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

JPMorgan BetaBuilders U.S. Small Cap Equity ETF logo
$69.08 +0.30 (+0.44%)
As of 07/25/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Small Cap Equity ETF (NYSEARCA:BBSC)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$64.73M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$24.91M
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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
7/25/2025MGO One Seven LLC4,121$272K0.0%N/A0.050%
7/17/2025 Janney Montgomery Scott LLC122,687$8.10M0.0%+1.7%1.487%
7/16/2025 Perigon 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%
5/7/2025LPL Financial LLC55,223$3.34M0.0%+11.5%0.671%
4/23/2025 Perigon Wealth Management LLC7,154$433K0.0%-38.6%0.087%
4/17/2025 Janney Montgomery Scott LLC120,676$7.30M0.0%+10.9%1.466%
4/14/2025Daymark Wealth Partners LLC3,778$229K0.0%-28.1%0.046%
4/9/2025 Gradient 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%
1/24/2025 Sutton Place Investors LLC2,984$203K0.1%N/A0.039%
1/22/2025 Perigon Wealth Management LLC11,652$806K0.0%+124.6%0.152%
1/17/2025 Janney 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%
10/29/2024 Janney 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%
5/15/2024 Ascent Group LLC3,258$205K0.0%N/A0.043%
5/4/2024Geneos Wealth Management Inc.554$35K0.0%+454.0%0.007%
5/1/2024 Janney 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%
2/8/2024 Janney 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%
1/3/2024 Massmutual 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%
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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%
11/8/2023 Janney 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%
10/26/2023 Park 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%
10/4/2023 Massmutual 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%
7/26/2023 Janney 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%
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%
5/11/202255I LLC13,048$796K0.0%-67.1%0.144%
5/11/2022JPMorgan Chase & Co.7,705,850$469.90M0.1%+19.1%85.148%
3/15/2022Security Financial Services INC.3,256$214K0.1%N/A0.046%
2/10/2022JPMorgan Chase & Co.6,469,060$425.60M0.0%-1.5%100.296%
2/9/2022 Massmutual Trust Co. FSB ADV23,741$1.56M0.1%-2.1%0.368%
2/9/202255I LLC39,676$2.61M0.1%+559.8%0.615%
2/4/2022Envestnet Asset Management Inc.3,413$225K0.0%-6.7%0.053%
1/31/2022Vestmark Advisory Solutions Inc.13,395$881K0.0%+237.3%0.206%
11/15/2021Flow Traders U.S. LLC53,811$3.46M0.1%-16.9%0.838%
11/15/2021 Massmutual Trust Co. FSB ADV24,239$1.56M0.1%-51.9%0.377%
11/12/2021OLD Mission Capital LLC5,047$324K0.0%N/A0.079%
11/9/202155I LLC6,013$386K0.0%+97.5%0.094%
8/24/2021Flow Traders U.S. LLC64,750$4.38M0.2%N/A0.963%
8/17/2021 Massmutual Trust Co. FSB ADV50,413$3.41M0.1%-15.6%0.750%
8/17/2021Citadel Advisors LLC16,658$1.13M0.0%-54.0%0.248%
8/13/202155I LLC3,044$206K0.0%N/A0.045%
8/12/2021JPMorgan Chase & Co.6,309,962$426.70M0.1%-0.2%93.828%
8/4/2021Envestnet Asset Management Inc.6,425$434K0.0%N/A0.097%
5/18/2021Citadel Advisors LLC36,182$2.33M0.0%-27.6%0.581%
5/17/2021Goldman Sachs Group Inc.32,595$2.10M0.0%N/A0.524%
(Data available from 1/1/2016 forward)

BBSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBSC shares?

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. ($377.19M), Janney Montgomery Scott LLC ($8.10M), Assetmark Inc. ($3.87M), Envestnet Asset Management Inc. ($3.68M), LPL Financial LLC ($3.34M), Vestmark Advisory Solutions Inc. ($2.67M), and Cambridge Investment Research Advisors Inc. ($2.01M).Learn more on JPMorgan BetaBuilders U.S. Small Cap Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan BetaBuilders U.S. Small Cap Equity ETF's stock?

Of the 25 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. ($910.74K), LPL Financial LLC ($165.83K), Janney Montgomery Scott LLC ($134.52K), Daymark Wealth Partners LLC ($75.05K), Envestnet Asset Management Inc. ($68.83K), Assetmark Inc. ($63.92K), and Vestmark Advisory Solutions Inc. ($43.45K).

How much institutional buying is happening at JPMorgan BetaBuilders U.S. Small Cap Equity ETF?

Institutional investors have bought a total of 1,039,705 shares in the last 24 months. This purchase volume represents approximately $64.73M in transactions.

Which of JPMorgan BetaBuilders U.S. Small Cap Equity ETF's major shareholders have been selling company stock?

The following institutional investors have sold JPMorgan BetaBuilders U.S. Small Cap Equity ETF stock in the last 24 months: JPMorgan Chase & Co. ($356.87K), Perigon Wealth Management LLC ($5.04K), Daymark Wealth Partners LLC ($2.69K), Flow Traders U.S. LLC ($1.47K), and MN Wealth Advisors LLC ($345.00).

How much institutional selling is happening at JPMorgan BetaBuilders U.S. Small Cap Equity ETF?

Institutional investors have sold a total of 366,419 shares in the last 24 months. This volume of shares sold represents approximately $24.91M in transactions.


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This page (NYSEARCA:BBSC) was last updated on 7/26/2025 by MarketBeat.com Staff
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