Institutional Ownership J P Morgan Betabuilders Develo (BBAX)
This table provides information about the institutional ownership of J P Morgan Betabuilders Develo (BBAX). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 92.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,230
shares
|
$739,557
0.0% of portfolio
|
Q3 2025
Reduced 28.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,582
shares
|
$703,333
0.0% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,116
shares
|
$677,284
0.0% of portfolio
|
Q3 2025
Added 53.29%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
11,987
shares
|
$670,073
0.0% of portfolio
|
Q3 2025
Reduced 72.81%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
9,871
shares
|
$551,788
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
9,119
shares
|
$509,752
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,774
shares
|
$490,466
0.0% of portfolio
|
Q3 2025
Added 43.39%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,193
shares
|
$457,988
0.03% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,870
shares
|
$439,933
0.0% of portfolio
|
Q3 2025
Reduced 68.29%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,360
shares
|
$411,424
0.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,339
shares
|
$410,250
0.0% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,321
shares
|
$409,243
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,296
shares
|
$407,846
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,188
shares
|
$401,809
0.0% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,961
shares
|
$389,119
0.0% of portfolio
|
Q3 2025
Added 31.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
6,548
shares
|
$366,033
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
6,434
shares
|
$359,660
0.01% of portfolio
|
Q2 2025
Reduced 20.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,404
shares
|
$302,083
0.0% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,210
shares
|
$291,239
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
5,109
shares
|
$285,593
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
4,588
shares
|
$256,469
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,515
shares
|
$252,388
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,354
shares
|
$243,388
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,898
shares
|
$217,898
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
3,775
shares
|
$211,022
0.03% of portfolio
|
Q3 2025
New holding
|
|