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JPMorgan Betabuilders USD in (BBCB)

CUSIP: 46641Q449 | NYSE | 64 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Jmac Enterprises LLC98,834
0.7% of portfolio›$4.3M
LPL Financial LLC70,682
0.0% of portfolio›$3.0M
Smart Wealth LLC40,379
0.4% of portfolio›$1.7M
Independent Wealth Network Inc.21,103
0.2% of portfolio›$907.7K
Windsor Capital Management, LLC8,171
0.1% of portfolio›$351.4K
MLG Wealth Management DBA Pine Grove Financial Group5,008
0.0% of portfolio›$215.4K
Farther Finance Advisors, LLC1,587
0.0% of portfolio›$68.3K
IFP Advisors, Inc1,558
0.0% of portfolio›$67.0K
MassMutual Private Wealth & Trust, FSB651
0.0% of portfolio›$28.0K
Ashton Thomas Private Wealth, LLC200
0.0% of portfolio›$8.6K
StyleTurnoverLocationFiled
Jmac Enterprises LLC
98,834$4.3M0.7%ETFVery LowNewtown, PA2026-10-30
LPL Financial LLC
70,682$3.0M0.0%IndexVery LowFort Mill, SC2026-11-06
Smart Wealth LLC
40,379$1.7M0.4%ETFHighOmaha, NE2026-11-04
Independent Wealth Network Inc.
21,103$907.7K0.2%ETFMediumUrbandale, IA2026-10-19
Windsor Capital Management, LLC
8,171$351.4K0.1%ETFVery LowPhoenix, AZ2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
5,008$215.4K0.0%ETFMediumWoodbury, MN2026-10-13
Farther Finance Advisors, LLC
1,587$68.3K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
1,558$67.0K0.0%GrowthLowTampa, FL2026-10-16
MassMutual Private Wealth & Trust, FSB
651$28.0K0.0%CoreLowSpringfield, MA2026-10-05
Ashton Thomas Private Wealth, LLC
200$8.6K0.0%CoreMediumScottsdale, AZ2026-11-03