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 121 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 $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
196
shares
|
$11,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
191
shares
|
$10,988
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
178
shares
|
$10,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
173
shares
|
$9,952
0.0% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
154
shares
|
$8,859
0.0% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
145
shares
|
$8,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
144
shares
|
$8,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
132
shares
|
$7,593
0.0% of portfolio
|
Q2 2024
Reduced 20.96%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
128
shares
|
$7,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
127
shares
|
$7,306
0.0% of portfolio
|
Q2 2025
Added 164.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
117
shares
|
$6,731
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
111
shares
|
$6,385
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
100
shares
|
$5,753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
97
shares
|
$5,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
94
shares
|
$5,407
0.0% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
83
shares
|
$4,774
0.0% of portfolio
|
Q2 2025
Reduced 97.59%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
74
shares
|
$4,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
74
shares
|
$4,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
71
shares
|
$4,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
69
shares
|
$3,969
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
62
shares
|
$3,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
61
shares
|
$3,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
45
shares
|
$2,588
0.0% of portfolio
|
Q2 2025
Reduced 67.63%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
44
shares
|
$2,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
40
shares
|
$2,301
0.0% of portfolio
|
Q2 2025
New holding
|