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 120 institutions that hold shares in the stock, with a total of 91.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
287
shares
|
$16,080
0.0% of portfolio
|
Q2 2024
Closed
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
280
shares
|
$15,688
0.0% of portfolio
|
Q3 2025
Added 93.1%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
274
shares
|
$15,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
251
shares
|
$14,063
0.0% of portfolio
|
Q1 2024
Reduced 34.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
251
shares
|
$14,063
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
201
shares
|
$11,262
0.0% of portfolio
|
Q2 2021
Reduced 16.42%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
191
shares
|
$10,701
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
178
shares
|
$9,973
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
173
shares
|
$9,693
0.0% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
154
shares
|
$8,628
0.0% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
144
shares
|
$8,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
132
shares
|
$7,395
0.0% of portfolio
|
Q2 2024
Reduced 20.96%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
128
shares
|
$7,171
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
117
shares
|
$6,555
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
107
shares
|
$5,995
0.0% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
100
shares
|
$5,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
97
shares
|
$5,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
92
shares
|
$5,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
83
shares
|
$4,650
0.0% of portfolio
|
Q2 2025
Reduced 97.59%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
74
shares
|
$4,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
74
shares
|
$4,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
73
shares
|
$4,090
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
69
shares
|
$3,866
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
66
shares
|
$3,697
0.0% of portfolio
|
Q3 2025
Added 340.0%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
62
shares
|
$3,473
0.0% of portfolio
|
Q2 2025
New holding
|