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 $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
61
shares
|
$3,417
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
61
shares
|
$3,417
0.0% of portfolio
|
Q3 2025
Added 154.17%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
47
shares
|
$2,633
0.0% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
45
shares
|
$2,521
0.0% of portfolio
|
Q2 2025
Reduced 67.63%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
44
shares
|
$2,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
36
shares
|
$2,017
0.0% of portfolio
|
Q3 2025
Reduced 81.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
32
shares
|
$1,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
25
shares
|
$1,400
0.0% of portfolio
|
Q3 2024
Reduced 78.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,008
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
18
shares
|
$1,008
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
14
shares
|
$784
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$784
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
12
shares
|
$672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
11
shares
|
$616
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10
shares
|
$560
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10
shares
|
$560
0.0% of portfolio
|
Q1 2025
Reduced 98.56%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9
shares
|
$504
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
9
shares
|
$504
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
3
shares
|
$168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|