JPMorgan Betabuilders USD in (BBCB)

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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Jmac Enterprises LLC

INCREASED

Shares98,834 from 97,770

Change+1,064 (+1%)

Value$4.3M (-$180.5K)

Filed 2026-10-30

LPL Financial LLC

INCREASED

Shares70,682 from 64,814

Change+5,868 (+9%)

Value$3.0M (+$102.4K)

Filed 2026-11-06

Smart Wealth LLC

DECREASED

Shares40,379 from 41,371

Change-992 (-2%)

Value$1.7M (-$138.4K)

Filed 2026-11-04

Independent Wealth Network Inc.

INCREASED

Shares21,103 from 20,188

Change+915 (+5%)

Value$907.7K (-$7.3K)

Filed 2026-10-19

Windsor Capital Management, LLC

INCREASED

Shares8,171 from 5,522

Change+2,649 (+48%)

Value$351.4K (+$101.2K)

Filed 2026-10-13

MLG Wealth Management DBA Pine Grove Financial Group

INCREASED

Shares5,008 from 4,801

Change+207 (+4%)

Value$215.4K (-$2.2K)

Filed 2026-10-13

Farther Finance Advisors, LLC

DECREASED

Shares1,587 from 1,981

Change-394 (-20%)

Value$68.3K (-$21.5K)

Filed 2026-10-08

IFP Advisors, Inc

INCREASED

Shares1,558 from 1,089

Change+469 (+43%)

Value$67.0K (+$17.7K)

Filed 2026-10-16

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares651 from 653

Change-2 (0%)

Value$28.0K (-$1.6K)

Filed 2026-10-05

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$8.6K (-$463)

Filed 2026-11-03

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,054

Change-1,054 (-100%)

Value$0 (-$47.8K)

Filed 2026-10-15

Morgan Stanley

N/A

Shares— from 85,258

Change-85,258 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 53,546

Change-53,546 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 48,949

Change-48,949 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 47,521

Change-47,521 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 36,820

Change-36,820 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 18,654

Change-18,654 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 16,959

Change-16,959 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,658

Change-12,658 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 10,955

Change-10,955 (-100%)

Value—

Midwestern Financial, LLC

N/A

Shares— from 8,688

Change-8,688 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 8,509

Change-8,509 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,943

Change-6,943 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 266

Change-266 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 161

Change-161 (-100%)

Value—

UBS Group AG

N/A

Shares— from 71

Change-71 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 56

Change-56 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 19

Change-19 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 0

Change0

Value—

	Status
Jmac Enterprises LLC	INCREASED	98,834	97,770	+1,064	+1%	$4.4M	$4.3M	-$180.5K	2026-10-30
LPL Financial LLC	INCREASED	70,682	64,814	+5,868	+9%	$2.9M	$3.0M	+$102.4K	2026-11-06
Smart Wealth LLC	DECREASED	40,379	41,371	-992	-2%	$1.9M	$1.7M	-$138.4K	2026-11-04
Independent Wealth Network Inc.	INCREASED	21,103	20,188	+915	+5%	$915.0K	$907.7K	-$7.3K	2026-10-19
Windsor Capital Management, LLC	INCREASED	8,171	5,522	+2,649	+48%	$250.3K	$351.4K	+$101.2K	2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group	INCREASED	5,008	4,801	+207	+4%	$217.6K	$215.4K	-$2.2K	2026-10-13
Farther Finance Advisors, LLC	DECREASED	1,587	1,981	-394	-20%	$89.8K	$68.3K	-$21.5K	2026-10-08
IFP Advisors, Inc	INCREASED	1,558	1,089	+469	+43%	$49.4K	$67.0K	+$17.7K	2026-10-16
MassMutual Private Wealth & Trust, FSB	DECREASED	651	653	-2	0%	$29.6K	$28.0K	-$1.6K	2026-10-05
Ashton Thomas Private Wealth, LLC	UNCHANGED	200	200	0	0%	$9.1K	$8.6K	-$463	2026-11-03
AdvisorNet Financial, Inc	CLOSED	0	1,054	-1,054	-100%	$47.8K	$0	-$47.8K	2026-10-15
Morgan Stanley	N/A	—	85,258	-85,258	-100%	$3.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	53,546	-53,546	-100%	$2.4M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	48,949	-48,949	-100%	$2.2M	—	—	—
JPMorgan Chase & Co	N/A	—	47,521	-47,521	-100%	$2.2M	—	—	—
Bank of America Corp	N/A	—	36,820	-36,820	-100%	$1.7M	—	—	—
Jane Street Group, LLC	N/A	—	18,654	-18,654	-100%	$845.5K	—	—	—
Cerity Partners LLC	N/A	—	16,959	-16,959	-100%	$768.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	12,658	-12,658	-100%	$573.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	10,955	-10,955	-100%	$496.5K	—	—	—
Midwestern Financial, LLC	N/A	—	8,688	-8,688	-100%	$393.8K	—	—	—
CreativeOne Wealth, LLC	N/A	—	8,509	-8,509	-100%	$385.7K	—	—	—
Cetera Investment Advisers	N/A	—	6,943	-6,943	-100%	$314.7K	—	—	—
Capital Analysts, LLC	N/A	—	266	-266	-100%	$12.0K	—	—	—
LGT Financial Advisors LLC	N/A	—	161	-161	-100%	$7.3K	—	—	—
UBS Group AG	N/A	—	71	-71	-100%	$3.2K	—	—	—
Wells Fargo & Company	N/A	—	56	-56	-100%	$2.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	19	-19	-100%	$861	—	—	—
Harbour Investments, Inc.	N/A	—	2	-2	-100%	$91	—	—	—
FWL Investment Management, LLC	N/A	—	2	-2	-100%	$91	—	—	—
AE Wealth Management LLC	N/A	—	0	0	—	$11	—	—	—

Showing 31 of 31 institutions