.0K$302.0K+$12.0K2026-10-13
Windsor Capital Management, LLC
NEW2,199—+2,199——$264.8K—2026-10-13
IFP Advisors, Inc
INCREASED18223+159+691%$2.9K$21.9K+$19.0K2026-10-16
Assetmark, Inc
INCREASED146140+6+4%$17.8K$17.6K-$2212026-10-21
GGM Financial LLC
UNCHANGED11811800%$15.0K$14.2K-$7512026-11-05
Farther Finance Advisors, LLC
INCREASED8470+14+20%$8.9K$10.1K+$1.2K2026-10-08
Rossby Financial, LCC
UNCHANGED292900%$3.7K$3.5K-$1952026-11-05
Angeles Wealth Management, LLC
UNCHANGED141400%$1.8K$1.7K-$942026-10-26
Spire Wealth Management
UNCHANGED131300%$1.7K$1.6K-$882026-10-30
Ascentis Independent Advisors
NEW2—+2——$240—2026-11-03
MGO One Seven LLC
CLOSED05,963-5,963-100%$758.2K$0-$758.2K2026-10-28
US Bancorp \de\
CLOSED0146-146-100%$18.6K$0-$18.6K2026-11-05
International Assets Investment Management, LLC
CLOSED039-39-100%$4.9K$0-$4.9K2026-11-02
JPMorgan Chase & Co
N/A—15,123,832-15,123,832-100%$1.9B———
Janney Montgomery Scott LLC
N/A—147,191-147,191-100%$18.7M———
Bank of America Corp
N/A—62,701-62,701-100%$8.0M———
Osaic Holdings, Inc.
N/A—26,363-26,363-100%$3.4M———
Equitable Holdings, Inc.
N/A—22,807-22,807-100%$2.9M———
Flow Traders U.S. LLC
N/A—20,757-20,757-100%$2.6M———
Citadel Advisors LLC
N/A—19,405-19,405-100%$2.5M———
Goldman Sachs Group Inc
N/A—18,620-18,620-100%$2.4M———
Wells Fargo & Company
N/A—13,780-13,780-100%$1.8M———
Morgan Stanley
N/A—12,093-12,093-100%$1.5M———
Susquehanna International Group, LLP
N/A—5,261-5,261-100%$668.9K———
Private Advisor Group, LLC
N/A—3,312-3,312-100%$421.2K———
Steward Partners Investment Advisory, LLC
N/A—3,205-3,205-100%$407.5K———
Royal Bank of Canada
N/A—3,186-3,186-100%$405.0K———
Raymond James Financial Inc
N/A—2,779-2,779-100%$353.4K———
Great Valley Advisor Group, Inc.
N/A—2,496-2,496-100%$316.8K———
Cetera Investment Advisers
N/A—1,635-1,635-100%$207.9K———
EP Wealth Advisors, LLC
N/A—865-865-100%$110.0K———
Geneos Wealth Management Inc.
N/A—613-613-100%$77.9K———
Northwestern Mutual Wealth Management Co
N/A—140-140-100%$17.8K———
LGT Financial Advisors LLC
N/A—118-118-100%$15.1K———
Founders Financial Alliance, LLC
N/A—66-66-100%$8.4K———
NewEdge Advisors, LLC
N/A—52-52-100%$6.6K———
Aptus Capital Advisors, LLC
N/A—47-47-100%$6.0K———
FMR LLC
N/A—19-19-100%$2.4K———
Global Retirement Partners, LLC
N/A—17-17-100%$2.2K———
Showing 51 of 51 institutions