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JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) Institutional Ownership

JPMorgan BetaBuilders U.S. Small Cap Equity ETF logo
$83.32 -1.65 (-1.95%)
As of 09:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BATS:BBSC)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$19.67M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$38.17M
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BBSC Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders U.S. Small Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group6,073$528K0.1%-4.5%0.078%
9/2/2026Citadel Advisors LLC9,731$894K0.0%N/A0.124%
8/22/2026Elevation Wealth Management LLC2,864$263K0.2%-4.6%0.037%
8/20/2026M Holdings Securities Inc.35,835$3.29M0.4%N/A0.458%
5/5/2026Geneos Wealth Management Inc.1,646$124K0.0%-8.9%0.019%
4/22/2026Janney Montgomery Scott LLC127,594$9.58M0.0%+11.9%1.458%
4/16/2026Triad Wealth Partners LLC4,448$334K0.0%+18.3%0.051%
2/17/2026Osaic Holdings Inc.12,787$950K0.0%-7.9%0.150%
2/12/2026Elevation Wealth Management LLC3,047$226K0.2%N/A0.036%
2/12/2026Jane Street Group LLC5,679$422K0.0%N/A0.066%
2/12/2026Financial Engines Advisors L.L.C.21,448$1.59M0.0%-0.6%0.251%
2/11/2026Janney Montgomery Scott LLC114,027$8.47M0.0%-0.8%1.334%
2/11/2026LPL Financial LLC59,929$4.45M0.0%+4.3%0.701%
2/11/2026JPMorgan Chase & Co.5,967,154$443.48M0.0%+2.4%69.791%
2/10/2026Goldman Sachs Group Inc.17,109$1.27M0.0%-71.7%0.200%
2/3/2026MGO One Seven LLC4,967$369K0.0%+8.7%0.060%
1/23/2026Farther Finance Advisors LLC21,131$1.57M0.0%+52,727.5%0.266%
1/22/2026Triad Wealth Partners LLC3,761$280K0.0%N/A0.047%
1/16/2026Perigon Wealth Management LLC6,295$468K0.0%-3.8%0.079%
11/17/2025Financial Engines Advisors L.L.C.21,577$1.60M0.0%+9.8%0.276%
11/17/2025Susquehanna International Group LLP17,003$1.26M0.0%N/A0.217%
11/17/2025Flow Traders U.S. LLC17,683$1.31M0.1%-81.1%0.226%
11/17/2025Bank of America Corp DE1,197$89K0.0%-46.8%0.015%
11/7/2025JPMorgan Chase & Co.5,829,308$432.19M0.0%-6.3%74.544%
10/24/2025MGO One Seven LLC4,569$339K0.0%+10.9%0.058%
10/22/2025Geneos Wealth Management Inc.1,720$128K0.0%+26.5%0.022%
9/4/2025Osaic Holdings Inc.13,445$887K0.0%+42.3%0.163%
8/18/2025Geneos Wealth Management Inc.1,360$90K0.0%+29.8%0.016%
8/15/2025Bank of America Corp DE2,251$149K0.0%+116.7%0.027%
8/13/2025Flow Traders U.S. LLC93,444$6.17M0.2%+194.6%1.133%
8/12/2025Steward Partners Investment Advisory LLC586$39K0.0%N/A0.007%
8/12/2025JPMorgan Chase & Co.6,220,718$410.44M0.0%-0.2%75.403%
7/25/2025MGO One Seven LLC4,121$272K0.0%N/A0.050%
7/17/2025Janney Montgomery Scott LLC122,687$8.10M0.0%+1.7%1.487%
7/16/2025Perigon Wealth Management LLC6,609$436K0.0%-7.6%0.080%
5/21/2025Geneos Wealth Management Inc.1,048$63K0.0%+27.8%0.012%
5/14/2025Northwestern Mutual Wealth Management Co.435$26K0.0%+650.0%0.005%
5/14/2025Flow Traders U.S. LLC31,724$1.92M0.1%N/A0.385%
5/12/2025Financial Engines Advisors L.L.C.19,600$1.19M0.0%N/A0.238%
5/12/2025JPMorgan Chase & Co.6,232,482$377.19M0.0%+12.6%75.729%
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5/7/2025LPL Financial LLC55,223$3.34M0.0%+11.5%0.671%
4/23/2025Perigon Wealth Management LLC7,154$433K0.0%-38.6%0.087%
4/17/2025Janney Montgomery Scott LLC120,676$7.30M0.0%+10.9%1.466%
4/14/2025Daymark Wealth Partners LLC3,778$229K0.0%-28.1%0.046%
4/9/2025Gradient Investments LLC12,397$750K0.0%N/A0.151%
2/12/2025JPMorgan Chase & Co.5,535,180$377.07M0.0%-6.1%72.355%
2/11/2025LPL Financial LLC49,533$3.37M0.0%+7.0%0.647%
1/30/2025MN Wealth Advisors LLC3,426$233K0.1%-4.3%0.045%
1/24/2025Sutton Place Investors LLC2,984$203K0.1%N/A0.039%
1/22/2025Perigon Wealth Management LLC11,652$806K0.0%+124.6%0.152%
1/17/2025Janney Montgomery Scott LLC108,798$7.41M0.0%+22.8%1.422%
1/17/2025Daymark Wealth Partners LLC5,252$358K0.0%-10.4%0.069%
12/26/2024JPMorgan Chase & Co.5,892,047$397.18M0.0%+3.8%77.020%
11/14/2024Flow Traders U.S. LLC4,298$290K0.0%-25.5%0.056%
10/29/2024Janney Montgomery Scott LLC88,585$5.97M0.0%+9.7%1.158%
10/29/2024Key Financial Inc709$48K0.0%+32.0%0.009%
10/16/2024MN Wealth Advisors LLC3,579$241K0.1%-5.1%0.047%
8/15/2024Daymark Wealth Partners LLC5,857$357K0.0%-9.5%0.077%
7/24/2024MN Wealth Advisors LLC3,771$230K0.1%-30.5%0.049%
5/15/2024Ascent Group LLC3,258$205K0.0%N/A0.043%
5/4/2024Geneos Wealth Management Inc.554$35K0.0%+454.0%0.007%
5/1/2024Janney Montgomery Scott LLC55,748$3.51M0.0%-39.8%0.729%
4/30/2024MN Wealth Advisors LLC5,423$341K0.2%-71.5%0.071%
3/4/2024Richardson Financial Services Inc.497$31K0.0%N/A0.004%
2/9/2024Assetmark Inc.62,867$3.87M0.0%-1.7%0.448%
2/9/2024CreativeOne Wealth LLC4,367$269K0.0%-21.8%0.031%
2/8/2024Janney Montgomery Scott LLC92,550$5.69M0.0%+38.9%0.660%
2/6/2024Vestmark Advisory Solutions Inc.43,453$2.67M0.1%+11.5%0.310%
1/18/2024Global Retirement Partners LLC426$25K0.0%+197.9%0.003%
1/9/2024Daymark Wealth Partners LLC115,775$7.12M0.3%+48.8%0.826%
1/3/2024Massmutual Trust Co. FSB ADV4,971$306K0.0%-4.4%0.035%
11/15/2023JPMorgan Chase & Co.10,063,691$537.60M0.1%-11.1%71.781%
11/13/2023LPL Financial LLC161,239$8.61M0.0%+3,618.6%1.150%
11/13/2023Envestnet Asset Management Inc.68,827$3.68M0.0%N/A0.491%
11/8/2023Janney Montgomery Scott LLC66,638$3.56M0.0%+474.6%0.475%
11/6/2023Vestmark Advisory Solutions Inc.38,961$2.08M0.2%N/A0.278%
10/27/2023Assetmark Inc.63,928$3.42M0.0%+532,633.3%0.456%
10/26/2023Park Avenue Securities LLC11,051$590K0.0%N/A0.079%
10/25/2023Concourse Financial Group Securities Inc.757$40K0.0%N/A0.005%
10/24/2023Cambridge Investment Research Advisors Inc.37,624$2.01M0.0%N/A0.268%
10/18/2023Private Trust Co. NA811$43K0.0%N/A0.006%
10/17/2023CreativeOne Wealth LLC5,586$298K0.0%N/A0.040%
10/10/2023Daymark Wealth Partners LLC77,788$4.16M0.2%+91.0%0.555%
10/4/2023Massmutual Trust Co. FSB ADV5,200$278K0.0%N/A0.037%
8/11/2023JPMorgan Chase & Co.11,319,535$642.95M0.1%-3.3%80.738%
7/26/2023Janney Montgomery Scott LLC11,597$659K0.0%N/A0.088%
7/19/2023Daymark Wealth Partners LLC40,721$2.31M0.2%+252.2%0.310%
5/15/2023Flow Traders U.S. LLC34,622$1.88M0.1%+135.3%0.264%
4/20/2023Daymark Wealth Partners LLC11,562$628K0.1%+194.0%0.113%
2/13/2023JPMorgan Chase & Co.8,798,951$458.30M0.1%-1.5%85.676%
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1/25/2023Daymark Wealth Partners LLC3,933$205K0.0%N/A0.038%
1/24/2023Integrity Advisory LLC5,148$268K0.2%N/A0.050%
8/13/2022Flow Traders U.S. LLC12,649$637K0.0%-51.0%0.139%
8/11/2022JPMorgan Chase & Co.8,995,425$452.81M0.1%+16.7%98.526%


BBSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Small Cap Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($443.48M), Janney Montgomery Scott LLC ($9.58M), LPL Financial LLC ($4.45M), M Holdings Securities Inc. ($3.29M), Financial Engines Advisors L.L.C. ($1.59M), Farther Finance Advisors LLC ($1.57M), and Flow Traders U.S. LLC ($1.31M).Learn more on JPMorgan BetaBuilders U.S. Small Cap Equity ETF's institutional investors.

Of the 22 institutional investors that purchased JPMorgan BetaBuilders U.S. Small Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.05M), Flow Traders U.S. LLC ($93.44K), Janney Montgomery Scott LLC ($55.54K), M Holdings Securities Inc. ($35.84K), Financial Engines Advisors L.L.C. ($21.52K), Farther Finance Advisors LLC ($21.09K), and Susquehanna International Group LLP ($17.00K).

Institutional investors have bought a total of 253,845 shares in the last 24 months. This purchase volume represents approximately $19.67M in transactions.

Of the 11 institutional investors that sold JPMorgan BetaBuilders U.S. Small Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($391.41K), Flow Traders U.S. LLC ($75.76K), Goldman Sachs Group Inc. ($43.41K), Osaic Holdings Inc. ($1.10K), Bank of America Corp DE ($1.05K), Janney Montgomery Scott LLC ($877.00), and MLG Wealth Management DBA Pine Grove Financial Group ($288.00).

Institutional investors have sold a total of 514,574 shares in the last 24 months. This volume of shares sold represents approximately $38.17M in transactions.


Related Companies

Institutional ownership data for BATS:BBSC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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