J P MORGAN EXCHANGE TRADED F (BBSA)
Institutional ownership reported to the SEC as of Q3 2024, across 14 quarters.
13
Reporting holders
$6.3M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DAYMARK WEALTH PARTNERS, LLC | $3.2M | 65,955 | 0.14% | 6q | +20.2%+$539.2K |
| LPL Financial LLC | $1.6M | 32,154 | 0.00% | 10q | +24.2%+$304.9K |
| Hudock, Inc. | $627.1K | 12,880 | 0.11% | 2q | +4.4%+$26.1K |
| Dynamic Advisor Solutions LLC | $406.1K | 8,341 | 0.01% | 10q | -5.7%-$24.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $243.4K | 5,000 | 0.00% | 13q | -57.4%-$328.5K |
| Your Advocates Ltd., LLP | $108.1K | 2,220 | 0.04% | 10q | +3.4%+$3.6K |
| JPMORGAN CHASE & CO | $68.5K | 1,406 | 0.00% | 14q | -2.1%-$1.5K |
| BANK OF AMERICA CORP /DE/ | $32.1K | 660 | 0.00% | 14q | +9.5%+$2.8K |
| MORGAN STANLEY | $29.5K | 605 | 0.00% | 14q | HELD |
| Tidemark, LLC | $12.7K | 260 | 0.01% | 4q | HELD |
| UBS Group AG | $1.9K | 39 | 0.00% | new | NEW |
| Wagner Wealth Management, LLC | $26 | 1 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $22 | 0 | 0.00% | 8q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2024 | 13 | $6.3M | 129,521 | 1 | 5 | 4 | 0.0% |
| Q2 2024 | 14 | $6.7M | 140,491 | 1 | 4 | 5 | 0.0% |
| Q1 2024 | 15 | $7.4M | 155,636 | 2 | 6 | 4 | 0.0% |
| Q4 2023 | 17 | $12.7M | 264,546 | 1 | 6 | 6 | 0.0% |
| Q3 2023 | 18 | $7.0M | 150,635 | 4 | 4 | 6 | 0.0% |
| Q2 2023 | 14 | $6.6M | 140,852 | 1 | 5 | 4 | 0.0% |
| Q1 2023 | 15 | $7.6M | 159,819 | 2 | 5 | 5 | 0.0% |
| Q4 2022 | 15 | $20.9M | 443,601 | 5 | 3 | 4 | 0.0% |
| Q3 2022 | 12 | $28.5M | 609,098 | 2 | 4 | 5 | 0.0% |
| Q2 2022 | 12 | $28.6M | 594,458 | 6 | 1 | 3 | 0.0% |
| Q1 2022 | 8 | $21.2M | 434,512 | 1 | 5 | 2 | 0.0% |
| Q4 2021 | 10 | $19.8M | 390,646 | 2 | 5 | 2 | 0.0% |
| Q3 2021 | 10 | $15.4M | 298,288 | 4 | 1 | 4 | 0.0% |
| Q2 2021 | 9 | $56.7M | 1,094,483 | 9 | 0 | 0 | 0.0% |