Who Owns JPM BETABLDR US MDCP ETF (BBMC)? -- Institutional Holders (2026-06-30)
57 institutions reported holding $1.98B of JPM BETABLDR US MDCP ETF (BBMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($1.92B), Janney Montgomery Scott LLC ($18.7M), BANK OF AMERICA CORP /DE/ ($8.0M), LPL Financial LLC ($7.9M), OSAIC HOLDINGS, INC. ($3.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JPMORGAN CHASE & CO | $1.92B | 15.1M | Trimmed |
| 2 | Janney Montgomery Scott LLC | $18.7M | 147,191 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $8.0M | 62,701 | Added |
| 4 | LPL Financial LLC | $7.9M | 62,017 | Added |
| 5 | OSAIC HOLDINGS, INC. | $3.4M | 26,363 | Added |
| 6 | Equitable Holdings, Inc. | $2.9M | 22,807 | Added |
| 7 | FLOW TRADERS U.S. LLC | $2.6M | 20,757 | Added |
| 8 | CITADEL ADVISORS LLC | $2.5M | 19,405 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $2.4M | 18,620 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $1.8M | 13,780 | Trimmed |
| 11 | ACT Advisors, LLC. | $1.6M | 12,870 | Trimmed |
| 12 | MORGAN STANLEY | $1.5M | 12,093 | Trimmed |
| 13 | IAG Wealth Partners, LLC | $1.0M | 8,144 | Trimmed |
| 14 | Gradient Investments LLC | $910,648 | 7,162 | Trimmed |
| 15 | MGO ONE SEVEN LLC | $758,195 | 5,963 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $668,936 | 5,261 | New |
| 17 | Triad Wealth Partners, LLC | $647,833 | 5,158 | Trimmed |
| 18 | Elevation Wealth Management LLC | $620,868 | 4,883 | Trimmed |
| 19 | Archer Investment Corp | $582,093 | 4,578 | Added |
| 20 | MN Wealth Advisors, LLC | $461,528 | 3,629 | Trimmed |
| 21 | Merited Wealth, LLC | $422,011 | 3,319 | Hold |
| 22 | Private Advisor Group, LLC | $421,179 | 3,312 | Trimmed |
| 23 | Ascent Group, LLC | $411,457 | 3,236 | Trimmed |
| 24 | SUTTON PLACE INVESTORS LLC | $409,423 | 3,220 | Trimmed |
| 25 | Steward Partners Investment Advisory, LLC | $407,516 | 3,205 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30