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JPM Betabuilders Intl Eqty (BBIN)

CUSIP: 46641Q373 | NYSE | 254 institutional holders

Quarters

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

Assetmark, Inc384,250
0.1% of portfolio›$30.0M
Perigon Wealth Management, LLC359,795
0.4% of portfolio›$28.1M
Stonehaven Wealth & TAX Solutions, LLC130,848
9.7% of portfolio›$10.2M
Alpha Advisors, LLC95,642
5.5% of portfolio›$7.5M
Daymark Wealth Partners, LLC81,423
0.1% of portfolio›$6.3M
Kelly Financial Group LLC63,020
1.1% of portfolio›$4.9M
Commonwealth Equity Services, LLC51,189
0.0% of portfolio›$4.0M
Northwest Wealth Advisors, LLC31,088
1.2% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.22,825
0.0% of portfolio›$1.8K
Independent Wealth Network Inc.19,823
0.4% of portfolio›$1.5M
Merited Wealth, LLC19,318
1.0% of portfolio›$1.5M
Emerald Advisors, LLC18,788
0.2% of portfolio›$1.5M
MN Wealth Advisors, LLC18,761
0.6% of portfolio›$1.5M
MLG Wealth Management DBA Pine Grove Financial Group18,659
0.1% of portfolio›$1.5M
3Chopt Investment Partners, LLC17,073
0.2% of portfolio›$1.3M
Robertson Stephens Wealth Management, LLC15,013
0.0% of portfolio›$1.2M
Insight Advisors, LLC/ PA14,784
0.2% of portfolio›$1.2M
Ascent Group, LLC13,180
0.0% of portfolio›$1.0M
Creative Planning11,311
0.0% of portfolio›$882.0K
Americana Partners, LLC10,031
0.0% of portfolio›$782.2K
Farther Finance Advisors, LLC9,948
0.0% of portfolio›$775.8K
Truist Financial Corp9,405
0.0% of portfolio›$733.4K
Cobblestone Asset Management LLC9,325
0.3% of portfolio›$727.2K
WealthPlan Investment Management, LLC8,508
0.0% of portfolio›$663.5K
Grey Ledge Advisors, LLC7,909
0.1% of portfolio›$616.7K
Flagship Harbor Advisors, LLC7,767
0.0% of portfolio›$605.7K
Elevation Wealth Management LLC7,484
0.4% of portfolio›$583.6K
Vise Technologies, Inc.7,274
0.0% of portfolio›$567.3K
Richardson Financial Services Inc.5,787
0.3% of portfolio›$451.2K
Ascentis Independent Advisors5,589
0.0% of portfolio›$435.8K
Ignite Planners, LLC5,442
0.1% of portfolio›$420.5K
Wealth Enhancement Advisory Services, LLC4,511
0.0% of portfolio›$347.5K
MGO One Seven LLC3,634
0.0% of portfolio›$283.4K
SeaCrest Wealth Management, LLC3,416
0.0% of portfolio›$266.3K
Independent Financial Group, LLC3,350
0.0% of portfolio›$261.2K
IFP Advisors, Inc2,980
0.0% of portfolio›$232.4K
Capital Investment Advisory Services, LLC2,734
0.0% of portfolio›$215.4K
Penobscot Investment Management Company, Inc.2,587
0.0% of portfolio›$201.7K
Key FInancial Inc1,225
0.0% of portfolio›$95.5K
AlphaCore Capital LLC1,116
0.0% of portfolio›$87.0K
GK Wealth Management LLC890
0.0% of portfolio›$69.4K
Harbor Investment Advisory, LLC71
0.0% of portfolio›$5.5K
GGM Financial LLC71
0.0% of portfolio›$5.5K
Capital Investment Counsel, Inc58
0.0% of portfolio›$4.5K
Nemes Rush Group LLC42
0.0% of portfolio›$3.3K
Halbert Hargrove Global Advisors, LLC8
0.0% of portfolio›$624
EverSource Wealth Advisors, LLC0
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Assetmark, Inc
384,250$30.0M0.1%ETFLowConcord, CA2026-10-21
Perigon Wealth Management, LLC
359,795$28.1M0.4%GrowthLowSan Francisco, CA2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
130,848$10.2M9.7%ETFLowAppleton, WI2026-10-22
Alpha Advisors, LLC
95,642$7.5M5.5%ETFMediumRichmond, VA2026-10-19
Daymark Wealth Partners, LLC
81,423$6.3M0.1%CoreLowCincinnati, OH2026-11-04
Kelly Financial Group LLC
63,020$4.9M1.1%ETFLowWethersfield, CT2026-10-16
Commonwealth Equity Services, LLC
51,189$4.0M0.0%ETFLowWaltham, MA2026-11-02
Northwest Wealth Advisors, LLC
31,088$2.4M1.2%ETFVery LowBellingham, WA2026-11-02
Cambridge Investment Research Advisors, Inc.
22,825$1.8K0.0%ETFLowFairfield, IA2026-11-02
Independent Wealth Network Inc.
19,823$1.5M0.4%ETFMediumUrbandale, IA2026-10-19
Merited Wealth, LLC
19,318$1.5M1.0%ETFMediumNorth Bay Village, FL2026-10-13
Emerald Advisors, LLC
18,788$1.5M0.2%GrowthVery LowBellevue, WA2026-10-13
MN Wealth Advisors, LLC
18,761$1.5M0.6%ETFMediumOverland Park, KS2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
18,659$1.5M0.1%ETFMediumWoodbury, MN2026-10-13
3Chopt Investment Partners, LLC
17,073$1.3M0.2%CoreLowRichmond, VA2026-10-30
Robertson Stephens Wealth Management, LLC
15,013$1.2M0.0%ETFMediumSan Francisco, CA2026-10-16
Insight Advisors, LLC/ PA
14,784$1.2M0.2%ETFMediumNewtown, PA2026-10-22
Ascent Group, LLC
13,180$1.0M0.0%CoreLowVirginia Beach, VA2026-10-30
Creative Planning
11,311$882.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Americana Partners, LLC
10,031$782.2K0.0%CoreMediumHouston, TX2026-10-28
Farther Finance Advisors, LLC
9,948$775.8K0.0%IndexLowSan Francisco, CA2026-10-08
Truist Financial Corp
9,405$733.4K0.0%CoreLowCharlotte, NC2026-10-30
Cobblestone Asset Management LLC
9,325$727.2K0.3%ETFMediumRichmond, VA2026-10-13
WealthPlan Investment Management, LLC
8,508$663.5K0.0%GrowthMediumOmaha, NE2026-10-15
Grey Ledge Advisors, LLC
7,909$616.7K0.1%CoreLowGuilford, CT2026-11-02
Flagship Harbor Advisors, LLC
7,767$605.7K0.0%ETFMediumBoston, MA2026-10-26
Elevation Wealth Management LLC
7,484$583.6K0.4%Agg GrowthLowEden Prairie, MN2026-11-02
Vise Technologies, Inc.
7,274$567.3K0.0%IndexLowNew York, NY2026-10-29
Richardson Financial Services Inc.
5,787$451.2K0.3%GrowthMediumMedway, MA2026-10-30
Ascentis Independent Advisors
5,589$435.8K0.0%ETFLowDallas, TX2026-11-03
Ignite Planners, LLC
5,442$420.5K0.1%CoreLowSan Clemente, CA2026-10-14
Wealth Enhancement Advisory Services, LLC
4,511$347.5K0.0%CoreLowPlymouth, MN2026-10-13
MGO One Seven LLC
3,634$283.4K0.0%GrowthLowBeachwood, OH2026-10-28
SeaCrest Wealth Management, LLC
3,416$266.3K0.0%GrowthLowPurchase, NY2026-10-21
Independent Financial Group, LLC
3,350$261.2K0.0%GrowthLowSan Diego, CA2026-10-13
IFP Advisors, Inc
2,980$232.4K0.0%GrowthLowTampa, FL2026-10-16
Capital Investment Advisory Services, LLC
2,734$215.4K0.0%CoreMediumRaleigh, NC2026-10-30
Penobscot Investment Management Company, Inc.
2,587$201.7K0.0%GrowthLowBoston, MA2026-10-26
Key FInancial Inc
1,225$95.5K0.0%ETFLowWest Chester, PA2026-11-02
AlphaCore Capital LLC
1,116$87.0K0.0%ETFLowLa Jolla, CA2026-11-04
GK Wealth Management LLC
890$69.4K0.0%GARPVery HighReno, NV2026-10-09
Harbor Investment Advisory, LLC
71$5.5K0.0%GrowthLowLutherville, MD2026-10-13
GGM Financial LLC
71$5.5K0.0%ETFMediumColumbus, OH2026-11-05
Capital Investment Counsel, Inc
58$4.5K0.0%GrowthVery LowRaleigh, NC2026-10-20
Nemes Rush Group LLC
42$3.3K0.0%CoreVery LowNovi, MI2026-11-04
Halbert Hargrove Global Advisors, LLC
8$6240.0%ETFLowLong Beach, CA2026-10-16
EverSource Wealth Advisors, LLC
0$130.0%CoreMediumBirmingham, AL2026-11-04