FIRST CITIZENS BANK & TRUST CO BBCA — J P MORGAN EXCHANGE TRADED F

Ownership history in FIRST CITIZENS BANK & TRUST CO  ·  5 quarters on record

AI Ownership Summary

FIRST CITIZENS BANK & TRUST CO reported J P MORGAN EXCHANGE TRADED F (BBCA) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. The latest visible filing shows BBCA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST CITIZENS BANK & TRUST CO's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BBCA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBCA stock page FIRST CITIZENS BANK & TRUST CO fund profile FIRST CITIZENS BANK & TRUST CO full holdings
How FIRST CITIZENS BANK & TRUST CO held BBCA — position size vs. price
% of Fund (quarterly)    BBCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,361 — 0% 0.00% $237K 2026-10-14 $101.87
2026 Q2 REDUCED — — — 2,361 -24 -1.0% 0.00% $235K 2026-07-13 $100.89
2026 Q1 UNCHANGED — — — 2,385 — 0% 0.00% $224K 2026-05-13 $98.22
2025 Q4 UNCHANGED — — — 2,385 — 0% 0.00% $222K 2026-02-18 $96.03
2025 Q3 INITIATED — — — 2,385 — — 0.00% $208K 2025-10-31 $85.56

🏢 Other funds also holding BBCA

As of 2026 Q3 — sorted by position size

ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.8% Nolet Wealth Management, LLC 0.62% Miller Global Investments, LLC 0.2% Cooksen Wealth, LLC 0.16% Curated Wealth Partners LLC 3Y 0.03% Avidian Wealth Enterprises, LLC 3Y 7Y 0.02% ARMSTRONG ADVISORY GROUP, INC 3Y 0.01% SAPIENT CAPITAL LLC 0.01% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.0% Turtle Creek Wealth Advisors, LLC 0.0%

FAQ About FIRST CITIZENS BANK & TRUST CO and BBCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST CITIZENS BANK & TRUST CO reported owning BBCA?

FIRST CITIZENS BANK & TRUST CO reported BBCA across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported BBCA position in FIRST CITIZENS BANK & TRUST CO's portfolio?

The largest reported portfolio weight for BBCA was 0.00% in 2026 Q1.

What is the latest reported BBCA position on this page?

The most recent filing on this page is 2026 Q3, when FIRST CITIZENS BANK & TRUST CO reported 2,361 shares, equal to 0.00% of portfolio, with an estimated market value of $237K.

What does the chart on this BBCA ownership page compare?

The chart compares FIRST CITIZENS BANK & TRUST CO's quarterly BBCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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