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JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) Institutional Ownership

JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF logo
$48.27 0.00 (0.00%)
(As of 10/18/2024)

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BATS:BBSA)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$9.09M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$50.68K
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BBSA Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2024 Hudock Inc.12,880$627K0.1%+4.4%4.294%
10/8/2024 Daymark Wealth Partners LLC65,955$3.21M0.1%+20.2%21.989%
10/8/2024 Dynamic Advisor Solutions LLC8,341$406K0.0%-5.7%2.781%
8/15/2024 Daymark Wealth Partners LLC54,880$2.61M0.1%+19.6%18.297%
8/3/2024 Hudock Inc.12,343$586K0.1%N/A4.115%
7/29/2024 Your Advocates Ltd. LLP2,147$101K0.0%+11.6%0.716%
2/13/2024Cetera Advisor Networks LLC120,606$5.77M0.0%N/A37.689%
2/8/2024 Your Advocates Ltd. LLP2,746$131K0.1%-8.3%0.858%
2/7/2024 Avantax Advisory Services Inc.6,324$303K0.0%-4.4%1.976%
1/11/2024 Dynamic Advisor Solutions LLC9,504$453K0.0%+7.0%2.970%
1/9/2024 Daymark Wealth Partners LLC46,095$2.21M0.1%+332.6%14.405%
11/8/2023 Avantax Advisory Services Inc.6,618$309K0.0%N/A2.068%
11/6/2023 Hudock Inc.11,654$545K0.1%-60.7%3.642%
11/2/2023 Your Advocates Ltd. LLP2,994$140K0.1%+75.3%0.936%
7/31/2023 LPL Financial LLC12,787$602K0.0%-11.3%3.653%
7/31/2023 Hudock Inc.29,679$1.40M0.3%-3.4%8.480%
7/19/2023 Daymark Wealth Partners LLC10,778$507K0.0%N/A3.079%
5/8/2023 Hudock Inc.30,736$1.47M0.4%N/A8.782%
4/24/2023Merit Financial Group LLC11,255$537K0.0%-91.2%1.563%
2/7/2023 LPL Financial LLC13,743$646K0.0%-20.5%0.000%
2/6/2023 Wiser Wealth Management Inc40,299$1.90M0.9%N/A0.000%
1/30/2023 Your Advocates Ltd. LLP1,607$76K0.0%-36.0%0.000%
1/13/2023Merit Financial Group LLC127,554$6.00M0.2%+27.5%0.000%
(Data available from 1/1/2016 forward)

BBSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBSA shares?

During the previous two years, 9 institutional investors and hedge funds held shares of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF. The most heavily invested institutionals were Cetera Advisor Networks LLC ($5.77M), Daymark Wealth Partners LLC ($3.21M), Wiser Wealth Management Inc ($1.90M), Hudock Inc. ($627K), LPL Financial LLC ($602K), Merit Financial Group LLC ($537K), and Dynamic Advisor Solutions LLC ($406K).Learn more on BBSA's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock?

The following institutional investors have purchased JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock in the last 24 months: Cetera Advisor Networks LLC ($120.61K), Daymark Wealth Partners LLC ($66.29K), Hudock Inc. ($43.62K), Wiser Wealth Management Inc ($40.30K), Merit Financial Group LLC ($27.51K), Avantax Advisory Services Inc. ($6.62K), and Your Advocates Ltd. LLP ($1.51K).

How much institutional buying is happening at JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 307,067 shares in the last 24 months. This purchase volume represents approximately $14.62M in transactions.

Which JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock in the last 24 months: Merit Financial Group LLC ($116.30K), Hudock Inc. ($19.08K), LPL Financial LLC ($5.18K), Your Advocates Ltd. LLP ($1.15K), Dynamic Advisor Solutions LLC ($507.00), and Avantax Advisory Services Inc. ($294.00).

How much institutional selling is happening at JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 142,508 shares in the last 24 months. This volume of shares sold represents approximately $6.78M in transactions.



This page (BATS:BBSA) was last updated on 12/22/2024 by MarketBeat.com Staff
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