Public ownership evidence

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) Ownership Disclosures

Read BBMC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
3,499
Value (USD)
$315,333
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BBMC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BBMC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,499$315,333None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-268,127$866,501None
Archer Investment Corp2026-06-302026-08-204,578$582,093None
Equitable Holdings, Inc.2026-06-302026-08-1822,807$2,899,844None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,457$566,735None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521,906$2,788,455None
FLOW TRADERS U.S. LLC2026-06-302026-08-1520,757$2,639,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,261$668,936None
Merited Wealth, LLC2026-06-302026-08-153,319$422,011None
ROYAL BANK OF CANADA2026-06-302026-08-153,172$403,000None
ROYAL BANK OF CANADA2026-06-302026-08-1514$2,000None
CITADEL ADVISORS LLC2026-06-302026-08-1519,405$2,467,346None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1518,620$2,367,533None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,327$168,728None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,452$184,622None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1513,423$1,706,676None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15357$45,393None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1558,518$7,440,564None
BANK OF AMERICA CORP /DE/2026-06-302026-08-154,183$531,868None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,205$407,516None
MORGAN STANLEY2026-06-302026-08-147,424$943,962None
MORGAN STANLEY2026-06-302026-08-141$128None
MORGAN STANLEY2026-06-302026-08-144,668$593,600None
FMR LLC2026-06-302026-08-1419$2,416None
Integrated Wealth Concepts LLC2026-06-302026-08-134$586None
Cetera Investment Advisers2026-06-302026-08-131,635$207,890None
Aptus Capital Advisors, LLC2026-06-302026-08-1347$5,976None
EP Wealth Advisors, LLC2026-06-302026-08-13865$109,985None
NewEdge Advisors, LLC2026-06-302026-08-1352$6,586None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13140$17,801None
US BANCORP \DE\2026-06-302026-08-13146$18,612None
JPMORGAN CHASE & CO2026-06-302026-08-133,174$402,211None
JPMORGAN CHASE & CO2026-06-302026-08-1314,687,652$1,861,225,137None
JPMORGAN CHASE & CO2026-06-302026-08-13798$101,123None
JPMORGAN CHASE & CO2026-06-302026-08-13380,039$48,158,694None
JPMORGAN CHASE & CO2026-06-302026-08-1352,169$6,610,916None
Triad Wealth Partners, LLC2026-06-302026-08-115,158$647,833None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-112,496$316,800None
LPL Financial LLC2026-06-302026-08-0862,017$7,885,465None
SUTTON PLACE INVESTORS LLC2026-06-302026-08-073,220$409,423None
Geneos Wealth Management Inc.2026-06-302026-08-07613$77,943None
Global Retirement Partners, LLC2026-06-302026-08-0717$2,162None
IAG Wealth Partners, LLC2026-06-302026-08-078,144$1,035,514None
Janney Montgomery Scott LLC2026-06-302026-08-06147,191$18,715,000None
Rossby Financial, LCC2026-06-302026-08-0529$3,687None
Founders Financial Alliance, LLC2026-06-302026-08-0566$8,392None
Ascent Group, LLC2026-06-302026-08-043,236$411,457None
Archer Investment Corp2026-06-302026-08-044,578$582,093None
MGO ONE SEVEN LLC2026-06-302026-08-015,963$758,195None
ASSETMARK, INC2026-06-302026-07-31140$17,801None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Archer Investment Corp ↗Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Merited Wealth, LLC ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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