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JPM Beta US TR 3-10 YR ETF (BBIB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cabot Wealth Management Inc
INCREASED
Shares241,821 from 234,462
Change+7,359 (+3%)
Value$22.7M (-$215.8K)
Filed 2026-11-05
Kelly Financial Group LLC
DECREASED
Shares198,996 from 200,552
Change-1,556 (-1%)
Value$18.7M (-$922.0K)
Filed 2026-10-16
LFG Wealth Partners, LLC
INCREASED
Shares2,525 from 2,468
Change+57 (+2%)
Value$237.1K (-$4.2K)
Filed 2026-10-28
JPMorgan Chase & Co
N/A
Shares— from 196,147
Change-196,147 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,979
Change-17,979 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,071
Change-15,071 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 11,894
Change-11,894 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,835
Change-11,835 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,695
Change-10,695 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cabot Wealth Management Inc
INCREASED241,821234,462+7,359+3%$22.9M$22.7M-$215.8K2026-11-05
Kelly Financial Group LLC
DECREASED198,996200,552-1,556-1%$19.6M$18.7M-$922.0K2026-10-16
LFG Wealth Partners, LLC
INCREASED2,5252,468+57+2%$241.3K$237.1K-$4.2K2026-10-28
JPMorgan Chase & Co
N/A—196,147-196,147-100%$19.2M———
Tower Research Capital LLC (TRC)
N/A—17,979-17,979-100%$1.8M———
Susquehanna International Group, LLP
N/A—15,071-15,071-100%$1.5M———
Hobbs Group Advisors, LLC
N/A—11,894-11,894-100%$1.2M———
Jane Street Group, LLC
N/A—11,835-11,835-100%$1.2M———
Citadel Advisors LLC
N/A—10,695-10,695-100%$1.0M———
Osaic Holdings, Inc.
N/A—905-905-100%$88.5K———
AE Wealth Management LLC
N/A—120-120-100%$11.7K———
Morgan Stanley
N/A—1-1-100%$98———
Showing 12 of 12 institutions