13F data as of 2024-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/BBSA*

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46641Q258

FAQ

Who are the top institutional investors holding JPMORGAN BETABUILDERS 1-5 YR (BBSA*)?

Major stakeholders currently include Daymark Wealth Partners, LLC ($3.2M), LPL Financial LLC ($1.6M), Hudock, Inc. ($627.1K). Based on the latest 13F filings, there are a total of 14 tracked investment funds and institutions maintaining positions in BBSA*.

What is the overall institutional sentiment toward BBSA* recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $366.6K, driven by 1 managers accumulating shares while 3 reduced their exposure.

Which institutions have been selling or reducing their BBSA* positions?

In the latest period, 2 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $586.8K.

Are there any notable investors adding BBSA* to their portfolios?

Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $32.1K.

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Developer Access

Access BBSA*'s institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/BBSA*

CLI

npx alphasmo stocks get BBSA*

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