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 103 institutions that hold shares in the stock, with a total of 91.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,782
shares
|
$728,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
11,796
shares
|
$623,300
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
10,471
shares
|
$553,287
0.01% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
9,871
shares
|
$521,583
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,729
shares
|
$514,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
8,136
shares
|
$429,906
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
7,910
shares
|
$417,964
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,296
shares
|
$385,520
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,170
shares
|
$378,862
0.03% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,009
shares
|
$370,355
0.0% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,921
shares
|
$365,705
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,773
shares
|
$357,885
0.0% of portfolio
|
Q1 2025
Reduced 82.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,092
shares
|
$321,901
0.0% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
5,836
shares
|
$308,374
0.02% of portfolio
|
Q4 2024
Reduced 66.73%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,618
shares
|
$296,855
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,499
shares
|
$290,567
0.0% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,338
shares
|
$282,059
0.0% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,210
shares
|
$275,296
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
5,109
shares
|
$269,959
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
4,696
shares
|
$248,136
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,510
shares
|
$238,308
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,453
shares
|
$235,296
0.14% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
4,289
shares
|
$226,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,898
shares
|
$205,970
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,443
shares
|
$181,928
0.0% of portfolio
|
Q4 2024
Added 4048.19%
|